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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...
Saul Ewing LLP, a full-service national law firm, is proud to announce that Trusts & Estates Practice Co-Chair Jeffrey Glaser was included in The Daily Record’s 2024 Estate and Trust Law Power List. This group is composed of the most influential and respected practitioners in the estate & trust law...
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...
(Baltimore, MD, January 5, 2024) - Saul Ewing LLP today announced that Jeffrey S. Glaser, Partner and Chair of the Firm’s Trusts & Estates Practice Group, has authored the 19th Supplement to the Maryland Estate Planning, Wills and Trusts Library: Forms and Practice Manual . The 19th Supplement was...
Introduction The introduction to the final regulations issued under the Corporate Transparency Act (“CTA”) by the Financial Crimes Enforcement Network of the United States Treasury (“FinCEN”) states that, “[i]llicit actors frequently use corporate structures such as shell and front companies to...
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...
Saul Ewing LLP, a full-service national law firm, today announced that the firm was recognized as Band 1 for Private Wealth Law in Maryland in Chambers High Net Worth 2023. Additionally, Jeff Glaser, chair of the firm's Personal Wealth, Estates & Trusts Practice, was ranked as a Band 1 attorney...
![William S. Gee](/sites/default/files/styles/card_410x307_/public/images/2023-09/Gee_Bill_LinnkedIN.jpg?h=40c24adf&itok=BkIV-uck)
As a partner in Saul Ewing's Real Estate Practice, William Gee has worked on a wide variety of commercial real estate development and finance matters, representing national and local developers and lenders. He has extensive experience as lead counsel on multi-state acquisitions, sales, and financing...
![Sheldon S. Satisky](/sites/default/files/styles/card_410x307_/public/images/2022-09/Satisky_Sheldon_LinkedIn.jpg?h=8f1a1282&itok=RwxnoJQi)
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...
![Barry Levin Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Levin_Barry_LinkedIn.jpg?h=740146fe&itok=q2YhF1NX)
Barry F. Levin provides high-level legal counsel on complex corporate and real estate transactions that shape the future of businesses across a wide variety of industries. His keen understanding of how legal issues intersect with business interests in these deals and other corporate matters stems...
The Corporate Transparency Act (CTA) imposes significant new reporting requirements on many small businesses, as of January 1, 2024. The law requires all “reporting companies” to identify their “beneficial owners” and “company applicants” in a report to be filed with the U.S. Treasury Department’s...
![Eugene Pollingue, Jr.](/sites/default/files/styles/card_410x307_/public/images/2022-09/Pollingue_Eugene_LinkedIn.jpg?h=40c24adf&itok=Hs3oKApT)
Eugene Pollingue's practice is concentrated in the area of estate planning and asset protection for high net worth clients, probate, and income tax planning for commercial transactions. As a Louisiana certified public accountant and a board-certified tax attorney, Eugene's experience has given him...
![Luis Flores](/sites/default/files/styles/card_410x307_/public/images/2022-08/Flores_Luis_LinkedIn.jpg?h=40c24adf&itok=wGFMjA0p)
Luis Flores represents developers nationally in the acquisition, construction, development, leasing, refinancing and sale of vacant land, condominium projects, multifamily housing apartment complexes, hotels, commercial shopping centers, and commercial office buildings. Luis is also highly...
![Eileen O'Brien](/sites/default/files/styles/card_410x307_/public/images/2022-10/Eileen%20O%27Brien.jpg?h=8ad62032&itok=c2NGJ5jC)
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...
![Mary Harmon](/sites/default/files/styles/card_410x307_/public/images/2023-05/Harmon_Mary_LinkedIn.jpg?h=7126a54b&itok=wZ3nwaj6)
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...
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](/sites/default/files/styles/card_410x307_/public/images/2023-07/Katouzian_Roshanne_LinkedIn.jpg?h=753774cc&itok=UsWgW2s9)
Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.
![Rebekah Swan LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Swan_Rebekah_LinkedIn.jpg?h=c541e756&itok=tYp0iosk)
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...