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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...
![Ted Baines Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Baines_Ted_LinkedIn.jpg?h=40c24adf&itok=yvh9HuT1)
Ted Baines is a partner and past chair of Saul Ewing's Litigation Department. He focuses his litigation practice on commercial contract, insurance, shareholder disputes, including shareholder demand responses, real estate, construction, and the defense of mass torts involving deaths or catastrophic...
![Charles O. Monk, II](/sites/default/files/styles/card_410x307_/public/images/2022-08/Monk_Charles_LinkedIn.jpg?h=40c24adf&itok=7B9yvrvx)
Charlie Monk handles complex, high-stakes litigation. During his 40 years as a trial lawyer, clients ranging from governmental entities and security broker dealers to energy providers and utilities have relied on his legal counsel to help them deal with complex litigation. He has led teams dealing...
![Joseph D. Lipchitz](/sites/default/files/styles/card_410x307_/public/images/2022-08/Lipchitz_Joseph_LinkedIn.jpg?h=40c24adf&itok=IMPDMeou)
Joe Lipchitz represents businesses, officers, directors, and high-level executives in the technology, health care, financial services, and media industries in civil litigation nationwide, particularly in high-stakes disputes. Drawing on his more than 20 years of experience as a trial lawyer, Joe...
![Franklin Zemel](/sites/default/files/styles/card_410x307_/public/images/2022-08/Zemel_Franklin_LinkedIn.jpg?h=0afe7b08&itok=neurRzkV)
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.
![Geoffrey M. Gamble Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Gamble_Geoffrey_LinkedIn.jpg?h=40c24adf&itok=42MEA2Uw)
Geoff Gamble is a litigator who focuses on insurance disputes, consumer financial services matters, and shareholder issues. He has extensive experience handling these and other complex commercial matters in federal and state courts and before private arbitration panels. Geoff represents insurance...
![Sherry Flax](/sites/default/files/styles/card_410x307_/public/images/2022-08/Flax_Sherry_LinkedIn.jpg?h=40c24adf&itok=3iIWz-eu)
Sherry Flax concentrates her practice on matters dealing with intellectual property law, with an emphasis on trademarks and copyrights. She assists clients in securing and protecting their rights in commercially valuable property through U.S. and international trademarks and copyrights, domain names...
![Gary Lipkin](/sites/default/files/styles/card_410x307_/public/images/2023-05/Lipkin_Gary_LinkedIn.jpg?h=72da4a73&itok=KCy9au32)
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...
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.
![Joanne Frasca LinkedIn-Tailored Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Frasca_Joanne_LinkedIn.jpg?h=77788d13&itok=rxDesfmw)
Joanne Frasca has decades of experience handling complex business litigation, real estate and title, and employment disputes in state and federal court. She represents individuals, partnerships, and small to Fortune 500 companies. Clients include closely held businesses, real estate developers and...
![Matthew Young](/sites/default/files/styles/card_410x307_/public/images/2023-07/Young_Matthew_LinkedIn.jpg?h=4e0e1cc0&itok=1XOtmZVI)
Matthew Young represents clients who are involved in commercial lending and real estate disputes, as well as intellectual property litigation. Businesses and government entities, among others, rely on him to handle matters ranging from allegations of fraud and negligence to unfair competition and...
![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...
![Matthew Baker LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Baker_Matthew_LinkedIn.jpg?h=753774cc&itok=WzdRnhnb)
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 LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Aikin_Thomas_LinkedIn.jpg?h=b5bab779&itok=CITYyxQx)
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...
![William Adams LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Adams_William_LinkedIn.jpg?h=77788d13&itok=R3USgjh8)
Bill Adams draws on 30 years of legal experience in his work as a trial lawyer who represents businesses, lenders and municipalities in commercial and real estate disputes. He works with both plaintiffs and defendants through verdicts and appeals in jury trials and court trials in both state and...
![Alan Poppe Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Poppe_Alan_LinkedIn.jpg?h=40c24adf&itok=Ry2IyPuX)
Alan Poppe is an advisor to a wide range of clients, both large and small, helping them to resolve their business disputes and counseling them on litigation avoidance and risk management. His practice focuses on complex commercial and tort litigation, with an emphasis on civil fraud, products...