August 14, 2014, 1:00 p.m. – 2:00 p.m. (E.D.T.)

The law governing the state income taxation of trusts is rapidly evolving. Recent cases have successfully challenged the constitutional validity of the taxation of trusts in a variety of states. Trustees, beneficiaries and their advisors need to stay current with respect to these important tax law changes. Join expert faculty in this timely program as they examine the significance of the recent court decisions and provide practical guidance regarding the state income taxation of trusts.

Topics include:

• A review of the general state law landscape regarding the taxation of trusts.
• A review of the tax haven states.
• Analysis regarding state tax statutes that may be vulnerable to a constitutional challenge.
• Review three recent taxpayer favorable cases addressing state taxation of trusts.
• Review New York’s recent tax law changes applicable to trusts.
• Identify the types of trusts that might benefit from a change of situs.
• Review the mechanics of removing a trust from a taxing state.
• Discuss tax return filing obligations and address ongoing tax compliance.

Register now and don’t miss this important free briefing!

August 11, 2014 1:00 p.m. – 2:00 p.m. (E.D.T.)

This briefing will focus on the implications and effects of the new money market reform rules, which a divided Securities and Exchange Commission adopted on July 23, 2014.
Please mark your calendar and join Jay G. Baris and Oliver I. Ireland, partners at Morrison & Foerster LLP, and Andrew J. Donohue, Managing Director at Goldman Sachs Asset Management LP, for an important and lively discussion that will include:

• What are the rules and how will they affect money market funds and their investors?
• Will the new rules effectively eliminate “first mover advantage” and lessen the potential for contagion in redemptions?
• Will the new rules satisfy the federal banking regulators?
• Will the new tax relief rules address investor concerns?
• What comes next?

Register now and don’t miss this important free briefing!

August 5, 2014 1:00 p.m. – 2:00 p.m. (E.D.T.)

Consumer data is fast becoming a currency in today’s digital economy. Global companies increasing rely on such data – and their ability to collect, analyze, and move it around the globe — to meet their business needs and the needs of their customers. However, they now face a shifting landscape of data protection obligations. Recent developments in the U.S., such as the release of the White House’s Big Data Report, and in the European Union, including the “Right to be Forgotten” decision, create tremendous uncertainty.
Please join a team of four Jones Day privacy experts, Paloma Bru from Madrid, Undine von Diemar from Munich, Michael G. Morgan from Los Angeles, and Katherine S. Ritchey from San Francisco, to discuss these developments and their implications on the privacy practices of global companies. The team will discuss:

• The White House’s Big Data Report and the future of U.S. data regulation
• Recent litigation in the U.S. on big data issues
• The EU-US Safe Harbor scheme, including recent challenges in the E.U. to that scheme
• Recent developments from the E.U., including the “Right to be Forgotten” decision
• The practical impact of recent developments to businesses

Register now and don’t miss this important free briefing!