Search
Saul Ewing’s Trusts & Estates group is a nationwide team featuring more than 40 attorneys across 10 offices. We work with individuals and families on succession planning and wealth transfer, counsel closely-held businesses on governance, growth and restructuring, and litigate and resolve disputes of...
Jay Tarshis's practice focuses on estate planning and administration, taxation, and general corporate law. His estate planning practice is concentrated on inter-generational wealth planning for family business owners and high net worth individuals. Jay frequently addresses business succession issues...
Peter Murphy advises domestic and international clients on a variety of corporate and commercial matters, including transactions and governance matters. Peter also leads the firm’s Corporate Transparency Act (CTA) Team, which guides domestic and foreign entities registered in the United States to...
Rick Carroll advises domestic companies and international clients with business interests in the United States on a variety of transactions and corporate governance matters, including mergers, and acquisitions, stock purchases, asset sales, conversions and domestications, and dissolutions. In...
Geraldine Wyle is the co-chair of the firm's Trusts & Estates Group. She focuses her practice on complex litigation and alternative dispute resolution related to trusts and estates, conservatorships and guardianships, business succession, and partnership disputes (often involving fiduciary and high...
Maria Carnicella advises clients on mergers and acquisitions and other major corporate transactions. In addition to M&A deals, she represents private and public entities and individual investors in stock and asset sales and acquisitions, private placements, reorganizations, IPOs, redemptions, and...
Jeryll Cohen is the co-chair of the firm's Trusts & Estates Group. She advises clients on complex trust and estate administration and estate and business succession planning as well as multi-faceted litigation and alternative dispute resolution with regard to trusts and estates, family business...
Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She works diligently to establish a trusted partnership with clients on both a personal and professional level. Some of...
Joi L. Morris handles trust and estate litigation, representing a wide range of clients, including trustees, estates, individuals, and businesses. Joi assists with claims against fiduciaries, estates, or trusts, including issues related to capacity and undue influence. She has extensive experience...
Lisa LaFourcade is a certified specialist in estate planning, trust and probate law by the California State Board of Legal Specialization. Her practice focuses on advising high-net-worth individuals, privately held businesses, and charitable organizations. Her areas of practice include: Estate, gift...
Matthew Gerber assists commercial clients with real estate transactions, including acquisitions, dispositions, and purchase and sales agreements. He also handles leases, mortgages and financings. Matthew draws on his experience with corporate transactions to advise clients involved in mergers and...
Jeffrey S. Glaser focuses his practice on estate planning; business succession planning; prenuptial agreements; asset protection planning; charitable gift planning; and income, gift, estate and generation-skipping transfer tax planning, as well as trust and estate administration. The depth of Jeff's...
Linda Retz is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She dedicates her practice to the creation and implementation of estate plans that are tailored to an individual family's particular needs and circumstances...
Jerad Beltz focuses his practice for individual clients on estate planning, wealth preservation, business succession planning and trust administration. He also counsels nonprofit organizations and privately held businesses in formation, governance, compliance, contract negotiation and charitable...
Richard Frazier advises clients on legal issues involving health law and the tax code. Clients include hospitals and related entities, ancillary health care providers, and joint venture arrangements. He has been actively involved in the planning and implementation of numerous hospital mergers and...
Counsel From the Earliest Stage of Development Through Disposition of Projects Throughout the continuum of financing, acquiring, developing, leasing and selling real estate are a multitude of complexities to address and challenges to overcome—from regulatory hurdles and shifting capital stacks to...
Counsel on Commercial Arrangements, Business Operations and Regulatory Matters Regardless of size or structure, health care providers, payors, entrepreneurs and businesses must navigate a complex maze of federal and state laws and regulations to remain economically competitive. Health care...
Counsel From the Earliest Stage of Development Through Disposition of Projects Throughout the continuum of financing, acquiring, developing, leasing and selling real estate are a multitude of complexities to address and challenges to overcome—from regulatory hurdles and shifting capital stacks to...
Supporting Ideas Through a Company’s Life Cycle Transforming an idea into a business is a journey filled with excitement and challenges. Building a company requires an effective team who can make difficult decisions with imperfect information. From choosing partners to securing reliable funding...
Thomas Doyle advises companies on legal issues in connection with their daily operations and long-term business strategies. His experience includes representing clients in a variety of transactions, including mergers and acquisitions, venture financing and debt financing. Companies frequently rely...