/ Press Releases
Seventeen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2021
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/ Announcement
Shartsis Friese Mourns Loss of Co-Founder Robert C. Friese
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11.5.21 / Press Releases Shartsis Friese Ranked Among “Best Law Firms” By U.S. News - Best Lawyers®
San Francisco (November 5, 2021): Shartsis Friese LLP is pleased to announce that the firm…
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10.8.21 / Press Releases California Rural Legal Assistance, Inc. Awarded Shartsis Friese LLP Public Interest Fellowship
Social justice attorney Stephen Zollman to join CRLA’s Santa Rosa office Santa Rosa, CA –…
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8.19.21 / Press Releases 22 Shartsis Friese Lawyers Recognized by The Best Lawyers in America© for 2022
San Francisco, August 19, 2021: Shartsis Friese LLP is pleased to announce that 22 of…
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7.12.21 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2021
San Francisco, July 12, 2021: : Fourteen Shartsis Friese attorneys have been named “Super Lawyers”…
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5.17.21 / Announcement Shartsis Friese Mourns Loss of Co-Founder Robert C. Friese
San Francisco, May 17, 2021: The lawyers and staff of Shartsis Friese LLP are saddened…
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3.19.21 / Announcement Shartsis Friese LLP Condemns Hate Crimes Against the Asian American Pacific Islander (AAPI) Communities
Shartsis Friese is deeply saddened and outraged by the rise of violent hate crimes aimed…
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2.4.21 / Speaking Peter Aitelli to Co-Chair and Speak at ALI-CLE “Modern Real Estate Transactions 2021”, Feb 3, Feb 10, and Feb 17, 2021
Shartsis Friese LLP Real Estate partner Peter Aitelli will be a co-chair of, and a…
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1.5.21 / Announcement SHARTSIS FRIESE MOURNS THE LOSS OF CO-FOUNDING PARTNER MARY JO SHARTSIS
The lawyers and staff of Shartsis Friese LLP are mourning the loss of our dear…
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12.28.20 / Articles Cutbacks to the Parent-Child Exclusion from Property Tax Reassessment Under Proposition 19
With the passage of Proposition 19, California voters significantly limited the ability of parents to…
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12.23.20 / Press Releases Aitelli Elected President of American College of Real Estate Lawyers
San Francisco, December 18, 2020 – Shartsis Friese real estate partner Peter Aitelli has been…
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11.2.20 / Media Shartsis Friese Corporate Lawyers Advise on San Francisco Conservatory of Music Acquisition of Opus 3 Artists
Shartsis corporate partner Rupert Russell, counsel Jeff Braker, and associate Maribeth Charvet counseled the San…
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10.28.20 / Articles What November’s Election Results Could Mean for Your Estate Planning
November’s election may usher in taxpayer-adverse changes to the current taxpayer favorable gift and estate…
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10.15.20 / Press Releases Vault Names Shartsis Friese One Of the Top 25 Best Midsize Law Firms to Work For
San Francisco, October 14, 2020: Shartsis Friese LLP has been recognized on Vault's 2021 list…
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8.20.20 / Press Releases 21 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2021 - Roey Rahmil Named to Inaugural “Ones to Watch” List
San Francisco, August 20, 2020: Shartsis Friese LLP is pleased to announce that 21 of…
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8.4.20 / Articles IRS Issues Proposed Carried Interests Rules
On July 31, 2020, the Internal Revenue Service (the “IRS”) and U.S. Department of the…
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7.16.20 / Press Releases Nineteen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2020
San Francisco, July 16, 2020: Fourteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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7.14.20 / Press Releases Chambers High Net Worth Guide Recognizes Shartsis Friese Family Wealth Planning Group
San Francisco, July 14, 2020: Shartsis Friese LLP is pleased to announce that the firm’s…
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6.29.20 / Articles Client Alert: SBA Allows Early Loan Forgiveness Application and Issues EZ Forgiveness Application
On June 22 and June 24, 2020, the Small Business Administration (SBA) issued new Interim…
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6.18.20 / Press Releases Shartsis Friese Reaffirms Commitment to Racial Justice and Equality; Commemorates Juneteenth with a Firm Holiday
The last few weeks have been remarkable in our country and around the world as…
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6.17.20 / Articles Client Alert: Congress and SBA Enact Major Changes to the Paycheck Protection Program
On June 5, 2020, the Paycheck Protection Program Flexibility Act (PPPFA) was signed into law.…
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5.28.20 / Articles Client Alert: SBA Releases Paycheck Protection Program Loan Forgiveness Application and Rules
On May 15, 2020, the Small Business Administration (SBA) issued the Paycheck Protection Program (PPP)…
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5.18.20 / Media Hurricane Protection Straps Suit Blown Out Of Court
A California magistrate court dismissed a lawsuit against a company accused of not adequately telling…
McCord Pagan Law360 -
5.14.20 / Articles Client Alert: SBA Clarifies Paycheck Protection Program Certification Concerning Loan Necessity
On May 13, 2020, the Small Business Administration (SBA) issued new guidance regarding the requirement…
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5.4.20 / Articles High Value Estates: Proposal For Compensating Personal Representatives For Ordinary Services In Probate Estates That Exceed $25 Million And Trustees Of High Value Administrative Trusts
The California Probate Code provides a formula to determine fees for attorneys and personal representatives…
Richard S. Kinyon, Danielle T. Zaragoza, Kirsten D. Wolff California Trusts and Estates Quarterly 2020 (Volume 26, Issue 1) -
5.1.20 / Articles California Income Taxation of Trusts and Estates
California's income taxation of trusts has unpleasantly surprised many trust fiduciaries and beneficiaries. Its unique…
Richard S. Kinyon, Kim Marois, Sonja K. Johnson California Trusts and Estates Quarterly (Volume 21, Issue 3, 2015) -
4.29.20 / Articles Client Alert: Congress Replenishes Paycheck Protection Program; SBA Provides Further Guidance
On April 24, 2020, the President signed into law the Paycheck Protection Program and Health…
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4.23.20 / Media Shartsis Friese Attorneys Mike Dell, Jeff Braker, and Sergio Broholm Represent Teichert on $93.5 Million Acquisition
Shartsis Friese Attorneys Mike Dell, Jeff Braker, and Sergio Broholm Represent Teichert on $93.5 Million…
Ambrogio Visconti Global Legal Chronicle -
4.10.20 / Articles Further California and Federal Tax Procedure Updates in Light of COVID-19
Following up on our prior client alert posted April 2, 2019, this alert serves to…
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4.9.20 / Media Arthur J. Shartsis Recorder Interview
Shartsis Friese LLP co-founder and managing partner, Art Shartsis spoke to The Recorder about the…
Ross Todd The Recorder -
4.9.20 / Articles Client Alert: SBA Issues FAQ on the Paycheck Protection Program
On April 7, the Small Business Administration (SBA) and the Department of the Treasury issued…
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4.7.20 / Articles Client Alert: SBA Updates to the Paycheck Protection Program
On April 2 and April 3, the Small Business Administration (SBA) issued rules and guidance…
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4.2.20 / Articles Client Alert: Small Business Loans under the CARES Act
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed…
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4.2.20 / Articles Client Alert: Tax Changes in Light of COVID-19
In response to the COVID-19 emergency, on March 13, 2020, President Trump announced his determination…
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4.1.20 / Press Releases Shartsis Friese Adds Two Partners: Spaulding in Environmental Litigation and Leiske in Tax and Corporate Law
San Francisco, April 1, 2020 – Shartsis Friese LLP is pleased to announce that Paul…
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3.17.20 / Articles Client Alert: Insurance Coverage for Coronavirus Losses
The COVID-19 crisis is disrupting business in unprecedented ways. The unique risks posed by the…
Anthony B. Leuin, Roey Rahmil -
3.16.20 / COVID-19 Shartsis Friese LLP’s Response to COVID-19
To Our Clients, Colleagues and Friends: As we all face the uncertainty created by COVID-19,…
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2.24.20 / Articles On Trademarks
A smart business owner launching a new business or product will investigate to ensure that…
Joseph V. Mauch ABTL Report Northern California, Vol. 26, No. 2 -
2.4.20 / Articles SECURE ACT Transforms Estate Planning for Retirement Benefits & Significant Estate Planning Changes for 2020
With the new year come new changes to consider in estate planning. For this client…
Patrick R. McCabe, Richard S. Kinyon, Debra L. Kasper, Sarah M. King, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao, Charles G. Stephenson, Mark E. Mullin -
2.3.20 / Press Releases Shartsis Friese Promotes Jao and Zaragoza to Partners in Family Wealth Planning Group
San Francisco, February 3, 2020 – Shartsis Friese LLP is pleased to announce that Florence…
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12.16.19 / Articles CLIENT ALERT: ADA Website Requirements
CLIENT ALERT December 16, 2019 To Avoid Litigation, Business Websites Should Be Updated To Ensure…
Erick C. Howard, Daniel M. Poniatowski -
12.2.19 / Press Releases Shartsis Friese Promotes Four to Partnership
San Francisco, December 2, 2019 – Shartsis Friese LLP is pleased to announce that Brad…
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11.1.19 / Press Releases Shartsis Friese Ranked Among “Best Law Firms” By U.S. News & World Report and Best Lawyers
San Francisco (November 1, 2019): Shartsis Friese LLP is pleased to announce that the firm…
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10.11.19 / Media Shartsis Friese Tax Counsel Dashiell Shapiro on Bloomberg TV
Shartsis Friese Tax Counsel Dashiell Shapiro appeared on Bloomberg TV on Thursday, October 10th to…
Bloomberg TV -
10.9.19 / Media Cryptocurrency Investors Get New IRS Income-Reporting Rules
Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their…
Laura Davison and Allyson Versprille Bloomberg -
8.15.19 / Press Releases 12 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2020 – Jonathan Kennedy named Attorney of the Year for Real Estate in San Francisco
San Francisco, August 15, 2019: Shartsis Friese LLP is pleased to announce that 12 of…
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7.18.19 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2019
San Francisco, July 18, 2019: Twelve Shartsis Friese attorneys have been named “Super Lawyers” for…
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7.1.19 / Press Releases Shartsis Friese Adds Top Talent to Premier Family Wealth Planning Practice
San Francisco, July 1, 2019 – Shartsis Friese LLP announced today that Debra Kasper, Sarah…
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4.2.19 / Media Are law firms invoking obscure contractual clauses to delay lateral moves? Or does it just seem that way?
When New York City intellectual property litigator Jayadeep “Jay” Deshmukh wanted to trade his partnership…
Angela Morris ABA Journal -
1.11.19 / Press Releases Shartsis Friese Welcomes Tax Counsel Dashiell Shapiro
San Francisco (January 11, 2019): Shartsis Friese LLP is pleased to announce that leading tax…
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1.1.19 / Press Releases Shartsis Friese Elevates David J. Suozzi to Partner
San Francisco (January 1, 2019): Shartsis Friese LLP is pleased to announce it has elevated…
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11.16.18 / Media National Exclusive: Former Sen. Barbara Boxer’s Son and California Powerbroker Found Bilking Indian Tribe
Shartsis Friese LLP partners Joel Zeldin, Robert Ward, and Joseph Mauch served as the tribe's…
Peter Byrne www.consortiumnews.com -
11.12.18 / Press Releases Shartsis Partner Erick C. Howard Elected to
Bar Association of San Francisco Board of DirectorsSan Francisco (November 12, 2018): Shartsis Friese LLP is pleased to announce that Erick C.…
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9.9.18 / Articles Reporting Obligations of Variable Interest Entities
To navigate through regulatory restrictions or for strategic reasons, public companies may need to rely…
P. Rupert Russell Harvard Law School Forum on Corporate Governance and Financial Regulation -
8.15.18 / Press Releases 12 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2019 – John Broadhurst is Lawyer of the Year for Hedge Funds
San Francisco, August 15, 2018: Shartsis Friese LLP is pleased to announce that 12 of…
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7.19.18 / Press Releases Jodi Fedor Joins Shartsis Friese Real Estate Practice
San Francisco, July 19, 2018: Shartsis Friese LLP announced today that Jodi Fedor has joined…
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7.11.18 / Press Releases Nineteen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2018
San Francisco, July 11, 2018: Fourteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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6.1.18 / Press Releases Scott Schneider Joins Shartsis Friese Real Estate Practice
San Francisco, CA: Shartsis Friese LLP announced today that Scott Schneider has joined the firm…
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3.29.18 / Press Releases Shartsis Partner David Kremer Elected to American College of Real Estate Lawyers
San Francisco (March 29, 2018): Shartsis Friese LLP is pleased to announce that David H.…
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1.17.18 / Articles Tax Planning Opportunities Following the Enactment of the Tax Cuts And Jobs Act
On December 22, 2017 H.R.1, commonly referred to as the Tax Cuts and Jobs Act…
Patrick R. McCabe, Richard S. Kinyon, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao -
11.22.17 / Press Releases 13 Shartsis Friese Lawyers and 7 Practice Groups Recognized by “Best Lawyers” and “Best Law Firms” for 2018
San Francisco (November 22, 2017): Shartsis Friese LLP is pleased to announce that 13 of…
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11.16.17 / Press Releases Shartsis Friese Elevates Michael B. Dell to Partner
San Francisco (November 16, 2017): Shartsis Friese LLP is pleased to announce it has elevated…
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11.2.17 / Press Releases Dick Kinyon to Speak at CalCPA Taxation Conference, November 15-17, 2017
San Francisco (November 2, 2017): Shartsis Friese LLP Family Wealth Planning partner Richard (Dick) S.…
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9.19.17 / Press Releases Open Door Legal Awarded the 2017-2018
Shartsis Friese LLP Public Interest FellowshipSAN FRANCISCO (September 19, 2017): Shartsis Friese LLP announced that Open Door Legal in San…
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7.12.17 / Press Releases Fourteen Shartsis Friese Attorneys Named “Super Lawyers” for 2017
San Francisco, July 12, 2017: Thirteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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5.10.17 / Articles Guarding Against Challenges to Director Equity Compensation
There has been an emerging litigation trend in Delaware, where most U.S. public companies are…
P. Rupert Russell Harvard Law School Forum on Corporate Governance and Financial Regulation -
5.1.17 / Articles On Trademarks - Infringement and Social Media
A client recently came to me with a trademark problem. The client was a small-but-growing…
Joseph V. Mauch ABTL Report Northern California, Vol. 25, No. 2 -
3.1.17 / Articles Considerations For Tax Planning In The New Political Environment
The recent election of Donald Trump as President and a Republican-controlled Congress have raised the…
Patrick R. McCabe, Richard S. Kinyon, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao -
10.24.16 / Press Releases Shartsis Friese Elevates Three to Partnership
October 24, 2016 – San Francisco – Shartsis Friese LLP is pleased to announce it…
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8.18.16 / Press Releases Best Lawyers in America®- All Lawyers Report
San Francisco, August 18, 2016: Shartsis Friese is proud to announce the following lawyers have…
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7.8.16 / Press Releases Thirteen Shartsis Friese Attorneys Named “Super Lawyers” for 2016
San Francisco, July 8, 2016 – Shartsis Friese LLP announced today thirteen attorneys have been…
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6.30.16 / Articles The Latest Trend In Non-GAAP Reporting
To attract and retain top talent, while facing cash constraints, many growing companies utilize stockbased…
P. Rupert Russell Law360 -
6.10.16 / Articles Written Disclosure And Informed Written Consent: How To Handle Actual And Potential Conflicts Of Interest
Two friends from college email you: they want to start a business together. Can you…
Roey Rahmil California Young Lawyers Association (CYLA) eNews -
4.22.16 / Articles Op/Ed: The Truth about Costs of the LA County Drug Take-Back Ordinance
The Los Angeles County Board of Supervisors is considering an ordinance that would require pharmaceutical…
Arthur J. Shartsis, Heidi Sanborn Cerritos Community News -
4.11.16 / Articles Watch Out: Increasing Scrutiny by the SEC of your Dealings with Regulators
I. The SEC Enforcement Trend There has been an emerging enforcement trend by the U.S.…
P. Rupert Russell -
4.11.16 / Recognition Tony Leuin has been named a Fellow in the American College of Coverage and Extracontractual Counsel
Tony Leuin has been named a Fellow in the American College of Coverage and Extracontractual…
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3.3.16 / Articles Battling for the Forum: Strategies Employed by Insurers and Policyholders to Secure and Protect the Most Advantageous Forum for Their Coverage Disputes
On March 3, 2016, Anthony Leuin and a panel of other distinguished experts on insurance…
Anthony B. Leuin, Roey Rahmil -
1.1.16 / Press Releases Shartsis Friese Elevates Stein to Partnership
Shartsis Friese LLP is pleased to announce that JJ Stein has been promoted to partner…
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12.24.15 / Press Releases Shartsis Friese Attorneys Publish California Business Litigation Treatise
Several Shartsis Friese LLP litigators recently published chapters in a new benchbook entitled California Business…
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12.23.15 / Press Releases Shartsis Friese Represents Sunstone in $540 Million Sale of Times Square Hotel
Sunstone Hotel Investors Inc. tapped David Egdal of Shartsis Friese as seller's counsel in the…
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12.18.15 / Media No Vacancy
David Sloan of Sunstone Hotel Investors talks to us about his counsel for in-house design…
Melissa Anders Modern Counsel -
10.13.15 / Press Releases Richard S. Kinyon Honored with Spirit of CEB Award
San Francisco, October 13, 2015–Shartsis Friese LLP is pleased to announce that Richard S. Kinyon…
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9.11.15 / Press Releases Shartsis Friese Successfully Defends Patent Infringement Action Through Jury Trial
Helios Software, et al. v. SpectorSoft Corp., Civ. No. 12-081-LPS (Delaware District Court). The firm…
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9.1.15 / Articles When disaster strikes, will you know what to do?
When one imagines the aftermath of a natural disaster in the Bay Area, providing legal…
Roey Rahmil California Bar Journal -
9.1.15 / Articles On Trademarks
In the coming days, the long-standing IP fight between Apple and Samsung will finally arrive…
Joseph V. Mauch ABTL Report Northern California -
8.20.15 / Press Releases Best Lawyers in America - All Lawyers Report
San Francisco, August 20, 2015: Shartsis Friese is proud to announce the following lawyers have…
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7.22.15 / Press Releases Fifteen Shartsis Friese Attorneys Named “Super Lawyers” for 2015
San Francisco, July 22, 2015 – Shartsis Friese LLP announced today fifteen attorneys have been…
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7.21.15 / Articles Breaking Up Is Hard to Do: A Primer on “Business Divorce” Litigation for Transactional Lawyers
INTRODUCTION Breaking up a business in California can be difficult, in some ways not unlike dissolving…
Richard F. Munzinger, Frank A. Cialone, Robert Charles Ward California Business Law Practitioner -
5.26.15 / Media Shartsis Friese Helps Alameda County Defend Rx Drug Disposal Law
On May 26, 2015 the U.S. Supreme Court declined to consider the pharmaceutical industry’s challenge…
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5.25.15 / Articles TTAB Determination of Likelihood of Confusion May Have Preclusive Effect
It is not every day the Supreme Court gives trademark practitioners the chance to call…
Joseph V. Mauch American Bar Association IP Litigation Blog -
5.1.15 / Articles Resumé tips for new lawyers
Despite continued improvement in the legal job market, competition for many entry-level and lateral positions…
Roey Rahmil California Bar Journal -
4.3.15 / Media Firms Make It Hard for Partners to Say Goodbye
Quitting a law firm partnership can feel like leaping over a pit while dodging a…
Patience Haggin The Recorder -
3.30.15 / Press Releases David Egdal Joins Growing Shartsis Friese Real Estate Practice
Shartsis Friese LLP announced today that David Egdal has joined the firm as Of Counsel…
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10.3.14 / Press Releases Ninth Circuit Upholds Alameda County’s Pioneering Prescription Drug Disposal Ordinance
The Ninth Circuit ruled in favor of Alameda County on September 30, 2014 in a…
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9.9.14 / Media Shartsis Friese advises Sleep Train in $425 million sale
Firm assists Rocklin-based company in its purchase by Mattress Firm Holding Corp. Shartsis Friese LLP…
Jason Pafundi Los Angeles Daily Journal -
8.12.14 / Press Releases Dana Fox Joins Growing Shartsis Friese Real Estate Practice
San Francisco, August 12, 2014 – Shartsis Friese LLP announced today that Dana W. Fox…
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7.3.14 / Press Releases Fifteen Shartsis Friese Attorneys Named “Super Lawyers” for 2014
San Francisco, July 3, 2014 – Shartsis Friese LLP announced today that Fifteen attorneys have…
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6.1.14 / Articles On Litigation Skills - Oral Argument
Most litigators look forward to oral argument because we love the sound of our own…
Charles R. Rice ABTL Report Northern California (Volume 23 No. 2, Summer 2014) -
4.3.14 / Media Drugmakers seek to block disposal rule
The pharmaceutical industry, hoping to stop a novel drug take-back program in Alameda County, is…
Fiona Smith Los Angeles Daily Journal -
11.1.13 / Press Releases 2014 U.S. News - Best Lawyers
Fifteen Shartsis Friese partners were chosen by U.S. News - Best Lawyers. Robert Friese, Arthur…
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10.1.13 / Press Releases U.S. Regulation of Hedge Funds, Second Edition
U.S. Regulation of Hedge Funds covers the many legal issues that arise in structuring and…
Shartsis Friese LLP -
10.1.13 / Press Releases Shartsis Friese Adds Premier Family Wealth Planning Practice
San Francisco, October 1, 2013 – Shartsis Friese LLP announced today that Richard S. Kinyon,…
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9.1.13 / Articles On Cross-Examination
Watching one of your witnesses be cross-examined is one of the most nerve-wracking experiences a…
Charles R. Rice ABTL Report Northern California (Volume 22 No. 2, Summer/Fall 2013) -
7.8.13 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” for 2013
San Francisco, July 8, 2013 – Shartsis Friese LLP announced today that Seventeen attorneys, including…
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1.16.13 / Media Shartsis doubles female partners
54-lawyer SF firm goes from four to eight partners to satisfy No Glass Ceiling initiative…
Ryne Hodkowski San Francisco Daily Journal
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1.1.13 / Press Releases Shartsis Friese LLP Announces 3 New Partners
Shartsis Friese is proud to announce that, effective January 1, 2013, Christina Mickelson Hamilton, Larisa…
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10.5.12 / Media Jury finds Hitachi owes $3M to brokers
SAN JOSE - Former CPS brokers Joe Moriarty, Greg Davies and Eric Fox claimed they…
Nathan Donato-Weinstein San Jose Business Journal -
7.11.12 / Press Releases Sixteen Shartsis Friese Attorneys Named “Super Lawyers” for 2012
San Francisco, July 11, 2012 – Shartsis Friese LLP announced today that sixteen attorneys, including…
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6.15.12 / Press Releases Shartsis Friese Expands Real Estate Practice – Etlin and Aitelli Join as Partners
San Francisco, June 15, 2012 – Shartsis Friese LLP announced today that Craig B. Etlin…
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6.5.12 / Press Releases Cristina Rubke has been confirmed as the newest member of the Board of Directors for the San Francisco Municipal Transportation Agency (SFMTA).
Shartsis Friese is proud to announce that on June 5th, the San Francisco Board of…
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6.1.12 / Articles On Litigation Skills - Thinking Fast and Slow
Thinking Fast and Slow by Daniel Kahneman is must reading for lawyers who want to…
Charles R. Rice ABTL Report Northern California (Volume 21 No. 2, Spring/Summer 2012) -
5.1.12 / Press Releases Real Estate Deal Of The Year
The Twitter lease at 1355 Market Street has been chosen by the San Francisco Business…
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2.23.12 / Articles Old Concept, New Law
Unlike the standard governing the capacity to make a will, California courts have not applied…
John J. Stein The Recorder -
1.1.12 / Articles Insider Trading: New Cases, But Still Old School Insider Trading
Its been almost two and a half years since Galleon’s Raj Rajaratnam was arrested, and…
Jahan P. Raissi -
9.9.11 / Media Dispatch from Amelia Island: When Clients Attack
At the Legal Technology Leadership Summit opening reception on Tuesday, I struck up a conversation with a…
Christopher Danzig Above the Law -
7.13.11 / Press Releases Eleven Shartsis Friese Attorneys Named “Super Lawyers” for 2011
San Francisco, July 13, 2011 – Shartsis Friese LLP announced today that eleven attorneys have…
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7.13.11 / Press Releases Shartsis Friese to Receive the 2011 Outstanding Corporate Grantmaker Award
San Francisco, July 13, 2011 – Shartsis Friese is very pleased to announce it has…
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6.13.11 / Media Private foreclosure sale blocked
A Santa Clara County court ruling last week added some much needed clarity to a…
Petra Pasternak The Recorder -
3.14.11 / Press Releases Derek Boswell Joins Shartsis Friese as a Partner in the Real Estate Group
San Francisco, March 14, 2011 – Shartsis Friese LLP announced today that Derek Boswell has…
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3.1.11 / Articles On Litigation Skills - Discovery from Experts
Recent amendments to Rule 26 of the Federal Rules of Civil Procedure changed the disclosure…
Charles R. Rice ABTL Report Northern California (Volume 20 No. 2, Spring 2011) -
1.28.11 / Media Ending Lawyers’ Nightmare
The Association of Business Trial Lawyers gathered Tuesday night at the Four Seasons in downtown…
Sara Randazzo San Francisco Daily Journal -
10.4.10 / Media Fatal Discovery
There was good news and bad news in the magistrate judge’s opinion for six lawyers…
Joseph Rosenbloom Litigation 2010 -
9.1.10 / Articles Dancing on Direct: Direct Examination of Witnesses
Preparing for the direct examination of a friendly witness is like choreographing a dance scene…
Charles R. Rice Proof (Volume 19, Number 1, Fall 2010) -
8.2.10 / Press Releases Eight Shartsis Friese partners were chosen as The Best Lawyers of America 2011 by Woodward/White, Inc.
Eight Shartsis Friese partners were chosen as The Best Lawyers in America for 2011 by…
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7.14.10 / Press Releases Twelve Shartsis Friese Attorneys Named “Super Lawyers” for 2010
San Francisco, July 14, 2010 – Shartsis Friese LLP announced today that twelve attorneys have…
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4.19.10 / Media Centro Legal de la Raza Receives Three-Year Shartsis Friese Fellowship to Support Housing and Employment Legal Services
Oakland, California – April 19, 2010 – Centro Legal de la Raza (Centro Legal) announced…
Centro Legal De La Raza -
4.6.10 / Press Releases Judge Lifts Sanctions Over Qualcomm Discovery Scandal
Shartsis Friese attorneys Joel Zeldin, Frank Cialone, and John Stein successfully represented Christopher Mammen and…
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3.1.10 / Articles On Litigation Skills - Reader-Friendly Briefs
Writing a good legal brief is more a matter of craft than art. Most judges…
Charles R. Rice ABTL Report Northern California (Volume 19 No. 2, Spring 2010) -
12.15.09 / Press Releases Frank Cialone Elected as Board Chair of the East Bay Community Law Center
San Francisco – December 15, 2009 – Earlier this month, Frank Cialone was elected as…
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10.1.09 / Media Roundtable - The International Who’s Who of Private Funds Lawyers
The International Who’s Who of Private Funds Lawyers has brought together three of the leading…
Who's Who Legal -
7.30.09 / Press Releases Eight Shartsis Friese partners were chosen as The Best Lawyers in America 2010 by Woodward/White, Inc.
Eight Shartsis Friese partners were chosen as The Best Lawyers in America for 2010 by…
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7.15.09 / Press Releases Thirteen Shartsis Friese Attorneys Named “Super Lawyers” for 2009
San Francisco, July 15, 2009 – Shartsis Friese LLP announced today that thirteen attorneys have…
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6.15.09 / Media Six Years On, Dregs of Brobeck’s Bankruptcy Coming to a Close
SAN FRANCISCO — The bankruptcy of San Francisco’s Brobeck, Phleger & Harrison — now six…
Jill Redhage San Francisco Daily Journal -
6.1.09 / Media The Art of Being Independent
SAN FRANCISCO — Described as irreverent, fiscally conservative and independent, San Francisco’s 57-attorney law firm…
Jill Redhage San Francisco Daily Journal -
4.16.09 / Media Shartsis Friese turns trash to gold with $261M deal
Derek Wilson of Shartsis Friese has notched another deal for Folsom-based Waste Connections Inc., this…
Amanda Royal The Recorder -
3.4.09 / Media Suit over lost patent trial rejected
A defunct San Francisco purveyor of invisible braces didn’t hoodwink investors about its chances in…
Zusha Elinson The Recorder -
3.1.09 / Articles On Litigation Skills - Deposing a Hostile Witness
Taking the deposition of a hostile witness is difficult and stressful, especially when the deponent…
Charles R. Rice ABTL Report Northern California (Volume 18 No. 2, Spring 2009) -
1.28.09 / Media Mixing Client, Business Ends Badly
SAN FRANCISCO — If you are developing a particularly close relationship with your client —…
Dhyana Levey Los Angeles Daily Journal -
11.13.08 / Media Shartsis Does $314M Garbage Deal in Trashed Market
The market is terrible — and the only deals getting done are garbage. No joke.…
Zusha Elinson The Recorder -
10.1.08 / Media Eye of the Storm
As the hedge fund industry struggles this year, it relies more than ever on its…
Alpha -
9.4.08 / Press Releases The Best Lawyers in America 2009
Seven Shartsis Friese partners were chosen as The Best Lawyers in America for 2009 by…
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9.1.08 / Media School-To-College Program - New Funding and Expanded Focus
The Bar Association of San Francisco’s School-To-College (STC) program is planning to expand its reach to…
Susan Kostal San Francisco Attorney -
6.24.08 / Media Hedge Funds Get a Lesson
Bear Indictments Prompt Review of Operating Procedure The indictment last week of two former Bear…
Jenny Strasburg The Wall Street Journal Online -
6.1.08 / Articles Making Misconduct Matter - What to do (or not) when your opponent engages in misconduct
Most laypeople think lawyers get away with murder, and it’s often hard to disagree. Almost…
Charles R. Rice The Recorder -
3.5.08 / Media The Holdouts
Larry Rabkin in the late 1990s found his firm facing a doomsday mantra — that…
Jill Redhage and Jonathan Vanian Daily Journal -
3.1.08 / Articles On Litigation Skills - Arbitration
There is a lot to like about arbitration because it has been shaped by the…
Charles R. Rice ABTL Report Northern California (Volume 17 No. 2, Spring 2008) -
12.1.07 / Articles A Few Brief Words - Keep busy readers in mind when crafting your written arguments
Giving advice to lawyers about their legal briefs may seem even more presumptuous than some…
Charles R. Rice The Recorder -
10.25.07 / Press Releases Shartsis Friese Hedge Fund Group Rated #4 Nationwide By Small Hedge Fund Managers In Alpha Magazine Poll
San Francisco, October 25, 2007 – In a recent survey by Institutional Investor’s Alpha Magazine…
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10.15.07 / Press Releases Shartsis Friese Funds Fellowship At Bay Area Legal Aid To Help End Domestic Violence
Three‐year fellowship will help hundreds of San Mateo County residents escape domestic violence. San Mateo,…
Bay Area Legal Aid -
9.4.07 / Press Releases The Best Lawyers in America 2008
Seven Shartsis Friese partners were chosen as The Best Lawyers in America for 2008 by…
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8.6.07 / Articles Direct Directions - Let the witness take center stage during direct examination
Most lawyers find it hard to get excited about preparing for a direct examination of…
Charles R. Rice The Recorder -
7.1.07 / Press Releases Top Corporate Philanthropists In The Greater Bay Area
Shartsis Friese is proud to have been listed among the Top Corporate Philanthropists in the…
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3.1.07 / Articles The Revised Uniform Partnership Act: An Introduction
A man named Colin comes into your office and begins telling you his legal problems:…
Richard F. Munzinger ABTL Report Northern California -
3.1.07 / Media Thinking Outside the Box
Cristina Rubke, a second-year associate at San Francisco's Shartsis Friese, works on the firm's biggest…
Leslie A. Gordon San Francisco Attorney -
3.1.07 / Articles On Litigation Skills - Speeding Up and Slowing Down
Speed kills, but it’s a double-edged sword. Thinking and acting quickly are crucial for good…
Charles R. Rice ABTL Report Northern California (Volume 16 No. 2, Spring 2007) -
12.15.06 / Press Releases California Supreme Court Upholds Mediation Confidentiality
Unanimous decision in Fair v. Bakhtiari draws a bright line re admissibility of documents San…
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10.3.06 / Media Air of Enforceability
Court mulls if arbitration clause can turn deal prepped in mediation into fair game Arthur…
Mike McKee The Recorder
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10.1.06 / Press Releases Shartsis Friese Representing Governor Schwarzenegger
Attorneys at Shartsis Friese are representing Governor Arnold Schwarzenegger as amicus curiae in an upcoming…
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9.1.06 / Articles Button Up - Resist the voluntary spirit when defending a deposition
In the last issue of this publication, I explained my approach to taking depositions. Now it’s…
Charles R. Rice The Recorder -
9.1.06 / Media The 2006 Alpha Awards - Land of Opportunity
The $1.3 trillion-plus hedge fund industry has been a bonanza for accountants, administrators, lawyers, prime…
Imogen Rose-Smith Alpha -
8.18.06 / Articles Questions, Period - The art and science of depositions
Taking depositions may seem easy. But it is difficult to do well and almost impossible to…
Charles R. Rice The Recorder -
8.1.06 / Media Hedge Fund Madness
Once again hedge funds—a.k.a. financial lightning in a bottle—have defied efforts by regulators to monitor their…
Thomas Brom California Lawyer -
6.1.06 / Articles No End In Sight To Options Backdating Investigations
Even if you have been living under a rock, it is unlikely that you have…
Jahan P. Raissi -
3.1.06 / Media Roundtable - Securities Litigation
In this month’s discussion, our panel of experts discuss the implications of the Seventh Circuit…
California Lawyer -
3.1.06 / Articles Using California Corporations Code Section 2000 to Resolve 50-50 Shareholder Deadlocks in Privately Held Corporations
Introduction All too frequently, in the absence of applicable buy-sell or other shareholder agreements, serious…
Arthur J. Shartsis -
2.21.06 / Articles Monkey Business - Peacemaking among people and other primates
When lay people complain to me about the way that lawyers act, I often tell…
Charles R. Rice The Recorder -
2.6.06 / Media Poisoned Ivy Fight at Princeton Escalates Over Use of a Family’s Gift
PRINCETON, N.J.—On April 4, 2002, a top adviser to Shirley M. Tilghman, the president of…
John Hechinger and Daniel Golden The Wall Street Journal -
11.14.05 / Articles Expert Advice - Key questions to ask opposing expert witnesses
Complex litigation often comes down to a battle of expert witnesses. When the facts are…
Charles R. Rice The Recorder -
10.4.05 / Articles The Developing Regulatory Landscape for Hedge Fund Managers
Many hedge fund managers are dealing with significant regulatory change and uncertainty. As nearly everyone in…
James J. Frolik Lipper HedgeWorld SEC Registration Report 2005 - 2006 -
9.19.05 / Articles Your Witness… - A few tips on conducting an effective cross-examination
Someone once said that cross-examination is ultimately a test of character — not just for…
Charles R. Rice The Recorder -
5.1.05 / Articles SEC Requires Hedge Fund Managers to Register as Investment Advisers
Introduction The SEC recently adopted a new rule that requires most investment advisers that manage…
James J. Frolik Compliance Review -
4.6.05 / Media Playing Hard to Get
Despite their eligibility, some firms would rather stay single Ask law firm leaders or consultants…
Marie-Anne Hogarth The Recorder -
3.7.05 / Media A Hedge Grows in San Francisco
Founders of West Coast Hedge Fund Practice Are Leaders Today The year was 1983, and…
Anna Oberthur San Francisco Daily Journal -
1.1.05 / Articles Client Advisory: Dealing With Disgruntled Investors
Many money managers are confronted by an unhappy investor at some point – usually after…
Charles R. Rice -
10.1.04 / Articles SEC Proposes Investment Adviser Registration of Hedge Fund Managers
On July 20, 2004, the SEC proposed a new rule and rule amendments that, if…
James J. Frolik Compliance Review -
3.1.04 / Articles On Litigation Skills - Working On Your Weaknesses
I’m often surprised how many lawyers — even ones that aren’t very good — regard…
Charles R. Rice ABTL Report Northern California (Volume 13 No. 2, Spring 2004) -
3.1.03 / Articles On Litigation Strategy - Being A Plaintiff’s Lawyer
I like to go both ways. I mean, of course, that I like to do…
Charles R. Rice ABTL Report Northern California (Volume 12 No. 2, Spring 2003) -
5.24.00 / Media The Terminator
Terminating sanctions, the most extreme punishment in civil litigation, are so unusual that some attorneys…
Matthew King The San Francisco Daily Journal -
2.18.00 / Media SEC Doesn’t Appeal Tax-Related Charges in Kenneth Ough Case; Reaction Mixed
The SEC’s decision not to appeal the tax-related charges in the Kenneth Ough case is…
Lynn Hume The Bond Buyer -
1.1.00 / Articles Dissolution Actions Yield Less than Fair Market Enterprise Value (Appraising for “Fair Value” Under California Corporations Code Section 2000)
While virtually all states have dissenters' rights appraisal statutes, only a few states have "dissolution…
Arthur J. Shartsis Business Valuation Update -
6.1.99 / Articles The Ten Commandments For Avoiding A Fraudulent Real Estate Transaction
Millions of dollars worth of claims are made every year on transactions that could have…
Joel Zeldin Claims Awareness Hot Sheet
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11.2.20 / Media Shartsis Friese Corporate Lawyers Advise on San Francisco Conservatory of Music Acquisition of Opus 3 Artists
Shartsis corporate partner Rupert Russell, counsel Jeff Braker, and associate Maribeth Charvet counseled the San…
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5.18.20 / Media Hurricane Protection Straps Suit Blown Out Of Court
A California magistrate court dismissed a lawsuit against a company accused of not adequately telling…
McCord Pagan Law360 -
4.23.20 / Media Shartsis Friese Attorneys Mike Dell, Jeff Braker, and Sergio Broholm Represent Teichert on $93.5 Million Acquisition
Shartsis Friese Attorneys Mike Dell, Jeff Braker, and Sergio Broholm Represent Teichert on $93.5 Million…
Ambrogio Visconti Global Legal Chronicle -
4.9.20 / Media Arthur J. Shartsis Recorder Interview
Shartsis Friese LLP co-founder and managing partner, Art Shartsis spoke to The Recorder about the…
Ross Todd The Recorder -
10.11.19 / Media Shartsis Friese Tax Counsel Dashiell Shapiro on Bloomberg TV
Shartsis Friese Tax Counsel Dashiell Shapiro appeared on Bloomberg TV on Thursday, October 10th to…
Bloomberg TV -
10.9.19 / Media Cryptocurrency Investors Get New IRS Income-Reporting Rules
Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their…
Laura Davison and Allyson Versprille Bloomberg -
4.2.19 / Media Are law firms invoking obscure contractual clauses to delay lateral moves? Or does it just seem that way?
When New York City intellectual property litigator Jayadeep “Jay” Deshmukh wanted to trade his partnership…
Angela Morris ABA Journal -
11.16.18 / Media National Exclusive: Former Sen. Barbara Boxer’s Son and California Powerbroker Found Bilking Indian Tribe
Shartsis Friese LLP partners Joel Zeldin, Robert Ward, and Joseph Mauch served as the tribe's…
Peter Byrne www.consortiumnews.com -
12.18.15 / Media No Vacancy
David Sloan of Sunstone Hotel Investors talks to us about his counsel for in-house design…
Melissa Anders Modern Counsel -
5.26.15 / Media Shartsis Friese Helps Alameda County Defend Rx Drug Disposal Law
On May 26, 2015 the U.S. Supreme Court declined to consider the pharmaceutical industry’s challenge…
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4.3.15 / Media Firms Make It Hard for Partners to Say Goodbye
Quitting a law firm partnership can feel like leaping over a pit while dodging a…
Patience Haggin The Recorder -
9.9.14 / Media Shartsis Friese advises Sleep Train in $425 million sale
Firm assists Rocklin-based company in its purchase by Mattress Firm Holding Corp. Shartsis Friese LLP…
Jason Pafundi Los Angeles Daily Journal -
4.3.14 / Media Drugmakers seek to block disposal rule
The pharmaceutical industry, hoping to stop a novel drug take-back program in Alameda County, is…
Fiona Smith Los Angeles Daily Journal -
1.16.13 / Media Shartsis doubles female partners
54-lawyer SF firm goes from four to eight partners to satisfy No Glass Ceiling initiative…
Ryne Hodkowski San Francisco Daily Journal -
10.5.12 / Media Jury finds Hitachi owes $3M to brokers
SAN JOSE - Former CPS brokers Joe Moriarty, Greg Davies and Eric Fox claimed they…
Nathan Donato-Weinstein San Jose Business Journal -
9.9.11 / Media Dispatch from Amelia Island: When Clients Attack
At the Legal Technology Leadership Summit opening reception on Tuesday, I struck up a conversation with a…
Christopher Danzig Above the Law -
6.13.11 / Media Private foreclosure sale blocked
A Santa Clara County court ruling last week added some much needed clarity to a…
Petra Pasternak The Recorder -
1.28.11 / Media Ending Lawyers’ Nightmare
The Association of Business Trial Lawyers gathered Tuesday night at the Four Seasons in downtown…
Sara Randazzo San Francisco Daily Journal -
10.4.10 / Media Fatal Discovery
There was good news and bad news in the magistrate judge’s opinion for six lawyers…
Joseph Rosenbloom Litigation 2010 -
4.19.10 / Media Centro Legal de la Raza Receives Three-Year Shartsis Friese Fellowship to Support Housing and Employment Legal Services
Oakland, California – April 19, 2010 – Centro Legal de la Raza (Centro Legal) announced…
Centro Legal De La Raza -
10.1.09 / Media Roundtable - The International Who’s Who of Private Funds Lawyers
The International Who’s Who of Private Funds Lawyers has brought together three of the leading…
Who's Who Legal -
6.15.09 / Media Six Years On, Dregs of Brobeck’s Bankruptcy Coming to a Close
SAN FRANCISCO — The bankruptcy of San Francisco’s Brobeck, Phleger & Harrison — now six…
Jill Redhage San Francisco Daily Journal -
6.1.09 / Media The Art of Being Independent
SAN FRANCISCO — Described as irreverent, fiscally conservative and independent, San Francisco’s 57-attorney law firm…
Jill Redhage San Francisco Daily Journal -
4.16.09 / Media Shartsis Friese turns trash to gold with $261M deal
Derek Wilson of Shartsis Friese has notched another deal for Folsom-based Waste Connections Inc., this…
Amanda Royal The Recorder -
3.4.09 / Media Suit over lost patent trial rejected
A defunct San Francisco purveyor of invisible braces didn’t hoodwink investors about its chances in…
Zusha Elinson The Recorder -
1.28.09 / Media Mixing Client, Business Ends Badly
SAN FRANCISCO — If you are developing a particularly close relationship with your client —…
Dhyana Levey Los Angeles Daily Journal
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11.13.08 / Media Shartsis Does $314M Garbage Deal in Trashed Market
The market is terrible — and the only deals getting done are garbage. No joke.…
Zusha Elinson The Recorder -
10.1.08 / Media Eye of the Storm
As the hedge fund industry struggles this year, it relies more than ever on its…
Alpha -
9.1.08 / Media School-To-College Program - New Funding and Expanded Focus
The Bar Association of San Francisco’s School-To-College (STC) program is planning to expand its reach to…
Susan Kostal San Francisco Attorney -
6.24.08 / Media Hedge Funds Get a Lesson
Bear Indictments Prompt Review of Operating Procedure The indictment last week of two former Bear…
Jenny Strasburg The Wall Street Journal Online -
3.5.08 / Media The Holdouts
Larry Rabkin in the late 1990s found his firm facing a doomsday mantra — that…
Jill Redhage and Jonathan Vanian Daily Journal -
3.1.07 / Media Thinking Outside the Box
Cristina Rubke, a second-year associate at San Francisco's Shartsis Friese, works on the firm's biggest…
Leslie A. Gordon San Francisco Attorney -
10.3.06 / Media Air of Enforceability
Court mulls if arbitration clause can turn deal prepped in mediation into fair game Arthur…
Mike McKee The Recorder -
9.1.06 / Media The 2006 Alpha Awards - Land of Opportunity
The $1.3 trillion-plus hedge fund industry has been a bonanza for accountants, administrators, lawyers, prime…
Imogen Rose-Smith Alpha -
8.1.06 / Media Hedge Fund Madness
Once again hedge funds—a.k.a. financial lightning in a bottle—have defied efforts by regulators to monitor their…
Thomas Brom California Lawyer -
3.1.06 / Media Roundtable - Securities Litigation
In this month’s discussion, our panel of experts discuss the implications of the Seventh Circuit…
California Lawyer -
2.6.06 / Media Poisoned Ivy Fight at Princeton Escalates Over Use of a Family’s Gift
PRINCETON, N.J.—On April 4, 2002, a top adviser to Shirley M. Tilghman, the president of…
John Hechinger and Daniel Golden The Wall Street Journal -
4.6.05 / Media Playing Hard to Get
Despite their eligibility, some firms would rather stay single Ask law firm leaders or consultants…
Marie-Anne Hogarth The Recorder -
3.7.05 / Media A Hedge Grows in San Francisco
Founders of West Coast Hedge Fund Practice Are Leaders Today The year was 1983, and…
Anna Oberthur San Francisco Daily Journal -
5.24.00 / Media The Terminator
Terminating sanctions, the most extreme punishment in civil litigation, are so unusual that some attorneys…
Matthew King The San Francisco Daily Journal -
2.18.00 / Media SEC Doesn’t Appeal Tax-Related Charges in Kenneth Ough Case; Reaction Mixed
The SEC’s decision not to appeal the tax-related charges in the Kenneth Ough case is…
Lynn Hume The Bond Buyer
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11.5.21 / Press Releases Shartsis Friese Ranked Among “Best Law Firms” By U.S. News - Best Lawyers®
San Francisco (November 5, 2021): Shartsis Friese LLP is pleased to announce that the firm…
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10.8.21 / Press Releases California Rural Legal Assistance, Inc. Awarded Shartsis Friese LLP Public Interest Fellowship
Social justice attorney Stephen Zollman to join CRLA’s Santa Rosa office Santa Rosa, CA –…
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8.19.21 / Press Releases 22 Shartsis Friese Lawyers Recognized by The Best Lawyers in America© for 2022
San Francisco, August 19, 2021: Shartsis Friese LLP is pleased to announce that 22 of…
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7.12.21 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2021
San Francisco, July 12, 2021: : Fourteen Shartsis Friese attorneys have been named “Super Lawyers”…
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12.23.20 / Press Releases Aitelli Elected President of American College of Real Estate Lawyers
San Francisco, December 18, 2020 – Shartsis Friese real estate partner Peter Aitelli has been…
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10.15.20 / Press Releases Vault Names Shartsis Friese One Of the Top 25 Best Midsize Law Firms to Work For
San Francisco, October 14, 2020: Shartsis Friese LLP has been recognized on Vault's 2021 list…
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8.20.20 / Press Releases 21 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2021 - Roey Rahmil Named to Inaugural “Ones to Watch” List
San Francisco, August 20, 2020: Shartsis Friese LLP is pleased to announce that 21 of…
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7.16.20 / Press Releases Nineteen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2020
San Francisco, July 16, 2020: Fourteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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7.14.20 / Press Releases Chambers High Net Worth Guide Recognizes Shartsis Friese Family Wealth Planning Group
San Francisco, July 14, 2020: Shartsis Friese LLP is pleased to announce that the firm’s…
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6.18.20 / Press Releases Shartsis Friese Reaffirms Commitment to Racial Justice and Equality; Commemorates Juneteenth with a Firm Holiday
The last few weeks have been remarkable in our country and around the world as…
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4.1.20 / Press Releases Shartsis Friese Adds Two Partners: Spaulding in Environmental Litigation and Leiske in Tax and Corporate Law
San Francisco, April 1, 2020 – Shartsis Friese LLP is pleased to announce that Paul…
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2.3.20 / Press Releases Shartsis Friese Promotes Jao and Zaragoza to Partners in Family Wealth Planning Group
San Francisco, February 3, 2020 – Shartsis Friese LLP is pleased to announce that Florence…
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12.2.19 / Press Releases Shartsis Friese Promotes Four to Partnership
San Francisco, December 2, 2019 – Shartsis Friese LLP is pleased to announce that Brad…
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11.1.19 / Press Releases Shartsis Friese Ranked Among “Best Law Firms” By U.S. News & World Report and Best Lawyers
San Francisco (November 1, 2019): Shartsis Friese LLP is pleased to announce that the firm…
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8.15.19 / Press Releases 12 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2020 – Jonathan Kennedy named Attorney of the Year for Real Estate in San Francisco
San Francisco, August 15, 2019: Shartsis Friese LLP is pleased to announce that 12 of…
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7.18.19 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2019
San Francisco, July 18, 2019: Twelve Shartsis Friese attorneys have been named “Super Lawyers” for…
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7.1.19 / Press Releases Shartsis Friese Adds Top Talent to Premier Family Wealth Planning Practice
San Francisco, July 1, 2019 – Shartsis Friese LLP announced today that Debra Kasper, Sarah…
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1.11.19 / Press Releases Shartsis Friese Welcomes Tax Counsel Dashiell Shapiro
San Francisco (January 11, 2019): Shartsis Friese LLP is pleased to announce that leading tax…
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1.1.19 / Press Releases Shartsis Friese Elevates David J. Suozzi to Partner
San Francisco (January 1, 2019): Shartsis Friese LLP is pleased to announce it has elevated…
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11.12.18 / Press Releases Shartsis Partner Erick C. Howard Elected to
Bar Association of San Francisco Board of DirectorsSan Francisco (November 12, 2018): Shartsis Friese LLP is pleased to announce that Erick C.…
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8.15.18 / Press Releases 12 Shartsis Friese Lawyers Recognized by “Best Lawyers” for 2019 – John Broadhurst is Lawyer of the Year for Hedge Funds
San Francisco, August 15, 2018: Shartsis Friese LLP is pleased to announce that 12 of…
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7.19.18 / Press Releases Jodi Fedor Joins Shartsis Friese Real Estate Practice
San Francisco, July 19, 2018: Shartsis Friese LLP announced today that Jodi Fedor has joined…
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7.11.18 / Press Releases Nineteen Shartsis Friese Attorneys Named “Super Lawyers” or “Rising Stars” for 2018
San Francisco, July 11, 2018: Fourteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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6.1.18 / Press Releases Scott Schneider Joins Shartsis Friese Real Estate Practice
San Francisco, CA: Shartsis Friese LLP announced today that Scott Schneider has joined the firm…
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3.29.18 / Press Releases Shartsis Partner David Kremer Elected to American College of Real Estate Lawyers
San Francisco (March 29, 2018): Shartsis Friese LLP is pleased to announce that David H.…
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11.22.17 / Press Releases 13 Shartsis Friese Lawyers and 7 Practice Groups Recognized by “Best Lawyers” and “Best Law Firms” for 2018
San Francisco (November 22, 2017): Shartsis Friese LLP is pleased to announce that 13 of…
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11.16.17 / Press Releases Shartsis Friese Elevates Michael B. Dell to Partner
San Francisco (November 16, 2017): Shartsis Friese LLP is pleased to announce it has elevated…
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11.2.17 / Press Releases Dick Kinyon to Speak at CalCPA Taxation Conference, November 15-17, 2017
San Francisco (November 2, 2017): Shartsis Friese LLP Family Wealth Planning partner Richard (Dick) S.…
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9.19.17 / Press Releases Open Door Legal Awarded the 2017-2018
Shartsis Friese LLP Public Interest FellowshipSAN FRANCISCO (September 19, 2017): Shartsis Friese LLP announced that Open Door Legal in San…
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7.12.17 / Press Releases Fourteen Shartsis Friese Attorneys Named “Super Lawyers” for 2017
San Francisco, July 12, 2017: Thirteen Shartsis Friese attorneys have been named “Super Lawyers” for…
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10.24.16 / Press Releases Shartsis Friese Elevates Three to Partnership
October 24, 2016 – San Francisco – Shartsis Friese LLP is pleased to announce it…
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8.18.16 / Press Releases Best Lawyers in America®- All Lawyers Report
San Francisco, August 18, 2016: Shartsis Friese is proud to announce the following lawyers have…
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7.8.16 / Press Releases Thirteen Shartsis Friese Attorneys Named “Super Lawyers” for 2016
San Francisco, July 8, 2016 – Shartsis Friese LLP announced today thirteen attorneys have been…
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1.1.16 / Press Releases Shartsis Friese Elevates Stein to Partnership
Shartsis Friese LLP is pleased to announce that JJ Stein has been promoted to partner…
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12.24.15 / Press Releases Shartsis Friese Attorneys Publish California Business Litigation Treatise
Several Shartsis Friese LLP litigators recently published chapters in a new benchbook entitled California Business…
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12.23.15 / Press Releases Shartsis Friese Represents Sunstone in $540 Million Sale of Times Square Hotel
Sunstone Hotel Investors Inc. tapped David Egdal of Shartsis Friese as seller's counsel in the…
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10.13.15 / Press Releases Richard S. Kinyon Honored with Spirit of CEB Award
San Francisco, October 13, 2015–Shartsis Friese LLP is pleased to announce that Richard S. Kinyon…
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9.11.15 / Press Releases Shartsis Friese Successfully Defends Patent Infringement Action Through Jury Trial
Helios Software, et al. v. SpectorSoft Corp., Civ. No. 12-081-LPS (Delaware District Court). The firm…
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8.20.15 / Press Releases Best Lawyers in America - All Lawyers Report
San Francisco, August 20, 2015: Shartsis Friese is proud to announce the following lawyers have…
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7.22.15 / Press Releases Fifteen Shartsis Friese Attorneys Named “Super Lawyers” for 2015
San Francisco, July 22, 2015 – Shartsis Friese LLP announced today fifteen attorneys have been…
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3.30.15 / Press Releases David Egdal Joins Growing Shartsis Friese Real Estate Practice
Shartsis Friese LLP announced today that David Egdal has joined the firm as Of Counsel…
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10.3.14 / Press Releases Ninth Circuit Upholds Alameda County’s Pioneering Prescription Drug Disposal Ordinance
The Ninth Circuit ruled in favor of Alameda County on September 30, 2014 in a…
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8.12.14 / Press Releases Dana Fox Joins Growing Shartsis Friese Real Estate Practice
San Francisco, August 12, 2014 – Shartsis Friese LLP announced today that Dana W. Fox…
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7.3.14 / Press Releases Fifteen Shartsis Friese Attorneys Named “Super Lawyers” for 2014
San Francisco, July 3, 2014 – Shartsis Friese LLP announced today that Fifteen attorneys have…
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11.1.13 / Press Releases 2014 U.S. News - Best Lawyers
Fifteen Shartsis Friese partners were chosen by U.S. News - Best Lawyers. Robert Friese, Arthur…
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10.1.13 / Press Releases U.S. Regulation of Hedge Funds, Second Edition
U.S. Regulation of Hedge Funds covers the many legal issues that arise in structuring and…
Shartsis Friese LLP -
10.1.13 / Press Releases Shartsis Friese Adds Premier Family Wealth Planning Practice
San Francisco, October 1, 2013 – Shartsis Friese LLP announced today that Richard S. Kinyon,…
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7.8.13 / Press Releases Seventeen Shartsis Friese Attorneys Named “Super Lawyers” for 2013
San Francisco, July 8, 2013 – Shartsis Friese LLP announced today that Seventeen attorneys, including…
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1.1.13 / Press Releases Shartsis Friese LLP Announces 3 New Partners
Shartsis Friese is proud to announce that, effective January 1, 2013, Christina Mickelson Hamilton, Larisa…
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7.11.12 / Press Releases Sixteen Shartsis Friese Attorneys Named “Super Lawyers” for 2012
San Francisco, July 11, 2012 – Shartsis Friese LLP announced today that sixteen attorneys, including…
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6.15.12 / Press Releases Shartsis Friese Expands Real Estate Practice – Etlin and Aitelli Join as Partners
San Francisco, June 15, 2012 – Shartsis Friese LLP announced today that Craig B. Etlin…
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6.5.12 / Press Releases Cristina Rubke has been confirmed as the newest member of the Board of Directors for the San Francisco Municipal Transportation Agency (SFMTA).
Shartsis Friese is proud to announce that on June 5th, the San Francisco Board of…
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5.1.12 / Press Releases Real Estate Deal Of The Year
The Twitter lease at 1355 Market Street has been chosen by the San Francisco Business…
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7.13.11 / Press Releases Eleven Shartsis Friese Attorneys Named “Super Lawyers” for 2011
San Francisco, July 13, 2011 – Shartsis Friese LLP announced today that eleven attorneys have…
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7.13.11 / Press Releases Shartsis Friese to Receive the 2011 Outstanding Corporate Grantmaker Award
San Francisco, July 13, 2011 – Shartsis Friese is very pleased to announce it has…
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3.14.11 / Press Releases Derek Boswell Joins Shartsis Friese as a Partner in the Real Estate Group
San Francisco, March 14, 2011 – Shartsis Friese LLP announced today that Derek Boswell has…
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8.2.10 / Press Releases Eight Shartsis Friese partners were chosen as The Best Lawyers of America 2011 by Woodward/White, Inc.
Eight Shartsis Friese partners were chosen as The Best Lawyers in America for 2011 by…
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7.14.10 / Press Releases Twelve Shartsis Friese Attorneys Named “Super Lawyers” for 2010
San Francisco, July 14, 2010 – Shartsis Friese LLP announced today that twelve attorneys have…
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4.6.10 / Press Releases Judge Lifts Sanctions Over Qualcomm Discovery Scandal
Shartsis Friese attorneys Joel Zeldin, Frank Cialone, and John Stein successfully represented Christopher Mammen and…
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12.15.09 / Press Releases Frank Cialone Elected as Board Chair of the East Bay Community Law Center
San Francisco – December 15, 2009 – Earlier this month, Frank Cialone was elected as…
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7.30.09 / Press Releases Eight Shartsis Friese partners were chosen as The Best Lawyers in America 2010 by Woodward/White, Inc.
Eight Shartsis Friese partners were chosen as The Best Lawyers in America for 2010 by…
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7.15.09 / Press Releases Thirteen Shartsis Friese Attorneys Named “Super Lawyers” for 2009
San Francisco, July 15, 2009 – Shartsis Friese LLP announced today that thirteen attorneys have…
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9.4.08 / Press Releases The Best Lawyers in America 2009
Seven Shartsis Friese partners were chosen as The Best Lawyers in America for 2009 by…
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10.25.07 / Press Releases Shartsis Friese Hedge Fund Group Rated #4 Nationwide By Small Hedge Fund Managers In Alpha Magazine Poll
San Francisco, October 25, 2007 – In a recent survey by Institutional Investor’s Alpha Magazine…
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10.15.07 / Press Releases Shartsis Friese Funds Fellowship At Bay Area Legal Aid To Help End Domestic Violence
Three‐year fellowship will help hundreds of San Mateo County residents escape domestic violence. San Mateo,…
Bay Area Legal Aid -
9.4.07 / Press Releases The Best Lawyers in America 2008
Seven Shartsis Friese partners were chosen as The Best Lawyers in America for 2008 by…
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7.1.07 / Press Releases Top Corporate Philanthropists In The Greater Bay Area
Shartsis Friese is proud to have been listed among the Top Corporate Philanthropists in the…
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12.15.06 / Press Releases California Supreme Court Upholds Mediation Confidentiality
Unanimous decision in Fair v. Bakhtiari draws a bright line re admissibility of documents San…
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10.1.06 / Press Releases Shartsis Friese Representing Governor Schwarzenegger
Attorneys at Shartsis Friese are representing Governor Arnold Schwarzenegger as amicus curiae in an upcoming…
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12.28.20 / Articles Cutbacks to the Parent-Child Exclusion from Property Tax Reassessment Under Proposition 19
With the passage of Proposition 19, California voters significantly limited the ability of parents to…
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10.28.20 / Articles What November’s Election Results Could Mean for Your Estate Planning
November’s election may usher in taxpayer-adverse changes to the current taxpayer favorable gift and estate…
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8.4.20 / Articles IRS Issues Proposed Carried Interests Rules
On July 31, 2020, the Internal Revenue Service (the “IRS”) and U.S. Department of the…
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6.29.20 / Articles Client Alert: SBA Allows Early Loan Forgiveness Application and Issues EZ Forgiveness Application
On June 22 and June 24, 2020, the Small Business Administration (SBA) issued new Interim…
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6.17.20 / Articles Client Alert: Congress and SBA Enact Major Changes to the Paycheck Protection Program
On June 5, 2020, the Paycheck Protection Program Flexibility Act (PPPFA) was signed into law.…
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5.28.20 / Articles Client Alert: SBA Releases Paycheck Protection Program Loan Forgiveness Application and Rules
On May 15, 2020, the Small Business Administration (SBA) issued the Paycheck Protection Program (PPP)…
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5.14.20 / Articles Client Alert: SBA Clarifies Paycheck Protection Program Certification Concerning Loan Necessity
On May 13, 2020, the Small Business Administration (SBA) issued new guidance regarding the requirement…
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5.4.20 / Articles High Value Estates: Proposal For Compensating Personal Representatives For Ordinary Services In Probate Estates That Exceed $25 Million And Trustees Of High Value Administrative Trusts
The California Probate Code provides a formula to determine fees for attorneys and personal representatives…
Richard S. Kinyon, Danielle T. Zaragoza, Kirsten D. Wolff California Trusts and Estates Quarterly 2020 (Volume 26, Issue 1) -
5.1.20 / Articles California Income Taxation of Trusts and Estates
California's income taxation of trusts has unpleasantly surprised many trust fiduciaries and beneficiaries. Its unique…
Richard S. Kinyon, Kim Marois, Sonja K. Johnson California Trusts and Estates Quarterly (Volume 21, Issue 3, 2015) -
4.29.20 / Articles Client Alert: Congress Replenishes Paycheck Protection Program; SBA Provides Further Guidance
On April 24, 2020, the President signed into law the Paycheck Protection Program and Health…
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4.10.20 / Articles Further California and Federal Tax Procedure Updates in Light of COVID-19
Following up on our prior client alert posted April 2, 2019, this alert serves to…
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4.9.20 / Articles Client Alert: SBA Issues FAQ on the Paycheck Protection Program
On April 7, the Small Business Administration (SBA) and the Department of the Treasury issued…
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4.7.20 / Articles Client Alert: SBA Updates to the Paycheck Protection Program
On April 2 and April 3, the Small Business Administration (SBA) issued rules and guidance…
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4.2.20 / Articles Client Alert: Small Business Loans under the CARES Act
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed…
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4.2.20 / Articles Client Alert: Tax Changes in Light of COVID-19
In response to the COVID-19 emergency, on March 13, 2020, President Trump announced his determination…
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3.17.20 / Articles Client Alert: Insurance Coverage for Coronavirus Losses
The COVID-19 crisis is disrupting business in unprecedented ways. The unique risks posed by the…
Anthony B. Leuin, Roey Rahmil -
2.24.20 / Articles On Trademarks
A smart business owner launching a new business or product will investigate to ensure that…
Joseph V. Mauch ABTL Report Northern California, Vol. 26, No. 2 -
2.4.20 / Articles SECURE ACT Transforms Estate Planning for Retirement Benefits & Significant Estate Planning Changes for 2020
With the new year come new changes to consider in estate planning. For this client…
Patrick R. McCabe, Richard S. Kinyon, Debra L. Kasper, Sarah M. King, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao, Charles G. Stephenson, Mark E. Mullin -
12.16.19 / Articles CLIENT ALERT: ADA Website Requirements
CLIENT ALERT December 16, 2019 To Avoid Litigation, Business Websites Should Be Updated To Ensure…
Erick C. Howard, Daniel M. Poniatowski -
9.9.18 / Articles Reporting Obligations of Variable Interest Entities
To navigate through regulatory restrictions or for strategic reasons, public companies may need to rely…
P. Rupert Russell Harvard Law School Forum on Corporate Governance and Financial Regulation -
1.17.18 / Articles Tax Planning Opportunities Following the Enactment of the Tax Cuts And Jobs Act
On December 22, 2017 H.R.1, commonly referred to as the Tax Cuts and Jobs Act…
Patrick R. McCabe, Richard S. Kinyon, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao -
5.10.17 / Articles Guarding Against Challenges to Director Equity Compensation
There has been an emerging litigation trend in Delaware, where most U.S. public companies are…
P. Rupert Russell Harvard Law School Forum on Corporate Governance and Financial Regulation -
5.1.17 / Articles On Trademarks - Infringement and Social Media
A client recently came to me with a trademark problem. The client was a small-but-growing…
Joseph V. Mauch ABTL Report Northern California, Vol. 25, No. 2 -
3.1.17 / Articles Considerations For Tax Planning In The New Political Environment
The recent election of Donald Trump as President and a Republican-controlled Congress have raised the…
Patrick R. McCabe, Richard S. Kinyon, April Hopkins Rox, Danielle T. Zaragoza, Florence M. Jao -
6.30.16 / Articles The Latest Trend In Non-GAAP Reporting
To attract and retain top talent, while facing cash constraints, many growing companies utilize stockbased…
P. Rupert Russell Law360 -
6.10.16 / Articles Written Disclosure And Informed Written Consent: How To Handle Actual And Potential Conflicts Of Interest
Two friends from college email you: they want to start a business together. Can you…
Roey Rahmil California Young Lawyers Association (CYLA) eNews
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4.22.16 / Articles Op/Ed: The Truth about Costs of the LA County Drug Take-Back Ordinance
The Los Angeles County Board of Supervisors is considering an ordinance that would require pharmaceutical…
Arthur J. Shartsis, Heidi Sanborn Cerritos Community News -
4.11.16 / Articles Watch Out: Increasing Scrutiny by the SEC of your Dealings with Regulators
I. The SEC Enforcement Trend There has been an emerging enforcement trend by the U.S.…
P. Rupert Russell -
3.3.16 / Articles Battling for the Forum: Strategies Employed by Insurers and Policyholders to Secure and Protect the Most Advantageous Forum for Their Coverage Disputes
On March 3, 2016, Anthony Leuin and a panel of other distinguished experts on insurance…
Anthony B. Leuin, Roey Rahmil -
9.1.15 / Articles When disaster strikes, will you know what to do?
When one imagines the aftermath of a natural disaster in the Bay Area, providing legal…
Roey Rahmil California Bar Journal -
9.1.15 / Articles On Trademarks
In the coming days, the long-standing IP fight between Apple and Samsung will finally arrive…
Joseph V. Mauch ABTL Report Northern California -
7.21.15 / Articles Breaking Up Is Hard to Do: A Primer on “Business Divorce” Litigation for Transactional Lawyers
INTRODUCTION Breaking up a business in California can be difficult, in some ways not unlike dissolving…
Richard F. Munzinger, Frank A. Cialone, Robert Charles Ward California Business Law Practitioner -
5.25.15 / Articles TTAB Determination of Likelihood of Confusion May Have Preclusive Effect
It is not every day the Supreme Court gives trademark practitioners the chance to call…
Joseph V. Mauch American Bar Association IP Litigation Blog -
5.1.15 / Articles Resumé tips for new lawyers
Despite continued improvement in the legal job market, competition for many entry-level and lateral positions…
Roey Rahmil California Bar Journal -
6.1.14 / Articles On Litigation Skills - Oral Argument
Most litigators look forward to oral argument because we love the sound of our own…
Charles R. Rice ABTL Report Northern California (Volume 23 No. 2, Summer 2014) -
9.1.13 / Articles On Cross-Examination
Watching one of your witnesses be cross-examined is one of the most nerve-wracking experiences a…
Charles R. Rice ABTL Report Northern California (Volume 22 No. 2, Summer/Fall 2013) -
6.1.12 / Articles On Litigation Skills - Thinking Fast and Slow
Thinking Fast and Slow by Daniel Kahneman is must reading for lawyers who want to…
Charles R. Rice ABTL Report Northern California (Volume 21 No. 2, Spring/Summer 2012) -
2.23.12 / Articles Old Concept, New Law
Unlike the standard governing the capacity to make a will, California courts have not applied…
John J. Stein The Recorder -
1.1.12 / Articles Insider Trading: New Cases, But Still Old School Insider Trading
Its been almost two and a half years since Galleon’s Raj Rajaratnam was arrested, and…
Jahan P. Raissi -
3.1.11 / Articles On Litigation Skills - Discovery from Experts
Recent amendments to Rule 26 of the Federal Rules of Civil Procedure changed the disclosure…
Charles R. Rice ABTL Report Northern California (Volume 20 No. 2, Spring 2011) -
9.1.10 / Articles Dancing on Direct: Direct Examination of Witnesses
Preparing for the direct examination of a friendly witness is like choreographing a dance scene…
Charles R. Rice Proof (Volume 19, Number 1, Fall 2010) -
3.1.10 / Articles On Litigation Skills - Reader-Friendly Briefs
Writing a good legal brief is more a matter of craft than art. Most judges…
Charles R. Rice ABTL Report Northern California (Volume 19 No. 2, Spring 2010) -
3.1.09 / Articles On Litigation Skills - Deposing a Hostile Witness
Taking the deposition of a hostile witness is difficult and stressful, especially when the deponent…
Charles R. Rice ABTL Report Northern California (Volume 18 No. 2, Spring 2009) -
6.1.08 / Articles Making Misconduct Matter - What to do (or not) when your opponent engages in misconduct
Most laypeople think lawyers get away with murder, and it’s often hard to disagree. Almost…
Charles R. Rice The Recorder -
3.1.08 / Articles On Litigation Skills - Arbitration
There is a lot to like about arbitration because it has been shaped by the…
Charles R. Rice ABTL Report Northern California (Volume 17 No. 2, Spring 2008) -
12.1.07 / Articles A Few Brief Words - Keep busy readers in mind when crafting your written arguments
Giving advice to lawyers about their legal briefs may seem even more presumptuous than some…
Charles R. Rice The Recorder -
8.6.07 / Articles Direct Directions - Let the witness take center stage during direct examination
Most lawyers find it hard to get excited about preparing for a direct examination of…
Charles R. Rice The Recorder -
3.1.07 / Articles The Revised Uniform Partnership Act: An Introduction
A man named Colin comes into your office and begins telling you his legal problems:…
Richard F. Munzinger ABTL Report Northern California -
3.1.07 / Articles On Litigation Skills - Speeding Up and Slowing Down
Speed kills, but it’s a double-edged sword. Thinking and acting quickly are crucial for good…
Charles R. Rice ABTL Report Northern California (Volume 16 No. 2, Spring 2007) -
9.1.06 / Articles Button Up - Resist the voluntary spirit when defending a deposition
In the last issue of this publication, I explained my approach to taking depositions. Now it’s…
Charles R. Rice The Recorder -
8.18.06 / Articles Questions, Period - The art and science of depositions
Taking depositions may seem easy. But it is difficult to do well and almost impossible to…
Charles R. Rice The Recorder -
6.1.06 / Articles No End In Sight To Options Backdating Investigations
Even if you have been living under a rock, it is unlikely that you have…
Jahan P. Raissi
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3.1.06 / Articles Using California Corporations Code Section 2000 to Resolve 50-50 Shareholder Deadlocks in Privately Held Corporations
Introduction All too frequently, in the absence of applicable buy-sell or other shareholder agreements, serious…
Arthur J. Shartsis -
2.21.06 / Articles Monkey Business - Peacemaking among people and other primates
When lay people complain to me about the way that lawyers act, I often tell…
Charles R. Rice The Recorder -
11.14.05 / Articles Expert Advice - Key questions to ask opposing expert witnesses
Complex litigation often comes down to a battle of expert witnesses. When the facts are…
Charles R. Rice The Recorder -
10.4.05 / Articles The Developing Regulatory Landscape for Hedge Fund Managers
Many hedge fund managers are dealing with significant regulatory change and uncertainty. As nearly everyone in…
James J. Frolik Lipper HedgeWorld SEC Registration Report 2005 - 2006 -
9.19.05 / Articles Your Witness… - A few tips on conducting an effective cross-examination
Someone once said that cross-examination is ultimately a test of character — not just for…
Charles R. Rice The Recorder -
5.1.05 / Articles SEC Requires Hedge Fund Managers to Register as Investment Advisers
Introduction The SEC recently adopted a new rule that requires most investment advisers that manage…
James J. Frolik Compliance Review -
1.1.05 / Articles Client Advisory: Dealing With Disgruntled Investors
Many money managers are confronted by an unhappy investor at some point – usually after…
Charles R. Rice -
10.1.04 / Articles SEC Proposes Investment Adviser Registration of Hedge Fund Managers
On July 20, 2004, the SEC proposed a new rule and rule amendments that, if…
James J. Frolik Compliance Review -
3.1.04 / Articles On Litigation Skills - Working On Your Weaknesses
I’m often surprised how many lawyers — even ones that aren’t very good — regard…
Charles R. Rice ABTL Report Northern California (Volume 13 No. 2, Spring 2004) -
3.1.03 / Articles On Litigation Strategy - Being A Plaintiff’s Lawyer
I like to go both ways. I mean, of course, that I like to do…
Charles R. Rice ABTL Report Northern California (Volume 12 No. 2, Spring 2003) -
1.1.00 / Articles Dissolution Actions Yield Less than Fair Market Enterprise Value (Appraising for “Fair Value” Under California Corporations Code Section 2000)
While virtually all states have dissenters' rights appraisal statutes, only a few states have "dissolution…
Arthur J. Shartsis Business Valuation Update -
6.1.99 / Articles The Ten Commandments For Avoiding A Fraudulent Real Estate Transaction
Millions of dollars worth of claims are made every year on transactions that could have…
Joel Zeldin Claims Awareness Hot Sheet