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Matthew Baker handles trust and estate litigation, with a focus on advocating for the rights of beneficiaries and fiduciaries’ conduct in trust and estate matters. Whether it is contesting the validity of a trust or will or representing a fiduciary in a breach of trust claim, Matthew is equipped 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...
Our Trust & Estate Administration team advises executors, trustees, and beneficiaries of trusts and estates on various aspects of estate and trust administration, including fiduciary duties and powers, tax planning, and required notices and court filings. When appropriate, we utilize special...
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...
Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.
Jay Tarshis's practice focuses on estate planning and administration, taxation, and general corporate law. His estate planning practice is concentrated on inter-generational wealth planning for family business owners and high net worth individuals. Jay frequently addresses business succession issues...
John Meigs concentrates his practice in planning and problem solving for wealthy individuals, their families and property interests, both in the United States and abroad. This includes a substantial amount of work on estate planning and estate and trust administration and on tax aspects of planning...
Nancy Slowe concentrates her practice in estate planning and estate administration. She has significant experience in the design and implementation of estate planning instruments, family wealth transfer arrangements and in sophisticated estate and trust administration matters. Her practice also...
Shane Simon is a litigator who represents clients from a variety of industries, including higher education, energy, public utilities, insurance, health care and corporations. His experience includes work on cases in both state and federal courts. In addition to assisting with the challenges posed by...
Arthur H. Evans is affiliated with the firm's Financial Services and Tax practices. After graduation from law school, Arthur practiced with two Chicago law firms and from 1978 to 2016, he was managing partner of Evans, Loewenstein, Shimanovsky & Moscardini, Ltd. Arthur is also a certified public...
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...
The disposition of estates and trusts often results in complications and disputes requiring the discretion, experience, and accessibility that are the hallmarks of our dispute resolution team. Our clients include individuals, fiduciaries, and non-profit organizations where creative problem-solving...
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...
John Turner has practiced in Southeast Florida since 1993. He practices primarily in state and federal courts, with an emphasis on commercial leasing litigation, including CAM disputes, nuisance claims, FF&E damage claims and actions for possession. His practice also encompasses litigation relating...
In matters involving the administration and modification of charitable trusts, Saul Ewing attorneys fully understand the significant tension between respecting donor intent and the importance of public interest and charitable efficiency. Whether confronted with a charitable trust that is no longer...
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...
Saul Ewing’s Litigation Department features approximately 200 attorneys across 18 offices. We handle a wide range of matters including complex business and commercial disputes, bet-the-company legal proceedings, and high-profile cases in state and federal courts and Alternative Dispute Resolution...
Strategic Legal Advice to Match Evolving Business Strategy Whether better performance, lower costs, diversification, greater market penetration or elimination of the competition is the goal, mergers and acquisitions reshape companies big and small. Our legal advice is based on the practical...
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...
Nancy S. Hearne is a member of Saul Ewing's Trusts & Estates Practice. She focuses on estate and tax planning and administration, estate and guardianship disputes and the creation and continuing representation of both public and private charitable organizations. Nancy assists families with a broad...