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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Anthony Kang represents companies and individuals in various business matters and real estate transactions. Anthony has considerable experience handling the acquisition and disposition of commercial and multi-family properties, representing lenders and borrowers in real estate financing, and...

Katherine "Katie" Barrett Wiik is a litigator with more than 17 years of experience handling federal and state appellate matters and litigation disputes. Katie has served as lead attorney in dozens of appeals and secured favorable outcomes for clients before the Sixth, Eighth, and Ninth Circuits...

Alan Poppe is an advisor to a wide range of clients, both large and small, helping them to resolve their business disputes and counseling them on litigation avoidance and risk management. His practice focuses on complex commercial and tort litigation, with an emphasis on civil fraud, products...

Jon Singer is a litigator and business lawyer who serves as a trusted advisor to companies on legal issues affecting their operations. Jon represents publicly-traded and privately-held international, national, and local businesses in trials and on appeal in state and federal courts across the...

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...

Lisa Koblin assists employers with labor and employment disputes, including litigation of discrimination, harassment, retaliation, unpaid wage and class action claims in state and federal courts as well as mediation. She provides counseling on employee handbooks and policies, non-compete agreements...

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...

Kayleigh Keilty is an experienced trial attorney who represents companies in Maryland and across the country in litigation in state and federal courts, particularly in civil matters involving antitrust claims, litigation funding and class actions. Kayleigh also handles complex commercial and...

Jared Hawk is an experienced trial attorney who handles litigation matters for clients ranging from start-ups to product designers and manufacturers to large players in the energy industry. Jared's courtroom experience includes successes in federal, state and appellate courts across the county in...