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Jay Tarshis will be speaking at the Morgan Stanley Private Wealth Management Entrepreneurs Forum. This targeted experience features a collection of prominent speakers including experienced entrepreneurs, professional advisors, and top thought leaders from within Morgan Stanley. Topics include: Pre...

On July 17, 2024, Delaware Governor John Carney signed into law the 2024 amendments to the General Corporation Law of the State of Delaware (the “DGCL”), the Delaware Limited Liability Company Act (the “LLC Act”), the Delaware Revised Uniform Limited Partnership Act (the “LP Act”), the Delaware...

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...

You owe it to yourself, your family, your colleagues and your clients to think about and plan for practice succession. Even if you have no plans to change what you’re doing now, eventually you will have to consider your future. And as with many things, planning ahead gives you the best chance at...

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...

Bunyad Bhatti focuses her practice on helping health care facilities and health care technology companies navigate issues involving regulatory compliance and corporate governance. Bunyad provides advice on an array of industry-specific policies and procedures, including HIPAA, and drafts privacy...

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...

Eric Orlinsky 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 securities, mergers and acquisitions, purchases and sales of businesses. Eric also provides general...

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...

Maja Ilic is a seasoned capital markets and corporate attorney who helps domestic and foreign issuers navigate public and private debt and equity securities offerings, including IPO and SPAC transactions. With extensive experience in both law firm and in-house roles, along with fluency in multiple...

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...

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...

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...

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...

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...

Steven Ziven, who is Managing Partner for the firm's Los Angeles and Orange County Offices 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...