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Volume 60
July / August 2007
Breaking News

Shumaker Williams Expands York, PA Office

We are pleased to announce the relocation of our York, Pennsylvania offices to: 

One East Market Street
York, Pennsylvania 17401


Offices

Camp Hill
3425 Simpson Ferry Road
Camp Hill, PA 17011
Telephone: 717.763.1121
Facsimile: 717.763.7419

Towson
40 W. Chesapeake Avenue
Towson, MD 21204
Telephone: 410.825.5223
Facsimile:  410.825.5426

York
1 East Market Street
York, PA  17401
Telephone: 717.848.5134
Facsimile: 717.848.5125

Email
mail@shumakerwilliams.com

Website
www.shumakerwilliams.com

Editors
Rachel M. Wolf
David J. Ledermann

Editorial Staff
Michele Connor

Publishing/Layout
Jeffrey A. Lee
Melanie L. Butz

We believe that providing our clients with timely information on developments in the law will enable them to make effective business decisions. We have dedicated ourselves to providing our clients with current information. This newsletter serves as one vehicle of promptly reporting to our clients.  It is provided at no cost and outside of any professional relationship with a person, entity or file. The information contained in this newsletter is merely the opinions and thoughts of the authors and does not, in any way, constitute legal or professional advice.



Attorney Advertising

ESTATE PLANNING ESSENTIALSJER

By James E. Reid, Jr.

A primary objective of the estate planner is to secure to the client during his or her lifetime the maximum economic benefits available from the ownership or use of his or her property while enabling transfers of such property to family members or other beneficiaries, including charities and trusts, with optimal tax savings and minimal transfer costs. Other objectives are also usually present, and may be of even greater importance, such as ensuring the desired passage and control of property to subsequent generations, and providing, to the extent possible, for the continuation of a closely held business. These matters involve both tax and non-tax issues that the skilled estate planner can help the client navigate to achieve the client's personal wishes at the lowest tax cost...

Complete Article
John Odonnell

HOSPITALITY PRACTICE WELCOMES JOHN O'DONNELL

Bolstering further its established hospitality industry practice, Shumaker Williams, P.C., is pleased to announce the addition to the firm, as Of Counsel, John M. O'Donnell.  Over the years, the firm has earned a reputation for excellence in its representation of hospitality-related businesses, handling matters as diverse as complex real estate transactions and tax and business succession planning, to multifaceted employment and immigration issues.  John O'Donnell brings the firm additional capabilities for dealing with the challenges of the ever-changing legal, financial, regulatory and business environment of the hospitality industry...


Upcoming Events

September 10, 2007
Keith A. Clark will present "A Primer on Directors Recruitment, Orientation, Education and Service" for the Directors' Breakfast at the Pennsylvania Association of Community Bankers 2007 Annual Convention, Hilton Waikoloa Village, Hawaii.

September 11, 2007
Martin B. Ellis will present "Financial Fraud Protection Methods and Update" at the Pennsylvania Association of Community Bankers 2007 Annual Convention, Hilton Waikoloa Village, Hawaii. 

October 16, 2007
The firm will present its 2007 Human Resources Seminar - Legal Developments/Practical Solutions at the West Shore Country Club in Camp Hill, Pennsylvania.  The program will feature presentations on important employment law cases over the past year; the art of making good hires, including conducting background checks and what can and cannot be asked of prospective employees; requirements for maintaining e-mail and other electronic data in the event of a lawsuit; immigration enforcement activities and their impact on hiring practices and recordkeeping requirements; 401(k) fee litigation wave and how to avoid becoming a defendant; new 401(k) plan auto enrollment opportunities and safe harbors; and update on benefits cases and significant regulations.  Presenting will be firm attorneys Marc G. Tarlow, Craig T. Trebilcock, Michael E. Rowan, John M. O'Donnell and David J. Ledermann, along with expert consultants from Conrad Siegel Actuaries, Success Performance Solutions, Information Network Associates and the Credit Bureau of Lancaster County.

For more information or to register, contact Nancy Runk at 717.909.1658 or visit our website at www.shumakerwilliams.com.

October 28-30, 2007
J. Steven Lovejoy will present a talk on the "Federal Real Estate Settlement Procedures Act and the Federal Truth-in-Lending Act" before the Mortgage Bankers Association of Pennsylvania Conference at the Hershey Lodge in Hershey, Pennsylvania.

November 14, 2007
The firm will present its Securities Seminar - West at the Sheraton Four Points in Mars, Pennsylvania.  The program will feature discussions of current accounting issues; new electronic proxy rules; executive compensation disclosure and deferred compensation developments; Sarbanes Oxley update; auditing standards and internal audit issues; proxy disclosure concerns relating to merger and acquisition intentions; and more yet to be finalized.  Presenting will be firm attorneys Paul A. Adams, Jane G. Davis and Ruth A. Courtney, along with accounting and consulting experts from Parente Randolph, S. R. Snodgrass and McKonly & Asbury.


For more information or to register, contact Nancy Runk at 717.909.1658 or visit our website at www.shumakerwilliams.com


November 16, 2007
The firm  presents its Securities Seminar - East at the Wyndham Gardens Hotel in Harrisburg, Pennsylvania.  See the November 14 entry above for details.

For more information or to register, contact Nancy Runk at 717.909.1658 or visit our website at www.shumakerwilliams.com.

Recent Events
  • Craig T. Trebilcock spoke on "The Continuing and Positive Role of Immigration in Shaping our Society and Economy" at the YMCA/YUSA Expo 2007 in Dallas, Texas on May 15.
  • Keith A. Clark presented a talk on "How to Conduct an Effective New Directors Orientation Training Program" at the Pennsylvania Association of Community Bankers Directors' Conference at the Hotel Hershey on June 7, 2007.  He then facilitated a panel discussion by representatives from the Office of the Comptroller of the Currency, the Office of Thrift Supervision, the Federal Deposit Insurance Corporation and the Federal Reserve Bank of Philadelphia at the conference.
  • On June 18, 2007, Keith A. Clark presented "A Report on Current Challenges to the Credit Union Industry in the Commonwealth of Pennsylvania" at the Pennsylvania Association of Community Bankers Legislative Conference.
  • On June 19, 2007, Keith A. Clark presented "Current Regulatory Focuses, Directors' Indemnification and How to Conduct an Effective New Directors Orientation Training Program"for the Annual Meeting of Members and Board of Directors of First Monetary Mutual Limited at the Fairmont Southampton Princess in Bermuda.
  • Craig T. Trebilcock  presented "Hiring Foreign Nationals" before theHispanic Chamber of Commerce of Central Pennsylvania at the Harrisburg YWCA on July 18, 2007.