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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...

Jeff Ramirez advises high net worth individuals and families, as well as entrepreneurs and businesses, on the legal aspects of estate planning and the implementation of strategies to preserve wealth and minimize taxation. Jeff also represents clients in administering estates and trusts and...

The Foreign Agents Registration Act (FARA) requires certain individuals and entities acting as agents of foreign principals ( i.e., governments, political parties, or even private actors) to register with the U.S. Department of Justice (DOJ) and disclose the agent’s activities, finances, and...

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...

Marshall Paul focuses his practice on counseling businesses, nonprofit organizations, health care concerns and professionals with respect to limited liability company matters, general corporate matters, joint ventures, acquisitions and sales, fiduciary duty issues and financings. His clients include...