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Linda Retz of Saul Ewing LLP and Elizabeth Carter, Louisiana State University School of Law Professor, will discuss how to handle intergenerational estate planning and planning involving second (and further) marriages and the inherent conflicts and ethical issues surrounding joint representation of...

As a Los Angeles-based estate planning attorney, I am uneasy about California’s enactment of the Online Notarization Act, which took effect on Jan. 1, 2024. The act and its related statutes authorize remote online notarization or RON by California notaries. RON is the process used when the notary...

A recent opinion from the 3rd Circuit U.S. Court of Appeals confirmed what should be settled law: deathbed gifts made by personal check delivered before death but deposited after death remain part of the donor’s taxable estate and thus subject to estate tax. A lot of taxes, legal fees, and headache...

George Magnatta is chair of the firm's Public Finance Practice. His practice focuses on serving as bond counsel, underwriter's counsel, borrower's counsel, and tax counsel for states, cities, economic development authorities, housing authorities, and non-profit entities in the implementation and...

Sheldon Satisky concentrates his practice in sophisticated estate planning, wills and trusts, probate and trust administration, post-mortem tax planning, charitable giving, family succession planning and tax issues relating to these matters. He has spoken before various business, professional and...

Navigating the Complex World of Tax Law Saul Ewing's Tax Practice offers focused, in-depth knowledge of the intricacies associated with federal, state, and local tax law. The role of the Tax Practice is to provide clients with advice and representation in a wide variety of tax-related legal issues...

Josh Pasker focuses his practice on municipal and corporate finance matters, serving as bond counsel, underwriter's counsel, issuer's counsel and borrower's counsel in a broad variety of financings. Josh's experience includes general obligation notes and bonds, revenue obligations, variable rate...

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...

Ronald P. Colicchio is a seasoned trial attorney with nearly 30 years of experience in probate and trust litigation across New Jersey, New York, and Florida. A graduate of New York University School of Law, Ronald holds both a J.D. and an LL.M. in Taxation, making him well versed in how tax, trust...

Covering Your Campus's Legal Issues The legal issues facing colleges and universities are more challenging than ever, reaching every corner of campus life with increasing complexity. From discipline to drones, Title IX to taxes, FERPA to financing, Saul Ewing has a deep bench of lawyers who wrestle...

Eileen Day O'Brien has substantial experience counseling clients on the many facets of estate planning and estate and trust administration. She assists them in formulating a plan that will carry out their estate planning goals on many levels. In this regard, Eileen helps clients identify their...

Robert E. McKenzie concentrates his practice in representing clients before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He has presented courses before thousands of CPAs, attorneys and enrolled agents nationwide. Robert is recognized as an...

Harry Shapiro's practice focuses on taxation law, tax litigation and tax-exempt financing law. He has handled matters for multinational companies, non-U.S. corporations having U.S. businesses, pass-through entities, professional associations and wealthy individuals, as well as for numerous tax...

Jon Barooshian brings almost three decades of experience as a litigator to the table, in his work for business clients facing criminal and civil proceedings involving white collar claims and tax controversies, as well as in complex commercial disputes. A seasoned trial lawyer and former state...

Mary Harmon focuses her practice on advising corporations and passthrough entities on tax and contractual issues. Clients look to her for counsel on U.S. federal, state, local, and foreign tax compliance and planning issues, including matters relating to subchapter C, subchapter K, subchapter S and...

Thomas McGuire's practice is concentrated in the areas of estate planning, probate and trust administration, and taxation. Thomas has substantial experience representing a broad range of individuals, financial institutions and tax-exempt organizations in connection with their estate planning and...

Samuel Draper advises clients on legal issues connected with preserving and passing on their assets to future generations and other beneficiaries. He focuses principally on estate administration, including the preparation and filing of documents with Register of Wills offices in Maryland. Such...

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...

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...