UB Greensfelder

Deadline Approaching Under the Corporate Transparency Act   Has your company filed its BOI report? As announced in December 2023, under the Corporate Transparency Act (CTA), certain legal entities formed before January 1, 2024 have to file a Beneficial Ownership Information (BOI) report with the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) by January 1, 2025, providing certain information about its “beneficial owners.” That means that every legal entity formed by filing paperwork with a Secretary of State (or its equivalent) must determine whether it is required to file a BOI report or if it is exempt from filing. Has your company undertaken this review yet? UB Greensfelder attorneys are here to assist. We can answer questions you may have about the CTA to determine if your company is required to file or if falls within one of the 23 exemptions for filing.  

Clients and referral sources joined UB Greensfelder’s 9th Annual Private Client Symposium on October 23, presented by the Trusts & Estates Practice Group. Jennifer Davis kicked off the event, followed by Jeff Shelley’s insights on the Connelly case’s impact on estate valuations for closely held businesses, and Erica Carducci presented on Spousal Lifetime Access Trusts. Patrick Connaghan, Jody Forsee (Bucher), and Betty Schaefer led a panel discussion, addressing questions on trust and estate administration. Attendees appreciated the focus on delivering actionable insights for protecting, growing, and transferring wealth.

UB Greensfelder sponsored the St. Louis Business Journal's Family Business Awards on October 24. Congratulations to our nominee Jim Probstein, owner of Sportsman’s Park Restaurant, and all of the honorees.

UB Greensfelder is pleased to welcome three attorneys who recently joined the firm as associates: Amy Randazzo Allen in the Trusts & Estates Practice Group and Doug Engle, PE in the Construction Practice Group, both in our St. Louis office; and Jaylan D. Williams, Esq., MBA in the Real Estate Practice Group in our Chicago office. We're proud to have you on our team.

Congratulations to UB Greensfelder attorneys who have been inaugurated into The Legal Aid Society of Cleveland’s new honor societies. The Community Commitment Honor Society, and the Time Well Spent Honor Society recognize volunteers who have reached milestones of hourly pro bono work and participation in clinics. The following have been recognized for their dedication and time: Jennifer Adams, John Alten, Joseph Brennan, Michael Charlillo, Anastasia A. Elder, Dolores Garcia, Lori Pittman Haas, Katherine Poldneff, Halden Schwallie, Michael Tucker, Michael Ungar, and Robin Wilson. We are very proud to have attorneys who recognize the value of giving back to those who may not otherwise be able to obtain legal counsel.

On October 17, 2024, UB Greensfelder Partner Frances Floriano Goins moderated a panel discussion with election officials from Harris County, Texas and the Chicago, Illinois Board of Elections, titled Ballot Handling: Casting Your Ballot Safely and Legally. The program was a part of a nine-part series presented by the ABA to help educate voters on the most important issues to empower them to make their voices heard. This series, titled Empowering Every Voter, is a joint project of the ABA's Standing Committee on Election Law, a bipartisan committee of election law experts working to improve election administration through policy, programming, and advocacy, and the ABA's Commission on Law and Aging, which works to elevate and alleviate the issues faced by older Americans across the legal profession. Fran is the Acting Chair of the Programming Sub-Committee of the ABA Standing Committee on Election Law.

UB Greensfelder partners Beata Krakus and Abby Risner presented at the annual ABA Forum on Franchising in Phoenix, Arizona.

Congratulations to UB Greensfelder Partner Michael Marrero who has been selected for the Figaro Society of the Cincinnati Opera, in recognition of nine years of distinguished service on the board of trustees of the opera. He is now a lifetime member of this honorary society of former trustees.

Congratulations to our three new attorneys in St. Louis who recently passed the Missouri Bar exam: Brian Ahle, Johanna Ananth, and Tiffany Zambrano, Esq. Brian is part of our Real Estate Practice Group, Johanna is working in the Health Care Practice Group, and Tiffany is in the Business Law Practice Group. Welcome to UB Greensfelder. We are very pleased that you have joined our team.

Today the U.S. Department of Homeland Security (DHS) designated Lebanon for Temporary Protected Status (TPS) for 18 months due to the ongoing situation in Lebanon. The TPS designation will allow Lebanese nationals (and individuals having no nationality who last resided in Lebanon), who have been continuously residing in the U.S. since October 16, 2024, to file initial applications for TPS, if they are otherwise eligible. To read the full client alert written by UB Greensfelder Partner and Immigration Practice Group Leader David Leopold, including the press release issued by DHS, visit https://lnkd.in/g764kAcd. #LebanonTPS #TemporaryProtectedStatus #UBGreensfelder