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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...
Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession...
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...
Jeffrey S. Glaser focuses his practice on estate planning; business succession planning; prenuptial agreements; asset protection planning; charitable gift planning; and income, gift, estate and generation-skipping transfer tax planning, as well as trust and estate administration. The depth of Jeff's...
George Magnatta is chair of the firm's Public Finance Practice. His practice focuses on serving as bond counsel, underwriter's counsel, borrower's counsel, and tax counsel for states, cities, economic development authorities, housing authorities, and non-profit entities in the implementation and...
Josh Pasker focuses his practice on municipal and corporate finance matters, serving as bond counsel, underwriter's counsel, issuer's counsel and borrower's counsel in a broad variety of financings. Josh's experience includes general obligation notes and bonds, revenue obligations, variable rate...
Our Multifaceted Experience Is Key to Guiding Our Clients Drawing on more than 85 years of experience, our Public Finance Practice has served as bond counsel and underwriter's counsel on billions of dollars of tax-exempt and taxable financings. We take the view that our role as bond counsel is not...
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...
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...