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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...

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...

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...

Steven Ziven, who is the firm's Los Angeles Office Managing Partner and an Executive Committee member, advises clients primarily on corporate law and legal issues associated with business transactions, real estate transactions and financings. He has extensive experience in buying and selling...

Geraldine Wyle is the co-chair of the firm's Trusts & Estates Group. She focuses her practice on complex litigation and alternative dispute resolution related to trusts and estates, conservatorships and guardianships, business succession, and partnership disputes (often involving fiduciary and high...

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...

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...

Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.

Austin Strine represents clients in complex civil litigation in state and federal courts. His experience includes matters ranging from data privacy and cybersecurity issues and commercial breach of contract claims to corporate and shareholder disputes and business defamation cases. He also...

Delene Lantz is an experienced attorney who advises clients on and litigates decisions by regulatory agencies throughout the bureaucratic process and on appeal before trial and appellate courts. Prior to joining Saul Ewing, Delene spent more than a decade working in legal roles for the Commonwealth...

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...

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...

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...

Robert Mascioli counsels entrepreneurs, family businesses and middle-market companies on a wide variety of business matters. Acting as their outside general counsel, Bob strives to learn the background, operations and strategies of clients and seeks to align his legal advice with their goals to...