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The Michael J. Fox Foundation invites you to join the upcoming webinar, Fuel the Future of Parkinson's Disease Research: Maximizing Your Giving Strategy. Tune into an exclusive conversation from two leading estate planning attorneys from Saul Ewing, Jeryll Cohen, Esq., and Joi Morris, Esq., and...

One mandate under the PPACA [1] required health care providers, non-grandfathered health insurance issuers and self-insured group health plans to provide consumers with access to information about the cost of services before they receive care (“Transparency in Coverage” or “TiC”). During his first...

Unhappily Married: Conflicts of Interest and Other Ethical Issues in Intergenerational and Marital Estate Planning Sarah will touch on the recent and relevant case law concerning the California Rules of Professional Conduct. She will review practical procedures for an estate planning attorney at the...

Saul Ewing LLP, a full-service national law firm, is proud to announce that Transactional Department Chair Al Coleman and Minneapolis Office Managing Partner Max Bremer were named to Minnesota Lawyer’s 2025 Mergers & Acquisitions Power List. The Power List honors M&A attorneys who are leaders in the...

In the prior article we discussed the reasoning behind creation of a health and welfare committee to oversee administration of the health and welfare plans. In creating a charter, a plan sponsor will need to decide whether to include a work plan as an exhibit to that charter as a general guide to...

Following the flurry of regulatory guidance and informal comments from officials at the Employee Benefits Security Administration, and other agencies of the Federal government, health and welfare plans should be a primary focus for plan sponsors in the upcoming year. Designating a Committee or...

When crafting an individual estate plan, you should consider whether a Revocable Trust is right for you. Below is an analysis of an artificial fact pattern and the estate plan I would recommend based on that fact pattern. For a more concise and technical explanation of the benefits of a Revocable...

Saul Ewing LLP, a full-service national law firm, is proud to announce that the firm was awarded M&A Deal of the Year ($75MM to $100MM) at the 23rd Annual M&A Advisor Awards Gala. The Deal team was honored for its representation of SonicWall, Inc. in the acquisition of Banyan Security, Inc....

Saul Ewing LLP, a full-service national law firm, is proud to announce that Partner Matthew Baker was included in the Daily Journal’s 2024 Estate Planning and Probate Attorneys Directory, a comprehensive directory of estate planning and probate attorneys throughout California.

David Sartorio will participate as a panelist at the 2024 Minneapolis Dealmakers Conference - The State of Sell-Side M&A: Balancing Power Between Sellers and Buyers on October 30. In today’s shifting M&A landscape, the balance of power between sellers and buyers is evolving. With higher interest...

When creating trusts for estate-reduction purposes, nothing compares to the Intentionally Defective Grantor Trust. This type of trust is referred to by the acronym “IDGT.” Called by some as an I-D-G-T and others a word that rhymes with “digit,” the IDGT is an excellent tool for reducing the value of...

Account changes by a loved one are often done in secret, and direct evidence of undue influence is rarely available. In cases where manipulation has led to changes in a beneficiary designation that have caused you harm, the claim typically hinges on whether there was a confidential relationship...

Geri Wyle, Co-Chair of Saul Ewing LLP's Trusts & Estates Practice, will be speaking at the ALI “Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions” webinar on October 25, 2024 on the ethics of estate planning. Ethical...

Thomas Cryan, a Partner at Saul Ewing LLP, will speak at the 59th Annual Southern Federal Tax Institute in Atlanta, Georgia. Hot Topics in Employment Taxes and Fringe Benefits This presentation will provide an overview of how the IRS computes employment tax liabilities during an audit and the...

Saul Ewing LLP, a full-service national law firm, is proud to announce that the firm was named as a finalist in the 23rd Annual M&A Advisor Awards for its representation of SonicWall, Inc. in their acquisition of Banyan Security, Inc. The firm was honored as a finalist in three categories: M&A Deal...

In 2022, The Kroger Co., one of the largest grocery retailers in the U.S., announced its intention to merge with rival Albertsons Cos. Inc. in a $24.6 billion deal. Kroger and Albertsons claim that the merger will lower consumer prices and improve efficiency while creating a combined entity better...

Join Saul Ewing for an engaging day of learning and networking with the CEOs, investors, and advisors shaping the regional economy at the Smart Business Dealmakers' D.C. Capital Region Dealmakers Conference. We are excited to sponsor the lunch panel featuring representatives from two leading private...

The benefits of a Revocable Trust are three-fold. Firstly, assuming that the Revocable Trust is properly funded with all of a person’s assets, a Revocable Trust helps avoid a state’s probate procedure, which can be costly depending on the state’s specific procedure. Secondly, a Revocable Trust is an...