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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...

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...

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...

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...

Rick Carroll advises domestic companies and international clients with business interests in the United States on a variety of transactions and corporate governance matters, including mergers, and acquisitions, stock purchases, asset sales, conversions and domestications, and dissolutions. In...

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...

An Experienced Legal Team for the Entire Life Cycle of a Fund The complexities of forming and managing an investment fund are vast and varied — from changing market trends and investment strategies, to shifting tax and regulatory requirements. Navigating this landscape while maximizing return on...

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...

Growth and opportunity are driving factors behind today’s global landscape. The prevalence of crossing borders to gain a competitive edge, sustain profitability, or realize personal goals has resulted in a critical need for immigration counsel. Whether it is a multinational corporation, a start-up...

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 Shareholder Litigation Practice is national, but we have substantial strength in Maryland. It is the second most popular state of incorporation for companies listed on the New York Stock Exchange and the state in which more than 80 percent of all publicly registered REITs are formed...

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...

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...