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Linda Retz of Saul Ewing LLP and Elizabeth Carter, Louisiana State University School of Law Professor, will discuss how to handle intergenerational estate planning and planning involving second (and further) marriages and the inherent conflicts and ethical issues surrounding joint representation of...

A recent opinion from the 3rd Circuit U.S. Court of Appeals confirmed what should be settled law: deathbed gifts made by personal check delivered before death but deposited after death remain part of the donor’s taxable estate and thus subject to estate tax. A lot of taxes, legal fees, and headache...

David Berk counsels families and their businesses, entrepreneurs and start-up companies in taxation, structuring transactions, contract negotiations and governance issues. David also advises clients on corporate succession planning, trust and estate planning, insurance and retirement planning and...

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...

Barry F. Levin provides high-level legal counsel on complex corporate and real estate transactions that shape the future of businesses across a wide variety of industries. His keen understanding of how legal issues intersect with business interests in these deals and other corporate matters stems...

John Stoviak handles high-stakes litigation, complex trials and appeals for business, energy and environmental clients in courts throughout the United States, and he represents colleges, universities, and independent schools in delicate governance matters and issues. He has achieved two $100 million...

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...

Ronald P. Colicchio is a seasoned trial attorney with nearly 30 years of experience in probate and trust litigation across New Jersey, New York, and Florida. A graduate of New York University School of Law, Ronald holds both a J.D. and an LL.M. in Taxation, making him well versed in how tax, trust...

Eileen Day O'Brien has substantial experience counseling clients on the many facets of estate planning and estate and trust administration. She assists them in formulating a plan that will carry out their estate planning goals on many levels. In this regard, Eileen helps clients identify their...

Thomas Doyle advises companies on legal issues in connection with their daily operations and long-term business strategies. His experience includes representing clients in a variety of transactions, including mergers and acquisitions, venture financing and debt financing. Companies frequently rely...

Thomas McGuire's practice is concentrated in the areas of estate planning, probate and trust administration, and taxation. Thomas has substantial experience representing a broad range of individuals, financial institutions and tax-exempt organizations in connection with their estate planning and...

Samuel Draper advises clients on legal issues connected with preserving and passing on their assets to future generations and other beneficiaries. He focuses principally on estate administration, including the preparation and filing of documents with Register of Wills offices in Maryland. Such...

Pia Aklian is a corporate and transactional attorney who advises clients ranging from emerging businesses to multinational, public companies across various industries including technology, software, manufacturing, life sciences and health care. Pia advises clients on a broad range of matters that...

Laurie Kamaiko advises clients on emerging and complex risks associated with cybersecurity and privacy incidents and the rapidly developing legal landscape. She helps them limit their exposure to such risks and respond to incidents and related litigation. Laurie has extensive experience in...

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...

Patrick Rodriguez's practice focuses on business and tax planning law. A certified public accountant, Patrick is experienced in representing clients in mergers and acquisition. He represents both buyers and sellers in a broad range of transactions, which encompasses stock purchases and asset sales...

Linda Retz is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She dedicates her practice to the creation and implementation of estate plans that are tailored to an individual family's particular needs and circumstances...

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...

Raffi K. Mansourian represents both sellers and buyers of commercial real estate, giving him the perspective of the important issues on both sides of the transaction. When it comes to leasing of commercial property, he represents both landlords and tenants, giving him an in-depth understanding of...

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...