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This month’s Friday Five covers cases relating to interpretation of ambiguous policy terms, evaluation of claimant’s expert witness, inclusion of law firms as appropriate parties from whom plan administrators may seek equitable relief, transfer of cases from the claimant’s choice of venue, and...
This month’s Friday Five addresses cases considering: (1) whether monetary relief in the amount of lost benefits is an available remedy for breach of fiduciary duty; (2) the validity of an ex-spouse’s beneficiary designation that contradicts a subsequent divorce decree; (3) if waiver of a pre...
See Eidelman on Page 11
This month’s Friday Five covers cases relating to interpretation of regulatory deadlines, the enforceability of discretionary clauses, circuit courts going both ways on appeals from summary judgment rulings in favor of plans, and a benefits award for a former professional football player where the...
Saul Ewing LLP represented Genesis Unicorn Capital, LLC, in its acquisition of and role as the sole sponsor for Genesis Unicorn Capital Corp. a special purpose acquisition company (SPAC), in the SPAC's $75 Million initial public offering (IPO) of 7,500,000 units at a price of $10.00 per unit. The...
Saul Ewing LLP represented Signal Hill Acquisition Corp., a special purpose acquisition company, in its initial public offering of 10,000,000 units at a price of $10.00 per unit, resulting in gross proceeds of $100,000,000. The units are listed on The Nasdaq Global Market (Nasdaq) and began trading...
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...
Zachary Berk focuses his practice on complex civil litigation matters, with concentrations in business and real estate litigation. His experience also includes representing clients in consumer financial services, intellectual property, employment and trade secret related matters. Zach regularly...
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...
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...
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...
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 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...
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...
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...
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...
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...
Joel's practice often places him in the role of "outside general counsel" to clients, working closely with and advising company executives, boards, and members to successfully close transactional matters and manage corporate governance matters. Joel's experience includes negotiating, drafting and...
Saul Ewing securities attorneys Justin B. Ettelson, Michael A. Gold, Mark I. Gruhin, Andrew F. Barris and Jourdan S. Garvey have co-edited the 2021 edition of SEC Reporting Rules books.* For those responsible for filing reports with the SEC for public companies, the 2021 SEC Reporting Rules books...