Brenner, Saltzman & Wallman LLP

Brenner, Saltzman & Wallman LLP

For more than 40 years, Brenner, Saltzman & Wallman LLP has provided sophisticated, creative and responsive legal counsel from our location in New Haven, Connecticut. Situated midway between Boston and New York.

Firm Overview

New Haven is home to Yale University and has been a center of innovation and entrepreneurship since Eli Whitney invented the cotton gin here in 1793. Together with our clients, we have followed the development of the region's economy from manufacturing center to leadership in health care and technology. We are committed to understanding and keeping pace with our clients' changing business needs and to providing the practical legal advice they need to achieve their goals.
Main Office

Main Office
271 Whitney Ave
New Haven  CT  06511

Phone
  • 203-772-2600
Estate Planning
Trusts, Estates and Family Wealth Planning
Brenner, Saltzman & Wallman LLP provides individual and family clients with sophisticated advice on estate planning and administration, the establishment of trusts, the selection of fiduciaries, charitable giving and the organization and analysis of assets. We have significant experience in planning for various forms of wealth, including business holdings, securities portfolios and corporate compensation plans. Our lawyers are particularly skilled in addressing estate and wealth planning issues facing family-held businesses. We are familiar with alternative uses of life insurance and regularly counsel clients on structures for life insurance holdings to address client-specific risks. We also regularly counsel fiduciaries and family members in estate and trust administration, probate court proceedings and the settlement of federal and state gift and estate tax matters.

Donald W. Anderson

Don is a member of the firm's Trust and Estates Practice Group. Don's practice covers every facet of estate planning, including taxes, employee benefits, insurance, retirement, business planning, and the preparation of a wide array of estate planning documents. Don also counsels fiduciaries and family members about the administration of decedents' estates and inter vivos and testamentary trusts.

Don joined the firm in 1981 and became a principal in 1984. Before joining the firm, Don practiced in New York at the firm of Breed, Abbott & Morgan, where he also focused in the area of trust and estates.

Don received his B.A. (1966) cum laude from Villanova University and his J.D. (1972) from Columbia University Law School, where he was a Harlan Fiske Stone Scholar. Don is a member of the Connecticut and New York bars.
Education
  • Columbia University Law School
    Juris Doctorate , 1972

William A. Aniskovich

Bill Aniskovich worked as a BSW summer associate in 1987 and joined the firm as a litigation associate in 1989, after graduating from the University of Virginia School of Law, where he was a member of the Virginia Law Review and the Journal of Law & Politics. Bill graduated Phi Beta Kappa, summa cum laude from Catholic University in 1989 and has an MA in American Government from the University of Virginia.

Bill served in the Connecticut State Senate from 1990-2004 and was appointed to the Connecticut Board of Governors for Higher Education, where he served as a member from 2005 until 2010. In 1995, Bill became general counsel at Stonington Institute, in North Stonington, CT. He was appointed Stonington's Executive Director in 1997 and CEO in 2004.

He re-joined the firm in an "Of Counsel" role in 2014. He lives in Branford with his wife Jennifer and their two daughters.

George Brencher IV

George practices business law. He represents established and emerging companies in a wide range of industries from traditional to high technology. George regularly counsels entrepreneurs and businesses in matters such as company formation, executive employment, securities matters, seed and venture capital financing, private equity financing, mergers and acquisitions, strategic transactions and technology licensing. He has broad experience working with founders and investors in technology-related ventures, including information technology companies, new media businesses, software developers and telecommunications and biotechnology companies.

George also regularly counsels parties, including management, in connection with mergers and acquisitions transactions. Recent representative transactions include the sale of wireless licenses to ATT and Sprint with individual transaction values in excess of $100 million, representation of thestreet.com in the sale of several divisions, representation of a family office client in numerous growth capital financings, the acquisition of luxury brands in the home and gift category, representation of a large ISO in private equity financings and general company matters, representation of a software developer in a strategic licensing transaction with PepsiCo, Inc., representation of a software developer in a strategic transaction with Comcast, representation of public company executives in connection with employment matters, including company sales, representation of start-up companies from inception in numerous industries including software, SAAS, wearable computing and mobile advertising technology.

George joined the firm in 1993 and became a principal in 1999. Before joining the firm, he served as a law clerk to the Honorable Jos A. Cabranes, then Chief Judge of the United States District Court for the District of Connecticut.

George received his B.A. (1988) magna cum laude from the University of Pennsylvania and his J.D.(1992) magna cum laude from the University of Pennsylvania Law School, where he was elected to the Order of the Coif. George is a member of the Connecticut and New York bars.
Education
  • University of Pennsylvania Law School
    Juris Doctorate , 1992

Michael T. Cretella

Mike is a member of the firm's Real Estate/ Land Use and Litigation Practice Groups. In the area of land use, Mike assists developers obtain land use permits and approvals.
Mike also represents clients in state and federal court at both the trial and appellate levels on a wide variety of civil litigation matters, including complex business disputes litigation relating to real estate, zoning appeals and land use claims. In addition, Mike has successfully helped clients resolve disputes through arbitration and mediation.

Prior to joining the firm, Mike completed a judicial externship with Chief Justice Paul Reiber of the Vermont Supreme Court in Montpelier, Vermont and practiced for several years in the Land Use Litigation group at Orr & Reno, P.A., a regional law firm located in Concord, New Hampshire.

A graduate of Daniel Hand High School in Madison, Connecticut, Mike earned his B.A. cum laude from Middlebury College in 2002, and earned his J.D. magna cum laude from Vermont Law School in 2009.

At Vermont Law School, Mike was an editor of the Vermont Law Review and the Journal of National Security Law and Policy.

Bar Admissions
- Connecticut State Court
- New Hampshire State Court
- U.S. District Court, District of New Hampshire

Professional Affiliations
- Connecticut Bar Association, Planning and Zoning Section
- New Haven County Bar Association
Education
  • Vermont Law School
    Juris Doctorate , 2009

Brian P. Daniels

Brian is a member of the firm's Litigation Practice Group. Brian practices before administrative agencies, arbitration panels, and state and federal trial and appellate courts. Brian's litigation practice focuses on complex commercial litigation, including environmental claims, insurance coverage, unfair trade practices, fraud, contracts, and trade secrets.

Brian joined the firm in 1992 and became a principal in 1999. Prior to joining the firm's Litigation Practice Group, Brian was a member of the firm's Environmental Practice Group.

Brian received his B.S. (1988) cum laude from the California Institute of Technology and his J.D. (1992) cum laude from Harvard Law School. Brian is a member of the Connecticut bar and is admitted to practice before the United States District Court for the District of Connecticut, the Second Circuit Court of Appeals, and the United States Tax Court.

Brian has been a member of the Meriden City Council since December 2007.
Education
  • Harvard Law School
    Juris Doctorate , 1992

Jennifer Dowd Deakin

Jennifer is a member of the firm's Corporate & Business, Health Care, and Pension & Employment Practice Groups. Jennifer represents small and midsized companies in commercial financings, purchase and sale transactions, technology licensing and intellectual property matters. Jennifer also advises individual physicians and physicians' groups in connection with organizational, governance and expansion issues. In addition, Jennifer counsels employers and human resource personnel in all aspects of the employment relationship, including litigation avoidance techniques, wage and hour compliance, handbooks and personnel policies, family and medical leave and disability compliance, discrimination, harassment and retaliation investigations, discipline and performance management, employment contracts, severance and separation agreements, terminations and reductionsinforce, restrictive covenants and confidentiality agreements. Jennifer has represented clients in employment disputes before administrative agencies, including the Connecticut Commission on Human Rights and Opportunities and the Connecticut Department of Labor.

Jennifer joined the firm in 1995 and became a principal in 2001. Prior to joining Brenner, Saltzman & Wallman, Jennifer served as law clerk to Justice Joette Katz of the Connecticut Supreme Court and practiced in Boston at Foley Hoag LLP.

Jennifer received her B.A. (1990) summa cum laude from Boston College and her J.D. (1993) cum laude from Boston College Law School, where she was elected to the Order of the Coif. Jennifer is a member of the Connecticut and Massachusetts bars.
Education
  • Boston College Law School
    Juris Doctorate , 1993

Kathryn D. Fabiani

Kathryn Fabiani focuses on corporate transactions and business law. She previously worked as a partner at Pepe & Hazard LLP, working in that firm's Southport and Hartford offices. Her background includes experience in a variety of complex transactions including stock and asset acquisitions, joint ventures, venture capital transactions and secured and unsecured financings. In addition, she has represented several small to mid-size business clients in connection with a variety of general legal matters, including acting as general counsel to a client providing clinical research services to the pharmaceutical industry.

In addition to the practice of law, for several years Kathryn was the General Manager of a large, nationally recognized independent retail bookstore located in Madison, Connecticut. In that position, Kathryn gained significant experience managing a business in a highly competitive market, and had responsibility for supervising all aspects of the operations of the business including marketing, sales, merchandising, buying and inventory control, financial and accounting, shipping and receiving, website development, and new product development. She also acted as general counsel for company and provided legal services as necessary including forming a subsidiary for a new business venture, negotiating and closing private equity investments in that venture, and handling property leases and other business contracts.

Kathryn is a member of the Connecticut bar and is admitted to practice before the United States District Court for the District of Connecticut. She originally joined the firm as an associate immediately after graduating from law school and has recently re-joined. She earned her J.D. with honors from the University of Connecticut School of Law in 1986.

Practice Areas
-Business Law
-Corporate Law

Activities & Associations
-Connecticut Bar, Member
-Town of Cheshire, CT Board of Education, Member
-Program Committee, Read to Grow, Member
-New Haven Reads, Volunteer Tutor
-B.A., University of Connecticut
-J.D., University of Connecticut Law School, honors
Education
  • University of Connecticut Law School
    Juris Doctorate

Sean M. Fisher

Sean received his undergraduate degree from Hamilton College in 1997 and his law degree from Quinnipiac College School of Law in 2000 with high honors, where he served as a Note & Casenote Editor of the of the Quinnipiac Law Review. Sean joined the firm in 2006 and became a principal in 2012. Prior to joining the firm, Sean served as law clerk to the Honorable Thomas P. Smith, U.S. Magistrate Judge, and the Honorable Dominic J. Squatrito, U.S. District Judge.

Sean is a member of the firm's litigation practice area where he represents clients in business and commercial disputes before federal courts, Connecticut state courts, state and federal agencies, and arbitration panels. He has regularly represented clients in breach of contract matters and matters concerning breach of fiduciary duty, violation of the Connecticut Unfair Trade Practices Act, trademark infringement, and other business torts. Sean also has substantial experience in the area of employment law, and has represented clients bringing and defending federal and state discrimination claims, restrictive covenant claims, and theft of trade secret claims.

Sean also counsels and represents clients in real property litigation, including landlord-tenant disputes, evictions, foreclosures, and adverse possession actions. Sean also has experience with legal issues involving government entities, such as civil rights actions, municipal tort claims, and tax appeals.

Sean is admitted to practice before the bars of the State of Connecticut and the State of New York, as well as the U.S. Court of Appeals for the Second Circuit, and U.S. District Courts for the District of Connecticut, the Eastern District of New York, and the Southern District of New York. Mr. Fisher has been a member of the New Haven Inns of Court since 2006, and serves as a volunteer in youth baseball and hockey leagues.

Samuel M. Hurwitz

Sam is a member of the firm's Tax Practice Group. Sam's practice focuses on a broad range of business and personal tax issues, from structuring the initial operations of start-up enterprises to advising mature business enterprises on major tax matters. Sam counsels clients in the area of partnership income taxation and drafts complex partnership, joint venture and operating agreements. A substantial part of Sam's practice is devoted to the tax aspects of acquisitions and dispositions of business entities, including taxable and tax-deferred transaction structures. Sam also designs and analyzes sophisticated estate planning strategies for individual clients. In addition, Sam advises and represents clients involved in controversies with the Internal Revenue Service and the Connecticut Department of Revenue Services.

Sam joined the firm in 1983 and became a principal in 1990.

Sam received his B.A. (1976) magna cum laude from Columbia University, where he was elected to Phi Beta Kappa. He received his J.D. (1983) from Stanford Law School, where he was elected to the Order of the Coif. Sam is a member of the Connecticut bar and is admitted to practice before the United States Tax Court.
Education
  • Stanford Law School
    Juris Doctorate , 1983

Mitchell S. Jaffe

Mitchell is a member of the firm's Real Estate Practice Group. Mitchell's practice focuses on commercial real estate and finance. He represents developers, retailers, telecommunications carriers, telecommunications management companies, financial institutions, and entrepreneurs in the acquisition, financing, leasing, licensing, and conveyance of a wide variety of commercial real estate properties, including shopping centers, cellular communication sites, industrial and office buildings, and common interest communities.

Mitchell joined the firm as a principal in 1995. Mitchell served as past chairman of the Real Property Section of the Connecticut Bar Association from 2011 to 2013. Mitchell has served as past President of the Connecticut Chapter of the Community Associations Institute and as past President of Jewish Family Services of Greater Hartford.

Mitchell received his B.A. (1976) from Harpur College of the State University of New York at Binghamton, where he was elected to Phi Beta Kappa. He received his J.D. (1979) from New York University School of Law, where he was President of the Student Bar Association and was selected as an Editor of the Moot Court Board
Education
  • New York University School of Law
    Juris Doctorate , 1979

Carolyn W. Kone

Carolyn Kone is a principal in the law firm of Brenner, Saltzman & Wallman, LLP. Her practice focuses on land use and zoning, municipal law, non-profit organizations, health care issues, and litigation, including civil rights and employment cases.

Carolyn has represented developers of a number of major projects in the City of New Haven, including 100 College Street (a 425,000 square feet of laboratory/office space and an 850 car garage), 55 Park Street (a Smilow Cancer Center laboratory building), Quinnipiac Terrace (a Hope VI 244 unit affordable housing project), Winchester Lofts (a historic renovation of Winchester Repeating Arms factory building into 150 rental units); Higher One (a historic renovation of a factory building for a start-up company), Chapel/Howe (144 units of market rate housing), New Rowe Residences (a 104 mixed income apartment building), Amistad Building and Garage (university laboratories and a 904 space garage), Science Park Garage (a 1,186 space garage and chiller), 344 Winchester (a renovation of a factory building for University multipurpose), and Ribicoff Cottages, Farnam Courts and Chatham (affordable housing projects). Carolyn's land use representation includes all stages of the permitting process, drafting zoning regulations and defending zoning appeals.

Carolyn also serves as general counsel to quasi-municipal agencies such as the New Haven Port Authority, the Economic Development Corporation of New Haven and two municipal pension funds.

Prior to joining the firm, Carolyn served as an Assistant and a Deputy Corporation Counsel for the City of New Haven and as a Clinical Instructor at the University of Bridgeport School of Law, now known as Quinnipiac University School of Law.

Carolyn is chair of the New Haven County Bar Association's Land Use Section. She is an Attorney Trial Referee for the Connecticut State Judicial Department and a Fellow of the Connecticut Bar Foundation. Carolyn is a member of the Governmental Affairs Committee of the Greater New Haven Chamber of Commerce, a member of the Connecticut Bar Association's Land Use Section and a member of the Connecticut Association of Municipal Attorneys.

Carolyn is a former Bencher Member of Theodore Koskoff Inns of Court. Carolyn also served for more than a decade as a Hearing Examiner for the Connecticut Commission on Human Rights and Opportunities. She has formerly served as Vice President of Congregation Beth El-Keser Israel and has been a member of the boards of directors of Community Mediation, the New Haven County Bar Association, the New Haven Preservation Trust, the Regional Growth Partnership, Jewish Family Services of Greater New Haven, and the Connecticut Association for Human Services.

Carolyn received her B.A. magna cum laude from Barnard College and her J.D. from Boston University. Carolyn is a member of the Connecticut and New York bars and is admitted to practice before the United States District Court for the District of Connecticut, the Second and Third Circuit Courts of Appeals and the United States Supreme Court. Carolyn has received the Martindale-Hubbell Peer Review rating of AV Preeminent and is listed in Martindale Hubbell's Bar Register of Preeminent Women Lawyers 2014 for Land Use Law.

Wayne A. Martino

Wayne provides advice and representation to public and private companies, entrepreneurs and start-up businesses in a wide variety of industries including traditional and high tech manufacturing, new media, internet, professional services, and biotechnology. His practice embraces all aspects of business representation with an emphasis on finding cost effective solutions that integrate business, financial, tax, accounting and legal considerations in complex sale and development transactions. Besides general servicing of business clients, he regularly advises clients on mergers and acquisitions, traditional, mezzanine and venture capital financing, strategic alliances, joint ventures and co-development projects, technology licensing, incentive compensation arrangements and executive employment and start-up business issues and structure. He has lectured on legal and business issues involving strategic alliances, venture capital, accounting, nanotechnology and the internet. Wayne has been a member of the board of directors of 3 publicly held companies and served on audit, compensation and corporate governance committees, co-founded the Connecticut Nanotechnology Initiative and served on the State of Connecticut Nanotechnology Advisory Panel until 2010.

Selected Engagements and Transactions

-Buyers and sellers in domestic and cross border transactions involving public and private companies in cash, equity and earn-out transactions with consideration of up to $500 million.
-Public and private companies in joint ventures, strategic alliances and licenses including patent and technology exchanges, supply agreements and investments with institutions and companies such as GE, Intel, Micron, Motorola, Hewlett Packard, IBM, Nortel, Lucent, Williams Communications, Sanofi, Chiron and Yale University.
-Lenders and borrowers including secured and unsecured credit facilities, mezzanine and subordinated debt and bridge financing of up $200 million.
-Recapitalization of multi-state pharmaceutical manufacturer including sale of non-core business research and development subsidiary and follow on restructuring of long term debt and concurrent investment by private equity group.
-Outsourced interim general counsel to US based publicly high tech company which had seven international and domestic manufacturing locations and over $500 million of annual sales.
-Outsourced interim general counsel to professional services company with over 1000 employees in ten states and annual revenue of over $250 million.
-Board of Directors and Special Committees on fiduciary duties and disclosure issues including in change of control transactions.
-Securities transactions including private placements, venture capital, equity incentive plans, IPO, 144A offerings and employee offerings.
-Employment agreements and equity based compensation and separation packages for senior executives of public and private companies and venture backed start-ups.
-Management teams in leveraged buy out and sale of control transactions.

Alice J. Mick

Alice is a member of the firm's Corporate and Health Law Practice Groups and also practices in the area of employment law. She represents health care providers, particularly physicians, in negotiating new employment agreements and buy-ins to existing medical practices, in forming group practices and physician networks and in structuring contractual arrangements with third parties, including managed care companies. Alice also counsels closely-held businesses in transactional matters, such as business acquisitions, mergers and sales and commercial financing.

Alice also provides advice to employers about complying with state and federal employment laws, prepares employment contracts and employee manuals and represents plaintiffs and defendants in employment disputes before administrative agencies, including the Connecticut Commission on Human Rights and Opportunities, the United States Equal Employment Opportunities Commission and the Connecticut Department of Labor.

Alice joined the firm in 1989 and became a principal in 1996. Prior to attending law school, Alice taught in the New Haven public schools for 15 years and was a founder and facilitator of High School in the Community, New Haven's first public school of choice. Alice is a member of the American Health Lawyers Association. Alice serves as Co-Chairperson of the Board of Directors of the Parents' Foundation for Transitional Living. She was past President of the Connecticut Association of Alternative Schools and Programs.

Alice received her B.A. (1966) from Stanford University and her M.A. (1968) in Teaching from Yale University. Alice received her J.D. (1989) from Yale University School of Law.

Rowena A. Moffett

Rowena is a member of the firm's Litigation Practice Group, where she practices in the areas of commercial, employment, real estate and probate litigation. In addition to representing clients in litigation matters, Rowena advises her business clients in their employment and commercial contract disputes, including business break-up, land use, employee termination and non-competition disputes.

Rowena joined the firm in 2000 and became a principal in 2005. Before joining the firm, Rowena served as a law clerk to the Honorable Dominic J. Squatrito, United States District Judge for the District of Connecticut, and to the Honorable Thomas P. Smith, United States Magistrate Judge for the District of Connecticut. Rowena worked as an analyst and underwriter at Aetna Life & Casualty in Hartford, Connecticut, prior to attending law school.

Rowena is a member of the Executive Committee of the New Haven County Bar Association and serves as a mentor for the New Haven County Bar Association's Young Lawyer Mentor Program. Rowena served on the Board of Directors of the University of Connecticut School of Law Alumni Association from 2000 to 2009 (President 2005-2006), and on the Federal Grievance Committee from 2004 to 2008, and she was a member of the New Haven Inn of Court from 2003 to 2010 (Secretary, 2003-2005). Rowena is a member of the Federal Bar Council and the New Haven County, Connecticut and American Bar Associations

Rowena received her B.A. (1989) with distinction from the University of North Carolina at Chapel Hill, where she majored in International Economics and minored in Spanish. While attending the University of North Carolina, Rowena received the Alba E. Ebersole Scholarship for Academic Excellence in Spanish and was elected to Phi Beta Kappa. Rowena received her J.D. (1997) with high honors from the University of Connecticut School of Law, where she was an Editor of the Connecticut Law Review and President of the William F. Starr Insurance Law Moot Court Competition.

Rowena is a member of the Connecticut Bar and is admitted to practice before the United States District Court for the District of Connecticut, the United States Courts of Appeals for the Second and Third Circuits, the United States Tax Court, and the United States Supreme Court
Education
  • University of Connecticut School of Law
    Juris Doctorate , 1997

Jill J. Rendeiro

Jill specializes in pension and employee benefits law. She consults with clients on the design, implementation, and administration of a variety of employee plans. Jill assists clients with compliance with ERISA, IRS qualification rules, and related statutes and regulations. She has extensive experience advising governmental clients with respect to the specific requirements of their non-ERISA plans. She also advises clients with respect to correction of compliance errors, including the use of IRS and DOL correction programs. Jill also assists health care clients with regulatory issues, including HIPAA compliance.

Jill joined the firm in 2013 and brings with her more than twenty years of experience with retirement plans. She began her career as an attorney with Shipman & Goodwin in Hartford, CT. Her most recent position was as in-house benefits counsel with a major consulting firm that specializes in defined contribution and defined benefit plans. Prior to graduating from law school, Jill worked for more than a decade as a defined benefit plan consultant with several prominent actuarial consulting firms.

Jill received her Bachelor of Arts (1981) from the State University of New York at Albany and her J.D. (1992) magna cum laude from the University of Connecticut School of Law, where she was an editor of The Connecticut Law Review. Jill is a member of the Connecticut Bar.
Education
  • University of Connecticut School of Law
    Juris Doctorate , 1992

Kenneth Rosenthal

Practice Focus
Mr. Rosenthal has been a trial lawyer in Connecticut for more than 25 years, during which he has handled hundreds of cases, including more than 30 completed trials. In addition to Connecticut, he has been admitted (on a pro hac basis) to handle cases in Florida, Illinois, New Jersey and New York. He is a strong believer in combining aggressive advocacy with cost-effective client-approved strategies, incorporating a practical and business approach in the prosecution and defense of cases.

Mr. Rosenthal's practice is primarily concentrated in the following areas:

- Business litigation
- Accounting and other professional liability
- Insurance litigation
- Civil and criminal tax matters
- Complex commercial and financial litigation

He also has experience in bankruptcy cases, construction litigation, trade secrets and IP, environmental cases, partnership and shareholder disputes, real estate cases, employment law, appellate litigation, the defense of criminal cases in state and federal court, and examination and qualification of expert witnesses.

Stephen L. Saltzman

Steve is a member of the firm's Corporate, Trusts and Estates, Pension, Health Law, and Tax Practice Groups. Steve's practice focuses on the organization, creation and representation of professional entities, especially in the health care field. He counsels professional entities regarding their tax, business and regulatory compliance needs and helps with their expansions, contractions and break-ups. He also assists the principals of such entities in establishing and maintaining their retirement plans, estate planning and estate administration.

Steve is a founding principal of the firm. He has been a member and past Chairman of the Executive Committee, Taxation Section of the Connecticut Bar Association.

Steve is currently a member of the Anti-Defamation League's National Commission, a member and past President of Horeb Lodge, B'Nai Brith and a past member of the Board of the St. Raphael Foundation, Inc. Steve is past Chairman of the Board and past President of the Greater New Haven Jewish Federation. He was General Chairman of the Greater New Haven United Jewish Appeal/Federation Campaign and served as Chairman of the Connecticut Regional Board of the Anti-Defamation League. Steve is Chairman of the Board of the Jewish Foundation of Greater New Haven a Member of the Board of United Way.

Steve is a former instructor at Quinnipiac University in probate, estate planning and estate taxes and has been a speaker for a number of organizations, including the Connecticut Bar Association and the Connecticut Society of Certified Public Accountants.

Steve received his B.S. (1958) from the Wharton School of Finance and Commerce at the University of Pennsylvania. He received his LL.B. (1961) cum laude from Boston University School of Law, where he was an editor of the Boston University Law Review. He also received his LL.M. in Taxation from New York University School of Law (1963), where he was a teaching fellow.
Education
  • New York University School of Law
    LL.M. , 1963

David R. Schaefer

David is the Managing Partner of the firm and chair of the firm's Litigation Practice Group. David practices before state and federal trial and appellate courts in matters involving commercial and contractual disputes, disputes among members of partnerships, professional entities and corporations, matrimonial disputes, securities law, real estate law issues, intellectual property law claims, constitutional law questions, municipal tax appeals, employment disputes, discrimination claims, and probate/trust disputes.

David joined the firm in 1980 and became a principal in 1982. Prior to joining the firm, David practiced in Boston at Foley, Hoag & Eliot. He also served for a number of years as counsel to the United States Senate Governmental Affairs Committee chaired by Senator Abraham Ribicoff and on the Senator's personal staff.

David is an active member of the Federal Bar Council, a member of the National Executive Committee of the Anti-Defamation League and its Washington Affairs Chair, a Director of the Community Foundation for Greater New Haven, and Chairman of the Town of Hamden Farmington Canal Commission, which is building a linear park on the abandoned Farmington Canal Railway Line. David is past President of the New Haven County Bar Association, past President of the Greater New Haven Jewish Federation and past President of Congregation Mishkan Israel, in Hamden, Connecticut.

David received his B.A. (1971) from the University of Wisconsin at Madison and his J.D. (1973) from New York University School of Law, where he was chosen the outstanding graduate of his law school class and was elected to the Order of the Coif. David is a member of the Connecticut and Massachusetts bars and is admitted to practice before the United States District Courts for the Districts of Connecticut and Massachusetts. He is admitted to practice before the First, Second and Third Circuit Courts of Appeals, the United States Tax Court and the United States Supreme Court. In addition, he has been admitted to handle specific litigation in the federal courts of New York, New Jersey, Delaware, and Ohio and in the federal bankruptcy courts of New York and New Jersey.
Education
  • New York University School of Law
    Juris Doctorate , 1973

Ronald A. Soccoli, Jr.

Ron is a member of the firm's Trusts and Estates Practice Group where he focuses on estate planning, estate administration, small business planning, asset protection, elder law and tax planning. Ron counsels family members on the use of trusts and business entities as family planning tools to provide asset protection, tax savings and to promote family "values." Ron has lectured on numerous business and estate planning topics for the National Business Institute (NBI), the National Network of Estate Planning Attorneys (NNEPA), the New England Graduate Accounting Study Conference (NEGASC), Small Business Innovation Research Group (SBIR), The National Association of Insurance & Financial Professionals (NAIFA) and The Small Business Network in Hartford (TSBN). Ron is a past estate and business planning instructor as part of the continuing education programs for financial professionals and CPAs in Connecticut.

Ron joined the firm in 2007. Before joining the firm, Ron practiced 10 years in Bloomfield for another law firm where the focus of his practice was in the area of trusts and estates. Prior to his career in law, Ron was a financial planner with The Equitable, a member of the Global AXA Group.

Ron received his B.A. magna cum laude from Wake Forest University with Honors and received his J.D. from The University of Connecticut School of Law.
Education
  • University of Connecticut School of Law
    Juris Doctorate

Marc A. Wallman

Marc is head of the firm's Real Estate Practice Group and is also a member of the firm's Corporate Practice Group. Marc advises clients on a wide variety of business matters, including the development, financing and leasing of commercial, industrial and multi-family residential real estate, the acquisition, disposition and financing of business enterprises, the formation and structuring of joint ventures, general and limited partnerships, limited liability companies, corporations, and non-profit entities, and general contract negotiation. Marc's practice also focuses on the workout of complex real estate and business debt structures, general corporate matters and certain aspects of health care law. Marc joined the firm's predecessor in 1966 and has been a principal since 1970.

Marc serves as counsel to the Retirement Board of the Town of Hamden, Connecticut and is currently a member of the Board of the St. Raphael Foundation, Inc. Marc is past Chairman of Narcotics Addiction Research and Community Opportunities, Inc., past President of Congregation Mishkan Israel in Hamden, Connecticut and has served on the boards of several other non-profit and charitable organizations in the greater New Haven community.

Marc received his B.A. (1963) from Queens College, where he was elected to Phi Beta Kappa, and his LL.B. (1966) from Yale University Law School. Marc is a member of the Connecticut and Florida bars.
Education
  • Yale University Law School
    LL.B. , 1966

Holly Winger

Holly Winger brings to the firm fifteen years of in-house and private practice experience counseling business clients and litigating environmental and toxic tort issues and related insurance coverage, including twelve years as national coordinating counsel for a Fortune 50 petrochemical company. She develops practical, cost-effective solutions for clients that appropriately reflect the needs of landowners, businesses, manufacturers and regulators. In addition, Holly has represented a variety of national manufacturers in complex product liability and breach of warranty matters. She has also represented contractors in construction litigation and analyzes insurance coverage for construction disputes.

Key successes:
-Reduced exposure of chemical manufacturer by 50-75% for an entire product line by analyzing historical transaction documents to identify former business partners with responsibility to contribute to liabilities.
-Developed the strategy in a multimillion dollar chemical exposure case to retrieve expert witnesses released by settling co-defendants and challenge opposing experts, resulting in a settlement at five percent of the pre-trial demand.
-Simultaneously resolved a suit with the purchaser of a client's business, a coverage dispute with the client's environmental insurer and cleanup orders issued by the State of Connecticut by creating a new corporation to receive insurance proceeds dedicated to remediation of contamination at the business.

Holly has written extensively on approaches to presenting and challenging expert witnesses for a number of national and state bar organizations (DRI, IADC, TIPS section of ABA). She
has also offered lectures on this subject to trade groups (ACC) and several major insurers.

Holly graduated magna cum laude with distinction from Duke University and received her law degree from Vanderbilt University School of Law. She is currently admitted in state and federal courts in New York and Connecticut and is Co-Chair of the board of the Society for Women Environmental Professionals, Connecticut Chapter.
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