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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...

Lisa LaFourcade is a certified specialist in estate planning, trust and probate law by the California State Board of Legal Specialization. Her practice focuses on advising high-net-worth individuals, privately held businesses, and charitable organizations. Her areas of practice include: Estate, gift...

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...

Jerad Beltz focuses his practice for individual clients on estate planning, wealth preservation, business succession planning and trust administration. He also counsels nonprofit organizations and privately held businesses in formation, governance, compliance, contract negotiation and charitable...

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...

Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She works diligently to establish a trusted partnership with clients on both a personal and professional level. Some of...

Ronald "Ronnie" Fieldstone draws on more than 45 years of legal experience to advise clients on sophisticated commercial and real estate transactions. His focus includes matters involving corporate, real estate, securities and tax law. His advice is also shaped by insights arising from his...

Maurice D. Lee, III concentrates his practice in estate planning, estate and trust administration, charitable tax planning, representation of nonprofits, guardianships, estate and trust litigation, and the taxation of estates and trusts. He has spent his career of more than four decades entirely...

Marc Citron counsels a broad range of commercial enterprises on real estate deals and other business transactions that are key to their growth and evolution. During his more than 45 years of legal practice, Marc has advised clients ranging from real estate developers, retailers and the hospitality...

David Shear's practice focuses on condominiums, commercial and residential real estate, community associations, construction, financing, and representing developers in project closings. David is an authorized agent of Old Republic Title Insurance Company, Chicago Title Insurance Company and First...

Richard Hayden helps clients involved in major development projects navigate the complex legal landscape they face in securing government approvals. A sampling of the marquee projects he has worked on include repurposing a major urban retail mall stretching over four blocks, state and local...

Carl Everett has more than 42 years of experience helping manufacturers, oil and gas companies and many other types of businesses resolve disputes with the government and other parties over environmental remediation of polluted sites. He is deeply involved in cases involving the Superfund, including...

Tara Phelan Carver practices in the area of commercial real estate and commercial loan transactions. She represents both private and institutional clients who rely on her for counsel in local and national transactions, including those involving secured and unsecured facilities, intercreditor...

Michael Burg represents developers, landlords and tenants in real estate matters, including the development approval process, financing, acquisitions and dispositions, leasing, construction and tax planning. His practice has included the purchase of a 350-acre research and office campus and land...

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...

Dave Falcone concentrates his practice in leasing, commercial real estate transactions, acquisition and disposition matters, land use and zoning approvals and condominium formation and governance. Dave has advised a wide range of clients from local land owners and developers to publicly traded REITS...

Helping Clients Realize the Potential of Brownfields Opportunities State and federal governments are actively encouraging the cleanup and re-use of environmentally impaired sites, known as "brownfields." Saul Ewing attorneys help owners and prospective owners realize the potential of these abandoned...