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Jim Taylor is a trial lawyer with first-chair experience handling complex litigation in federal and state courts. A significant portion of his practice uses that litigation experience and perspective to counsel clients in managing high-profile crises, minimizing financial and reputational risks...
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...
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...
Sheldon Satisky concentrates his practice in sophisticated estate planning, wills and trusts, probate and trust administration, post-mortem tax planning, charitable giving, family succession planning and tax issues relating to these matters. He has spoken before various business, professional and...
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...
Charlie Lizza brings more than 40 years of litigation experience to his representation of pharmaceutical companies in high stakes patent litigation. Mr. Lizza concentrates his practice in Hatch-Waxman ANDA litigation and protecting the intellectual property of branded pharmaceutical and medical...
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...
The Corporate Transparency Act (CTA) imposes significant new reporting requirements on many small businesses, as of January 1, 2024. The law requires all “reporting companies” to identify their “beneficial owners” and “company applicants” in a report to be filed with the U.S. Treasury Department’s...
Stacey Herter represents clients in contested trust, estate and probate litigation matters. Her work includes representations of both beneficiaries and fiduciaries, including administrators, executors and trustees. Stacey brings more than two decades of experience as a litigator to her work. Before...
Christie McGuinness focuses her practice on commercial litigation and disputes involving force majeure and white collar and government enforcement. Christie represents clients in a wide range of industries in cases alleging breach of contract and breach of fiduciary duty as well as disputes arising...
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...
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...
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.
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...
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...
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...
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...
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...