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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...
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...
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...
Peter Murphy advises domestic and international clients on a variety of corporate and commercial matters, including transactions and governance matters. Peter also leads the firm’s Corporate Transparency Act (CTA) Team, which guides domestic and foreign entities registered in the United States to...
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 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...
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 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...
Arthur H. Evans is affiliated with the firm's Financial Services and Tax practices. After graduation from law school, Arthur practiced with two Chicago law firms and from 1978 to 2016, he was managing partner of Evans, Loewenstein, Shimanovsky & Moscardini, Ltd. Arthur is also a certified public...
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...
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...
Emily Kelsay Strine is a member of the Transactional Department in the firm's Baltimore office. She maintains a general corporate practice and assists with a variety of deals. She has experience with matters involving commercial contracts, director and officer fiduciary duties and shareholder...
John Heurich advises companies on a wide range of deals and corporate matters, including domestic and cross-border mergers and acquisitions, business formation and restructuring, and corporate governance. He also has experience with private equity and securities offerings, IP licensing, commercial...
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...
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'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 disposition of estates and trusts often results in complications and disputes requiring the discretion, experience, and accessibility that are the hallmarks of our dispute resolution team. Our clients include individuals, fiduciaries, and non-profit organizations where creative problem-solving...