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Courtney Schultz headshot

Courtney Schultz is a litigator who counsels energy and utility companies on their regulatory compliance and related litigation. Courtney's work for energy and utility companies includes seeking approvals before state regulatory agencies for franchise grants, changes in rates, and for new customer...

Indira K. Sharma

Indira Sharma represents businesses in a range of litigation, from complex contract and commercial disputes to matters involving commercial leases and real estate. She also advises business clients on management of early stage conflicts and strategies for preventing litigation. Her experience as a...

Gary Lipkin

Gary Lipkin represents companies and individuals in a wide array of corporate and commercial litigation matters. In his more than 20 years of legal practice, Gary has built an extensive track record handling cases before the nation's preeminent business court, the Court of Chancery of the State of...

Stacey Herter

Stacey Herter represents clients in contested trust, estate and probate litigation matters. Her work includes representations of both beneficiaries and fiduciaries, including administrators, executors and trustees. Stacey brings more than two decades of experience as a litigator to her work. Before...

Casey Grabenstein

Casey Grabenstein handles complex commercial litigation for clients nationwide across an array of industries. His litigation experience includes class actions involving securities, consumer fraud, and ERISA, including defeating class certification in multiple cases for a leading insurance company...

Rebekah Swan LinkedIn Centered Headshot

Rebekah Swan represents clients in the areas of fiduciary, estate, trust and conservatorship litigation and administration. She handles matters involving claims of breach of fiduciary duty, undue influence, surcharge, will/trust contests, and financial elder abuse. Rebekah has extensive experience...

Joi Morris

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...

Danielle Guerrero

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession...

Geraldine Wyle

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...

Jeryll Cohen LinkedIn Centered Headshot

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...

Matthew Baker LinkedIn Centered Headshot

Matthew Baker handles trust and estate litigation, with a focus on advocating for the rights of beneficiaries and fiduciaries’ conduct in trust and estate matters. Whether it is contesting the validity of a trust or will or representing a fiduciary in a breach of trust claim, Matthew is equipped to...

Thomas Aikin LinkedIn Centered Headshot

Thomas Aikin represents both fiduciaries and beneficiaries of trusts, estates and charitable trusts in contested matters, as well as administration. He places a particular emphasis on representing charities, universities, and other non-profit organizations. He has successfully represented clients...

Our Trust & Estate Administration team advises executors, trustees, and beneficiaries of trusts and estates on various aspects of estate and trust administration, including fiduciary duties and powers, tax planning, and required notices and court filings. When appropriate, we utilize special...

Roshanne Katouzian

Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.

John F. Meigs

John Meigs concentrates his practice in planning and problem solving for wealthy individuals, their families and property interests, both in the United States and abroad. This includes a substantial amount of work on estate planning and estate and trust administration and on tax aspects of planning...

Shane P. Simon

Shane Simon is a litigator who represents clients from a variety of industries, including higher education, energy, public utilities, insurance, health care and corporations. His experience includes work on cases in both state and federal courts. In addition to assisting with the challenges posed by...

Jonathan A. Singer Headshot

Jon Singer is a litigator and business lawyer who serves as a trusted advisor to companies on legal issues affecting their operations. Jon represents publicly-traded and privately-held international, national, and local businesses in trials and on appeal in state and federal courts across the...

Joseph Kuo

Joseph Kuo's practice encompasses a broad range of experience in intellectual property law, including patents, trademarks, unfair competition, copyrights, false advertising, and trade secrets. Joseph has counseled a wide array of clients ranging from large established companies, to young start-up...

Brian R. Landry

Brian Landry draws on a broad base of intellectual property experience involving patents, designs, trademarks, and copyrights and technical expertise to help clients identify, protect, and enforce their intellectual property. Brian has significant experience in the medical devices field as well as...

A legacy is built not only with a gift of property given by will or trust, but also with the client’s goals and values represented by the gift. Wealthy individuals and families need to carefully plan how they will use their assets to shape their legacy. The decisions involved, however, are not just...

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