Featured Publications

Private Wealth Services: Newsletter - November 2009

There has been considerable debate on Capitol Hill this year over the taxation of a Carried Interest in the context of a Private Equity Fund (PEF). At the same time, there has been public discussion of the role that the private equity industry will have in our economic recovery. In the realm of estate planning, PEF Principals possess unique opportunities to shift the performance of their interest in a PEF to future generations – potentially resulting in very significant estate tax savings. This article will review the basic PEF structure, describe the nature of a Principal’s interest in a PEF and indentify wealth transfer techniques that should be considered by a Principal.

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Intellectual Property and Technology: Alert - November 17, 2009

Governor Patrick’s Office of Consumer Af¬fairs and Business Regulation announced on November 4, 2009, that it has filed the final Massachusetts ID Theft Regulation, also known as 201 CMR 17:00. The goal of Regulation 201 is to help combat the loss of personal information; the most significant change is a require¬ment that covered entities amend existing agreements that they have with third-party service providers to include language requiring these providers to implement and main¬tain “appropriate” security measures for the protection of personal information.

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Articles & White Papers

Before You Hit Send: 10 Rules to Help Keep You Out of E-mail Trouble
 
July 22, 2008
 
William F. "Bill" Hamilton- Tampa

While everyone knows that e-mail shouldn't be used to share potentially embarrassing information and personal stories, the hazards of using e-mail extend beyond this relatively obvious caution. Judicious use of e-mail also applies to routine business email. Holland & Knight partner Bill Hamilton, a member of the firm's Technology Committee and co-chair of the electronic discovery practice, offers ten tips that you should practice when writing email.


1. Follow the Golden Rule

Assume that your e-mail will be printed on the front page of the New York Times. If you would be embarrassed or concerned, don't send it.

2. Don't e-mail if you can telephone or meet in person

E-mail is not a replacement for personal conversation. Comments and suggestions can be said in a conversation that suddenly and surprisingly become misinterpreted, embarrassing or harmful in an e-mail.

3. Never ever send e-mail when you are angry or tired

Fatigue will cause you to lose patience and send something you will later regret. Never send an e-mail when tired or angry.

4. Never joke in e-mails

What you are sending may seem hysterical to you, but don’t do it. You never really know the mood of the person receiving the e-mail.

5. Take your time in writing e-mails

The more quickly you send out an e-mail, the more likely it will miss the mark. Communication is an art.

6. Don't gossip in e-mail

Don't use e-mail to gossip about friends or colleagues. More often than not, some “well-meaning friend” will thoughtlessly forward it to someone you would not have wanted to see it, or worse, to the person you are gossiping about.

7. Be gentle

The old adage "sticks and stones may break my bones, but names will never hurt me" does not apply to e-mail. Keep a business tone in your e-mails. Praise others publicly, but criticize privately and in-person.

8. Don't copy everyone

Keep your distribution groups small. Send e-mails on a need-to- know basis. Don't hit "reply to all" without thinking.

9. Edit e-mails yourself or ask a colleague to look over important e-mails

E-mail is a form of written communication. Writing has rules, they work, use them. Stick with proper grammar.

10. Don't assume that Spell Check will catch every error

Use Spell Check, but don't rely on it. Carefully read all emails before hitting the Send button.

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