Past Events

Our Tax and Wealth Preservation Departments have developed another program of interest to Life Underwriters. Our program will include a review of recent tax & legislative developments, the impact of interest rates on estate planning and an estate planning case study and panel discussion.

It's not too late! You can register up until the day of the seminar.

Seminar is free of charge and eligible for 3 hours of continuing education credit! Contact Stacey Lala at slala@bhbmlaw.com or 504.569.2900 for more information.

On Tuesday, December 8th at 12 noon, John Rouchell and Matthew Treuting will be hosting a seminar at Delgado Community College. Their seminar will be focused on Estate Planning in Louisiana.

Topics include:

• What Happens If I Die Without a Will?
• Powers of Attorney and Living Wills
• Charitable Giving Techniques
• Minimizing Estate Tax Exposure

On November 19th, 2009 Leon will be speaking at the OMSA Legal Forum. It will be held at the Westin New Orleans at Canal Place in the Magnolia Ballroom on the 3rd Floor. Leon will be covering "The Ins and Outs of Vessel Sales and Liens." 

To hear him speak, register at www.offshoremarine.org.

Baldwin Haspel Burke & Mayer is participating with The Association of Legal Administrators for a Community Challenge benefiting the Second Harvest Food Bank. We will be collecting as much unexpired food between September 15th and September 30th as possible.

This month is also Hunger Action Month, where the Second Harvest Food Bank puts on a concert series beginning Thursday, September 17th in Lafayette Square. This free concert series will run every Thursday through October 29th.

For more information and detials about the concerts, visit www.harvestthemusic.org

Tuesday, October 20th, The Women's Business Enterprise Council South will hold its SEED (Speaking Empowerment & Economic Development) Symposium.  Jena Smith will be speaking on "Workforce Management: Avoiding Legal Pitfalls" and Laurie Howenstine will give us the latest on "Relocate Rebuild Regrow: Grow Your Business Using Latest Louisiana Legislation."

For more information go to http://www.wbecsouth.org/

Baldwin Haspel Burke & Mayer is a proud sponsor of Lee National Denim Day and the fight against cancer on October 2nd, 2009.  Each of its employees will donate at least $5 to wear jeans to work. The Firm will then match all donations made by the employees.

Since its first year, Lee National Denim Day has raised more than $75 million for the fight against breast cancer and unites nearly one million supporters nationwide each year.

To make a donation or to start your own team against cancer, visit www.denimday.com

Leon Rittenberg III to speak at the National Business Institute's One-Day Advanced LLC Issues Seminar. Below you will find an outline of the seminar. For more information or to register, call (800) 930-6182 or visit www.nbi-sems.com

Seminar Outline
I.    CURRENT UPDATES AND EMERGING TRENDS, Dale R. Baringer

• Key Elements of the LLC Act in Louisiana
• Legislative Updates
• Current Case Law
• Hot Topics and Trends

II.   ADVANCED TAX ISSUES FOR LLCs, Dale R. Baringer

• Examination of the Check-the-Box Regulation
• Compensation Planning and Use of Guaranteed Payments, Distributive Shares and Keogh Plans
• Planning for Self-Employment Tax
• Transfer of Appreciated Property to the LLA
• Death or Retirement of a Member and Tax Alternatives
• Federal Income Tax Techniques Involved in the Use of Disrequarded Entities (Single Member LLCs) in Mergers, Acquisitions and Dispositions
• Taxation on Sales of an Interest - Handling the Holding Period and Hot Asset Issues
• Using Elections to Make Optional Basis Adjustments to Minimize Tax in Distributions

III.  UNDERSTANDING THE WORLD OF MINORITY RIGHTS AND FIDUCIARY OBLIGATIONS, Ashley L. Belleau

• The Source of Nature of Fiduciary Obligations in LLCs
• Identifying and Protecting the Rights of Minority Interest Holders
• Restrictions on Fiduciary Obligations
• Securities Law Considerations

IV.   WALKING THE ETHICAL LINE, Ashley L. Belleau

• Ethical Standards and Civil Liability
• The Role of the Attorney as Advisor in LLA Formation
• Avoiding Conflicts of Interest
• Confidentiality - Information Derived From an Earlier Representation

V.    MASTERING ESTATE PLANNING ISSUES, Leon H. Rittenberg III

• Estate Planning Strategies Using LLCs
• Asset Protection Through LLCs
• Family Limited Liability Partnerships
• Impact of Recent Cases Involving Valuation and Related LLC Issues in Estate Planning
• Design and Implementation Considerations and Consequences

• Sign in: 12:30 PM
• Seminar: 1:00 – 5:00 PM
• Reception immediately following
• Seminar eligible for CPE

For reservations and more information, please call or email:
Marlena Cowart (504) 585-7810 / cowart@bhbmlaw.com or
Stacey Lala (504) 585-7816 / slala@bhbmlaw.com

Download the Registration Form

Come join us for a night at the ball park!

Registration is NOW OPEN for the Second Annual Tour de Lis bike ride on the New Orleans lakefront.

The brainchild of a small group of local biking enthusiasts, this remarkable event raised $165,000 for cancer survivor support organizations last year. The goal for 2009 is 1,000 riders and $250,000 according to Carol Asher, one of the organizers.

Registration is open to all recreational and elite cyclists at www.tourdelis.com The cost of registration is $35. Team entries are also accepted. Interested participants and sponsors can obtain more detail on the event's information website.

The recreational ride begins at 8 a.m. and is a 10-mile loop, with the route including scenic Lakeshore Drive and the beautiful lakefront area, with the last riders coming in at noon. It will be followed by a criterion for elite riders.

Along with a special recreational opportunity for all riders aged 12 and up with a bike helmet, the outing is for a most worthy cause, as indicated by the slogan, "Healin' through Wheelin."

Proceeds from Tour de Lis benefit the CAGNO, (Cancer Association of Greater New Orleans), protecting and defending the New Orleans community against cancer through education, outreach, and assistance for cancer patients in need; Lance Armstrong Foundation committed to making cancer a local and national priority; Planet Cancer which exists to provide young adults with cancer, peer support and advocacy.

The Tour de Lis Task Force is comprised of volunteers in the New Orleans community all personally impacted by cancer, a leading cause of death in the United States. "We all understand that whether you are a patient, caregiver, family member or friend, everyone must help in the challenges fighting this deadly disease," said Asher.

Tour de Lis 2009 Honors community leaders who have survived Cancer: Bill Oliver, Sally and Ron Forman and Kim Sport. "All of us agree that information and knowledge are essential to this fight and strongly support the efforts of Tour de Lis to help people with Cancer survive and thrive," she added. "It is truly a ride with a purpose."

Information contact: info@tourdelis.com; Carol Asher 504.957.2574

Baldwin Haspel Burke & Mayer once again invites the CPA's of the metropolitan area to join us on April 15th to relax and celebrate the end of the 2008 tax filing season.

Please come join us for Food, Fun & Drinks!
Your Host :  Karl Zimmermann

Contact Stacey at (504) 585.7816 to let us know how many from your firm will be joining us!

Hope to see you there!

Baldwin Haspel Burke & Mayer sponsored the Coast Guard Foundation at their "Tribute to the Guardian of the Heartland" dinner on April 3, 2009. Jerome Reso, Karl Zimmermann, Paul Vance and Jason Alley attended the dinner. The Firm has proudly supported the Coast Guard for over fifteen years.

Speakers & Topics:

• Leon H. Rittenberg, III, J.D.
  Topic: "Back to the Basics" - Community Property, Wills and Life Insurance
• John Meyer, CLU, ChFC
  Topic: "How to Survive and Prosper During Turbulent Times"
• John A. Rouchell, J.D.
  Topic: "Guestimations on the Future Estate Tax and Planning Measures to Take Now"

Registrations & Continental Breakfast - 8:30 - 9:30 a.m.

Continental Breakfast provided by ExamOne, Dianna Traina & Ginny Dunway

Each Seminar will be repeated, you may attend 2 out of the 3
CE Credit Pending Approval

Free for NAIFA GNO & N.O. SFAP Members
Non-Members $20.00
Reservations requested by March 16th
Email dsmith@naifa-gno.org or nolasfsp@bellsouth.net
Call 504.888.9336

Mail Guest Fees to:
NIAFA GNO
300 Kingman Street, Suite 215
Metairie, LA 70006

• Sign in: 12:30 PM
• Seminar: 1 PM - 5 PM
• Reception Immediately Following
• Seminar Eligible for CPE.

For reservations and more information, please call:
Marlena (504) 585-7810 or Stacey (504) 585-7816

• Sign in: 12:30 PM
  
• Seminar: 1:00 – 5:00 PM
  
• Reception immediately following
  
• Seminar eligible for CPE.
  

For reservations and more information, please call:
Marlena (504) 585-7810 or Stacey (504) 585-7816