child dressed as superhero spiderman

What do Stan Lee and the Federal Reserve have in common?

June 14, 2019

What do Stan Lee and the Federal Reserve of the United States of America have in common?

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Stolen bitcoin

Tracing stolen bitcoin

May 6, 2019

https://www.realclearinvestigations.com/articles/2018/12/20/beware_the_den_of_crypto-thieves_.html One of the biggest problems with bitcoin and other digital coins is that once they are stolen, they are almost impossible to recover. A professor at the University of Cambridge has come up with a potential way for folks to recover stolen bitcoin.

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Insurance coverage battles surviving to fight another day

May 2, 2019

The cooperation requirement under insurance policies can be abused by an insurance carrier. Keep in mind that your insurer is interested in finding out how to deny coverage of your claim. An insurer looks for reasons to deny coverage by demanding that you cooperate by providing it with information. You should prepare for cooperation demands seeking information that might be misused when you seek insurance coverage under a director & officer policy or a general liability policy or any insurance policy. D&O Diary has a very interesting blog about a policyholder’s duty to cooperate with an insurer that has reserved its rights to deny coverage.

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digital coins

Blockchain and Cryptocurrency – explanations

March 5, 2019

There are lots of explanations of bitcoin, blockchain and cryptocurrency out there. How do you find the best? After speaking last week at ABA TechShow 2019, I decided to pull together my favorite resources for understanding bitcoin, blockchain and cryptocurrency.

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magnifying glass and circuit board

3 Lessons from a Crypto Mock Trial

February 25, 2019

Getting blockchain transactions into evidence is not easy. But it is possible. Here is how this team did it in a mock trial.

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Fran Tarkenton

Equity indexed annuities – Fran Tarkenton loves them

January 31, 2019

Fran Tarkenton loves equity indexed annuities. That does not mean you should. Tarkenton is 79 years old and encouraging elders to purchase equity indexed annuities (also called fixed indexed annuities) as a way to protect themselves from elder financial abuse. That’s right. Fran Tarkenton is encouraging elders to purchase these high fee, non-liquid insurance products instead of investing in low fee, highly liquid investments like broadly diversified stock and bond index funds. Tarkenton has even written a book touting equity indexed annuities as the answer to protecting seniors from financial abuse by family members. Here it is:

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Learn about crypto & blockchain at ABA Techshow

January 30, 2019

Join us at the ABA Techshow in Chicago – February 27 – March 2, 2019. The company will be warm and welcoming, whatever the weather. If you are confused about blockchain and cryptocurrency, our panel will help you make sense of it all. This is an area that all legal professionals need to understand. Here is a link to a primer on cryptocurrency and digital coins that I wrote for the ABA Law Practice Management Magazine: https://www.americanbar.org/groups/law_practice/publications/law_practice_magazine/2019/january-february/JF2019Braganca/ There is so much more at Techshow. Read about it here and then sign up. http://www.abajournal.com/news/article/techshow-to-deal-with-future-proofing-the-practice-of-law

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Court tells SEC, this is not a security

January 25, 2019

The 5th Circuit Court of Appeals reversed a district court’s order granting the SEC summary judgment based upon a finding that certain oil and gas interests were securities. The 5th Circuit provides a detailed analysis of whether the partnership interests satisfy the Howey test. This is well covered in Thomas Gorman’s blog SEC Actions @secactions and should be of interest to folks in the cryptocurrency and blockchain space.

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many choices at grocery store

More choice is not always better

January 14, 2019

According to traditional economics, having more choice is better than having less choice. But that is often not the case in the real world. Behavioral economics professor and Nobel Laureate Richard Thaler shows us that sometimes we are better off when we limit our choices.

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storm clouds gathering

Preventing Elder Financial Abuse Program

December 26, 2018

As many of you know, preventing elder financial abuse is a topic that is near and dear to my heart. I am delighted to invite you to a program on January 21, 2019 in Chicago on what financial advisors, CPAs, tax preparation professionals, attorneys, and others who work with elders should know about how to protect clients from elder financial abuse. Not only is elder financial abuse devastating to the financial well-being of aging baby boomers, but research shows that it can lead to an early death. But how can we do this without alienating clients?  We will discuss relationship-enhancing  ways to make preventing elder financial abuse an integral part of your practice.

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