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Linda Retz of Saul Ewing LLP and Elizabeth Carter, Louisiana State University School of Law Professor, will discuss how to handle intergenerational estate planning and planning involving second (and further) marriages and the inherent conflicts and ethical issues surrounding joint representation of...

“Penny wise but pound foolish” first appeared in writing over 500 years ago. This idiom captures the wisdom of human experience in just five words: shortcuts that appear to save money are more expensive in the long run. Sometimes much more. Further proof of this eternal truth - and one taxpayer’s...

Juan Martinez is a trial lawyer who guides corporate clients through legal challenges ranging from shareholder and partnership disputes to winding down businesses. His experience with business dissolution spans from buyouts and windups to noncompete issues, asset liquidation, employment and...

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...

Caitlin Piccarello Strauss is a commercial litigator who represents companies in disputes involving insurance, employee benefits and ERISA, real estate, and restrictive covenants. As a leader of the Firm's Employee Benefits and ERISA Litigation team, she regularly defends insurers in life, health...

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...

Courtney Schultz is a litigator who counsels energy and utility companies on their regulatory compliance and related litigation. Courtney's work for energy and utility companies includes seeking approvals before state regulatory agencies for franchise grants, changes in rates, and for new customer...

Jessica E. Bradley is an experienced litigator and trial lawyer who defends employers and managers in labor and employment matters, ranging from claims of harassment, retaliation, wrongful termination, and discrimination based on age, sex, gender, race, color, national origin, disability and...

Teresa "Terri" R. Tracy represents management in labor and employment litigation and related legal matters. Her experience includes issues involving wrongful termination, discrimination, wage and hour, class action, union organizing campaigns, grievances and arbitrations, and collective bargaining...

Rebekah Swan represents clients in the areas of fiduciary, estate, trust and conservatorship litigation and administration. She handles matters involving claims of breach of fiduciary duty, undue influence, surcharge, will/trust contests, and financial elder abuse. Rebekah has extensive experience...

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...

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...

Geraldine Wyle is the co-chair of the firm's Trusts & Estates Group. She focuses her practice on complex litigation and alternative dispute resolution related to trusts and estates, conservatorships and guardianships, business succession, and partnership disputes (often involving fiduciary and high...

Jeryll Cohen is the co-chair of the firm's Trusts & Estates Group. She advises clients on complex trust and estate administration and estate and business succession planning as well as multi-faceted litigation and alternative dispute resolution with regard to trusts and estates, family business...

Matthew Baker handles trust and estate litigation, with a focus on advocating for the rights of beneficiaries and fiduciaries’ conduct in trust and estate matters. Whether it is contesting the validity of a trust or will or representing a fiduciary in a breach of trust claim, Matthew is equipped to...

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...

Our Trust & Estate Administration team advises executors, trustees, and beneficiaries of trusts and estates on various aspects of estate and trust administration, including fiduciary duties and powers, tax planning, and required notices and court filings. When appropriate, we utilize special...

Counsel From the Earliest Stage of Development Through Disposition of Projects Throughout the continuum of financing, acquiring, developing, leasing and selling real estate are a multitude of complexities to address and challenges to overcome—from regulatory hurdles and shifting capital stacks to...

Zachary Berk focuses his practice on complex civil litigation matters, with concentrations in business and real estate litigation. His experience also includes representing clients in consumer financial services, intellectual property, employment and trade secret related matters. Zach regularly...

Stacey Herter represents clients in contested trust, estate and probate litigation matters. Her work includes representations of both beneficiaries and fiduciaries, including administrators, executors and trustees. Stacey brings more than two decades of experience as a litigator to her work. Before...