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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...
Brian Landry draws on a broad base of intellectual property experience involving patents, designs, trademarks, and copyrights and technical expertise to help clients identify, protect, and enforce their intellectual property. Brian has significant experience in the medical devices field as well as...
Maria Carnicella advises clients on mergers and acquisitions and other major corporate transactions. In addition to M&A deals, she represents private and public entities and individual investors in stock and asset sales and acquisitions, private placements, reorganizations, IPOs, redemptions, and...
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...
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...
David Shapiro advises clients on international and domestic business tax planning, including domestic and cross border expansion, joint ventures, mergers, acquisitions, and financing transactions. David's practice includes entity formation and structure planning, securities offerings and hybrid...
Doug Ramler's focus is on helping entrepreneurs, managers and boards build their companies. He advises high-growth start-up and emerging companies on business formation, technology commercialization, finance, governance, contracts and strategic matters. With 30 years of experience, Doug is able to...
Dennis Brennan helps companies navigate the legal risks they face when they enter into mergers and acquisitions, purchase agreements and other major transactions. Dennis represents clients in the insurance industry, such as carriers, brokers, TPAs and agencies, as well as clients in other industries...
John Heurich advises companies on a wide range of deals and corporate matters, including domestic and cross-border mergers and acquisitions, business formation and restructuring, and corporate governance. He also has experience with private equity and securities offerings, IP licensing, commercial...
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...
Al Coleman is an award-winning corporate partner who is sought after for his work handling major transactions, including for high-profile clients. Kevin Warren, former chief operating officer for the Minnesota Vikings and current commissioner of the Big 10 Conference, says "Al has always provided...
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...
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...
Vanessa Schoenthaler's practice focuses on corporate, securities and regulatory matters, with a particular emphasis on securities transactions, disclosure obligations, corporate governance, investment management and regulatory compliance. Vanessa's corporate finance experience ranges from advising...
Supporting Ideas Through a Company’s Life Cycle Transforming an idea into a business is a journey filled with excitement and challenges. Building a company requires an effective team who can make difficult decisions with imperfect information. From choosing partners to securing reliable funding...
We Lead Companies to Capital Investors want to find deals and close them. Companies need capital to keep moving their businesses forward. Both seek opportunities to connect with each other. Once they match their interests, they need experienced legal counsel who possess strong business acumen, who...
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...