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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...
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...
![Gianna Arnold Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Arnold_Gianna_LinkedIn.jpg?h=40c24adf&itok=exLV5oEX)
Gianna Arnold helps companies protect, leverage and enforce their intellectual property and develop and memorialize strategic alliances in service to their goal of enhancing their value. Her understanding of the importance of these assets to the bottom line of a business stems in part from her past...
Companies planning to develop and commercialize medical devices or diagnostics face a challenging financing, regulatory, reimbursement and liability environment. Saul Ewing attorneys are experienced in helping medical device and diagnostic companies navigate these challenges. Many members of our...
![Ronald P. Colicchio](/sites/default/files/styles/card_410x307_/public/images/2022-08/Colicchio_Ronald_LinkedIn.jpg?h=40c24adf&itok=4Mo8ovEW)
Ronald Colicchio is a trial attorney who graduated from New York University School of Law where he received his J.D. and an LL.M. in Taxation. For almost 30 years, his practice has been focused on probate and trust litigation in courts throughout New Jersey, New York and Florida. Ronald represents...
Government is growing every day. Regardless of which political party is in power, the scope of government regulation at the state, county and local levels, and the impact of government on all types of business has regularly increased. Regardless of your type of business – manufacturing or finance...
![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...
![Alyson Leone](/sites/default/files/styles/card_410x307_/public/images/2023-02/Leone_ALyson_LinkedIn.jpg?h=7126a54b&itok=oL7vqUqi)
Alyson Leone guides clients in the health care industry through corporate transactions that shape the growth and development of their business. Drawing on 20 years of legal experience, Alyson advises on the formation and structuring of entities including physician and dental practices, ambulatory...
![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...
![Fred Marcus](/sites/default/files/styles/card_410x307_/public/images/2023-07/Marcus_Fred_LinkedIn.jpg?h=c541e756&itok=N23LZcxz)
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...
![Adrienne McKay LinkedIn Bio Headshot (new one)](/sites/default/files/styles/card_410x307_/public/images/2023-08/McKay_Adrienne_LinkedIn.jpg?h=818fce8b&itok=p7ACYEuH)
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...
![Valisa Carney LinkedIn Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Carney_Valisa_LinkedIn.jpg?h=a7b36234&itok=ty1puP6a)
Valisa Carney handles estate planning for clients who wish to provide for a responsible, tax-efficient disposition of their hard-earned wealth. A compassionate and knowledgeable attorney, Valisa establishes a close personal relationship with clients to foster comfort and trust. When a client's loved...
![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...
![Profile placeholder image - dark gray graphic silhouette over light gray background](/sites/default/files/styles/card_410x307_/public/images/2022-08/profile_placeholder_small.jpg?h=a7b36234&itok=Z8jWM3jE)
Samuel Draper advises clients on legal issues connected with preserving and passing on their assets to future generations and other beneficiaries. He focuses principally on estate administration, including the preparation and filing of documents with Register of Wills offices in Maryland. Such...
![Anne Greene](/sites/default/files/styles/card_410x307_/public/images/2023-04/Greene_Anne_LinkedIn.jpg?h=f57dba4b&itok=od3mFyM8)
Anne Greene has broad experience in a variety of employee benefits matters, such as compliance for employee retirement plans, health and welfare plans, cafeteria plans, wrap plan documents, COBRA, the Affordable Care Act, plan claims and appeals processes and claim disputes, and prohibited...
![John F. Meigs](/sites/default/files/styles/card_410x307_/public/images/2022-08/Meigs_John_LinkedIn_0.jpg?h=40c24adf&itok=mt34mUUw)
John Meigs concentrates his practice in planning and problem solving for wealthy individuals, their families and property interests, both in the United States and abroad. This includes a substantial amount of work on estate planning and estate and trust administration and on tax aspects of planning...
![Nancy A. Slowe](/sites/default/files/styles/card_410x307_/public/images/2022-08/Slowe_Nancy_LinkedIn_0.jpg?h=753774cc&itok=R95IhOCW)
Nancy Slowe concentrates her practice in estate planning and estate administration. She has significant experience in the design and implementation of estate planning instruments, family wealth transfer arrangements and in sophisticated estate and trust administration matters. Her practice also...
![Arthur Evans](/sites/default/files/styles/card_410x307_/public/images/2022-08/Evans_Arthur_LinkedIn.jpg?h=4e0e1cc0&itok=UulIy8p_)
Arthur H. Evans is affiliated with the firm's Financial Services and Tax practices. After graduation from law school, Arthur practiced with two Chicago law firms and from 1978 to 2016, he was managing partner of Evans, Loewenstein, Shimanovsky & Moscardini, Ltd. Arthur is also a certified public...
![Maurice D. Lee, III](/sites/default/files/styles/card_410x307_/public/images/2022-08/Lee_Maurice_LinkedIn.jpg?h=72da4a73&itok=3wAd4YKl)
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...
![Brenda Abrams Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Abrams_Brenda_LinkedIn.jpg?h=740146fe&itok=aK2_wEZz)
Brenda Glaser Abrams provides legal counsel on business contracts for health care industry clients, as well as on their operational and compliance issues. Physicians, dentists, and medical groups rely on her to negotiate and draft employment, shareholder, operating, and partnerships agreements. She...