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The National Venture Capital Association (“ NVCA”) has recently (but without any fanfare) released substantively important revisions to its model legal documents, specifically, the Investor Rights Agreement, the Stock Purchase Agreement, and the Certificate of Incorporation. These changes address...
Kermit Nash will be participating in the Global Business Connections Conference 2024 being held in West Fargo, North Dakota on May 15th. He will be the moderator of a three-person panel during the afternoon's Global Agility Panel Discussion. This Conference is being hosted by the North Dakota Trade...
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...
This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Partner Indira Sharma will lead the discussion at Step 7, focusing on probate and fiduciary litigation. This session will cover the following: Will...
FIDUCIARY LITIGATION: CONTESTED WILLS, TRUSTS, INTER VIVOS TRANSFERS AND GUARDIANSHIPS Indira Sharma, a litigator at Saul Ewing, will be presenting at the MSBA CLE entitled "Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships." Indira will be speaking on September...
“Penny wise but pound foolish” first appeared in writing over 500 years ago. This idiom captures the wisdom of human experience in just five words: shortcuts that appear to save money are more expensive in the long run. Sometimes much more. Further proof of this eternal truth - and one taxpayer’s...
![Caroline Patterson](/sites/default/files/styles/card_410x307_/public/images/2024-02/Patterson_Caroline_LinkedIn.jpg?h=753774cc&itok=uBXv3MWN)
Caroline Patterson brings more than 25 years of legal experience to her work representing practices and professionals in the health care industry in a variety of transactional, corporate, and regulatory matters. Her experience ranges from providing counsel in mergers, acquisitions, sales and private...
![Profile placeholder image - dark gray graphic silhouette over light gray background](/sites/default/files/styles/card_410x307_/public/images/2022-08/profile_placeholder_small.jpg?h=a7b36234&itok=cJK1OEOo)
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...
![Franklin Zemel](/sites/default/files/styles/card_410x307_/public/images/2022-08/Zemel_Franklin_LinkedIn.jpg?h=0afe7b08&itok=nsipKc8f)
Franklin Zemel focuses on cybersecurity and privacy law, First Amendment and civil rights litigation, complex business litigation, and appellate law. Franklin represents large and small businesses, manufacturers, and religious entities in South Florida and has several significant reported cases.
Navigating Complex Regulations and Risks The federal government (Government) imposes unique requirements on entities that sell, directly or indirectly, goods or services to the Government. These requirements vary according to type of contract (e.g., fixed-price, cost-reimbursement), by item (e.g...
![Andrew J. Daly](/sites/default/files/styles/card_410x307_/public/images/2022-08/Daly_Andy_LinkedIn.jpg?h=40c24adf&itok=om3VY4oF)
Andy Daly advises employers, including employee-owned companies, on legal issues connected with employee benefits. He focuses in particular on matters involving employee stock ownership plans (ESOPs), including: Handling ESOP transactions. Assisting with plan design. Evaluating feasibility issues...
![Mary Harmon](/sites/default/files/styles/card_410x307_/public/images/2023-05/Harmon_Mary_LinkedIn.jpg?h=7126a54b&itok=hOHwn_Nn)
Mary Harmon focuses her practice on advising corporations and passthrough entities on tax and contractual issues. Clients look to her for counsel on U.S. federal, state, local, and foreign tax compliance and planning issues, including matters relating to subchapter C, subchapter K, subchapter S and...
![Gary Lipkin](/sites/default/files/styles/card_410x307_/public/images/2023-05/Lipkin_Gary_LinkedIn.jpg?h=72da4a73&itok=9LCIsYg6)
Gary Lipkin represents companies and individuals in a wide array of corporate and commercial litigation matters. In his more than 20 years of legal practice, Gary has built an extensive track record handling cases before the nation's preeminent business court, the Court of Chancery of the State of...
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](/sites/default/files/styles/card_410x307_/public/images/2023-07/Katouzian_Roshanne_LinkedIn.jpg?h=753774cc&itok=UiuWuMTc)
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 LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Swan_Rebekah_LinkedIn.jpg?h=c541e756&itok=Tc5vFYtj)
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 LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Rodriguez_Patrick_LinkedIn.jpg?h=0afe7b08&itok=uqANcV0-)
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...
![Steven Ziven](/sites/default/files/styles/card_410x307_/public/images/2023-07/Ziven_Steven_LinkedIn.jpg?h=77788d13&itok=hGune3mq)
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...
![Matthew Baker LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Baker_Matthew_LinkedIn.jpg?h=753774cc&itok=5nwdrlYi)
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 LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Aikin_Thomas_LinkedIn.jpg?h=b5bab779&itok=5RpZmi-H)
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...