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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...

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...

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...

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...

Melissa Clarke advises clients in a variety of industries in matters involving environmental permitting, counseling and litigation. She assists with the acquisition, development and siting of pipelines, power plants, solar and wind projects. Melissa negotiates and drafts environmental contractual...

The challenges facing closely held and family businesses are unique. It's business and it's personal, all at once. From executing leadership changes in a manner that preserves peace at Thanksgiving to advising on critical compensation decisions, Saul Ewing attorneys regularly represent family...

Streamlined Guidance for a Variety of Corporate Matters Public and private companies and nonprofits of all sizes must manage a litany of corporate matters as they strive to operate profitably and efficiently—from initial formation to commercial agreements to various types of joint ventures and...

Guidance Throughout a Shifting Global Landscape Growth and opportunity are driving factors for success in today’s expanding global economy. The prevalence of crossing borders to gain a competitive edge, sustain profitability, maximize investments or realize personal goals has resulted in a critical...

Diane Nobile advises international clients, high net worth families, real estate investors and companies on pre-immigration tax planning, investing in U.S. real estate and lending, corporate formation and governance. With a concentration on international taxation, real estate and corporate law...

David Brown helps family businesses and high-net worth individuals navigate legal issues connected to the preservation and transfer of their wealth to subsequent generations or other interested parties. He focuses in particular on estate planning, charitable planning, and trust and estate...

Saul Ewing’s Trusts & Estates group is a nationwide team featuring more than 40 attorneys across 10 offices. We work with individuals and families on succession planning and wealth transfer, counsel closely-held businesses on governance, growth and restructuring, and litigate and resolve disputes of...

Nancy S. Hearne is a member of Saul Ewing's Trusts & Estates Practice. She focuses on estate and tax planning and administration, estate and guardianship disputes and the creation and continuing representation of both public and private charitable organizations. Nancy assists families with a broad...

With more than 20 years of experience, Julian Montero represents clients in their general business and transactional matters, including corporate structuring, business planning, mergers and acquisitions, cross-border transactions and finance matters and he regularly advises foreign investors on...