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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...

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 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.

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...

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...

Most Florida residents are aware that Florida has a homestead exemption law, but there is more to it than one might think. There are actually three different sets of laws in Florida that deal with the homestead. One of those is the “save our homes” exemption. The save our homes exemption limits how...

For many clients, the inclusion of revocable and/or irrevocable trusts as part of their overall estate plan is an important feature. Revocable trusts can allow for probate avoidance and estate tax planning, whereas irrevocable trusts can be useful for leveraging the use of gift and estate tax...

Sarah Ulibarri, an Associate at Saul Ewing LLP, will speak at the OCBA Trusts & Estates Section Meeting on September 11, 2024. The topic will be "Unhappily Married: Conflicts of Interest and Other Ethical Issues in Intergenerational and Marital Estate Planning." This program will discuss how to...

Saul Ewing LLP, a full-service national law firm, today announced that attorneys from the firm were named to the 2025 editions of The Best Lawyers in America and Best Lawyers: Ones to Watch in America. Recognition by Best Lawyers is based entirely on peer review. Baltimore Attorneys from the firm’s...

WASHINGTON, DC, (JULY 31, 2024) – Saul Ewing LLP is expanding its Employee Benefits and Executive Compensation Practice with two attorneys, Partner Thomas Cryan in the Washington, D.C. office and Counsel Katelyn Winslow in the Philadelphia office. Together, they bring clients 35 years of experience...

Saul Ewing LLP, a full-service national law firm, today announced that the firm was recognized for Private Wealth Law in Maryland in Chambers High Net Worth 2024. Additionally, Jeff Glaser, co-chair of the firm’s Trusts & Estates Practice, was ranked as a Band 1 attorney. Chambers High Net Worth...