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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...

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...

Peter Zlotnick is a complex corporate and commercial, real estate, construction and health care litigator. He has more than 25 years of legal experience advocating on behalf of and advising high net worth individuals, as well as public and private business entities, private equity firms and...

James Chou is a litigator and trial lawyer with nearly three decades of experience representing clients in commercial and business litigation matters. Clients including hedge funds, private equity firms, independent investment banks, insurance carriers, manufacturers and distributors of consumer...

Michael Petrizzo brings nearly 30 years of experience to his work guiding clients through mergers and acquisitions, financing transactions, and corporate formations, reorganizations and restructurings. Public and private companies, private equity and venture capital firms, and high-net-worth...

Jhonell Campbell is a corporate attorney who focuses her practice on advising business clients on mergers and acquisitions and commercial transactions, as well as a wide array of cybersecurity and privacy matters. Jhonell’s experience includes reviewing, drafting and negotiating complex technology...

Carmen Otey handles a wide variety of corporate work, including securities matters, debt financings, and mergers and acquisitions. Carmen provides regulatory advice and transactional support in securities matters. She assists issuers of securities in public and private offerings of equity. They have...

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...

Kermit Nash counsels domestic and international clients on legal issues connected with their business operations, governance, strategy and investments. Privately held domestic and international corporations rely on Kermit to advise them on transactions ranging from mergers and acquisitions and sales...

Matthew Gerber assists commercial clients with real estate transactions, including acquisitions, dispositions, and purchase and sales agreements. He also handles leases, mortgages and financings. Matthew draws on his experience with corporate transactions to advise clients involved in mergers and...

Maurice D. Lee, III concentrates his practice in estate planning, estate and trust administration, charitable tax planning, representation of nonprofits, guardianships, estate and trust litigation, and the taxation of estates and trusts. He has spent his career of more than four decades entirely...

Jenni Oprosko assists companies with contractual matters, particularly those involving intellectual property and technology. Her experience includes reviewing and drafting intellectual property licensing agreements, master services agreements, nondisclosure agreements, and software-as-a-service...

Vanessa Schoenthaler's practice focuses on corporate, securities and regulatory matters, with a particular emphasis on securities transactions, disclosure obligations, corporate governance, investment management and regulatory compliance. Vanessa's corporate finance experience ranges from advising...

Joel's practice often places him in the role of "outside general counsel" to clients, working closely with and advising company executives, boards, and members to successfully close transactional matters and manage corporate governance matters. Joel's experience includes negotiating, drafting and...

Emily Kelsay Strine is a member of the Transactional Department in the firm's Baltimore office. She maintains a general corporate practice and assists with a variety of deals. She has experience with matters involving commercial contracts, director and officer fiduciary duties and shareholder...

John Heurich advises companies on a wide range of deals and corporate matters, including domestic and cross-border mergers and acquisitions, business formation and restructuring, and corporate governance. He also has experience with private equity and securities offerings, IP licensing, commercial...

Rick Carroll advises domestic companies and international clients with business interests in the United States on a variety of transactions and corporate governance matters, including mergers, and acquisitions, stock purchases, asset sales, conversions and domestications, and dissolutions. In...

A legacy is built not only with a gift of property given by will or trust, but also with the client’s goals and values represented by the gift. Wealthy individuals and families need to carefully plan how they will use their assets to shape their legacy. The decisions involved, however, are not just...