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Anne Greene has broad experience in a variety of employee benefits matters, such as compliance for employee retirement plans, health and welfare plans, cafeteria plans, wrap plan documents, COBRA, the Affordable Care Act, plan claims and appeals processes and claim disputes, and prohibited...

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...

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...

A Dedicated Team with Nationwide Reach Litigation brought under the Employee Retirement Income Security Act (ERISA) is a dynamic and complex area of the law. Navigating this landscape quickly and efficiently is vital to managing costs and mitigating risk. Saul Ewing’s ERISA Litigation Group has...

Attracting and retaining the best talent depends on your organization’s ability to provide competitive compensation and benefits. Employers must respond to new laws and constantly changing compliance obligations, both of which impact their internal and external processes and procedures. Employers...

Practical and Creative Counsel Throughout the Life Cycle of an ESOP Employee stock ownership plans (ESOPs) feature a variety of benefits for business owners, their companies and their employees. They allow employees to own part or all of a company through retirement accounts in a tax-exempt trust...

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...

Sarah "Sally" Church brings to her clients 25 years of experience in working on a wide spectrum of employee benefits and executive compensation matters. Immediately prior to joining Saul Ewing, Sally was a Partner at Thorp Reed & Armstrong, LLP where she served as Practice Group Leader for the...

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...

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...

Alexander Reich is a trusted litigator and advisor who focuses on employment law. He counsels employers on an array of matters involving federal and state statutes such as Title VII, Title IX, the Age Discrimination in Employment Act (ADEA), the Americans with Disabilities Act (ADA) and the Family...

Eric Orlinsky co-chairs the firm's Corporate Practice and its Private Equity/Venture Capital subgroup and concentrates his practice in general business and securities law and counsels clients in private equity and venture capital investments, public and private offerings of debt and equity...

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...

Real-World Data Privacy and Cybersecurity Counseling Information is a vitally important asset in today’s digital age. Companies are collecting and processing unprecedented amounts of data, much of which is sensitive employee and customer information. Often, companies rely upon the assistance of...