Lexis Practice Advisor® - Business & Commercial

Contributing Authors & Firms

Our contributing authors are leading practitioners in their respective transactional practice area.

 Moses & Singer LLP

Michael Evan Avidon

Firm: Moses & Singer LLP

Michael Avidon, a partner at Moses & Singer LLP, co-chairs the Banking and Finance Group and the International Trade group. Mike’s practice emphasizes secured and unsecured lending transactions, letter of credit transactions, letter of credit litigation, supply chain finance, and workouts. His clients include money-center banks that often act as administrative agent for a syndicate of lenders, as well as other financial institutions.

Widely recognized for his knowledge of letters of credit and secured transactions, Mike has been listed in The Best Lawyers in America® as well as Law & Politics' New York Super Lawyers®, and was a leading participant in the revision of UCC Article 5 on Letters of Credit and the preparation of the International Standby Practices (ISP98). He is a charter member of the Editorial Advisory Board of Documentary Credit World, and previously of Letter of Credit Update, and was a member of the Council on International Standby Practices. Mike also participated in drafting Rules of Arbitration for the International Center for Letter of Credit Arbitration, Inc., and he served on the American Bar Association/U.S.C.I.B. Task Force, whose 1990 report led to the UCC Article 5 revision.

Mike writes and speaks frequently on finance and letter of credit-related topics, and actively participates in bar associations and trade groups. Additionally, he’s a past Chair of the Subcommittee on Letters of Credit of the New York State Bar Association's Banking Law Committee.

  • Columbia University School of Law, J.D.
  • Brooklyn College, B.A., summa cum laude
  • Moses & Singer, LLP
  • Licensed to practice in New York and U.S. District Court, Southern and Eastern Districts of New York
Moses & Singer LLP

Arnold N. Bressler

Firm: Moses & Singer LLP

Arnold N. Bressler has more than 35 years of experience in corporate and securities law. Arnie works closely with clients to understand their goals and how the legal services he provides can meet their objectives. He counsels clients on a broad range of corporate and securities matters, including mergers and acquisitions and public and private offerings. Arnie's clients include middle-market public companies and closely-held corporations from a wide range of industries, including technology and publishing. He also represents equipment finance leasing companies, as well as lenders who finance such companies. Before joining Moses & Singer, Arnie was chair of the Business Law practice group at Epstein Becker & Green, P.C., and prior to that was head of the Corporate Department at Milberg LLP for more than 20 years.

In addition to his corporate practice, Arnie co-chairs the firm's Legal Ethics & Law Firm Practice Group and is knowledgeable about the ever-changing laws and regulations in his practice areas. He is an author and lecturer on topics related to U.S. securities and corporate law issues facing lawyers in corporate legal departments and lawyers in private practice.

In his spare time, he is involved in a number of philanthropic organizations and serves on the Board of Trustees of Congregation Rodeph Sholom in New York. He also serves on the Board of Directors of the Association of Reform Zionists of America. For more than a decade, he served as a director and officer of an organization that supports social service programs in Israel. Arnie also served on the Visiting Committee of Case Western Reserve University from 1996 to 2000.

  • University of Columbia, J.D.
  • Case Western Reserve University, B.A., magna cum laude, Phi Beta Kappa
  • Moses & Singer LLP
  • Epstein Becker & Green, P.C.
  • Milberg LLP
  • Licensed to practice in New Jersey and New York

Outside Activities:

  • Board of Trustees of Congregation Rodeph Sholom in New York
  • Board of Directors of the Association of Reform Zionists of America
  • Formerly served on the Visiting Committee of Case Western Reserve University
 Moses & Singer LLP

Wai Y. Chan

Firm: Moses & Singer LLP

Wai Y. Chan is a partner at Moses & Singer in the firm’s Corporate/Mergers & Acquisition and Securities and Capital Markets practices. Prior to joining the firm, Wai was an associate at Espstein, Becker & Green P.C. in their Business Law Practice.

Wai advises and represents clients on finance transactions, private and public debt and equity offerings, mergers and acquisitions and general corporate matters. Wai has represented borrowers in asset-based financing transactions; a publishing and licensing company in a $48 million private placement of debt and equity securities; a purchaser in the acquisitions of equipment leasing company operating assets for $34 million and $30 million, respectively; and an Internet solutions provider in a $600 million Rule 144A debt financing, a $170 million secondary offering of common stock, and an $80 million private placement of convertible preferred stock.

Wai’s experience also includes assisting secured creditors in the acquisition and Chapter 11 reorganization of a publishing and licensing company, and assisting a security systems integrator in a $10.5 million initial public offering of common stock and a $3.3 million private placement of equity securities.

  • Brooklyn Law School, J.D.
  • Duke University, B.A.
  • Moses & Singer LLP
  • Espstein, Becker & Green P.C.
  • Licensed to practice in New Jersey and New York
&nbsp;Squire Patton Boggs<br />

Scott Coffey

Firm: Squire Patton Boggs

Scott Coffey guides publicly and privately held entities in a wide range of business transactions. He has extensive experience in commercial lending, the development and financing of energy and infrastructure projects, and mergers and acquisitions.

Scott has served as borrower's and lender's counsel in a variety of US and cross- border loan transactions. Additionally, Scott has handled private equity investments, joint ventures, strategic alliances, leveraged buyouts, bridge financings, private mergers and acquisitions, workouts and restructurings.

In the energy sector, Scott has represented borrowers and sponsors in financing the development, construction, acquisition and operation of renewable energy projects including wind-powered, solar, geothermal and wood-burning generating facilities, as well as simple- and combined-cycle natural gas-fired and oil-fired electric energy generating facilities.

Scott has been named an up-and-coming lawyer by South Florida Legal Guide each year since 2008. Since 2009 he has been selected for inclusion in Florida Super Lawyers-Rising Stars. He was also listed in Who's Who Legal: Florida 2008 for his project finance practice.

  • Florida State University, J.D., with honors
  • University of Florida, B.A.
  • Partner, Squire Patton Boggs
  • Licensed to practice in Florida
  • Environment, Energy and Resources Section, American Bar Association
  • Energy Industry Restructuring Section, American Bar Association
  • Finance, Mergers and Acquisitions Committee, American Bar Association
  • Electric and Natural Gas Committee, American Bar Association
  • Business Law Section, Broward and Palm Beach County Bar Associations
&nbsp;Olshan Frome Wolosky LLP

Martin S. Cooper

Firm: Olshan Frome Wolosky LLP

Martin S. Cooper is of counsel in the corporate department of Olshan Frome Wolosky LLP , and focuses his practice on securities, financings, mergers and acquisitions, and corporate representation. He has experience with a wide variety of transactions, including venture capital investments, securities offerings, secured and unsecured corporate financings and corporate acquisitions and divestitures. Martin's practice includes representation of investors and issuers in connection with venture capital transactions, shareholder and other equity holder agreements, private placements and public offerings of equity and debt securities, and secured and unsecured loan transactions. He also has experience advising not-for-profit entities in connection with governance, financial and other corporate issues.

Martin has served as counsel to the following:

  • Several New York-based private equity and hedge fund managers with respect to the organization and initial placement of interests in their funds.
  • Several New York-based venture capital funds in multiple rounds of financing for start-up and development stage companies in various industries and locations.
  • A publicly-held company with respect to ongoing securities law compliance, including periodic Securities Exchange Act filings and Sarbanes-Oxley compliance.
  • Executives in connection with ongoing employment and equity arrangements in an acquiring company.
  • A bank client in connection with factoring business, including negotiation and preparation of contracts for the conduct and disposition of the business.
  • A publicly held company with respect to its issuance of high-yield debt, including negotiation with placement agent and its counsel, preparation of offering materials, and registration with and response to comments of the Securities and Exchange Commission.
  • Borrowers in out-of-state real estate and mezzanine loan transactions with respect to the application of New York law and the rendering of opinions in connection therewith.

Martin earned his J.D. from Harvard Law School and his A.B., cum laude, from Brown University.

  • Harvard Law School, J.D.
  • Brown University, A.B., cum laude, Phi Beta Kappa
  • Olshan Frome Wolosky, LLP
  • Licensed to practice in New York
&nbsp;Moses &amp; Singer LLP

Jeffrey M. Davis

Firm: Moses & Singer LLP

Jeffrey M. Davis is a partner at Moses & Singer in the firm’s Corporate/Mergers and Acquisitions practice and is co-chair of the Hotel and Hospitality practice. Jeff represents large hotels and leisure companies as well as private investors, using his particular knowledge of the hotel and hospitality industry to assist hotel owners, developers and operators in the negotiation of management, technical services and trademark licensing agreements.

In addition to the hotel and hospitality industry, Jeff has broad experience representing advertising and public relations firms. With his extensive knowledge of mergers, acquisitions, divestitures, financing and general corporate law, he works with clients in the advertising industry to help them avoid potential risks.

Clients from diverse industries such as healthcare, media, consumer products, telecommunications, manufacturing, retail, and financial services seek Jeff’s counsel in negotiating financing transactions such as equity, venture capital, and public and private debt, the creation of new business entities, and contractual relationships. He also advises clients on matters involving general corporate and securities law, drawing on his substantial experience with mergers and acquisitions, employment and compensation arrangements, licensing agreements and the formation and operation of partnerships and limited liability companies.

  • Tulane University Law School, J.D., cum laude.
  • Columbia University, M.I.A.
  • Columbia University, B.A.
  • Moses & Singer LLP
  • Licensed to practice Associations
  • New York State Bar Association
  • State Bar of Texas
  • District of Columbia Bar Association

Craig Etem

Firm: Fennemore Craig, P.C

Craig Etem is a Director at Fennemore Craig, P.C in Reno, Nevada. Mr. Etem represents large and small companies and those that are both privately and publicly held. His practice involves a wide range of business matters, including corporate mergers, acquisitions, divisions, consolidations, recapitalizations, and formations as well as real estate transactions and secured and unsecured loans, loan workouts and foreclosures.

  • Georgetown University Law Center, J.D., magna cum laude
  • Associate Editor for the Journal of Law and Policy in International Business
  • California State University, Long Beach, B.S. in Business
  • DLA Piper
  • King & Spalding LLP
  • Lionel Sawyer & Collins
  • Licensed to practice in Nevada
  • Member, Washoe County Bar Association
  • Member, State Bar of Nevada
  • Member, American Bar Association
Steven B. FeirmanNixon Peabody LLP

Steven B. Feirman

Firm: Nixon Peabody LLP

Steven Feirman is a partner at Nixon Peabody LLP, Washington, DC. As a member of the firm’s Franchise and Distribution practice group, he focuses his practice on domestic and international franchise and distribution law, as well as antitrust and trade regulation matters.

Steve has extensive experience counseling clients on U.S. and international franchising programs, licensing arrangements, and other distribution systems, including structuring and documenting such arrangements. He negotiates and prepares franchise, license, supply, distribution, asset purchase, and national account agreements, and has developed franchise disclosure documents for numerous jurisdictions.

Many franchisors call on him to address their most difficult issues, and he serves as both their legal advisor and strategic business advisor. In the area of antitrust, he represents clients on pricing, tying, mergers and acquisitions (including Hart-Scott-Rodino), and other competition issues. Steve conducts antitrust and franchise compliance programs, and assists clients in litigation and other dispute resolution matters. In addition, he represents companies before federal and state government agencies on antitrust and franchising matters. He served as antitrust counsel for the Coalition for Fair Consumer Pricing appearing before the U.S. Supreme Court.

Steve is a frequent lecturer and contributor to legal publications on antitrust and franchising law topics. He has served as an editor of some of the leading publications in the field, including Franchise Law Journal and Franchise Legal Digest, and also as a contributor to Global Competition Review and Franchising World.

For the eighth consecutive year, Steve was selected for inclusion in the 2013 edition of The Best Lawyers in America®, a national listing based on a rigorous peer-review survey, and was ranked nationally in the 2012 edition of Chambers USA for Franchising. He was also included in the 2011 and 2012 editions of the International Who’s Who of Franchise Lawyers. Additionally, he has been recognized for the past nine years as a “Legal Eagle” by Franchise Times, an honor accorded the top franchise lawyers in the United States based on peer and client nominations. Steve is a past recipient of the Federal Trade Commission’s Meritorious Service Award and the prestigious Burton Award for Legal Achievement.

  • Washington University in St. Louis, JD
  • Colgate University, AB, magna cum laude
  • Nixon Peabody LLP, partner
  • DLA Piper LLP, partner
  • Federal Trade Commission, Bureau of Competition, trial attorney
  • Licensed to practice in Virginia, New Jersey and the District of Columbia
  • American Bar Association, Antitrust Law section and Forum on Franchising
Sheppard, Mullin, Richter &amp; Hampton LLP

Jim Gatto is a partner in the Intellectual Property Practice Group in Sheppard, Mullin, Richter & Hampton’s Washington, D.C., office. Jim leverages his unique combination of nearly 30 years of IP experience, business insights, and attention to technology trends to help companies develop IP and other legal strategies that are aligned with their business objectives. His practice focuses on intellectual property, Internet, and technology law, including patents, trademarks, copyrights, trade secrets, and open source. Jim advises clients of all sizes, from start-ups to Fortune 100 companies, on key legal and business issues relating to the use of social media, video games, social games and online gambling, virtual currency and goods, social networks, virtual worlds, mirror worlds, augmented reality, open source, user-generated content, location-based services, and gamification.

  • Georgetown University Law Center, J.D.
  • Manhattan College, B.E. in Electrical Engineering
  • Sheppard Mullin Richter & Hampton LLP
  • Pillsbury Winthrop Shaw Pittman LLP
  • John Hopkins University, adjunct professor in MBA program
  • Licensed to practice in the District of Columbia and the Commonwealth of Virginia and before the U.S. Patent and Trademark Office
  • American Bar Association, Section of Science & Technology Law, Virtual Worlds and Multi-User Online Games, vice-chair; Patent, Trademark and Copyright Committee; Section of Intellectual Property Law—Special Committee on Computer Gaming; Young Lawyers Division’s Trademark & Copyright Section, chair
  • International Technology Law Association, Social Media & Games Committee, chair
  • Association of Virtual Worlds, advisory board member; chair of Legal Committee
  • American Intellectual Property Law Association, Open Source Subcommittee, chair; Electronic and Computer Law Committee; Patent Law Committee; Emerging Technology Committee
  • District of Columbia Bar, Arts, Entertainment, Media & Sports Law Section
  • Patent Lawyers Club of Washington, past president
  • Intellectual Property Owners, Open Source Committee
  • Software Patent Institute, member of the Board of Trustees and secretary
  • Patent and Trademark Office Society, member of the Board of Governors
&nbsp;Gibson, Dunn &amp; Crutcher LLP

Stephen I. Glover

Firm: Gibson, Dunn & Crutcher LLP

Stephen I. Glover is a partner at Gibson, Dunn & Crutcher in Washington, D.C. He is Co-Chair of both the firm’s M&A Practice Group and Opinion Committee. He has extensive experience representing public and private companies in complex mergers and acquisitions, joint ventures and other transaction matters.

Stephen has been ranked one of the top five corporate transactions attorneys in Washington, D.C. for the past seven years (2005 - 2011) by Chambers USA America's Leading Business Lawyers. He is listed in the 2012 edition of The Best Lawyers in America® in the categories of corporate law, mergers and acquisitions law, and securities and capital markets law. In August 2009 he was named as a finalist for the top Washington Corporate M&A lawyer by The Washington Business Journal. He was also a finalist in 2007 and 2005, and won the award in 2004. In 2006, Stephen was identified among Ten of the D.C. Area's Top Deal-Making Attorneys' by Legal Times.

Stephen's clients include large public corporations, emerging growth companies and middle market companies in a wide range of industries. He also advises private equity firms, individual investors and others.

Stephen is a member of the DC Bar Board of Governors, as well as a former co-chair of the Steering Committee for the D.C. Bar's Corporation, Finance and Securities Law Section. Mr. Glover has also served as an Adjunct Professor at the Georgetown University Law Center.

Stephen earned his J.D., cum laude, from Harvard Law School, where he was Managing Editor of the Harvard Law Review. He received his B.A., summa cum laude, from Amherst College.

  • Harvard Law School, J.D., cum laude
  • Amherst College, B.A., summa cum laude
  • Gibson, Dunn & Crutcher
  • Licensed to practice in District of Columbia
  • Member, Board of Governors of District of Columbia Bar
  • Member, Securities Regulation and Mergers & Acquisitions Committees, ABA
David GoodwinCovington &amp; Burling

David Goodwin

Firm: Covington & Burling LLP

David Goodwin, partner at Covington & Burling LLP and vice-chair of the firm’s litigation practice, is one of the nation’s leading insurance coverage practitioners, ranked in the highest tier by Chambers USA both nationally and in California. Law360® has named him one of the country’s top three “most valuable players” in the insurance practice area. With more than 25 years of experience representing corporate policyholders in insurance coverage disputes and litigation, his practice runs the gamut of insurance issues, including major property damage and business interruption losses, errors and omissions, fidelity, and director and officer claims, mortgage and financial guarantee insurance disputes, and products liability and environmental matters. David is a highly experienced appellate advocate who has argued more than 50 appeals.

David has served as an adjunct professor at the University of California at Berkeley Law School, where he taught courses on insurance law. David has spoken at nine of the last eleven Risk and Insurance Management Society (RIMS™) annual conventions, dozens of bar association trade groups and other seminars, and has co-authored a number of articles on insurance coverage.

  • Stanford Law School, J.D.
  • Stanford Law Review, Articles Editor
  • University of Oxford, M.A.
  • University of Oxford, B.A.
  • University of California, Santa Cruz, A.B.
  • Covington & Burling LLP
  • Licensed to practice in California
  • Risk and Insurance Management Society (RIMS™)
  • San Francisco Mechanics’ Institute, Chair of the Board of Trustees
&nbsp;Weld, Riley, Prenn &amp; Ricci SC

Cindy Hangartner

Firm: Weld, Riley, Prenn & Ricci SC

Cindy Hangartner advises clients on taxation issues in the areas of business and corporate law, tax and estate planning. She also advises clients on telecommunication issues.

Prior to joining the Weld, Riley firm, Cindy provided detailed tax analysis and guidance to individuals and Fortune 500 companies. In that time, Cindy provided advice on federal, state and local tax laws for a major tax advisory authority, telecommunications entities and multiple Fortune 500 companies. While working for two international companies, Cindy maintained and managed each company's compliance with regulations and industry standards.

Cindy earned her J.D. from the University of Wisconsin, Madison, her M.A. in Taxation from the University of Denver, and her B.A. in Economics from the University of Wisconsin, Madison. Cindy is a member of the Eau Claire County Bar Association and the Wisconsin Bar Association. She is also admitted to practice in Illinois, Colorado and Iowa.

In her free time, Cindy enjoys snowshoeing, golfing, football and has an interest in local history and genealogy.

  • University of Wisconsin-Madison, J.D.
  • University of Denver, LL.M. in Taxation
  • Luther College, B.A. in Economics
  • Weld, Riley, Prenn & Ricci,SC
  • Technical Writing
  • SALT Attorney, Horwood, Marcus & Berk, IL
  • SALT Manager, Comcast Corporation
  • SALT Consulting, Qwest
  • Contract Attorney, Texaco
  • Associate Attorney, Kostner, Koslo & Brovold
  • Licensed to practice in Wisconsin; also admitted to practice in Illinois, Colorado and Iowa
  • Wisconsin Bar Association
  • Eau Claire County Bar Association
Margaret "Peggy" A. HoskingBest Best &amp; Krieger LLP

Margaret "Peggy" A. Hosking

Firm: Best Best & Krieger LLP

Margaret “Peggy” Hosking is a partner in Best Best & Krieger LLP with the Business Planning & Transactions group at the firm’s Riverside office. Her practice focuses on all aspects of business representation from start-up and formation through exit or succession planning with an emphasis on mergers and acquisitions, and commercial real estate transactions. 

Frequently in the role of outside general counsel, Peggy’s representation encompasses all aspects of business and commercial real estate transactions—sales, distribution, development, manufacture, finance and leasing— for a variety of public and private sector clients. Peggy’s client coverage is wide ranging, including industries such as automotive and motorcycle manufacturing, international film production, sports teams, international engineering and manufacturing firms, and international distributors of nutraceuticals and dietary supplements.
  • Loyola Law School, JD
  • Marymount College, BS
  • Best, Best & Krieger LLP
  • General Counsel, regional residential developer
  • Licensed to practice in California, and before the Central, Southern and Eastern Federal District Courts
  • State Bar of California
  • Riverside County Bar Association
  • Commercial Real Estate Women-Inland Empire Chapter (CREW-IE), board member
  • San Bernardino Sexual Assault Services (SBSAS), board member
  • Project Graduate, steering committee member
Darius N. KandawallaBailey Cavalieri LLC

Darius N. Kandawalla

Firm: Bailey Cavalieri LLC

Darius Kandawalla is an equity member of Bailey Cavalieri LLC and a member of the firm’s D&O Practice Group. He focuses his practice on directors and officers liability and insurance, fiduciary liability and insurance, and other related lines of corporate insurance coverage. Darius has represented insurers as coverage counsel in a wide array of sophisticated corporate claims and has litigated, arbitrated, and mediated cases on behalf of insurers throughout the country. He has co-authored several titles on D&O liability and insurance issues, including various chapters of the two-volume treatise, Liability of Corporate Officers and Directors (8th Edition, LexisNexis Matthew Bender Publishing, 2009).

Darius is a former assistant attorney general in the Business & Government Regulation Section of the Ohio Attorney General’s office. He has a Martindale-Hubbell® AV® peer rating, which represents a very high to preeminent legal ability and a very high general ethical standard.

  • The Ohio State University, Moritz College of Law, J.D.
  • Bowling Green State University, B.A.
  • Bailey Cavalieri LLC
  • Arter & Hadden LLP
  • Ohio Attorney General’s Office
  • Licensed to practice law in Ohio, in the U.S. Court of Appeals for the Third, Fifth, Sixth, Ninth and Eleventh Circuits, and in the U.S. District Court for the Southern District of Ohio
  • Ohio State Bar Association
  • Columbus Bar Association
  • Professional Liability Underwriting Society
  • Opera Columbus, board member
&nbsp;Thompson Hine LLP

Barry M. Kazan

Firm: Thompson Hine LLP

Barry M. Kazan, an experienced trial lawyer in Thompson Hine’s Business Litigation, Business Restructuring, Creditors' Rights & Bankruptcy Product Liability and ERISA litigation practices. He focuses his practice on civil litigation, concentrating on general commercial law, class defense, franchise disputes, mass torts, product liability, environmental liability and bankruptcy.

Representative matters include acting as lead counsel in a multi-distinct litigation involving numerous class-actions alleging consumer fraud in retail sale products, representation of financial institutions and secured lenders in bankruptcy proceedings and workouts and negotiating withdrawal of multi-million dollar breach of contract claims.

Barry represents clients in a wide range of industries, including consumer electronics, petroleum, chemicals, manufacturing, financial services and real estate. He counsels clients on electronic discovery and developing document retention programs and discovery response plans related to electronically stored information. Additionally, Barry focuses on the legal and ethical issues that arise from the use of social networking technology, and is a frequent writer and speaker on these subjects.

  • Georgetown University Law Center, J.D., 1994, cum laude
  • Drew University, B.A., 1991, magna cum laude, Phi Beta Kappa
  • Thompson Hine LLP
  • Epstein Becker & Green, P.C.
  • Pitney Hardin LLP
  • Kasowitz Benson Torres & Friedman LLP
  • Licensed to practice in New York and New Jersey State and Federal Courts and the United States Courts of Appeal for the Second and Third Circuits.
  • American Bar Association, Vice-Chair of Petroleum Marketing Committee of Section on Environment,
  • Energy and Resources
  • New Jersey State Bar Association
  • New York State Bar Association
&nbsp;Olshan Frome Wolosky LLP

Thomas D. Kearns

Firm: Olshan Frome Wolosky LLP

Thomas D. Kearns is a partner in the real estate department of Olshan Frome Wolosky LLP. He has significant experience in both real estate and corporate law. Thomas specializes in representing owners, operators and developers in the acquisition, development, leasing and financing of office, residential and retail properties. He has extensive experience with joint venture, LLC, tenant-in-common and other agreements between co-venturers and with sophisticated condominium or other joint ownership arrangements of real estate. He is also an expert on the impact of federal and state securities laws on real estate.

Thomas has been repeatedly named in the New York Super Lawyers list and is an Associate Partner of the Partnership for New York City.

Thomas earned his J.D. from Fordham University School of Law, M.B.A. from Fordham University, and B.A. from Fordham University.

Thomas has served as an instructor with the Continuing Legal Education program at Fordham Law School, teaching courses on Limited Liability Companies and Residential Real Estate, and with the Stephen Newman Real Estate Institute of Baruch College, teaching a course on Real Estate Investment Trusts. He has served in various leadership roles with the Real Property Section of the American Bar Association and most recently was a Book Editor for the Real Property Section. Additionally Mr. Kearns co-authored a LexisNexis® commentary entitled "Drafting General Releases After Centro: How to Preclude or Preserve Future Claims of Fraud and Breach of Fiduciary Duty." The article addresses a recent New York Court of Appeals decision overruling the First Department's ruling in Blue Chip Emerald LLC and highlighting New York's enforcement of general releases between fiduciaries.

  • Fordham University School of Law, J.D.
  • Fordham University, M.B.A.
  • Fordham University, B.A.
  • Olshan Frome Wolosky LLP
  • American Bar Association
  • New York State Bar Association
  • Licensed to practice in New York and New Jersey
&nbsp;Hodgson Russ LLP

Mark S. Klein

Firm: Hodgson Russ LLP

Mark S. Klein focuses his practice on New York State and New York City tax matters and splits his time between the Buffalo and New York City offices of Hodgson Russ. He has 30 years of professional experience in the fields of federal, multistate, state, and local taxation.

Mark writes and lectures extensively on tax topics and teaches courses on state taxation and tax practice and procedure for the University at Buffalo School of Management Tax Certificate Program. His articles have appeared in The CPA Journal, the Journal of Multistate Taxation and Incentives, and in other publications devoted to multistate tax issues. Mr. Klein's most recent article, "Handling a Tax Audit: 3 Traps for the Unwary," was published in an October 2011 issue of Tax Stringer, a publication of the New York State Society of Certified Public Accountants.

Mark has also written numerous books and treatises on the subject of multistate taxation. He is the general editor of LexisNexis® Tax Practice Insights: New York, 2010 edition, and the editor of New York Tax Highlights.

Mark earned his J.D., magna cum laude, from the University at Buffalo Law School, State University of New York, and B.S., summa cum laude, from the State University of New York College at Buffalo.

  • University at Buffalo Law School, State University of New York, J.D., magna cum laude
  • State University of New York College at Buffalo, B.S., summa cum laude
  • Hodgson Russ LLP
  • Licensed to practice in New York and Florida
  • New York State Tax Appeals Tribunal Advisory Committee
  • State and Local Taxation Section chairperson and Executive Committee member, ACE, Accounting Society
  • Tax Committee, New York State Bar Association
  • Tax Committee, American Bar Association
DataDirect Networks, Inc.

Sandra Pak Knox

Firm: DataDirect Networks, Inc.

Sandra Pak Knox is Deputy General Counsel, Corporate, with DataDirect Networks, Inc. (DDN), the world’s largest privately held data storage infrastructure company. As a corporate and securities lawyer, she has more than a decade of experience representing emerging companies in venture capital and private equity financings, mergers and acquisitions, technology transactions and matters of corporate governance.

Before joining DDN in 2012, Sandi was counsel in the Emerging Companies and Venture Capital practice of Sidley Austin LLP and special counsel with Wilson Sonsini Goodrich & Rosati, P.C.

She has spoken frequently on private company financings, including engagements for Northwestern University’s entrepreneurship program, the World Intellectual Property Organization, the Clean Energy Trust, and Wilson Sonsini Goodrich & Rosati’s Entrepreneurs College.

  • Georgetown University Law Center, J.D.
  • Stanford University, A.B.
  • DataDirect Networks, Inc.
  • Sidley Austin LLP
  • Wilson Sonsini Goodrich & Rosati, P.C.
  • Licensed to practice law in California
  • Member, State Bar of California
James M. LawniczakCalfee, Halter &amp; Griswold LLP

James M. Lawniczak

Firm: Calfee, Halter & Griswold LLP

James M. Lawniczak is a partner at Calfee, Halter & Griswold LLP in Cleveland, Ohio. He concentrates his practice on corporate bankruptcy, creditors' rights, and commercial business and finance matters. His experience includes bankruptcy plans and related disclosure statements, cash collateral and financing orders, asset sales, executory contracts and unexpired leases, and bankruptcy litigation and appeals.

Jim has successfully managed complex bankruptcies and reorganizations for private and public companies in the steel, manufacturing and retail industries. His work includes serving as debtors' counsel in the successful reorganization of the Wheeling-Pittsburgh Steel Corporation. Jim also facilitated the 363 sale of Republic Storage Systems Company and Concord Steel Inc., where his guidance enabled them to sell their business while preserving critical assets and jobs.

Jim is a frequent author and lecturer in his field. He is a contributing author to the 16th edition of Collier on Bankruptcy, the leading national treatise on bankruptcy law. He authors the bankruptcy chapters of Lexis's Asset Based Financing and Business Organizations with Tax Planning treatises. Jim is a featured online contributor to the "LexisNexis® Expert Commentaries" series, providing insight on significant, high-profile bankruptcy cases, and he has been a featured panelist in Financier Worldwide. He has been listed in multiple editions of Chambers USA as a Leading Lawyer for bankruptcy and restructuring and recognized as one of the Best Lawyers in America.

Jim earned his J.D., magna cum laude, from the University of Michigan Law School and his B.A., magna cum laude, from the University of Michigan.

In his spare time Jim is a legal advisor to Shaw High School's mock trial team and is involved in the Cleveland Metropolitan Bar Association 3Rs program. Rights, Responsibilities, Realities is an award-winning educational program for high school students.

  • University of Michigan Law School, magna cum laude, J.D., Order of the Coif
  • University of Michigan, magna cum laude, B.A.
  • Calfee, Halter & Griswold LLP
  • Licensed to practice in Ohio
  • Cleveland Metropolitan Bar Association
  • American Bankruptcy Institute
  • Ohio Super Lawyer
  • Best Lawyers, Bankruptcy
  • Chambers USA, Bankruptcy/Restructuring
Outside Activities:
  • Legal advisor to Shaw High School's mock trial team
  • Cleveland Metropolitan Bar Association 3Rs program
Andrew P. LoewingerNixon Peabody LLP

Andrew P. Loewinger

Firm: Nixon Peabody LLP

Andrew Loewinger is a partner at Nixon Peabody LLP, Washington, DC, concentrating his practice on domestic and international franchising, as well as corporate, intellectual property, regulatory, and transactional issues. He is a key member of the international franchising practice, which represents world leaders in franchising and retail distribution. He has handled several hundred inbound and outbound franchise transactions and joint ventures in more than 85 countries.

He is the co-author and co-editor of International Franchise Sales Laws, published by the American Bar Association on franchise sales laws around the world. He is a frequent contributor to franchise publications and a frequent speaker at franchise programs held by the American Bar Association’s Forum Committee on Franchising, the International Bar Association International Franchising Committee, and the International Franchise Association.

Andrew is recognized as one of the top franchise lawyers in the United States and internationally in Who’s Who Legal 2010 and the International Who’s Who of Franchise Lawyers 2011 and 2012. He has been recognized for the fifth consecutive year for exceptional standing in the national legal community in Chambers USA: America’s Leading Lawyers for Business 2012 for franchise work. For the past seven years, he also has been recognized as a “Legal Eagle” by Franchise Times, an honor accorded the top franchise lawyers in the United States based on peer and client nominations. Additionally, Andrew has been selected for the seventh consecutive year for inclusion in 2013 edition of The Best Lawyers in America®, a national listing based on a rigorous peer-review survey.

  • Georgetown University Law Center, JD
  • Columbia School of International Affairs, MA
  • Colorado College, BA, magna cum laude
  • Nixon Peabody LLP, partner
  • Licensed to practice in the District of Columbia
  • International Bar Association, International Franchising Committee, chair
  • American Bar Association, Governing Committee for the Forum on Franchising
  • American Bar Association, Forum on Franchising, International Franchise and Distribution division, first director, 2004
Baker &amp; McKenzie

Stephen Martin

Firm: Baker & McKenzie

Stephen Martin is a founder and managing director of Baker & McKenzie Compliance Consulting. Baker & McKenzie Compliance Consulting assists clients in meeting international compliance needs across a wide spectrum of risk, including anti-corruption/anti-bribery (FCPA and UK Bribery Act), antitrust, privacy, data protection and information management, Dodd-Frank Act, environmental and corporate social responsibility, pre- and post-acquisition due diligence and compliance program integration in M&A transactions and for private equity portfolio companies, and third-party/supply chain responsible sourcing.

  • Creighton University, J.D.
  • Georgetown University Law Center, LL.M. with Distinction
  • University of Denver, M.B.A., B.A.
  • Baker & McKenzie Compliance Consulting LLC
  • MCIWorldCom
  • Qwest Communications
  • Adelphia Communications Corp.
  • US Attorney’s Office for the District of Columbia
  • Missouri Attorney General’s Office
  • Licensed to practice in Missouri and the District of Columbia
  • Sea Fibre Networks (d/b/a CeltixConnect), Board of Directors
Paul D. McGrady Jr.Winston &amp; Strawn LLP

Paul D. McGrady Jr.

Firm: Winston & Strawn LLP

Paul McGrady is a partner with Winston & Strawn, Chicago, serving as chair of Winston’s Trademark, Domain Names and Brand Enforcement practice. He focuses his practice in trademarks, domain names and social media, working with clients in the adoption, prosecution, licensing and enforcement of trademarks in the United States and throughout the world.

Paul represents large-brand owners, including new generic Top Level Domain (gTLD) applicants in their domain name and Internet matters. His experience includes domain name disputes, domain name transactions, the creation of new top level domain names, CAN-SPAM disputes, Computer Fraud & Abuse Act disputes, online copyright and brand identity disputes and transactions and counseling related to intellectual property aspects of social/mobile media. He has successfully handled more than 300 proceedings under the Uniform Domain Dispute Resolution Procedure (UDRP), multiple litigations brought under the Anti-Cybersquatting Consumer Protection Act (ACPA), and successful actions under foreign domain name dispute policies.

Paul has taught Advanced Trademarks and Cyberlaw at DePaul Law School. In 2008, he was selected by IP Law & Business as one of the “Top 50 Under 45” most influential intellectual property attorneys in the United States. In 2011, he was recognized in the World Trademark Review’s “WTR 1000” as a world leading trademark individual for contentious and non-contentious work. Additionally, he is the author of McGrady on Domain Names, the three-volume definitive treatise on domain name law, published by LexisNexis and now in its twelfth release, and McGrady on Social Media, published by LexisNexis in 2011.

  • DePaul University School of Law, J.D.
  • Cedarville University, B.A.
  • Winston & Strawn LLP, partner
  • Licensed to practice in Illinois, and admitted to practice before the U.S. Court of Appeals for the 7th Circuit, the District of Colorado, the Northern District of Illinois and the Western District of Michigan
Littler Mendelson P.C.

Littler Mendelson P.C.

Firm: Littler Mendelson P.C.

Littler is the world’s largest labor and employment firm exclusively devoted to representing management. Littler has extensive resources to address the needs of multi-national clients, from navigating international employment laws and labor relations issues to applying corporate policies worldwide. Established in 1942, the firm has litigated, mediated, and negotiated some of the most influential employment law cases and labor contracts on record.

Ivan MitevBoies, Schiller &amp; Flexner LLP

Ivan Mitev is a tax associate at Boies, Schiller & Flexner LLP in New York City. Ivan focuses his practice on the domestic and international aspects of private equity and hedge fund taxation and the formation, recapitalization, merger, sale, and liquidation of partnerships and LLCs. Ivan has worked on a range of transactions from small acquisitions of several million dollars to large partnership reorganizations of over a half billion dollars, spanning from Canada to Eastern Europe and Latin America.

Ivan has authored several notable tax works, including one of the few books that are exclusively devoted to the taxation of the investment fund industry, "The Private Equity and Venture Capital Tax Manual", published by the ABA in 2011. In addition, Mr. Mitev co-authored, along with his colleague Matt Kaden, the tax book "Drafting Partnership and LLC Agreements: Tax Boilerplate, Allocation, and Liquidation Provisions," published by Matthew Bender. Mr. Mitev has also authored, or co-authored with Michael Kosnitzky or Matt Kaden, other articles, presentations and podcasts available on Mr. Mitev's website profile on Boies, Schiller & Flexner LLP's website.

Ivan is also the founder of fund-taxation.com, one of the few leading blogs dedicated to the taxation of the investment fund industry.

Ivan is featured on Lexis Tax Center under Contributor Spotlight along with the tax practice groups of McDermott Will & Emery and Sutherland and Pepper Hamilton LLP. He participates in several committees, such as the FATCA committee of the Wall Street Tax association, and often contributes to discussions on the ABA's tax listserv, which is considered one of the preeminent places on the internet for practitioners to exchange thoughts on topical tax issues.

Ivan graduated law school in his home country of Bulgaria. After emigrating to the U.S., he earned his J.D. and Tax LL.M from the University of Miami School of Law.

He is fluent in several languages including Bulgarian, Russian and Spanish.

  • University of Miami School of Law, J.D. Tax LL.M, Merit Scholarship, Dean's Certificate of Achievement (International Law), Dean's List
  • University of Varna, Bulgaria, Law
  • Boies, Schiller & Flexner LLP, Tax Attorney
  • Boies, Schiller & Flexner LLP, Tax Clerk
  • UM Law, Tax Research Assistant to Elliott Manning
  • Licensed to practice in Florida and New York
  • ABA Tax Section
  • Wall Street Tax Association
Trey A. MonsourK &amp; L Gates LLP

Trey A. Monsour

Firm: K&L Gates LLP

Trey Monsour is a partner in the Restructuring and Bankruptcy Practice Group for K&L Gates LLP and manages their restructuring practice throughout the Southwest region of the United States. With offices both in Houston and Dallas, Texas, Trey specializes in workouts, restructuring troubled businesses and commercial bankruptcy cases both for debtors and creditor constituencies.

With a business background, Trey has been actively involved in cases in the retail, restaurant, supplier, manufacturing, construction and energy sectors. He also has been actively involved as counsel for debtors, lenders, purchasers, large unsecured creditors and dozens of creditor committees. Trey is national restructuring counsel for a Global Fortune 500 Corporation. In addition, Trey regularly serves as a court appointed Mediator for bankruptcy disputes.

His additional experience includes serving two consecutive years as course director of the State Bar of Texas Advance Business Bankruptcy Course, and speaking on bankruptcy issues to law schools, bar associations, trade and specialty group associations. Trey is a contributing author to Inside the Minds: Creditor Rights in Chapter 11 Cases (Aspatore 2010). From 2005 to 2013, he has been selected as a “Super Lawyer” by Texas Monthly magazine.

  • University of Houston, JD
  • University of Texas at Austin, BBA
  • K&L Gates LLP, Dallas and Houston, partner
  • Haynes and Boone, LLP, Dallas and Houston, partner
  • Verner, Liipfert, Bernhard, McPherson and Hand, Washington D.C. and Houston, partner
  • Weil, Gotshal and Manges, Dallas and Houston
  • Licensed to practice in Texas
  • Dallas Bar Association
  • Houston Bar Association
  • Fifth Circuit Bar Association
  • American Bar Association
  • The Association of International Arbitration
  • Arthur L. Moller/David B. Foltz, Jr. American Inns of Court
  • Texas Bar Foundation
  • Houston Bar Foundation
  • Judicial Intern for Judge Letitia Clark, United States Bankruptcy Court for the Southern District of Texas
Timothy Murray

Timothy Murray

Firm: Murray, Hogue & Lannis

Timothy Murray is a partner with Murray, Hogue & Lannis in Pittsburgh, Pennsylvania. He is currently updating numerous chapters in Lexis' landmark formbook series, Rabkin & Johnson Current Legal Forms, including the chapters on sales, patent license agreements, franchising, joint ventures, assignments, and many others, and is also one of Lexis' authors of Emerging Issues Analysis.

Additionally, Timothy and Dr. John E. Murray, Jr., co-author the biannual supplements to the landmark contract law treatise Corbin on Contracts, and they collaborated on Contract Law for the 21st Century Lawyer: Critical Analysis and Practical Application (PBI Press), the book for contract law practitioners.

Timothy has represented numerous businesses and individuals in various contract transactional matters and disputes, including General Motors Corporation, Bayer Corporation, Georgia-Pacific Corporation, Alcoa, Nissan North America, companies of the Marmon Group, Mazda Motors of America, General Reinsurance, Lanxess Corporation, TWA, Kawasaki Motors, Nova Chemicals, Renda Broadcasting and Electrolux. Timothy also has been course planner for numerous contract law seminars as well as a presenter at contract law seminars for the Pennsylvania Bar Institute.

  • University of Pennsylvania, J.D.
  • University of Pennsylvania, summa cum laude, B.A.
  • Murray Hogue & Lannis, partner
  • Admitted to practice in Pennsylvania and before the U.S. District Court, Western District of Pennsylvania and the U.S. Court of Appeals, Third Circuit 
  • Allegheny County Bar Association
  • Pennsylvania Bar Association

Rebecca Myers

Firm: Vandenberg & Feliu LLP

Rebecca Myers is of counsel in the Litigation Department of the New York firm Vandenberg & Feliu LLP, and focuses her practice on intellectual property. She advises companies and individual employees on the legal considerations of confidentiality, restrictive covenant and intellectual property ownership agreements and helps her company clients develop intellectual property protection programs that meet multiple jurisdictions’ legal requirements.

Rebecca has extensive litigation experience, particularly in seeking or opposing injunctive relief. She has successfully tried or resolved trade secrets, inevitable disclosure, intellectual property ownership, licensing, and other intellectual property and commercial disputes in state and federal courts throughout the United States, as well as before a variety of arbitration and mediation tribunals.

She is a co-author of Bensen & Myers on Litigation Management (LexisNexis, 2009).

  • Syracuse University College of Law, J.D., cum laude
  • Syracuse University, B.S.
  • Vandenberg & Feliu LLP
  • Paul Hastings LLP
  • Licensed to practice in New York; Massachusetts; the U.S. District Court, Southern, Eastern, Northern and Western Districts of New York; U.S. District Court, Massachusetts; Second Circuit Court of Appeals; Ninth Circuit Court of Appeals; U.S. Supreme Court
  • American Bar Association
  • The Sedona Conference
  • Women in eDiscovery
Andrew OliverMoses &amp; Singer LLP

Andrew Oliver

Firm: Moses & Singer LLP

Andrew Oliver is a partner at Moses & Singer in the firm’s Corporate/Mergers and Acquisitions and Private Funds practice groups. He advises corporate clients in structuring and negotiating a wide-range of transactions that includes mergers and acquisitions, asset dispositions, joint ventures and private placements of debt and equity securities.

Andrew also represents start-ups and established companies in various industries, including advertising, media and communications, financial and professional services and healthcare, and advises clients in the technology/software, entertainment, manufacturing and retail industries as well as not-for-profit entities.

He has substantial knowledge in matters involving venture capital investments, start-up company formation and financing, executive employment and severance arrangements, commercial contracts, corporate governance and general commercial matters. For investment fund sponsors, Andrew frequently advises on the formation and operation of domestic and offshore private equity and hedge funds. Additionally, he represents private fund investors and has significant experience negotiating secondary sales of private equity fund interests.

  • New York Law School, J.D., magna cum laude
  • City University of New York, B.A.
  • Moses & Singer LLP
  • Licensed to practice in New York
Elliott SchulderCovington &amp; Burling

Elliott Schulder

Firm: Covington & Burling LLP

Elliott Schulder, of Counsel at Covington & Burling LLP, has extensive experience briefing and arguing motions and appeals in federal and state courts. He has represented clients in a broad range of matters, including policyholders in insurance coverage suits, chemical companies in environmental and mass tort actions and numerous clients in commercial contractual disputes. As an Assistant to the Solicitor General, Elliot has argued eleven cases (and briefed numerous others) in the Supreme Court of the United States. He received a Special Commendation from the U.S. Department of Justice for Outstanding Service in the Office of the Solicitor General, as well as two awards from the National Association of Attorneys General for his participation in moot courts of counsel preparing to argue cases in the Supreme Court.

  • New York University School of Law, J.D.
  • Yale University, B.A.
  • U.S. Department of Justice, Assistant to Solicitor General
  • U.S. Department of Justice, Criminal Division, Appellate Attorney
  • Brooklyn District Attorney’s Office, Appellate Attorney
  • Licensed to practice in the District of Columbia and New York
Kenneth M. SilvermanOlshan Frome Wolosky LLP

Kenneth M. Silverman

Firm: Olshan Frome Wolosky LLP

Kenneth M. Silverman is a partner in the corporate department of Olshan Frome Wolosky LLP. He advises issuers and investors on a variety of matters, including public offerings and private placements, mergers and acquisitions, shareholder activism and general business counseling. Kenneth has extensive experience representing public and private entities in connection with proxy contests and hostile takeover bids. He has represented both publicly-traded and privately-held companies as buyers and sellers in the M&A area. He also represents hedge funds, venture capital funds and start-ups in connection with their formation and capital raising. Mr. Silverman's expertise also includes counseling clients regarding corporate governance, general corporate, executive compensation and securities law matters, including the preparation and filing of 34 Act reports.

Kenneth has served as a lecturer with Lawline.com and has spoken on new SEC disclosure rules. In addition, he has authored numerous corporate department Client Alerts addressing revisions to state laws, SEC rules and regulations and NASDAQ regulations.

Kenneth earned his J.D. from Rutgers School of Law and his B.A. from Colgate University.

In his spare time Kenneth serves as a Board Member with the Chappaqua AYSO and coaches with the Chappaqua YMCA.

  • Rutgers School of Law, Newark, J.D.
  • Rutgers Computer and Technology Law Journal
  • Colgate University, B.A.
  • Olshan Frome Wolosky LLP
  • Licensed to practice in New York

Outside Activities:

  • Board Member, Chappaqua AYSO
  • Coach, Chappaqua YMCA
Patrick SimpsonPerkins Coie LLP

Patrick Simpson

Firm: Perkins Coie LLP

Patrick Simpson is an of counsel in the corporate finance group of Perkins Coie LLP, an international law firm. He has over 40 years of experience and has represented public and private companies in mergers and acquisitions, corporate governance and financing transactions. He is a former chair of the Oregon Securities Law Section and a member of a task force reviewing and rewriting the Oregon Securities Law. He is a frequent speaker on corporate governance and securities law matters.

Patrick has represented issuers and investors in a variety of private company investments, including seed and venture capital financings. He has represented companies in public offerings of debt and equity. He had advised boards of public companies and committees with regard to corporate governance matters, including the conduct of an internal investigation by a special committee of a board of directors, representation of a special committee of a board of directors regarding interested director transactions, and representation of a committee of independent directors with regard to compliance with restrictions on doing business in certain foreign countries.

Patrick has represented public and private companies in merger and acquisition transactions, representation of a private health care consulting company in a sale to a publicly held consulting firm, and representation of a public company in the sale of control to a private equity firm.

Patrick has recently represented a land and mineral owner in negotiation of a joint venture to build the first underground coal gassification project in the United States and has represented the majority equity investor in connection with the development of a 103MW wind generating facility.

Patrick earned his J.D. from the University of California, Berkeley School of Law, and his A.B. in Economics from the University of California at Berkeley.

In his spare time Patrick serves on the Stand for Children advisory board, the board of trustees for Columbia Funds and as a senior fellow with the American Leadership Forum. He has been a board member of the Pacific Crest Outward Bound School and the Pacific Northwest College of Art.

  • University of California, Berkeley, School of Law (formerly Boalt Hall), JD
  • University of California, Berkeley, AB, Economics
  • Perkins Coie LLP
  • Oregon Securities Law
  • Listed in Who's Who Legal USA, Corporate Governance
  • Ranked by Chambers USA, as one of "America's Leading Business Lawyers"
  • Listed in The Best Lawyers in America
  • Peer Review Rated AV® in Martindale-Hubbell®
  • Listed in Oregon Law and Politics, "Oregon Super Lawyers"
  • American Bar Association, Corporate and Banking Section
  • Oregon State Bar, Corporate and Securities Law Sections
  • Past Chairman, Securities Regulation Section
  • Stand for Children Advisory Board
  • American Leadership Forum, Senior Fellow
  • Pacific Crest Outward Bound School, Former Member Board of Advisors
  • Pacific Northwest College of Art, Former Member Board of Governors
  • Columbia Funds (a mutual fund complex), Board of Trustees
Dean R. Swagert, Jr.Moses &amp; Singer LLP

Dean R. Swagert, Jr.

Firm: Moses & Singer LLP

Dean R. Swagert, Jr.,a partner at Moses & Singer, is a co-chair of the Corporate/Mergers and Acquisitions practice group. He focuses on mergers and acquisitions, corporate finance, joint ventures, strategic alliances and general corporate counseling, and has significant experience and expertise representing clients in the media, marketing, advertising, entertainment and information technology industries. Dean is also active in structuring and negotiating executive employment and severance arrangements.

Prior to joining Moses & Singer, Dean was a managing director of a private investment and financial advisory firm. He has represented fund sponsors in the formation of venture capital, private equity and hedge funds, and assists the funds and their portfolio companies in follow-on acquisitions and investments. Dean also frequently helps start-up, early stage and emerging growth companies in their formation, financing, strategic initiatives and general business counseling needs.

  • Cornell University Law School, J.D.
  • University of Pittsburgh, M.A.
  • University of Pittsburgh, B.A., magna cum laude
  • Moses & Singer LLP
  • License to practice in New York
Julie TreppaCoblentz, Patch, Duffy and Bass

Julie Treppa

Firm: Coblentz, Patch, Duffy and Bass

Julie Treppa advises clients on the qualifications for federal and state tax incentives, including the New Markets Tax Credit. Her practice includes structuring investments, forming venture capital funds, buyout funds and other investment partnerships; international, federal, state and local taxation with respect to mergers and acquisitions; joint ventures; venture capital investments; executive compensation; and sales and use taxation.

Julie is an experienced tax litigator successfully representing clients in federal and state tax controversies in U.S. Tax Court, U.S. District Court, and various California courts. Prior to the practice of law, Ms. Treppa worked as a tax auditor for the Internal Revenue Service in the Exam Division.

Julie earned her J.D., magna cum laude, from the University of San Francisco School of Law, her M.A. in Taxation from Golden Gate University School of Tax and her B.A. in Economics and Political Science from the University of California, Davis.

Julie's representative cases include Ceridian Corp. v. Franchise Tax Board, 85 Cal. App. 4th 875 (2000), and Santa Fe Aggregates, Inc. v. State Board of Equalization, San Francisco County Superior Court No. 993-824.

  • University of San Francisco School of Law, J.D., magna cum laude
  • Golden Gate University School of Tax, M.A. in taxation
  • University of California, Davis, B.A. in economics and political science
  • Coblentz, Patch, Duffy & Bass LLP
  • Vice-Chair of the Executive Committee of the Tax Section of the State Bar of California
  • Former Vice-President and Treasurer of the San Francisco Area Women Tax Lawyers
  • Member of the Novogradac New Markets Tax Credit Working Group
Kendal H. TyreNixon Peabody LLP

Kendal H. Tyre

Firm: Nixon Peabody LLP

Kendal Tyre is a partner at Nixon Peabody LLP, Washington DC, where he counsels franchise, manufacturing, retail, and financial services companies on international business transactions. He represents clients in mergers and acquisitions, private equity, venture capital, joint ventures and strategic alliances, licensing and franchise matters as well as corporate law matters.

His client base spans the United States (including Florida, New York, and California) and foreign countries, including South Africa, Kenya and the United Kingdom. He has extensive business law and transactional experience, advising on angel and venture capital financings, entity formation and maintenance, corporate reorganizations, securities law compliance and business divorce.

In his franchise practice, Kendal counsels franchisor clients regarding domestic and foreign franchise laws, drafts franchise disclosure documents, and prepares and files U.S. state franchise registration and exemption applications. He also has experience drafting and negotiating a variety of commercial agreements, including international franchise and development agreements, license agreements, and purchase and sale agreements.

Kendal is co-chair of the firm’s Diversity Action Committee and its Africa Group, and is an author and editor of the book, Franchising in Africa, published by LexNoir Foundation. His additional accomplishments include being awarded the National Bar Association’s Presidential Award for outstanding service to the organization during the 2003–2004 bar year for his service as chief-of-staff to the NBA president, Clyde E. Bailey, Sr., and recognized as a “Legal Eagle” by Franchising Times magazine.

  • University of Minnesota Law School, JD
  • Journal of Law & Inequality, editor-in-chief
  • Brown University, BA, with honors
  • Nixon Peabody LLP, partner
  • Licensed to practice in the District of Columbia and New York
  • American Bar Association, member
  • International Mergers and Acquisitions Due Diligence, published by the International M&A subcommittee of the Committee on Negotiated Acquisitions of the Business Law section, American Bar Association, member, editorial working group
  • National Bar Associations, member
  • National Bar Association, International Law section, former chair
  • The Rochester Black Bar Association, an affiliate of the National Bar Association, former president and co-founder
Nicholas UnkovicSquire Patton Boggs<br />

Nicholas Unkovic

Firm: Squire Patton Boggs

Nicholas Unkovic is co-chair of Squire Patton Boggs' mergers and acquisitions practice, a managing partner of its Northern California offices and a former member of its management committee. He advises domestic and multinational life sciences, technology and financial enterprises on corporate law, and he has experience in strategic alliances, mergers and acquisitions, and emerging company representation. A significant portion of his work involves international transactions, especially on behalf of clients based in Asia and Europe.

Nick also has substantial securities law experience, including public and private offerings of equity and debt securities, both in the United States and internationally. He managed numerous public company acquisitions including a tender offer for a NYSE-listed company and a contested bank acquisition. Nick advises on corporate governance and 1934 Act disclosure issues, and he has served as chair of a public company's audit committee.

Nick earned his J.D. from the University of Michigan, graduating with honors. He earned his A.B., magna cum laude, from Harvard University.

Nick has regularly been named in The Best Lawyers in America and as one of Silicon Valley's top corporate lawyers in San Jose Magazine. Law & Politics magazine has included him among its Northern California Super Lawyers each year since 2005.

  • University of Michigan, J.D., with honors
  • Harvard University, A.B., magna cum laude
  • Squire Patton Boggs
  • Licensed to practice in California
  • British American Business Council Northern California, Board Member
  • International Bankers Association of California, Director
  • Partnerships Committee of the State Bar of California’s Business Law Section, former Co-Chair
  • California Council of International Trade, former Director
Margaret J. WalrathSquire Patton Boggs<br />

Margaret J. Walrath

Firm: Squire Patton Boggs

Margaret J. Walrath is an associate with Squire Patton Boggs and focuses her practice on general corporate, securities, and mergers and acquisitions representations. Margaret's securities experience includes drafting registration statements and prospectuses and coordinating responses to SEC comments.

Margaret also guides clients through private placement transactions and related documentation, including purchase agreements, warrants, certificates of designations and registration rights agreements.

Margaret's M&A experience includes drafting and negotiating acquisition agreements, financing documents, employment agreements and opinions.

Margaret earned her J.D. from Georgetown University and her B.A., cum laude, from Claremont McKenna College.

  • Georgetown University, J.D.
  • Claremont McKenna College, B.A., cum laude
  • Squire Patton Boggs
  • Licensed to practice in New York
Andrew W. WrightHodgson Russ LLP

Andrew W. Wright

Firm: Hodgson Russ LLP

Andrew W. Wright, an associate in the Buffalo office of Hodgson Russ LLP, focuses his practice on state and local tax matters. In particular, Andrew assists in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. He also handles sales tax, corporate franchise tax, personal income tax and residency audits.

  • Syracuse University College of Law, J.D., magna cum laude
  • Syracuse Law Review, executive editor
  • Allegheny College, B.A., magna cum laude
  • Hodgson Russ LLP
  • Licensed to practice in New York
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