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Kermit Nash will be participating in the Global Business Connections Conference 2024 being held in West Fargo, North Dakota on May 15th. He will be the moderator of a three-person panel during the afternoon's Global Agility Panel Discussion. This Conference is being hosted by the North Dakota Trade...
![Barry Levin Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Levin_Barry_LinkedIn.jpg?h=740146fe&itok=q2YhF1NX)
Barry F. Levin provides high-level legal counsel on complex corporate and real estate transactions that shape the future of businesses across a wide variety of industries. His keen understanding of how legal issues intersect with business interests in these deals and other corporate matters stems...
![Caroline Patterson](/sites/default/files/styles/card_410x307_/public/images/2024-02/Patterson_Caroline_LinkedIn.jpg?h=753774cc&itok=Tmxv9_ZE)
Caroline Patterson brings more than 25 years of legal experience to her work representing practices and professionals in the health care industry in a variety of transactional, corporate, and regulatory matters. Her experience ranges from providing counsel in mergers, acquisitions, sales and private...
![Profile placeholder image - dark gray graphic silhouette over light gray background](/sites/default/files/styles/card_410x307_/public/images/2022-08/profile_placeholder_small.jpg?h=a7b36234&itok=Z8jWM3jE)
Pia Aklian is a corporate and transactional attorney who advises clients ranging from emerging businesses to multinational, public companies across various industries including technology, software, manufacturing, life sciences and health care. Pia advises clients on a broad range of matters that...
Navigating Complex Regulations and Risks The federal government (Government) imposes unique requirements on entities that sell, directly or indirectly, goods or services to the Government. These requirements vary according to type of contract (e.g., fixed-price, cost-reimbursement), by item (e.g...
![Andrew J. Daly](/sites/default/files/styles/card_410x307_/public/images/2022-08/Daly_Andy_LinkedIn.jpg?h=40c24adf&itok=KE7wOn9s)
Andy Daly advises employers, including employee-owned companies, on legal issues connected with employee benefits. He focuses in particular on matters involving employee stock ownership plans (ESOPs), including: Handling ESOP transactions. Assisting with plan design. Evaluating feasibility issues...
![Mary Harmon](/sites/default/files/styles/card_410x307_/public/images/2023-05/Harmon_Mary_LinkedIn.jpg?h=7126a54b&itok=wZ3nwaj6)
Mary Harmon focuses her practice on advising corporations and passthrough entities on tax and contractual issues. Clients look to her for counsel on U.S. federal, state, local, and foreign tax compliance and planning issues, including matters relating to subchapter C, subchapter K, subchapter S and...
![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...
![Patrick Rodriguez LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Rodriguez_Patrick_LinkedIn.jpg?h=0afe7b08&itok=lHhY2VpX)
Patrick Rodriguez's practice focuses on business and tax planning law. A certified public accountant, Patrick is experienced in representing clients in mergers and acquisition. He represents both buyers and sellers in a broad range of transactions, which encompasses stock purchases and asset sales...
![Fred Marcus](/sites/default/files/styles/card_410x307_/public/images/2023-07/Marcus_Fred_LinkedIn.jpg?h=c541e756&itok=N23LZcxz)
In the nonprofit world, "ask Fred" is a common refrain when a complicated planning issue is involved. Fred Marcus provides answers based on his more than four decades of experience handling trust and estate and charitable matters. Fred represents individuals in their estate and philanthropic...
![Steven Ziven](/sites/default/files/styles/card_410x307_/public/images/2023-07/Ziven_Steven_LinkedIn.jpg?h=77788d13&itok=O0Gy-qAI)
Steven Ziven, who is the firm's Los Angeles Office Managing Partner and an Executive Committee member, advises clients primarily on corporate law and legal issues associated with business transactions, real estate transactions and financings. He has extensive experience in buying and selling...
![Adrienne McKay LinkedIn Bio Headshot (new one)](/sites/default/files/styles/card_410x307_/public/images/2023-08/McKay_Adrienne_LinkedIn.jpg?h=818fce8b&itok=p7ACYEuH)
Adrienne McKay offers moderate- to high-net-worth clients legal advice on methods for preserving and distributing assets after a loved one's death and planning for future generations. She approaches this process with empathy, compassion, and a caring ear. She understands that in addition 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...
![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...
![Maurice D. Lee, III](/sites/default/files/styles/card_410x307_/public/images/2022-08/Lee_Maurice_LinkedIn.jpg?h=72da4a73&itok=3wAd4YKl)
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...
![Marc Citron](/sites/default/files/styles/card_410x307_/public/images/2023-02/Citron_Marc_LinkedIn.jpg?h=16f15343&itok=N1iFZVMm)
Marc Citron counsels a broad range of commercial enterprises on real estate deals and other business transactions that are key to their growth and evolution. During his more than 45 years of legal practice, Marc has advised clients ranging from real estate developers, retailers and the hospitality...
![Joel Plainfield Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Plainfield_Joel_LinkedIn.jpg?h=40c24adf&itok=yBGToWNW)
Joel's practice often places him in the role of "outside general counsel" to clients, working closely with and advising company executives, boards, and members to successfully close transactional matters and manage corporate governance matters. Joel's experience includes negotiating, drafting and...
![Robert A. Mascioli Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Mascioli_Robert_LinkedIn.jpg?h=40c24adf&itok=IspZBkc5)
Robert Mascioli counsels entrepreneurs, family businesses and middle-market companies on a wide variety of business matters. Acting as their outside general counsel, Bob strives to learn the background, operations and strategies of clients and seeks to align his legal advice with their goals to...
![David Brown Headshot](/sites/default/files/styles/card_410x307_/public/images/2022-08/Brown_David_LinkedIn.jpg?h=40c24adf&itok=Dt7C5KGL)
David Brown helps family businesses and high-net worth individuals navigate legal issues connected to the preservation and transfer of their wealth to subsequent generations or other interested parties. He focuses in particular on estate planning, charitable planning, and trust and estate...
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...