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Matthew Baker LinkedIn Centered Headshot

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 LinkedIn Centered Headshot

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...

Roshanne Katouzian

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

Nikhil A. Mehta

Nikhil Mehta works closely with clients and their management teams to draft and negotiate complex commercial agreements, including contracts for purchase and sale of goods, distribution and supply agreements, services agreements, manufacturing agreements, licenses and leases. Nikhil also represents...

Jay P. Tarshis

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 F. Meigs

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...

Matthew R. Gerber

Matthew Gerber assists commercial clients with real estate transactions, including acquisitions, dispositions, and purchase and sales agreements. He also handles leases, mortgages and financings. Matthew draws on his experience with corporate transactions to advise clients involved in mergers and...

Nancy A. Slowe

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...

Shane P. Simon

Shane Simon is a litigator who represents clients from a variety of industries, including higher education, energy, public utilities, insurance, health care and corporations. His experience includes work on cases in both state and federal courts. In addition to assisting with the challenges posed by...

Howard B. Miller

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 Plainfield Headshot

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...

Robert A. Mascioli Headshot

Robert Mascioli counsels entrepreneurs, family businesses and middle-market companies on a wide variety of business matters. Acting as their outside general counsel, Bob strives to learn the background, operations and strategies of clients and seeks to align his legal advice with their goals to...

Gary B. Eidelman Headshot

Gary Eidelman represents employers in labor and employment law and business matters, with a particular emphasis on non-compete, restrictive covenant and trade secret counseling and litigation. A Fellow in the College of Labor and Employment Lawyers, Gary is recognized by clients for his proactive...

Athira Sivan

Athira Sivan is a member of the Transactional Department in the Firm's Philadelphia office. She maintains a general corporate practice and assists with a variety of deals. While earning her J.D. at University of Pennsylvania Law School, Athira was an intern in the Philadelphia Law Department, where...

Jennifer M. Oprosko

Jenni Oprosko assists companies with contractual matters, particularly those involving intellectual property and technology. Her experience includes reviewing and drafting intellectual property licensing agreements, master services agreements, nondisclosure agreements, and software-as-a-service...

Vanessa Schoenthaler

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 Y. Sartorio Headshot

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...

Richard B. Carroll Headshot

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...

A legacy is built not only with a gift of property given by will or trust, but also with the client’s goals and values represented by the gift. Wealthy individuals and families need to carefully plan how they will use their assets to shape their legacy. The decisions involved, however, are not just...

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