Addressing a broad array of matters of interest to lawyers representing or regulating banks, insurance companies, investment advisers and other financial services businesses.

Upcoming BBA Education Programs Focused on Representing Military Personnel and Veterans

Highlighting its commitment to helping veterans and military personnel with the legal challenges they face -- and training attorneys in the most effective ways to aid these clients -- the Boston Bar Association (BBA) today announced a new series of Continuing Legal Education (CLE) programs. This news follows another announcement that the BBA Lawyer Referral Service will house a Military Legal Help Line, effective immediately.

This CLE series is designed for the express purpose of providing special training for lawyers willing to offer reduced fee and pro bono legal assistance to veterans and military personnel. The legal needs presented by members of the armed forces before, during and after deployment typically involve family law, labor and employment, Chapter 7 bankruptcy, Chapter 13 bankruptcy, trusts and estates, and education benefits.

Registration for any or all of these seminars is free for volunteers who serve on one of the military panels for the BBA Lawyer Referral Service.

The 4-part program series, called 'Representing Military Personnel and Veterans,' will be held at the BBA's 16 Beacon Street headquarters on the following dates:

9/26 - Family Law and Domestic Relations

10/17 - Bankruptcy and Consumer Finance

11/7 - Estate Planning, Employment Law, and Landlord/Tenant Law

11/21 - Veterans Benefits

Amid concerns regarding legal issues faced by members of the armed forces, the Boston Bar Association several years ago initiated volunteer efforts to provide legal support. In collaboration with the Yellow Ribbon Project, BBA volunteer lawyers present information to groups of service members and their families on a variety of legal issues. Volunteer attorneys also attend the Massachusetts 'Stand Down' event, where they advise in areas including state and federal benefits, family law, consumer debt and bankruptcy, housing, taxes, and criminal records.

Financial Services Committees

  • Banking Committee
    This committee deals with a broad array of matters of interest to banks and other financial institutions, focusing in particular on relevant legislative and regulatory developments.

    Contact Information

    Sean P. Mahoney

    K&L Gates LLP

    (617) 261-3202

    Barbara Keefe

    State Street Corporation

    (617) 786-3000

  • Broker-Dealer Committee
    The Committee focuses on legal and regulatory issues relevant to the broker-dealer community, such as the establishment and operation of broker-dealers, industry developments, key enforcement, litigation and arbitration decisions and compliance challenges.

    Contact Information

    James P. Lucking

    Lucking LLC

    (617) 903-0750

    Mark L. Keene

    Bank of America

    (617) 434-7223

    Hillary Pelletier

    LPL Financial LLC

    (617) 897-4776

  • Civil Enforcement Committee
    This Committee focuses on how financial services firms interact with their regulators in the context of civil enforcement, addressing issues arising from investigations, examinations, litigation, compliance, settlement, and related concerns.

    Contact Information

    Luke T. Cadigan

    K&L Gates LLP

    (617) 261-3118

    Eben Prentice Colby

    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates

    (617) 573-4855

  • Communications Committee
    This is a joint committee between the Business Transactions and Financial Services Sections. This committee publishes information relevant to the business bar. If you are interested in an editorial position or writing an article, please contact the Co-Chairs.

    Contact Information

    Scott P. Macbeth

    EMC Corporation

    (508) 249-1492

  • Financial Services Public Policy Committee
    This is a joint committee between the Business Transactions and Financial Services Sections. The BBA is very active on the legislative front. Often times, business attorneys are asked to lend their expertise.
  • Financial Services Public Service Committee
    This is a joint committee between the Business Transactions and Financial Services Section. This committee enables business attorneys to perform pro bono work for individuals and organizations.
  • Insurance Law Committee
    This committee covers all areas of insurance law, including property, casualty, life, health, disability, professional liability, fidelity, surety, excess surplus and reinsurance, from the perspective of policyholders, carriers and third parties.

    Contact Information

    Amy J. Bowman

    AIG Property Casualty - Financial Lines

    (617) 457-2973

    Steven Howard Wright

    Holland & Knight LLP

    (617) 854-1407

    Eric Hermanson

    White and Williams LLP

    ((617)) 748-5200

  • Investment Companies and Advisers Committee
    This committee meets to discuss matters affecting investment advisers, mutual funds and private funds, including proposed legislation, developments in federal and state regulation, evolving legal issues and compliance challenges

    Contact Information

    Carlo Forcione

    Putnam Investments

    (617) 760-1224

    Peter Fariel

    Rimon, P.C.

    (617) 860-2264

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.