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This checklist highlights certain considerations for companies preparing to file annual reports on Form 10-K for the calendar year ended 2023 and is intended to serve as a focused resource highlighting changes in disclosure requirements and points of emphasis for the Securities and Exchange...

Saul Ewing attorneys, Sean O’Neill and Michael Gold , discuss new ESG regulations in connection with the Real Estate industry and Real Estate Investment Trusts (REITs). New regulations from the U.S. Department of Labor and proposed regulations from the Securities & Exchange Commission have created...

As a partner in Saul Ewing's Real Estate Practice, William Gee has worked on a wide variety of commercial real estate development and finance matters, representing national and local developers and lenders. He has extensive experience as lead counsel on multi-state acquisitions, sales, and financing...

The Corporate Transparency Act (CTA) imposes significant new reporting requirements on many small businesses, as of January 1, 2024. The law requires all “reporting companies” to identify their “beneficial owners” and “company applicants” in a report to be filed with the U.S. Treasury Department’s...

Martin Doyle concentrates his practice in commercial real estate transactions, with an emphasis on real estate acquisitions and dispositions, finance, and leasing. Martin has represented clients in transactions involving a wide array of property categories, including office, shopping center, retail...

Howard Majev is a seasoned real estate attorney with extensive experience in acquisitions, dispositions, financings, development, and leasing of industrial, multi-family, retail, office, mixed-use, and sports properties, including stadium development. He has considerable experience with regards to...

Protecting the Rights of Corporate Clients Companies generally enjoy a fruitful relationship with their shareholders, but disagreements about management, perceptions of minority shareholder mistreatment, or concerns over executive compensation may arise. No matter the cause of shareholder...

Rebekah Swan represents clients in the areas of fiduciary, estate, trust and conservatorship litigation and administration. She handles matters involving claims of breach of fiduciary duty, undue influence, surcharge, will/trust contests, and financial elder abuse. Rebekah has extensive experience...

In the nonprofit world, "ask Fred" is a common refrain when a complicated planning issue is involved. Fred Marcus provides answers based on his more than four decades of experience handling trust and estate and charitable matters. Fred represents individuals in their estate and philanthropic...

Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition to...

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...

Megan Moyer is a real estate attorney who assists clients with matters involving property sales and acquisitions, development projects and financings. She also has vast experience advising on leases, having negotiated for millions of square feet of office, medical office, institutional, retail...

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...

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...

Supporting Ideas Through a Company’s Life Cycle Transforming an idea into a business is a journey filled with excitement and challenges. Building a company requires an effective team who can make difficult decisions with imperfect information. From choosing partners to securing reliable funding...

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...

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...

Erik Williams assists clients with commercial real estate transactions, with an emphasis on site acquisition, disposition, finance, construction, and leasing matters. He has advised a broad range of public and private clients, from small entrepreneurs to large institutions. Erik also represents...