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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...

This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Partner Indira Sharma will lead the discussion at Step 7, focusing on probate and fiduciary litigation. This session will cover the following: Will...

FIDUCIARY LITIGATION: CONTESTED WILLS, TRUSTS, INTER VIVOS TRANSFERS AND GUARDIANSHIPS Indira Sharma, a litigator at Saul Ewing, will be presenting at the MSBA CLE entitled "Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships." Indira will be speaking on September...

“Penny wise but pound foolish” first appeared in writing over 500 years ago. This idiom captures the wisdom of human experience in just five words: shortcuts that appear to save money are more expensive in the long run. Sometimes much more. Further proof of this eternal truth - and one taxpayer’s...

David Berk counsels families and their businesses, entrepreneurs and start-up companies in taxation, structuring transactions, contract negotiations and governance issues. David also advises clients on corporate succession planning, trust and estate planning, insurance and retirement planning and...

Franklin Zemel focuses on cybersecurity and privacy law, First Amendment and civil rights litigation, complex business litigation, and appellate law. Franklin represents large and small businesses, manufacturers, and religious entities in South Florida and has several significant reported cases.

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...

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...

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 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 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 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...

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 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 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 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 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 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 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...