The attorneys
in Barrett McNagny's Financial Institutions Group provide legal services to
state and federally chartered banks, trust companies, savings associations,
credit unions, consumer finance companies, mortgage bankers, financial
institution holding companies, and other financial intermediaries. Our
attorneys are experienced in the organization and operation of state and
national financial institutions, interstate banking, bond-connected credit
facilities, creditor's rights, bank acquisitions and mergers, financial
institution regulation, fiduciary administration, trust department regulation,
fair lending, and other consumer regulatory compliance matters. Firm attorneys
in other practice areas — including human resources, litigation, real
property, estates and trusts, ERISA, public finance, tax, corporate, and
securities — also provide legal services to financial institution clients.
Regulatory
Experienced
practitioners in state and federal banking laws and regulations, Barrett
McNagny attorneys provide clients with a variety of services, including
counseling and representation on acquisition, sale and expansion matters, and
the preparation of regulatory agency applications and disclosure documents.
Commercial
Credit Transactions
Attorneys in
the Financial Institutions Group regularly represent banks, insurance
companies, and other lenders with the negotiation and preparation of
documentation for complex secured and unsecured credit transactions.
Transactional matters conducted for major financial institution and insurance
company clients include construction and permanent financing transactions, cash
flow lending, asset-based lending, loan participation and syndications,
inter-creditor agreements, mortgage warehousing, letters of credit, loan
restructuring and workouts, receiverships, and numerous other complex
commercial transactions.
Corporate
Barrett McNagny
attorneys represent financial institutions and bank holding companies with
various corporate matters such as acquisitions, dispositions, corporate governance,
mergers, federal and state securities matters, and branch acquisitions and
sales.
ERISA
The firm's
employee benefits and ERISA attorneys represent financial institutions,
insurance companies, third-party administrators, and fiduciaries in a growing
spectrum of ERISA matters, including 401(k) plans, pension and profit-sharing
plans, ESOPs, prohibited transaction exemptions, non-qualified deferred
compensation plans, and ERISA guidelines.
Mortgage
Banking
Barrett McNagny
attorneys represent mortgage companies, savings banks, and commercial banks in
all aspects of residential and commercial/multifamily mortgage loan
origination, servicing, and regulatory compliance. In addition, we provide
legal services to these clients in connection with collection activities, which
include foreclosures, receiverships, the purchase and sale of mortgage loan
pools, and mortgage loan servicing in the secondary market.
Private
Client Practice
Barrett McNagny
attorneys assist the private client groups of financial institutions and their
clients in a variety of planning and administrative matters, including:
- Conferences with
clients regarding wills and trusts.
- Planning for the
avoidance or reduction of estate.
- Inheritance and
generation-skipping taxes.
- Planned giving to
charities.
- Distributions and
beneficiary designations of retirement accounts.
- Titling of assets
and ownership of life insurance.
- Business succession
issues.
