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Valisa Carney handles estate planning for clients who wish to provide for a responsible, tax-efficient disposition of their hard-earned wealth. A compassionate and knowledgeable attorney, Valisa establishes a close personal relationship with clients to foster comfort and trust. When a client's loved...

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...

Samuel Draper advises clients on legal issues connected with preserving and passing on their assets to future generations and other beneficiaries. He focuses principally on estate administration, including the preparation and filing of documents with Register of Wills offices in Maryland. Such...

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...

Thomas McGuire's practice is concentrated in the areas of estate planning, probate and trust administration, and taxation. Thomas has substantial experience representing a broad range of individuals, financial institutions and tax-exempt organizations in connection with their estate planning and...

Thomas Doyle advises companies on legal issues in connection with their daily operations and long-term business strategies. His experience includes representing clients in a variety of transactions, including mergers and acquisitions, venture financing and debt financing. Companies frequently rely...

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...

Nancy Slowe concentrates her practice in estate planning and estate administration. She has significant experience in the design and implementation of estate planning instruments, family wealth transfer arrangements and in sophisticated estate and trust administration matters. Her practice also...

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...

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...

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...

David Sartorio focuses his practice on corporate transactions including mergers and acquisitions, control and non-control investments, joint ventures and strategic partnerships. David has experience advising companies ranging from private start-up and growth companies to large public companies...

George Naya is a seasoned corporate lawyer with a broad practice centered on U.S. securities laws and corporate governance. He advises companies in a diverse array of industries and has extensive experience in both domestic and international capital markets transactions. In addition to his time in...

The disposition of estates and trusts often results in complications and disputes requiring the discretion, experience, and accessibility that are the hallmarks of our dispute resolution team. Our clients include individuals, fiduciaries, and non-profit organizations where creative problem-solving...

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...

Candice Kline advises clients on bankruptcy and corporate restructuring matters and related litigation. She represents debtors, trustees, official committees, investors and creditors in bankruptcy proceedings and out-of-court workouts. Her experience includes managing cases from $10 million to $13...

Richard Leigh is a business lawyer who concentrates his practice on complex commercial transactions. Richard works closely with clients and their management teams to draft and negotiate complex commercial agreements, including contracts for purchase and sale of goods, distribution and supply...

Saul Ewing attorneys provide legal opinions in connection with complex business, financing and real estate transactions involving corporations, limited liability companies (LLCs), limited partnerships (LPs), real estate investment trusts (REITs), statutory and business trusts, and nonprofits. We...

Saul Ewing’s Trusts & Estates group is a nationwide team featuring more than 40 attorneys across 10 offices. We work with individuals and families on succession planning and wealth transfer, counsel closely-held businesses on governance, growth and restructuring, and litigate and resolve disputes of...