Events with James K. Estabrook

Events

  • IFEBP Advanced Trustees and Administrators Institute Conference - 02/12/2024 - 02/14/2024

    Join us at the IFEBP Advanced Trustees and Administrators Institute Conference on Monday, February 12th – Wednesday, February 14th, 2024.

    James K. Estabrook and Elizabeth E. Manzo will speak at the IFEBP Advanced Trustees and Administrators Institute Conference in Orlando, FL.


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    Advanced Withdrawal Liability with James K. Estabrook, Esq. 

    Date and Time: Tuesday, February, 13th at 2:45 – 4:00 p.m.

    This session will help you understand the complex issues associated with withdrawal liability.  It presumes a basic understanding of the topic as the session will feature a discussion on:

    • Using separate assumptions for funding and withdrawal liability calculations
    • Complete/partial withdrawal liability
    • Trustee options
    • Accounting and auditing issues (receivables)
    • New PBGC regulations
    • Court cases
    • Legal issues

     


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    Crisis Management with Elizabeth E. Manzo, Esq.

    Date and Time: Tuesday, February, 13th at 2:45 – 4:00 p.m.

    Are you prepared for the next crisis? How would you protect your employees, your data, your physical assets, your clients and your reputation? A crisis management plan is a must-have in the world we live in. This session will address:

    • Components of a crisis management plan
    • Policies you should have
    • Checklist of issues to consider
    • Communications plan
    • Training your leaders and team to execute

     

     


  • 67th Annual Employee Benefits Conference hosted by the International Foundation of Employee Benefit Plans - 10/17/2021 - 10/20/2021

    Location
    The Colorado Convention Center, Denver,CO.

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    Join us at the International Foundation of Employee Benefit Plans Annual Conference Sunday, October 17 – Wednesday, October 20, 2021.

    James K. Estabrook and Elizabeth E. Manzo will speak at the 67th Annual IFEBP Employee Benefits Conference.


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    A Reasonable Plan: An Approach to Red Zone
    with James K. Estabrook, Esq.

    Date & Time:
    Tuesday, October 19, 2021 @ 9:15am – 10:30am
    Wednesday, October 20, 2021 @ 9:00am – 10:15am

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    Medical & Recreational Cannabis
    with Elizabeth E. Manzo, Esq.

    Date & Time:
    Tuesday, October 19, 2021 @ 1:15pm – 2:30pm
    Wednesday, October 20, 2021 @ 7:30am – 8:45am


    Click Here to View Conference Agenda


  • International Foundation of Employee Benefit Plans 65th Annual Employee Benefits Conference - 10/20/2019 - 10/23/2019

    James K. Estabrook and Elizabeth E. Manzo are co-speaking at the 65th Annual Employee Benefits Conference in San Diego where they are conducting a Structured Roundtable on the topic of the implications for the U.S. pertaining to cannabis.

  • Industry Funds Operation Guide & LMCC Funds: An Excellent MCAA Resource - 07/28/2019 - 07/31/2019

    James K. Estabrook speaks to attendees at the 2019 AEC Best Practices Conference in Milwaukee, Wisconsin.

    Jim addresses the following topics:

    • How utilization of this document can help to ensure your trust is operating properly.
    • Attendees will hear a legal explanation of Industry Funds and how this guide and its templates can streamline and improve local association practices with their funds & trustees.
    • Best practices and uses of funds will be identified, as well as questionable practices which could jeopardize your funds.
      LMCCs are often created between labor & management for a specific purpose but as time passes
      confusion can set in and trustees begin to ask – Why does this fund exist? What can this fund pay for and
      what should we do with all of this money?

    For more information click here.

  • Sheet Metal and Air Conditioning Contractors’ National Association Member Meeting - 03/21/2019

    James K. Estabrook is speaking to members of the Sheet Metal and Air Conditioning Contractors Association (SMACNA) providing a legal update on current legislation and employee benefit issues.

  • Annual Update for HR Pros - 03/08/2019

    Members of Lindabury’s Labor & Employment practice group address business owners, nonprofit directors and human resource professionals who are continually challenged by complying with new laws, adjusting to new trends and finding quality employees as they manage their organization.  This conference will help attendees navigate the curves in the ever changing area of human resource practices.

    Topics to be addressed include:

    • Employment Agreements- New Legislation is a Game-changer for Employers
    • Anti-Harassment Workplace Policies & Training
    • Marijuana & Your Workforce – Update on Medical Expansion & Legislation
    • Employee Classification – Exempt or Non-exempt….That is the Question
    • Out of Network Consumer Protection & Cost Containment Accountability Act
    • How the Changing Tide of Restrictive Covenant Law Impacts You

    To register click for this complimentary breakfast seminar click here.

  • 2019 Minnesota Construction Summit - 01/22/2019 - 01/23/2019

    James K. Estabrook is speaking regarding Withdrawal Liability at the 2019 Minnesota Construction Summit, sponsored by the Associated General Contractors of Minnesota (AGC) and the International Foundation of Employee Benefit Plans.

    For more information click here.

  • Mechanical Contractors Association of America Industry Improvement Fund Operations Conference - 12/05/2018 - 12/07/2018

    Issues addressed at this conference include the duties and responsibilities of industry improvement fund trustees, communicating with fund contributors, financial administration and objectives of a fund, industry education/promotion, and a fund’s long-and short-range objectives. Roundtable and panel discussions provide information on existing programs that are supported by industry improvement funds.

    Jim Estabrook and Elizabeth Manzo will be addressing Industry Fund Legal Updates:

    •  Review and Update of the Key Elements of the Industry Funds Operations Guide
    •  Vexing Problems for Industry Fund and Employee Benefit Fund Trustees
    •  Drugs and the Workplace:  Opioid Crisis and Medical Marijuana

    For more information click here.

  • International Foundation of Employee Benefit Plans 64th Annual Employee Benefits Conference - 10/16/2018

    James K. Estabrook is speaking at the 64th Annual Employee Benefits Conference in New Orleans. Jim is moderating and participating as a co-speaker for the ” Addressing Collectively Bargained Benefits” presentation.

    Topics to be addressed include:

    • Timing of contract negotiations
    • Use of plan consultants
    • Monetizing the benefit package
    • Plan design changes
    • Allocating assets to pension/health/apprenticeship/wages
  • Black Business Alliance Monthly Meeting - 06/11/2018

    Lindabury hosted the Black Business Alliance Chamber of Commerce‘s (BBA) monthly meeting.  The BBA provides training, networking, business support and opportunities for members.  This month’s education topics were provided by members of Lindabury’s Labor & Employment group.

    Topics:

    John Schmidt – Paid Sick Leave:
    On May 2, 2018, Governor Murphy signed New Jersey’s first statewide paid sick leave act into law, becoming effective on October 29, 2018. Learn what employers will now be required to do to be legally compliant.

    Lisa Gingeleskie – Sexual Harassment / Internal Investigations:
    The practice of conducting workplace investigations is often the best way to avoid litigation, as employees who feel their employers have heard their complaints and taken appropriate action are typically less likely to seek redress in court.

    Jim Estabrook – State and Local Tax (SALT) Deductions:
    Learn how the reduced state and local tax deduction will affect businesses.

    Elizabeth Manzo – Medical Marijuana
    What employers need to know about employee drug testing and accommodating employees who are approved medical marijuana patients.

  • The Employee Retirement Income Security Act (ERISA) and How It Affects You - 02/26/2018 - 02/28/2018

    Rights and Wrongs of Contract Negotiations

    Jim Estabrook and Elizabeth Manzo present at the Unity Conference in Orlando, Florida.  An annual meeting that brings signatory contractors together to discuss the trends and business concerns impacting this industry.  Jim and Elizabeth presented on the topic of contract negotiations including:

    • Collective Bargaining
    • National Labor Relations Act
    • Unfair Labor Practices
    • Employers Unfair Labor Practices
    • Union Unfair Labor Practices

    as well as processes, procedures and other advanced topics.

  • Mechanical Contractors Association of America Industry Improvement Fund Operations Conference - 12/06/2017 - 12/09/2017

    Issues addressed at this conference include the duties and responsibilities of industry improvement fund trustees, communicating with fund contributors, financial administration and objectives of a fund, industry education/promotion, and a fund’s long-and short-range objectives. Roundtable and panel discussions provide information on existing programs that are supported by industry improvement funds.

    Jim Estabrook and Elizabeth Manzo will be addressing the following topics:

    •  Review and Update of the Key Elements of the Industry Funds Operations Guide
    •  Vexing Problems for Industry Fund and Employee Benefit Fund Trustees
    •  Drugs and the Workplace:  Opioid Crisis and Medical Marijuana

    For more information click here.

  • Legal and Legislative Update - 11/13/2017

    Jim Estabrook and Elizabeth Manzo will be speaking at the International Foundation of Employee Benefit Plans Construction Industry Benefits Conference.

    There is a flurry of legal and legislative activity that professionals need to be aware of.  Jim and Elizabeth will provide an overview of key laws, regulations and court cases that may impact your plan.

    Topics will include:
    • NLRB
    • Prevailing wage and right-to-work
    • Fiduciary responsibilities
    • Vacation PTO/sick time
    • EEOC regulations
    • Drug testing

     

    For more information or to register click here.

  • International Foundation of Employee Benefit Plans 63rd Annual Employee Benefits Conference - 10/23/2017 - 10/24/2017

    Jim Estabrook and Elizabeth Manzo will be speaking at the International Foundation of Employee Benefit Plans 63rd Annual Employee Benefits Conference in Las Vegas, NV.

    Jim is moderating and participating as a co-speaker for the “Mergers, Spin-offs and Partitions in a PPA and MPRA Environment” presentation.

    Topics to be discussed addressed include:

    • When do you search for a partner?
    • What are the practical considerations and issues on both sides of the merger?
    • How do you handle unfavorable projections?
    • What are the withdrawal liability implications?
    • Financial assistance mergers

    Elizabeth is speaking at  “A Cost/Benefit Look at Wellness Programs” presentation.

    Topics to be discussed include:

    • Determining goals and integrated well-being
    • Measuring effectiveness/success/savings
    • Incentives: Yay or nay?
    • Keeping up engagement
    • There’s an app for that!
    • Assuring compliance with ADA, GINA and HIPAA
    • Trends in wellness

    For more information or to register click here.

  • “Multiemployer Pension Plan Issues and Trends” - 09/06/2017

    Jim Estabrook will be speaking at the NECA 2017 Eastern Region Managers’ Conference on the topic of multiemployer pension plan issues and trends.

     

     

  • New Equal Opportunity Regulations for Apprenticeship Programs - 04/27/2017

    Join James Estabrook and Elizabeth Engert Manzo for a webcast to help you prepare for the latest EEOC regulations on apprenticeship programs. The presentation will cover:

    • New Equal Opportunity Standards
    • Stronger Equal Opportunity Compliance Reviews & Enforcement Actions
    • Enhanced Record Keeping Procedures
    • New Affirmative Action Programs
      • Utilization Goals
      • Targeted Outreach, Recruitment & Retention

    For more information or to register click here.

     

  • Game Nite: Trustee Fiduciary Responsibility and Industry Funds - 12/02/2016

    Elizabeth Manzo and James Estabrook will be presenting at the 2016 MCAA Industry Improvement Funds Conference held at the Long Boat Key Club & Resort, Florida.

  • Society’s Reflection- Taking Important Steps Toward Diversity and Workplace Sensitivity - 12/01/2016

    Elizabeth Manzo and James Estabrook will be presenting at the 2016 MCAA Industry Improvement Funds Conference held at the Long Boat Key Club & Resort, Florida.

  • International Foundation of Employee Benefit Plans 62nd Annual Employee Benefits Conference - 11/14/2016 - 11/15/2016

    The 62nd Annual Employee Benefits Conference will be held this year at the Orange County Convention Center, Orlando, FL.

    Whether you are a trustee, an administrator or an advisor of pension or health and welfare funds, you can count on the Annual Conference to provide the education you need to properly support your employee benefit plans. Your one stop for all things employee benefits, the Annual Conference offers more than 100 educational sessions broken out into focused tracks with actionable solutions.

    James K. Estabrook will present  “Update on the Multiemployer Pension Reform Acts.”  This is a level I session, recommended for new trustees which provides a brief summary of the nuts and bolts of MPRA , status of design implementation and benefit suspensions, participant communication and elections, common pitfalls guidance and experiences to date.

    He will also present a session highlighting “PBGC Solvency and Solutions.” This is a level II session focusing on: Breadth of failing plans in the multiemployer sector; Are the plans victims of economic conditions and changes? How is PBGC currently funded?  What is the potential impact on premiums resulting from the Multiemployer Guarantee Study? •What is the projected stability of the PBGC? •What’s needed; what’s likely to happen?

    Elizabeth Engert Manzo will moderate “Navigating ACA: What Attorneys Need to Know” focusing on;  New regulations,  case law, cadillac tax, employer penalties, creative solutions, planning for the next five years,  and what is the projected stability of the PBGC;  What’s needed; and what’s likely to happen?

    She will also present a session regarding “Confronting Insolvency”  outlining the basics of MPRA, working with the PBGC, IRS considerations, Partitions and mergers , 412(e) considerations and Two-hat dilemma.

    For more information about this event click here.

  • Understanding Your Fiduciary Responsibilities in Collections - 09/19/2016

    James Estabrook will speak at the International Foundation of Employee Benefit Plans Collection Procedures Institute regarding “Understanding Your Fiduciary Responsibilities in Collections”.

    This session will consider fiduciary standards relating to your collections program. Topics include: • Understanding your fiduciary responsibility to collect—ERISA standards • Monitoring plan professionals • Prohibited transactions • Duty to audit • Avoiding conflict • Policies and procedures you need to have • DOL position and activities.

  • Interactive Trustee Workshop - 09/15/2016 - 09/16/2016

    Elizabeth Manzo and James Estabrook presented at Trustee Workshop at the UA MCA Trustees Conference held at the Westin in Jersey City, NJ.

  • Paid Sick Leave Accrual on Direct Federal Construction Projects - 05/10/2016

    James Estabrook, chair of Lindabury’s Employee Benefits practice will speak at the Quality Alliance National Issues Conference on paid sick leave accrual issues. The event will be held at the Marriot Georgetown Hotel from Tuesday, May 10th through Thursday, May 12, 2016.

  • Employee Benefit Attorneys Speak at the 2015 Industry Improvement Funds Conference - 12/03/2015 - 12/04/2015

    James K. Estabrook & Elizabeth E. Manzo will give two presentations at the Mechanical Contractors Association of America’s 2015 Industry Improvement Funds Conference.  The first presentation will be given on December 3rd and will be on “Status of Industry Funds – Who has the right to question the funds?” while on December 4th  they will present information on “Proper Uses of Industry Funds.”

  • Estate Planning Seminar for Union Members - 10/27/2015

    James K. Estabrook, Co-Chair of the firm’s Labor & Employment/Employee Benefits group, will participate in the Pipefitters Local 274 Pre-Retirement Seminar and present information on issues related to estate planning.

  • Employee Benefit Attorneys Speak at the 2015 International Foundation of Employee Benefit Plans Conference - 09/29/2015

    James K. Estabrook will speak at the International Foundation of Employee Benefit Plans (“IFEBP”) Construction Industry Benefits Conference in Las Vegas on September 29, 2015.  Jim will speak on the Multiemployer Pension Reform Act (“MPRA”) of 2014 from 9:30 to 10:45 a.m. and will lead a Roundtable Discussion regarding MPRA from 11 a.m. to 12:15 p.m.  For more information on this Conference, please click here.

  • Understanding the MPRA 2014 Regulations Webinar - 07/01/2015

    EWebinar to address the 2014 MEPRA Regulations

  • Lindabury Attorney to Present at Legislative Conference - 05/04/2015

    James K. Estabrook participates in the International Foundation of Employee Benefit Plans Legislative Conference.

  • Multiemployer Pension Reform Act of 2014 Seminar - 01/22/2015

    James K. Estabrook & Elizabeth Manzo of the firm’s Employee Benefits group, hosted a complimentary seminar discussion focused on The Multiemployer Pension Reform Act of 2014 (“MEPRA”).

    Topics covered were:

    • Repeal of the sunset provisions of the Pension Protection Act of 2006
    • Increased PBGC premiums for Multiemployer Plans
    • Correction and clarification of the Zone Status Rules
    • Changes to Withdrawal Liability Rules
    • Enhanced rules for Multiemployer Plan Mergers and Partitions
    • Remediation measures for deeply troubled Multiemployer Plans including conditions, limitations,
      notice requirements and approval process for the suspension of benefits
    • Additional PPA flexibility and technical corrections
    • Enhanced Rules for multiemployer plan mergers and partitions
    • Important issues for Trustees, Administrators and Plan Professionals

    If you have questions about how MERPA will impact your fund please contact us here.

    MPRA Seminar 1   MPRA Seminar 2  MPRA Seminar 3

  • Multiemployer Pension Reform Act of 2014 Webcast - 01/20/2015

    In December congress passed the Multiemployer Pension Reform Act of 2014 

  • Employee Benefits Group Presents at 60th Annual Employee Benefits Conference - 10/14/2014

    Lindabury McCormick’s Employee Benefits group presented in Boston at the International Foundation of Employee Benefit Plans 60th Annual Employee Benefits Conference. On October 14, 2014, James K. Estabrook and Elizabeth Engert Manzo will moderate several panel discussions and present seminars on a variety of topics important to multiemployer pension plan trustees.

  • Lindabury Attorney to Speak at The Collection Procedures Institute - 10/10/2014

    Estabrook Presents at Attorney Breakout Session

  • Lindabury Attorneys to Present at 60th Annual IFEBP Conference - 10/08/2014

    James K. Estabrook and Elizabeth E. Manzo participate in the International Foundation of Employee Benefit Plans seminar.

  • New Jersey Employment Law Seminar - September 2014 - 09/18/2014

    Employment Law Seminar to be held at Westfield location.

  • Lindabury Hosts Employment Law Seminar - 09/18/2014

    Seminar Held at Lindabury Offices

  • Lindabury Attorney Speaks to Hudson Valley Mechanical Contractors - 09/12/2014

    Attorney presents to group for the first time

  • Lindabury Attorneys Participate in Collective Bargaining Seminar - 09/08/2014

    Learn negotiating techniques and constructive approaches to labor negotiations

  • Lindabury Attorneys Participate in the 59th U.S. Annual Employee Benefits Conference - 10/20/2013

    Attorneys speak at International Foundation of Employee Benefit Plan

  • Lindabury Attorneys Speak at the 2013 Construction Industry Benefits Conference - 09/16/2013

    James K. Estabrook and Elizabeth E. Manzo presented at the Construction Industry Benefits Conference at The Westin Copley Place, Boston, Massachusetts.

  • How a Non-Profit Can Stay Compliant Seminar - 06/13/2013

    On Wednesday, June 12, attorneys James K. Estabrook and Monica Vir presented a special seminar entitled “ Learning By Example: A Case Study Review of Those Who Did it Wrong So You Can Do it Right.”

  • Lindabury Attorneys To Participate in the 59th U.S. Annual Employee Benefits Conference - 05/30/2013

    James K. Estabrook and Elizabeth E. Manzo will be presenters at the 59th Annual Conference for the International Foundation of Employee Benefit Plans, October 20-23, 2013 in Las Vegas, Nevada.

  • Lindabury Attorneys Speak on Withdrawal Liability - 05/17/2013

    James K. Estabrook and Elizabeth E. Manzo presented a special seminar entitled “Withdrawal Liability Asked and Answered”

  • Lindabury Shareholders Speak on Withdrawal Liability - 05/09/2013

    James K. Estabrook and Elizabeth E. Manzo presented a special seminar entitled “Withdrawal Liability Asked and Answered: All the Questions You Didn’t Know You Wanted to Ask.”

  • Lindabury Attorneys Participate in 2013 Advanced Trustees Institute - 02/18/2013

    Estabrook and Manzo Present at the 2013 Advanced Trustees Institute

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