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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...

Responsive Service and Real-World Guidance Attorneys in Saul Ewing's Financial Services Practice advise and represent local, community and regional banks; credit unions; and other private and public finance entities in a wide range of transactional and business matters. We provide practical legal...

Strategically Positioned to Navigate Distress, Drive Opportunity Saul Ewing’s Distressed Transactions practice provides comprehensive, interdisciplinary solutions for clients such as businesses, investors or stakeholders navigating market distress and economic uncertainty. Our team performs due...

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...

Ted Baines is a partner and past chair of Saul Ewing's Litigation Department. He focuses his litigation practice on commercial contract, insurance, shareholder disputes, including shareholder demand responses, real estate, construction, and the defense of mass torts involving deaths or catastrophic...

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...

Charlie Monk handled complex, high-stakes litigation, but is now limiting his practice to strategic consulting assignments. During his 50 years as a trial lawyer, clients ranging from governmental entities and security broker dealers to energy providers and utilities have relied on his legal counsel...

Sally Michael has extensive experience representing owners and developers on acquisitions, dispositions, financings, development, and leasing of all classes of commercial property. Sally also represents borrowers and lenders on restructurings and workouts of distressed debt. She is lead counsel on...

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...

Geoff Gamble is a litigator who focuses on insurance disputes, consumer financial services matters, and shareholder issues. He has extensive experience handling these and other complex commercial matters in federal and state courts and before private arbitration panels. Geoff represents insurance...

Protecting the Rights of Corporate Clients Companies generally enjoy a fruitful relationship with their shareholders, but disagreements about management, perceptions of minority shareholder mistreatment, or concerns over executive compensation may arise. No matter the cause of shareholder...

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...

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...

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...

Kate Winslow provides strategic legal advice on executive compensation, qualified retirement plans, and health and welfare benefits, taking into account tax compliance, corporate governance requirements, and employee morale. Senior executives and in-house legal teams for multinational corporations...

Brian Meltzer advises businesses in the technology, retail, and life sciences sectors on legal issues connected with transactions that facilitate their strategic growth. Companies ranging from start-ups to established enterprises operating as public and private companies rely on his counsel in...