Merrill B. Stone and Stephanie W. Estey Featured in Shareholder Service OPTIMIZER's 25th Anniversary Edition
February 19, 2020
Partner Merrill Stone and associate Stephanie Estey were featured in the 25th Special Supplement of the Shareholder Service OPTIMIZER. For this issue, they co-authored the article, “Shareholder Records Retention: The Devil's In The Details,” which evaluates potential situations that could occur if shareholder records are not properly maintained, the legal requirements for proper maintenance of records and what can be done to ensure proper maintenance.

To read the full article, click here.