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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...
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...
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...
A partner in the Trusts & Estates Practice, Russell Fishkind focuses his practice on high net worth estate planning, business succession planning, family office consulting, estate administration and probate litigation. Prior to joining the Firm, Russell served as Chair of the Trusts & Estates Team...
Diane Nobile advises international clients, high net worth families, real estate investors and companies on pre-immigration tax planning, investing in U.S. real estate and lending, corporate formation and governance. With a concentration on international taxation, real estate and corporate law...
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...
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...
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...
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...
Caitlin Piccarello Strauss is a commercial litigator who represents companies in disputes involving insurance, employee benefits and ERISA, real estate, and restrictive covenants. As a leader of the Firm's Employee Benefits and ERISA Litigation team, she regularly defends insurers in life, health...
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...
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 "Ronnie" Fieldstone draws on more than 45 years of legal experience to advise clients on sophisticated commercial and real estate transactions. His focus includes matters involving corporate, real estate, securities and tax law. His advice is also shaped by insights arising from his...
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...
Counsel From the Earliest Stage of Development Through Disposition of Projects Throughout the continuum of financing, acquiring, developing, leasing and selling real estate are a multitude of complexities to address and challenges to overcome—from regulatory hurdles and shifting capital stacks to...
Counsel From the Earliest Stage of Development Through Disposition of Projects Throughout the continuum of financing, acquiring, developing, leasing and selling real estate are a multitude of complexities to address and challenges to overcome—from regulatory hurdles and shifting capital stacks to...
Melissa Clarke advises clients in a variety of industries in matters involving environmental permitting, counseling and litigation. She assists with the acquisition, development and siting of pipelines, power plants, solar and wind projects. Melissa negotiates and drafts environmental contractual...