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This checklist highlights certain considerations for companies preparing to file annual reports on Form 10-K for the calendar year ended 2023 and is intended to serve as a focused resource highlighting changes in disclosure requirements and points of emphasis for the Securities and Exchange...

Saul Ewing attorneys, Sean O’Neill and Michael Gold , discuss new ESG regulations in connection with the Real Estate industry and Real Estate Investment Trusts (REITs). New regulations from the U.S. Department of Labor and proposed regulations from the Securities & Exchange Commission have created...

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 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...

Sally Michael has extensive experience representing owners and developers on acquisitions, dispositions, financings, development, and leasing of all classes of commercial property. Sally also represents borrowers and lenders on restructurings and workouts of distressed debt. She is lead counsel on...

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.

Greg Rapisarda is a passionate and prudent advocate who helps clients with legal advice on business and real estate development goals. Clients rely on Greg for day-to-day general counsel, specific advice on real estate development and land use legal matters, and problem solving to resolve disputes...

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...

Martin Doyle concentrates his practice in commercial real estate transactions, with an emphasis on real estate acquisitions and dispositions, finance, and leasing. Martin has represented clients in transactions involving a wide array of property categories, including office, shopping center, retail...

Howard Majev is a seasoned real estate attorney with extensive experience in acquisitions, dispositions, financings, development, and leasing of industrial, multi-family, retail, office, mixed-use, and sports properties, including stadium development. He has considerable experience with regards to...

Protecting the Rights of Corporate Clients Companies generally enjoy a fruitful relationship with their shareholders, but disagreements about management, perceptions of minority shareholder mistreatment, or concerns over executive compensation may arise. No matter the cause of shareholder...

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...

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...

In the nonprofit world, "ask Fred" is a common refrain when a complicated planning issue is involved. Fred Marcus provides answers based on his more than four decades of experience handling trust and estate and charitable matters. Fred represents individuals in their estate and philanthropic...

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...

Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition to...