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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...

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...

A partner in the Trusts & Estates Practice, Russell Fishkind focuses his practice on high net worth estate planning, business succession planning, family office consulting, estate administration and probate litigation. Prior to joining the Firm, Russell served as Chair of the Trusts & Estates Team...

Nancy Burke handles emerging, cutting-edge environmental issues for clients, using her experience to help them tackle these new challenges. She knows how to navigate the quagmire of environmental and safety regulations for client development projects, mergers and acquisitions, and real estate...

Comprehensive Guidance for Seizing and Optimizing Investments in Opportunity Zones In 2017, Congress created significant tax incentives for investment in Opportunity Zones. An investor who has recognized capital gains and makes a timely investment in a "Qualified Opportunity Fund" may (1) defer the...

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...

Financing Capital Needs With Tax-Exempt Debt Colleges, universities, and K-12 schools are enhancing their campuses by developing state-of-the art buildings, upgrading their infrastructure, and incorporating modern amenities. These improvements will entice students, attract faculty and research...

Sarah "Sally" Church brings to her clients 25 years of experience in working on a wide spectrum of employee benefits and executive compensation matters. Immediately prior to joining Saul Ewing, Sally was a Partner at Thorp Reed & Armstrong, LLP where she served as Practice Group Leader for the...

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...

David Berk counsels families and their businesses, entrepreneurs and start-up companies in taxation, structuring transactions, contract negotiations and governance issues. David also advises clients on corporate succession planning, trust and estate planning, insurance and retirement planning and...

Morgan Haas focuses her practice on municipal finance matters, serving as bond counsel, underwriter's counsel, issuer's counsel, borrower's counsel and hospital counsel in a broad variety of multi-million dollar financings. Morgan's experience includes assisting clients with general obligation notes...

Kaitlin Paddy focuses on assisting employers with labor and employment disputes before the U.S. Equal Employment Opportunity Commission (EEOC), the Maryland Commission on Civil Rights and county agencies, as well as in litigation in the state and federal courts. Her experience includes matters...

Madeline Remish handles both commercial litigation and labor and employment litigation for corporate clients in state and federal courts, including claims of employment discrimination, retaliation, harassment, and wage and hour violations. Her practice also includes matters involving employment...

Javier Rodriguez is a trial lawyer who handles commercial disputes and cases involving creditor's rights, real estate, employment issues and professional liability. He also handles admiralty and tort cases and has experience with cases involving cloud-based technologies. Over the course of his 30...

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...

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...

Caitlin Piccarello Strauss is a commercial litigator who represents companies in disputes involving insurance, employee benefits and ERISA, real estate, and restrictive covenants. As a leader of the Firm's Employee Benefits and ERISA Litigation team, she regularly defends insurers in life, health...

Dawn Eyerly is a trial attorney with substantial litigation experience, including jury trials, bench trials, arbitrations, and mediations. She also has extensive appellate experience in both state and federal courts. Dawn represents individuals as well as entities, ranging from small, family-owned...

Joi L. Morris handles trust and estate litigation, representing a wide range of clients, including trustees, estates, individuals, and businesses. Joi assists with claims against fiduciaries, estates, or trusts, including issues related to capacity and undue influence. She has extensive experience...

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession...