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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...

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...

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...

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...

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...

Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.

Lawrence Grelle has more than 35 years of experience in business and real estate law, tax and estate planning, and estate and trust administration. He has substantial experience in counseling mid-size and closely-held businesses and their owners on entity structuring, owner relationships, executive...

Jay Tarshis's practice focuses on estate planning and administration, taxation, and general corporate law. His estate planning practice is concentrated on inter-generational wealth planning for family business owners and high net worth individuals. Jay frequently addresses business succession issues...

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 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...

Jorge Garcia is a member of the firm's Bankruptcy and Restructuring Practice and concentrates his practice in matters involving bankruptcy and corporate restructuring, and debtor/creditor rights. Jorge works to develop solutions for debtors, trustees, creditors' committees, unsecured creditors, and...

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...

Jay Ghingher practices general business law, with an emphasis on the representation of private companies, nonprofit organizations and real estate investment trusts. He handles the formation of various types of business organizations, as well as the planning, governance and transactional needs for...

Howard Miller is a seasoned business, estates and trusts lawyer who represents clients ranging from single-owner businesses to large family-owned and public companies. His experience spans from representing clients in deals to buy and sell businesses valued up to $150 million and serving as executor...

John Heurich advises companies on a wide range of deals and corporate matters, including domestic and cross-border mergers and acquisitions, business formation and restructuring, and corporate governance. He also has experience with private equity and securities offerings, IP licensing, commercial...

Jesse Krohn draws on her past work as an assistant general counsel for a small private college and an associate director in the civil rights compliance office of a large university to advise institutions of higher education on legal matters. Her experience includes evaluating complaints and...

An attorney in the Bankruptcy and Restructuring Practice, Monique DiSabatino concentrates her practice on a broad range of commercial bankruptcy, workout and restructuring matters in which she represents debtors, trade creditors, landlords, equity holders and other parties. Monique has served as...

Vanessa Schoenthaler's practice focuses on corporate, securities and regulatory matters, with a particular emphasis on securities transactions, disclosure obligations, corporate governance, investment management and regulatory compliance. Vanessa's corporate finance experience ranges from advising...

David Sartorio focuses his practice on corporate transactions including mergers and acquisitions, control and non-control investments, joint ventures and strategic partnerships. David has experience advising companies ranging from private start-up and growth companies to large public companies...