Category Archives: Trusts & Estates

PLANNING FOR YOUNG ADULTS AMIDST THE CORONAVIRUS

In older blog posts, I have stressed the importance of creating an estate plan that will best suit your individual and/or family needs.  With all of the craziness and uncertainty brought about by the Covid-19 pandemic, this importance has magnified that much more.  In an article written in the Miami Herald recently, Jose A. Iglesias stated “As the coronavirus crisis escalates, catastrophic projections of 100,000 to upwards of 240,000 deaths in the United States are forcing people to act on long-deferred intentions to get their affairs in order. No one is immune. Legal experts urge all mortals — not just the elderly and not just the wealthy — to put their end-of-life plans in writing.”

What we, as parents of young adults, often fail to think about is planning not for our children, but by our children. I, like many of my friends, am about to become an “empty nester”.  My older daughter is about to begin her senior year in college and my youngest is about to begin her freshman year.  As we scour websites to see what their dorms or apartments are going to look like, buy every school supply known to man and prepare for the inevitable parental tears from knowing that the kids are away and mom and dad are going to have to reintroduce ourselves to one another, we need to consider important legal documents that can protect our young adults and our ability to act as their guardian in emergency situations.

I can agree that, while important, a Last Will and Testament may not be a priority for my eighteen year-old and twenty-one year old daughters – however, I cannot stress the importance of them having other essential advance directive documents in place.  In no particular order, I recommend that anyone over the age of 18 have the following:

DESIGNATION OF HEALTH CARE SURROGATE WITH HIPAA AUTHORIZATION

A signed Designation of Health Care Surrogate communicates your wishes in case you are unable to make medical decisions or communicate this information due to a medical emergency or incapacity. This form will also contain a Health Insurance Portability and Accountability Act (HIPAA) authorization by your adult child naming you as a designated “surrogate” giving you the ability to ask for and receive information that would normally be protected from you from your child’s healthcare practitioners about their health status, progress, and treatment. Without a HIPAA authorization in place, the only other way to obtain information regarding your child’s health would be to have a court appoint you as his or her legal guardian.

LIVING WILL AND HEALTH CARE PROXY

A Living Will is a statement indicating you would not want to be kept alive by life-sustaining measures if in a coma or vegetative state with no hope of recovery.

DURABLE POWER OF ATTORNEY (POA)

A Durable Power of Attorney authorizes a trusted person (in the case of young adults, typically parents or legal guardians who are referred to as “attorney-in-fact”) to make important decisions or conduct matters on behalf of the young adult, even after they become incapacitated. With a Durable Power of Attorney, the attorney-in-fact named would be legally permitted to take care of important matters for your young adult, if they’re unable to do so themselves. The powers granted to the attorney-in-fact are broad and provide the ability to make medical, legal, and financial decisions on the young adult’s behalf.

The thought of needing these documents is not something that any parent wants to think about. Unfortunately, with the Coronavirus being such a changing force in our daily lives, there could not be a better time to consider and prepare for this scenario.

While we are on shelter at home Order, I will be offering a fifty percent student discount on my advance directive packages for young adults between the ages of 18-25 or alternatively, to be included at no charge to be as part of a full estate planning package for the parents of young adults.

Jason Steinman, Esq.

ASSOULINE & BERLOWE, P.A.

213 East Sheridan Street, Suite 3

Dania Beach, Florida  33004

Main: 954.929.1899

Fax: 954.922.6662

Email: JSteinman@assoulineberlowe.com 

http://www.assoulineberlowe.com

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Happy Birthday Dr. Seuss!

 

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Trusts and Estates Partner Jason Steinman visited a local preschool to read Dr. Seuss books to the kids.  Dr. Seuss’s birthday is a nationwide reading celebration that takes place on March 2.  Across the country, schools, libraries, and community centers come together to celebrate Dr. Seuss and engage in fun reading activities.

Thank you to Jason and all the people who participated March 2 and through the week to encourage fun reading activities with the youth in our community.

Can anyone guess what they served for breakfast?

For any questions about the event or about Trusts and Estates, Probate and Guardianship, contact Jason Steinman below.

Jason Steinman, Esq.

ASSOULINE & BERLOWE, P.A.

213 East Sheridan Street, Suite 3

Dania Beach, Florida  33004

Main: 954.929.1899

Fax: 954.922.6662

Email: JSteinman@assoulineberlowe.com 

http://www.assoulineberlowe.com/

Intellectual PropertyLabor & EmploymentCreditors’ Rights & BankruptcyBusiness LitigationCorporate & FinanceReal EstateInternational LawTrust & Estates, Probate and Guardianship

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HAPPY 17th ANNIVERSARY to ASSOULINE & BERLOWE!

MIAMI – Assouline & Berlowe, P.A., The Business Law Firm, is pleased to announce that today it is celebrating its 17th Anniversary.

Started on February 10, 2003, through humble beginnings, in a small subleased space in Coral Gables, Assouline & Berlowe has weathered the many business climate changes and challenges of the past two decades.

Assouline & Berlowe is proud of its contributions to its communities in the tri-county area, as part of its presence with offices in Miami, Ft. Lauderdale/Dania Beach, and Boca Raton.  Assouline & Berlowe regularly supports both its legal community and numerous charitable organizations alike.

Assouline & Berlowe is strategically positioned to continue its expansion as a strong player in South Florida’s international business environment.

To all those that we have worked with in the past and to those we hope to work with in the future, we say thank you.

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INTERNATIONAL ARBITRATION / BANKRUPTCY PANEL DISCUSSION – October 23, 2019 at the University of Miami

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ONLY 7 DAYS LEFT.

The International Arbitration Society at the University of Miami School of Law is presenting a panel discussion on the conflict between International Arbitration and Domestic Insolvency.

Date : October 23, 2019

Time: 6:30 p.m. – 9 p.m.

The discussion will be followed by a networking social.

Students, professionals and practitioners are invited to attend and participate.

Please RSVP here: https://lnkd.in/eAT24JM

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THANK YOU – To All Legal Administrators!

Assouline Berlowe - Eric Assouline and Ana Hesny at FAWL Meeting (00269526xA4579)

Thank you to all the administrative assistants at Assouline & Berlowe who help make the firm a success.  Ana Hesny has been working with the Assouline & Berlowe team for over 10 years and her hard work and dedication has been a strong part of keeping clients happy making sure that the “trains run on time”.

Every year, the Broward County Women Lawyers Association hold its Administrative Professionals Day Luncheon at the Riverside Hotel in Fort Lauderdale, Florida, and it is never missed.  At this annual event the administrative assistants of prominent lawyers and judges in the community are recognized and rewarded with gifts and celebration.

Thank you to the Broward County Women Lawyers Association for putting on this very special annual event.

Assouline & Berlowe SuperLawyers 2019

Eric N. Assouline, Esq., Managing Partner, Head of Litigation.

Miami Tower, 100 SE 2nd Street, Suite 3105, Miami, Florida 33133

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BROWARD COUNTY BAR ASSOCIATION: Member of the Week – Eric N. Assouline, Esq.

The Broward County Bar Association Featured Assouline & Berlowe Litigation Partner as the “Member of the Week”.

Eric N. Assouline, is a co-founder of Assouline & Berlowe, P.A., a business litigation and transactional boutique law firm.  Eric credits his personal and professional success to hard work, a strong work ethic inspired by his parents, and good Jewish values.

Eric is a first-generation American.  Eric was raised in Queens, New York, by immigrant French Moroccan parents, with few resources.

Started in 2003, Assouline & Berlowe’s main practice areas are pat­ent and intellectual property law; commercial litigation and appeals; real estate; labor and employment; international law and arbitration; creditors’ rights and bankruptcy; and as of 2018 the law firm added an additional practice area – Trust, Estates, and Guardianship.  The firm has three South Florida offices, and has served as counsel of record on many complex cases outside of Florida.

Eric N. Assouline is a litigation partner in the Miami and Ft. Lauderdale offices, and the head of the business litigation practice group.  Eric’s prac­tice focuses on complex business litigation, intellectual property and real estate litigation, bankruptcy and creditors’ rights.  Eric en­joys a complicated business litigation dispute, analyzing the risks and benefits of the strategy to employ, and then implementing the plan.  Eric takes pride in taking a case from inception to conclusion for the client, which often includes trips into the appellate and bankruptcy courts.

As the business world continues its international expansion, Assouline & Berlowe guides its clients through their legal challenges.  As a French speaking attorney, Eric has been hired by many clients from France and they are always shocked at the expense involved in litigating a case in the United States.  Eric does his best to bridge his clients between differing legal environments.  With the assistance of his partner, Daniel Vielleville, who was an attorney in Venezuela before becoming an attorney in the United States, they bridge the gap with the firm’s Latin American clientele.  Corporate Partner Carl Perdue plays a similar role with corporate matters from his extensive experience with complex Middle East corporate finance.

Assouline & Berlowe’s management predicts growth in the areas of technology, real estate, intellectual property, and trust and estate issues.  “We’re more than just another boutique law firm. We take great pride in the high quality legal work that we do every day. I believe our extensive network of attorneys that refer their clients to our firm, including many referrals from former opposing counsel, is a testament to how we honor our craft,” Eric Assouline has been quoted as saying.

In the Beginning

Eric Assouline and Peter Berlowe first served together as mem­bers of the University of Miami Law Review.

After law school, they worked together in the Miami office of Weil, Gotshal & Manges, LLP, where they trained as litigators on nationally recognized cases. While there, Eric Assouline served as the court appointed receiver’s lead litigation attorney charged with recovery actions in a high-profile global Ponzi scheme.

When Assouline & Berlowe first opened its doors 0n February 10, 2003, in Coral Gables, its office was sublet from Peter Berlowe’s father.  Eric has been quoted as saying “Our first office had thick shag carpet, old fash­ioned wood paneling, and had not been renovated in decades. The furnishings were comprised of mis-­matched furniture and left over construction mate­rials that we used to build a new countertop for the receptionist area,” From those humble beginnings, Assouline & Berlowe expanded with an of­fice in Broward in July 2004, and later another office in Boca Raton in 2008.

As part of its flagship intellectual property practice, the firm has two registered patent attorneys, includ­ing Peter Koziol, who is the head of the IP Litigation Group and Greg Popowitz, who has been with the firm for over 5 years.

Ellen Leibovitch, who is board certified in the areas of labor and employment, heads the firm’s Boca Raton office.

Eric Assouline has been quoted as saying that “Through our 10 attorneys we now have several hundred years of collective business law ex­perience, much of it gained in practice at large, presti­gious law firms.”

Eric Assouline has also been quoted as saying: “As the managing partner of the firm, I need to know what everyone is doing. I have an ethical obliga­tion to protect all of the firm’s clients and to be there to pick up the pieces if anything were to happen to any particular attorney at the firm. But I do not tell attor­neys how to do their job. The attorneys at my firm are exceptionally qualified and know their craft. My job is to make it as easy as possible for them to get their work done and keep the firm’s clients satisfied.”

Eric Assouline believes that his firm has the talent and experience to compete with any firm in the area of business law.  “As it re­lates to regional boutique business firms, because we are smaller, we can offer more flexibility without com­promising on service.” Eric stresses the fact that clients regularly interact with the firm’s attorneys through multi-office video conferencing. “This not only gives us what I believe is a significant competitive edge, but it helps keep clients in close contact, which is important to our client relationships.”

Giving Back

As individual professionals and as a firm, the attorneys of Assouline & Berlowe believe in sharing and they have backed that belief from the beginning. “We’ve long been involved in giving back to the community, in time, money and energy, to support numerous worthy causes and those who are less fortunate,” Eric Assouline has been quoted as saying.

Just some examples include: a mayoral debate for Miami-Dade County; a fundraising program for the Cystic Fibrosis Founda­tion; and a charity golf tournament in Boca Raton and a Walk-a-Thon in Sunrise, both in support of the Juvenile Diabetes Research Foundation.  “In 2008, as the economy struggled, we did not feel it was appropriate to have a year-end holiday staff party. So, instead we made donations to the Joe DiMaggio Children’s Hospital in Hollywood and to the Miami Children’s Hospital,” Eric Assouline has been quoted as saying.

Eric Assouline currently serves on the board of directors of: the B’nai Brith Justice Unit; the Jewish Na­tional Fund; Hillel of Broward and Palm Beach Counties; the University of Miami Law Alumni Association; and the Florida Alumni of Arizona State University.

Eric Assouline has been a regular guest speaker at St. Thomas Univer­sity School of Law, where his wife, Iris Rogatinsky, is a law pro­fessor.  During his talks, Eric Assouline has mentored law students seeking his advice and insight on the practice of law, and he has conducted lectures on litigation and deposition skills for Pincus Professional Edu­cation. He also regularly volunteers to judge law school moot court and mock trial competitions at the University of Miami and Nova Southeastern Law School.

“I feel fortunate that I have been given this opportunity and I do my best to instill the same strong work ethic and uncompromising moral values upon my children with the help of my amazing wife.” She also worked with both Eric Assouilne him Peter Berlowe at Weil Gotshal & Manges.

Eric Assouline’s rise from humble beginnings to prominence in the legal community has colored his view of the world, the com­munity, and his firm. Eric Assouline and the attorneys of Assouline & Berlowe recognize their fortuity. Eric Assouline has been quoted as saying: “You will not hear me complain about my life. I find it very unbecoming to complain about triv­ial matters. No one is perfect and no situation is perfect forever. I like to say that I don’t look at the glass half full. I am grateful I even have a glass to drink. And as far as I am concerned, my glass always runneth over.”

Eric N. Assouline, Esq.

Business Litigation Partner

ASSOULINE & BERLOWE, P.A.

Miami Tower

100 SE 2nd St., Suite 3105

Miami, FL 33131

Telephone: 305-567-5576

Email: ena@assoulineberlowe.com

www.assoulineberlowe.com

Intellectual Property, Labor & Employment Law,  Real Estate, International Dispute Resolution, Commercial Litigation, Corporate Law, and Bankruptcy

Miami · Ft. Lauderdale · Boca Raton

Assouline & Berlowe SuperLawyers 2019

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INTERNATIONAL ARBITRATION – Cocktail Reception at Assouline & Berlowe for University of Miami International Arbitration LLM Students

Assouline Berlowe Picture of International Arbitration LLM Class from University of Miami.jpg (00266905xA4579)
MIAMI, FL – On the last day of final exams for the 2019 class of the White & Case International Arbitration LL.M. Program at Miami Law, Assouline & Berlowe – a Florida-based business litigation and transactional law firm – hosted a farewell cocktail reception for the students at their downtown Miami office in the Miami Tower. Eric Assouline, J.D. ’96, and Peter Berlowe, J.D. ’98, along with other partners and associates of the firm warmly welcomed the students and shared with them their work experiences and career advice pertaining to transnational litigation and international arbitration across different legal industries such as construction law, intellectual property, cybersecurity, blockchain, bankruptcy, corporate, and M&A.

In his welcome speech, Berlowe offered the firm as their “home away from home” to the students, especially being part of the Miami Law family. “Miami is a great vibrant community for international arbitration, often being chosen by parties as the situs of their international litigation or arbitration proceedings,” Berlowe said. “Miami Law is the best institution you could have chosen to study international arbitration.” While telling students about their firm, Berlowe said that some of the best work the firm ties into the international arena along with U.S.-based litigation focused in Miami.

Assouline is also a board member of the School’s Alumni Society and shared with the students his experience at Miami Law and how it shaped his career landing him jobs at the best firm in his chosen area of interest.

“We are very grateful to Assouline & Berlowe for hosting this wonderful reception for our International Arbitration LL.M. students and graduating class,” said Sandra Friedrich, director of Miami Law’s International Arbitration LL.M. Program. “It is very important to our students to meet and mingle with international arbitration practitioners in Miami and beyond to build a professional network of international arbitration practitioners across various legal industries and regions. Assouline & Berlowe’s lawyers not only provided our students with an incredibly warm welcome but also offered very valuable career advice to this next generation of international arbitration lawyers.”

The partners at Assouline & Berlowe also gave a special mention to International Arbitration Adjunct Professor John Rooney for connecting the international arbitration students with the firm. Rooney, with whom many students enjoy a great mentoring rapport, also serves as counsel and arbitrator in many international disputes, including proceedings under the AAA/ICDR, ICC, and ICSID Rules.

Students got a great opportunity to interact and network with renowned professionals in the field of international arbitration, who were more than happy to assist them and guide them with career advice in the ever-evolving world of international arbitration and dispute resolution.

“I got to meet the partners of this law firm who were quite helpful. We had great conversations which about law, life and career,” said Michel Mansour, a graduating International Arbitration LL.M. student from Lebanon and International Arbitration Institute Scholarship holder.

“We had the opportunity to meet with experienced lawyers in the field of arbitration and learned more about the every-day practice of arbitration in highly specialized areas, such as patent rights and construction,” said. Konstantina Zormpa, a Greek lawyer in the International Arbitration J.D./LL.M. joint degree program. “I was impressed by the team of Assouline & Berlowe because they combine a high level of legal expertise with a very friendly, approachable attitude. Partners and associates shared stories from their practice and showed a genuine interest to our career aspirations.”

“The LL.M. Student Reception with Assouline & Berlowe was my favorite social event of the year!” Angel Bermudez, a U.S.-trained J.D./LL.M. joint degree candidate, said. “Everyone was courteous and genuinely interested in getting to know each other. That the firm’s attorneys spent a few hours with us after a long work week speaks volumes to their great character.”

“Interactions with highly qualified professionals at social gatherings like these surely contribute to a better understanding of the industry. There was so much to discuss about our courses and papers, and the interest is often reciprocated with new ideas and sometimes collaboration”, said Ishaan Madaan, an International Arbitration LL.M. student from India and holder of the FDI Moot Scholarship.

***

The White & Case International Arbitration LL.M. Program, under the leadership of Professor Jan Paulsson, holder of the Michael Klein Distinguished Scholar Chair, provides a unique individualized educational opportunity for a small group of top-quality students from around the globe, wishing to acquire an in-depth grounding in the field of international arbitration as a platform for a successful career. The program – the only one of its kind in the United States – is open to U.S. and foreign-trained law graduates, and is ideal for newcomers to the field or experienced practitioners looking to enrich their skills and knowledge.

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INTERNATIONAL ARBITRATION LLM Students’ Graduation Reception

Assouline Berlowe UM LLM Flyer 2019 (00264360xA4579)

MIAMI: Assouline & Berlowe, The Business Law Firm, is hosting the students and the 2019 graduating class of the University of Miami’s International Arbitration program.  We want to thank our good friend Professor John Rooney and Sandra Friedrich for helping coordinate this fantastic event.  If you are one of these students, please do not forget to register through the school or by clicking on the following link:  https://forms.gle/ZKnpt9HN929trYe3A

Eric N. Assouline, Esq., Assouline & Berlowe, P.A., Miami Tower, 100 SE 2nd Street, Suite 3105, Miami, Florida 33131, Telephone: 305-567-5576, Email: ena@assoulineberlowe.com

 

 

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Assouline & Berlowe is a Proud Member of Nextlaw, the Largest Worldwide Network of Attorneys – Now Ranked by Chambers

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MIAMI, Florida – March 15, 2019. Assouline & Berlowe, P.A. is pleased to announce that Nextlaw Referral Network (NRN) has been recognized as a Leading Global Legal Referral Network by Chambers & Partners in the Chambers 2019 guide. Assouline & Berlowe, P.A. has been a member of Nextlaw Network since September 2016.

Nextlaw Network has achieved this milestone faster than any network in history, having been founded in October 2016 by Dentons, the world’s largest law firm. The Network grew to be the largest in under one year and is now three-times larger than the second largest network in the world.

“We are proud to be the champion of the small to medium-size law firms,” said Nextlaw Network CEO Jeff Modisett. “Until now, medium-sized law firms were excluded from most networks because of high annual fees and the exclusive, territorial and monopolistic nature of the traditional network business model. Our Network welcomes all top law firms in the world, focusing on quality, not size.”

Assouline & Berlowe, P.A. Managing Partner Eric N. Assouline, Esq. said, “Membership in the Nextlaw Referral Network provides us with unprecedented global reach, including leading capabilities in 205 countries. We have access to top lawyers in any practice, industry or sector, anywhere in the world, enabling us to provide our clients with the best local and global services possible. The Nextlaw Referral Network makes us truly ‘in and of the community.’”

Chambers is an independent legal directory that conducts in-depth interviews, reviews submissions from law firms and collects feedback from clients to identify and rank the most outstanding legal referral networks, law firms and lawyers.

Nextlaw Network has more members and covers more countries than any other single legal referral network in the world. Members conduct more than 2,000 searches per month on the network’s advanced proprietary platform, which is seamlessly linked with its sister network, the Nextlaw Public Affairs Network. More than 70 percent of NRN members are Chambers ranked.

The Network also serves as a strategic platform by distributing cutting-edge legal technology at discounts to members, working with another sister company, Nextlaw Labs. Nextlaw Labs curates the best technology in the profession. The Network also promotes thought-leadership in emerging, disruptive technologies, such as AI and Blockchain.

Nextlaw Network is one of the only referral networks that offers inter-disciplinary functionality. In today’s complex global environment, clients often need access to professionals who understand the regulatory, business and economic cultures everywhere they do business, which means integrating legal and public affairs representation.

The Network provides no jurisdictional exclusivity, due to its guiding principle to offer clients the best lawyers in any practice, sector, anywhere in the world.
Assouline & Berlowe, P.A. is a South Florida Business Law Firm, formed in 2003, with offices in Miami, Ft. Lauderdale, and Boca Raton. Assouline & Berlowe, P.A. concentrates its practice in the areas of: Intellectual Property Law and Litigation; International and Domestic Dispute Resolution, including litigation, arbitration, and appeals; Real Estate and Corporate Law and Litigation; Labor & Employment Law; Trusts, Estates & Probate Administration and Litigation; and Creditors’ Rights and Bankruptcy.
About Nextlaw Referral Network
Nextlaw Referral Network is the broadest and most sophisticated legal referral platform in the world. Introduced in October of 2016, it already includes nearly 670-member firms, over 25,000 lawyers covering all of the world’s major jurisdictions in more than 205 countries. In addition, working closely with its sister company, Nextlaw Labs, the platform will also introduce new technologies, products and services to its members. The platform also includes Nextlaw Global Public Affairs Network, the first of its kind network that includes more than 50 of the world’s top public affairs and public relations firms.

ASSOULINE & BERLOWE

Miami Tower, 100 SE 2nd Street, Suite 3105, Miami, Florida 33131

Telephone: 305-567-5576

http://www.assoulineberlowe.com

Intellectual Property, Labor & Employment, Creditors’ Rights & Bankruptcy, Business Litigation, Corporate & Finance, Real Estate, International Law, Trust & Estates, Probate and Guardianship

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ALL RISE – This Moot Court Is Now In Session

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Assouline & Berlowe has a long history of supporting both the legal and non-legal community in South Florida.  From its inception, the Firm has been involved in numerous charitable events and community endeavors.

As part of its support for the local legal community and the South Florida Law Schools, the Firm supports St. Thomas University’s School of Law Moot Court Room, where oral argument by the Florida’s Third District Court of Appeals is often held.

We as a Firm give thanks to the hard work of the local law schools’ professors and staff, which has allowed the legal community to thrive and produce high quality lawyers and judges.

Thank you.

Eric N. Assouline, Esq.

Managing Partner

@assoulineberlowe

 

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