
People Capabilities In this section you can find Services Banking and Finance Banking and Finance overview Asset & Lease Finance Capital Markets Corporate Debt Leveraged Finance Project, Energy and Infrastructure Finance Real Estate Finance Restructuring and Insolvency Securitization and Structured Finance Trade and Export Finance Competition, Trade and Foreign Investment Competition, Trade and Foreign Investment overview Antitrust and Competition Investigations Antitrust and Competition Litigation Dawn Raids Foreign Investment and National Security Law International Sanctions and Export Controls International Trade Law Merger Control Procurement and State Aid Construction and Engineering Construction and Engineering overview Construction Disputes Contracts and Procurement EPC Project Advisory Corporate and M&A Corporate and M&A overview Capital Markets Corporate Governance International Corporate Reorganizations Joint Ventures Mergers and Acquisitions Private Equity Venture Capital Corporate Crime Corporate Crime overview Anti-Bribery and Corruption Anti-Money Laundering Financial and Regulatory Crimes International Sanctions and Export Controls Regulatory Investigations and Enforcement Data Privacy, Security and Technology Data Privacy, Security and Technology overview Cybersecurity Data Privacy Disruptive Technology Electronic and Mobile Commerce Information Law Product Counseling Regulatory Defense and Litigation Technology Transactions and Sourcing Telecom Services Employment, Labor and Pensions Employment, Labor and Pensions overview Cross-Border Employment and Pensions Diversity, Pay and Discrimination Employee Benefits and Executive Compensation Employment Employment Litigation Global Mobility and Immigration Labor and Industrial Relations Pensions and Retirement Plans Pensions Risk Transfer and Management Financial Services Regulation Financial Services Regulation overview Asset Management Crowdfunding Crypto Assets Derivatives Financial Services Disputes and Investigations Funds Insurance Insurance overview Captives Insurance and Reinsurance Disputes Insurance and Retirement Products, Insurance Distribution Insurance Financing and Capital Markets Insurance M&A, Reinsurance and Restructuring Insurance Regulation and Compliance Insurance Regulatory Investigations and Enforcement Insurance Taxation Pensions Risk Transfer and Management Intellectual Property Intellectual Property overview IP Audits and Assessments IP Litigation IP Transactional Patents Trademarks, Trade Dress and Copyrights Trade Secrets Litigation & Dispute Resolution Litigation & Dispute Resolution overview Class Actions Commercial Litigation Antitrust and Competition Litigation Construction Disputes Energy Disputes Environmental, Health and Safety Financial Services Disputes and Investigations Fraud Insurance and Reinsurance Disputes International Arbitration Procurement Disputes Real Estate Disputes Regulatory Investigations and Enforcement Tax Controversy and Litigation Real Estate and Planning Real Estate and Planning overview Commercial Development and Leasing Corporate Real Estate Planning and Environmental Real Estate Disputes Real Estate Finance Living Strategic Contracts Strategic Contracts overview Contract Modernization Outsourcing Strategic Partnerships Tax Tax overview Acquisitions and Restructuring Business Taxation Employee Benefits and Executive Compensation Real Estate Tax Taxation of Financial Transactions and Institutions Tax Controversy and Litigation Transfer Pricing VAT/Indirect Taxes Industries Consumer Consumer overview Food and Beverage Hospitality and Leisure Luxury Retail and Wholesale Energy Energy overview Clean Energy Energy Regulatory Hydrogen Nuclear Oil and Gas Power Financial Services Financial Services overview Corporate and Investment Banking Private Capital Retail Banking and Consumer Finance Governments and Infrastructure Governments and Infrastructure overview Governments and Strategic Projects Infrastructure Transportation Industrials Industrials overview Aerospace, Defense and Security Automotive Chemicals Manufacturing and Industrial Engineering Life Sciences and Healthcare Life Sciences and Healthcare overview Agriculture and Medicinal Cannabis and CBD Healthcare Industrial Biotechnology Medical Devices Pharmaceuticals and Biotechnology Research and Development Vaccines Real Estate Real Estate overview Alternative Assets Multi and Single Family Residential Office and Industrial Real Estate Investment Retail and Mixed Use Transport Related Real Estate Technology & Digital Technology & Digital overview Digital Content Digital Infrastructure Technology Resources Insights Client tools Events and training Business topics About About us Firm leadership Purpose and values Responsible business Community Diversity and inclusion Environmental sustainability Pro bono Reports Alumni News Careers Global careers Application Why us? Lawyers and partners Business professionals Offices Italy Visit global site Select a local version of the site Angola Asia Austria Belgium Bulgaria Czech Republic Estonia Finland France Germany Hungary Iraq Ireland Italy Jordan Latvia Lithuania Luxembourg Mauritius Mozambique Netherlands Poland Portugal Qatar Romania Saudi Arabia Slovakia South Africa Spain Sweden Switzerland Tunisia United Arab Emirates United Kingdom United States Rest of the world en Select language English PTE 2020-02 and Rollover Documentation Home Resources Insights Home Resources Insights PTE 2020-02 and Rollover Documentation PTE 2020-02 and Rollover Documentation March 29, 2022 United States United States United States Starting July 1, investment advisors will be required to document the reasoning behind rollover recommendations for compliance with PTE 2020-02. This webcast discusses the challenges and potential solutions for this critical element of satisfying the PTE. Video The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer. Services Tax Industries Financial Services Key contacts Adam B. Cohen Executive Partner Washington, DC, United States Issa J. Hanna Partner New York, United States Latest Insights legal updates Konexo retains its Band 1 position in the Chambers and Partner Global NewLaw (ALSP) Guide guides and reports Executive Compliance Guide: Cyber Resilience Act legal updates Legal Telescope: Building the infrastructure of tomorrow – market, regulatory and delivery trends shaping data centers legal updates Commercially Connected shorts - 1 July 2026 Latest News firm news Eversheds Sutherland lands lateral partner-led Paris Funds team, as its wider European private capital push continues firm news Strengthening our life sciences and regulatory capability with key hire in Paris client news Advising Trane Technologies on the acquisition of Transport-Kälte-Vertrieb GmbH (TKV) firm news Eversheds Sutherland continues European expansion with further strategic partner hire in project finance Latest Events virtual \| July 08, 2026 Energy Transition Series - Project Financing BESS: Comparing the UK market to emerging debt structures in Continental Europe virtual \| September 10, 2026 UAE - Employment law in the Dubai International Financial Centre in-person \| September 10, 2026 Managing AI use in the workplace: what every UK HR team needs to know in-person \| September 17, 2026 Basic foundations of US employment law Tabs Label legal updates July 02, 2026 Konexo retains its Band 1 position in the Chambers and Partner Global NewLa... guides and reports July 02, 2026 Executive Compliance Guide: Cyber Resilience Act legal updates July 02, 2026 Legal Telescope: Building the infrastructure of tomorrow – market, regulato... legal updates July 01, 2026 Commercially Connected shorts - 1 July 2026 Legal notices Terms & conditions Privacy notice Cookies LinkedIn Facebook YouTube Connect Contact us Client login Staff login Subscribe About us About Eversheds Sutherland Purpose and values Responsible business Alumni Insights Client tools Events and training Business topics Careers Offices © Eversheds Sutherland 2026. All rights reserved. Eversheds Sutherland is a provider of legal and other services operating through various separate and distinct legal entities. For further information about these entities and Eversheds Sutherlands' structure please see the Legal Notice page of this website. Eversheds Sutherland is the name and brand under which the members of Eversheds Sutherland Limited (Eversheds Sutherland (International) LLP and Eversheds Sutherland (US) LLP) and their respective controlled, managed or affiliated firms and the members of Eversheds Sutherland (Europe) Limited and Eversheds Sutherland (Africa) Limited (each an "Eversheds Sutherland Entity" and together the "Eversheds Sutherland Entities") provide legal or other services to clients around the world. Eversheds Sutherland Entities are constituted and regulated in accordance with relevant local regulatory and legal requirements. The use of the name Eversheds Sutherland, is for description purposes only and does not imply that the Eversheds Sutherland Entities are in a partnership or are part of a global entity. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client. For further information about these Eversheds Sutherland Entities and Eversheds Sutherlands’ structure please see the Legal Notices page of this website. For information on Konexo please also see the Legal Notices page of this website.

PTE 2020-02 and Rollover Documentation

March 29, 2022

United States

Starting July 1, investment advisors will be required to document the reasoning behind rollover recommendations for compliance with PTE 2020-02. This webcast discusses the challenges and potential solutions for this critical element of satisfying the PTE.

Video

The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer.

Leadership - adamcohen@eversheds-sutherland.com

Adam B. Cohen

Executive Partner

Washington, DC, United States

Issa J. Hanna

Partner

New York, United States

Latest Insights

legal updates
Konexo retains its Band 1 position in the Chambers and Partner Global NewLaw (ALSP) Guide
guides and reports
Executive Compliance Guide: Cyber Resilience Act
legal updates
Legal Telescope: Building the infrastructure of tomorrow – market, regulatory and delivery trends shaping data centers
legal updates
Commercially Connected shorts - 1 July 2026

Latest News

Latest Events

virtual | July 08, 2026
Energy Transition Series - Project Financing BESS: Comparing the UK market to emerging debt structures in Continental Europe
virtual | September 10, 2026
UAE - Employment law in the Dubai International Financial Centre
in-person | September 10, 2026
Managing AI use in the workplace: what every UK HR team needs to know
in-person | September 17, 2026
Basic foundations of US employment law

Tabs Label

abstract digital world map with global network connections and technology background 244417364_xl

legal updates

July 02, 2026

Konexo retains its Band 1 position in the Chambers and Partner Global NewLa...

guides and reports

July 02, 2026

Executive Compliance Guide: Cyber Resilience Act

legal updates

July 02, 2026

Legal Telescope: Building the infrastructure of tomorrow – market, regulato...

View looking up to several modern skyscrapers

legal updates

July 01, 2026

Commercially Connected shorts - 1 July 2026

Offices

© Eversheds Sutherland 2026. All rights reserved. Eversheds Sutherland is a provider of legal and other services operating through various separate and distinct legal entities. For further information about these entities and Eversheds Sutherlands' structure please see the Legal Notice page of this website.

Eversheds Sutherland is the name and brand under which the members of Eversheds Sutherland Limited (Eversheds Sutherland (International) LLP and Eversheds Sutherland (US) LLP) and their respective controlled, managed or affiliated firms and the members of Eversheds Sutherland (Europe) Limited and Eversheds Sutherland (Africa) Limited (each an "Eversheds Sutherland Entity" and together the "Eversheds Sutherland Entities") provide legal or other services to clients around the world. Eversheds Sutherland Entities are constituted and regulated in accordance with relevant local regulatory and legal requirements. The use of the name Eversheds Sutherland, is for description purposes only and does not imply that the Eversheds Sutherland Entities are in a partnership or are part of a global entity. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client. For further information about these Eversheds Sutherland Entities and Eversheds Sutherlands’ structure please see the Legal Notices page of this website. For information on Konexo please also see the Legal Notices page of this website.

PTE 2020-02 and Rollover Documentation

Services

Industries

Key contacts

Latest Insights

Latest News

Latest Events