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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...
Saul Ewing attorneys discuss recent trends in Title and Policy Coverage Claims in this program, which is geared toward title insurance claims counsel and managers. This virtual presentation will address topics such as: What's New and What's Still the Same in Title and Policy Coverage Claims...
This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Partner Indira Sharma will lead the discussion at Step 7, focusing on probate and fiduciary litigation. This session will cover the following: Will...
FIDUCIARY LITIGATION: CONTESTED WILLS, TRUSTS, INTER VIVOS TRANSFERS AND GUARDIANSHIPS Indira Sharma, a litigator at Saul Ewing, will be presenting at the MSBA CLE entitled "Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships." Indira will be speaking on September...
“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...
![Ronald P. Colicchio](/sites/default/files/styles/card_410x307_/public/images/2022-08/Colicchio_Ronald_LinkedIn.jpg?h=40c24adf&itok=4Mo8ovEW)
Ronald Colicchio is a trial attorney who graduated from New York University School of Law where he received his J.D. and an LL.M. in Taxation. For almost 30 years, his practice has been focused on probate and trust litigation in courts throughout New Jersey, New York and Florida. Ronald represents...
![Zachary Berk Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Berk_Zachary_LinkedIn.jpg?h=40c24adf&itok=Jk33bmXg)
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...
![Franklin Zemel](/sites/default/files/styles/card_410x307_/public/images/2022-08/Zemel_Franklin_LinkedIn.jpg?h=0afe7b08&itok=neurRzkV)
Franklin Zemel focuses on cybersecurity and privacy law, First Amendment and civil rights litigation, complex business litigation, and appellate law. Franklin represents large and small businesses, manufacturers, and religious entities in South Florida and has several significant reported cases.
Government is growing every day. Regardless of which political party is in power, the scope of government regulation at the state, county and local levels, and the impact of government on all types of business has regularly increased. Regardless of your type of business – manufacturing or finance...
![Gary Lipkin](/sites/default/files/styles/card_410x307_/public/images/2023-05/Lipkin_Gary_LinkedIn.jpg?h=72da4a73&itok=KCy9au32)
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...
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...
![Roshanne Katouzian](/sites/default/files/styles/card_410x307_/public/images/2023-07/Katouzian_Roshanne_LinkedIn.jpg?h=753774cc&itok=UsWgW2s9)
Roshanne Katouzian represents fiduciaries, including administrators, executors, trustees, conservators, and guardians, as well as beneficiaries in contested trust, estate, and probate litigation matters.
![Rebekah Swan LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Swan_Rebekah_LinkedIn.jpg?h=c541e756&itok=tYp0iosk)
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...
![Matthew Baker LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Baker_Matthew_LinkedIn.jpg?h=753774cc&itok=WzdRnhnb)
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 LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Aikin_Thomas_LinkedIn.jpg?h=b5bab779&itok=CITYyxQx)
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...
![Anne Greene](/sites/default/files/styles/card_410x307_/public/images/2023-04/Greene_Anne_LinkedIn.jpg?h=f57dba4b&itok=od3mFyM8)
Anne Greene has broad experience in a variety of employee benefits matters, such as compliance for employee retirement plans, health and welfare plans, cafeteria plans, wrap plan documents, COBRA, the Affordable Care Act, plan claims and appeals processes and claim disputes, and prohibited...
![John F. Meigs](/sites/default/files/styles/card_410x307_/public/images/2022-08/Meigs_John_LinkedIn_0.jpg?h=40c24adf&itok=mt34mUUw)
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...
![Shane P. Simon](/sites/default/files/styles/card_410x307_/public/images/2022-08/Simon_Shane_LinkedIn.jpg?h=40c24adf&itok=HFurh8az)
Shane Simon is a litigator who represents clients from a variety of industries, including higher education, energy, public utilities, insurance, health care and corporations. His experience includes work on cases in both state and federal courts. In addition to assisting with the challenges posed by...
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...
![John A Turner](/sites/default/files/styles/card_410x307_/public/images/2022-08/Turner_John_LinkedIn.jpg?h=f8ed7cbc&itok=fF1Gwzcs)
John Turner has practiced in Southeast Florida since 1993. He practices primarily in state and federal courts, with an emphasis on commercial leasing litigation, including CAM disputes, nuisance claims, FF&E damage claims and actions for possession. His practice also encompasses litigation relating...