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Every day, employers are confronted with new, varied and frequently thorny workplace challenges. Going well beyond traditional labor disputes and allegations of discrimination, businesses today are faced with an ever-changing regulatory and legislative environment in areas such as wage and hour...
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...
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...
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...
Jim Taylor is a trial lawyer with first-chair experience handling complex litigation in federal and state courts. A significant portion of his practice uses that litigation experience and perspective to counsel clients in managing high-profile crises, minimizing financial and reputational risks...
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...
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...
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...
Jesse Krohn draws on her past work as an assistant general counsel for a small private college and an associate director in the civil rights compliance office of a large university to advise institutions of higher education on legal matters. Her experience includes evaluating complaints and...
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...
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...
Richard Frazier advises clients on legal issues involving health law and the tax code. Clients include hospitals and related entities, ancillary health care providers, and joint venture arrangements. He has been actively involved in the planning and implementation of numerous hospital mergers and...
Counsel on Commercial Arrangements, Business Operations and Regulatory Matters Regardless of size or structure, health care providers, payors, entrepreneurs and businesses must navigate a complex maze of federal and state laws and regulations to remain economically competitive. Health care...
Covering Your Campus's Legal Issues The legal issues facing colleges and universities are more challenging than ever, reaching every corner of campus life with increasing complexity. From discipline to drones, Title IX to taxes, FERPA to financing, Saul Ewing has a deep bench of lawyers who wrestle...
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...
Josh Richards helps clients involved in civil and regulatory disputes address challenges through litigation, appeals, and strategic responses to government enforcement, particularly for colleges and universities. Josh approaches his work for education and nonprofit clients from a mission-driven...
Dan Altchek has a national practice representing unionized employers, and employers who wish to remain union-free, in their labor relations and human resources issues. Whether Dan is serving clients as their lead negotiator at the bargaining table, their litigator, or their trusted counselor – and...