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Firm Newsletter | July 2026
Dear Clients and Friends: We write to update you on recent activities at FRB. FRB is giving away its generative AI policy. The Firm has publicly released customizable AI policy templates that small and medium-sized businesses can adapt and put to work. Why give it away? Because a written policy […] The post Firm Newsletter
“If You See Something, Say Something” – Immediate Steps to Take If You Suspect Elder Abuse or Neglect
By: Dana Walsh Sivak NOTE: This article is Part 3 of our Elder Abuse Awareness series published in recognition of Elder Abuse Awareness Day. Visit our blog to read our other articles in this important series. When you have reason to believe that an elderly person may be suffering from […] The post “If You See Something, Say Something” – Immediate Steps to Ta
FRB Partner James M. Black II Appointed Vice Chair of the New York State Bar Association Committee on Attorney Professionalism
Falcon Rappaport & Berkman is pleased to announce that James “Jim” M. Black II, has been appointed Vice Chair of the New York State Bar Association Committee on Attorney Professionalism. The Committee on Attorney Professionalism works to encourage civility toward adversaries, officials, colleagues, clients, and others, while fostering integrity, decency, and
Understanding Legal Options and Protections Available for Victims of Elder Abuse
By: Dana Walsh Sivak NOTE: This article is PART 4 of our Elder Abuse Awareness series published in recognition of Elder Abuse Awareness Day. Visit our blog to read our other articles in this important series. When elder abuse or neglect is discovered, it can be difficult to know what to do next – and […] The post Understanding Legal Options and Protections A
How an Elder Law Attorney Can Help Protect Victims of Elder Abuse or Neglect (and Why We Do This Work)
By: Dana Walsh Sivak NOTE: This article is Part 5 of our Elder Abuse Awareness series published in recognition of Elder Abuse Awareness Day. Visit our blog to read our other articles in this important series. When we think about what it means to be an elder law attorney, many […] The post How an Elder Law Attorney Can Help Protect Victims of Elder Abuse or N
Is Your Target-Date Fund Lineup Ready for the Next ERISA Class Action?
By: Angela M. Stockbridge If your retirement plan holds American Century One Choice target-date funds, you have a target on your back. More than a dozen ERISA class actions have been filed against plans holding this single fund suite since early 2026, and the pace is accelerating. Here is what plan […] The post Is Your Target-Date Fund Lineup Ready for the N
Executive Compensation Planning: A Practical Guide to Designing and Protecting Executive Pay, Part 2: Equity Compensation – From Restricted Stock to the 83(b) Election
By: Angela M. Stockbridge In Part 1, we introduced the executive compensation landscape and examined incentive stock options (ISOs) and nonqualified stock options (NQSOs). Now we turn to other forms of equity and equity-like compensation, including the critical Section 83(b) election that can dramatically affect an executive’s tax outcome on restricted stock
FRB Releases Open-Source AI Policy on GitHub, Invites Every Industry to Raise the Floor on AI Governance
Falcon Rappaport & Berkman (“FRB”) has released its internal generative AI policy to the public domain by publishing free, customizable AI policy templates for law firms and small- to medium-sized businesses. The initiative is led by Moish E. Peltz and Christopher D. Warren, Co-Chairs of FRB’s Artificial Intelligence Practice Group. […] The post FRB Releases
Why Shadow AI Use by Employees is Creating Hidden Legal Exposure
By: Moish E. Peltz Generative AI has moved from novelty to necessity in a matter of months, and employees across nearly every industry are quietly incorporating it into their daily work, often without their employer’s knowledge or approval. While this informal AI usage may feel like a harmless productivity hack, […] The post Why Shadow AI Use by Employees is
Maryland and Connecticut Show Where 401(k) Fund Litigation Goes Next
By: Angela M. Stockbridge Plaintiffs filed two new ERISA suits on June 23, 2026. One in Maryland. One in Connecticut. Both target the same fiduciary duty, and both push the theory onto new ground. Our earlier post covered the American Century One Choice target-date filings. The pattern repeats: Fiduciaries pick a […] The post Maryland and Connecticut Show Wh
Executive Compensation Planning: A Practical Guide to Designing and Protecting Executive Pay, Part 3: Deferred Compensation and Section 409A
By: Angela M. Stockbridge In Parts 1 and 2, we covered stock options, restricted stock, RSUs, phantom stock, SARs, and the Section 83(b) election. In this installment, we examine nonqualified deferred compensation, SERPs, and Section 409A, the Internal Revenue Code provision that governs the timing and design of nearly all deferred compensation. For executiv