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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...
Stanley Kull concentrates his practice in federal, state, and local tax planning for corporations, partnerships, and individuals. This includes partnership taxation, tax issues affecting real estate developers and investors, business and succession planning, corporate reorganizations, S corporations...
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...
Marc Citron counsels a broad range of commercial enterprises on real estate deals and other business transactions that are key to their growth and evolution. During his more than 45 years of legal practice, Marc has advised clients ranging from real estate developers, retailers and the hospitality...
David Shear's practice focuses on condominiums, commercial and residential real estate, community associations, construction, financing, and representing developers in project closings. David is an authorized agent of Old Republic Title Insurance Company, Chicago Title Insurance Company and First...
Richard Hayden helps clients involved in major development projects navigate the complex legal landscape they face in securing government approvals. A sampling of the marquee projects he has worked on include repurposing a major urban retail mall stretching over four blocks, state and local...
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...
The Saul Ewing interdisciplinary team of professionals who handle EB-5 financings are experienced in corporate and securities, immigration, commercial real estate, finance, international and tax matters. Our lawyers advise businesses (including real estate developers and other project companies...
Kevin S. Grossfeld handles a wide variety of transactions, including commercial and residential real estate sales and acquisitions, the representation of lenders and borrowers, complex loan workouts, commercial and residential leases, short-sale negotiations, developing complex real estate...
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...
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...
With more than 20 years of experience, Julian Montero represents clients in their general business and transactional matters, including corporate structuring, business planning, mergers and acquisitions, cross-border transactions and finance matters and he regularly advises foreign investors on...
Kathleen M. Gilligan has depth and breadth of experience in acquisition, development, leasing, and disposition of commercial real estate, with an emphasis on representing industrial, corporate, and institutional clients. She has successfully completed numerous complex real estate transactions...
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...