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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...

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...

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...

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...

Jessica E. Bradley is an experienced litigator and trial lawyer who defends employers and managers in labor and employment matters, ranging from claims of harassment, retaliation, wrongful termination, and discrimination based on age, sex, gender, race, color, national origin, disability and...

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...

Teresa "Terri" R. Tracy represents management in labor and employment litigation and related legal matters. Her experience includes issues involving wrongful termination, discrimination, wage and hour, class action, union organizing campaigns, grievances and arbitrations, and collective bargaining...

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...

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...

Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition to...

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...

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...

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...

Jason Tremblay is a business attorney and litigator who advises companies in a wide range of industries on employment law and commercial matters. His experience in employment matters includes counseling, negotiation and litigation on issues critical to the evolving workplace including wage and hour...

Alexander Reich is a trusted litigator and advisor who focuses on employment law across a variety of sectors. Restaurant operators and franchisees, higher education institutions, health care facilities, manufacturers, and many other types of employers look to Alex for counsel on matters involving...

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...

John Meigs concentrates his practice in planning and problem solving for wealthy individuals, their families and property interests, both in the United States and abroad. This includes a substantial amount of work on estate planning and estate and trust administration and on tax aspects of planning...