Law Firms

Our services for law firms include:

1. Provide Specialized Counsel on Institutional Asset Servicing Issues involving:

• Banks
• Investment Managers
• Fund Sponsors
• Benefits Disputes

2. Provide Guidance for firms without Partners or Associates in ERISA

3. Expert Witness Services

• Fiduciary Duties
• Industry Practices of Custody/Trust Banks

Case Studies

• Posting Plan Assets as Collateral – The Contract Rights Approach
• Assisted small firm recover additional ERISA-based Long Term Disability Benefits for their Worker’s Compensation client.