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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...
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...
A recent opinion from the 3rd Circuit U.S. Court of Appeals confirmed what should be settled law: deathbed gifts made by personal check delivered before death but deposited after death remain part of the donor’s taxable estate and thus subject to estate tax. A lot of taxes, legal fees, and headache...
![Sheldon S. Satisky](/sites/default/files/styles/card_410x307_/public/images/2022-09/Satisky_Sheldon_LinkedIn.jpg?h=8f1a1282&itok=gpF9TuBb)
Sheldon Satisky concentrates his practice in sophisticated estate planning, wills and trusts, probate and trust administration, post-mortem tax planning, charitable giving, family succession planning and tax issues relating to these matters. He has spoken before various business, professional and...
![Caroline Patterson](/sites/default/files/styles/card_410x307_/public/images/2024-02/Patterson_Caroline_LinkedIn.jpg?h=753774cc&itok=uBXv3MWN)
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=cJK1OEOo)
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=om3VY4oF)
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...
![Eileen O'Brien](/sites/default/files/styles/card_410x307_/public/images/2022-10/Eileen%20O%27Brien.jpg?h=8ad62032&itok=cCJ5wH_1)
Eileen Day O'Brien has substantial experience counseling clients on the many facets of estate planning and estate and trust administration. She assists them in formulating a plan that will carry out their estate planning goals on many levels. In this regard, Eileen helps clients identify their...
![Mary Harmon](/sites/default/files/styles/card_410x307_/public/images/2023-05/Harmon_Mary_LinkedIn.jpg?h=7126a54b&itok=hOHwn_Nn)
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=Tc5vFYtj)
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=uqANcV0-)
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=M1yboFr0)
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=hGune3mq)
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=7F-yGznH)
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...
![Valisa Carney LinkedIn Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Carney_Valisa_LinkedIn.jpg?h=a7b36234&itok=Ibye8Nl8)
Valisa Carney handles estate planning for clients who wish to provide for a responsible, tax-efficient disposition of their hard-earned wealth. A compassionate and knowledgeable attorney, Valisa establishes a close personal relationship with clients to foster comfort and trust. When a client's loved...
![Thomas Aikin LinkedIn Centered Headshot](/sites/default/files/styles/card_410x307_/public/images/2023-07/Aikin_Thomas_LinkedIn.jpg?h=b5bab779&itok=5RpZmi-H)
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...
![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=cJK1OEOo)
Samuel Draper advises clients on legal issues connected with preserving and passing on their assets to future generations and other beneficiaries. He focuses principally on estate administration, including the preparation and filing of documents with Register of Wills offices in Maryland. Such...
![John F. Meigs](/sites/default/files/styles/card_410x307_/public/images/2022-08/Meigs_John_LinkedIn_0.jpg?h=40c24adf&itok=4NU7EfLU)
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...
![Nancy A. Slowe](/sites/default/files/styles/card_410x307_/public/images/2022-08/Slowe_Nancy_LinkedIn_0.jpg?h=753774cc&itok=wf625bRx)
Nancy Slowe concentrates her practice in estate planning and estate administration. She has significant experience in the design and implementation of estate planning instruments, family wealth transfer arrangements and in sophisticated estate and trust administration matters. Her practice also...