Big firm sophistication. Small firm focus.

Business and Finance

Our Business and Finance Group is widely recognized as one of the finest in the region. Whether you are executing a bet-the-company transaction or simply updating your standard employment forms, you will have the full attention of an experienced lawyer who asks the questions that haven’t occurred to you yet, who commands a whole spectrum of ways to engineer contract terms to address the issues specific to your business, and who knows how to negotiate – and how to close – to achieve your objectives.




Our litigators are well prepared to protect the rights of our clients, whether it involves defending a claim against a client or prosecuting a claim on behalf of a client.  We have experience handling a wide breadth of complex commercial and employment-related litigation in federal and state courts throughout the country, in addition to the many disputes we have resolved in alternative forums such as arbitration and mediation.  Specific practice areas where our litigators represent clients are discussed below.


Tax laws reach into every area of business life, and even some aspects of personal life.  Our clients rarely conduct their affairs solely to minimize their taxes, but no prudent decision maker can afford to act without considering the tax ramifications of all the options – federal, state, local, and even international – or exploring whether there might be options not thought of yet that would yield a better tax result.

Trusts and Estates

Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss.  They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride.

Kleinbard’s growing Trusts and Estates Group is dedicated to providing our clients with practical advice that is customized to meet their specific goals, family circumstances, and needs in a cost-efficient manner.  Our team has a wide-range of experience in representing clients at all levels of wealth and with varying family complexities.  We pride ourselves on being counselors to our clients and take a holistic and creative approach to estate planning, by analyzing the client’s individual, family and business needs to develop a comprehensive estate plan that preserves, protects, and grows wealth and minimizes tax consequences on asset transfers.

We handle both simple and complex estate and trust administrations with a compassionate approach and offer creative cost-saving solutions. We advise executors, personal representatives, and trustees on all phases of administration for both estates and trusts, including required or permissible distributions, tax matters, fiduciary duties, accountings to beneficiaries, and many other aspects of fiduciary law.


Political Law

Kleinbard’s political law team represents clients in all facets of politics and government, and works in close conjunction with our Government Relations practice. Our clients range from government officials and corporations engaged in the political process, to candidates and individuals seeking to comply with regulatory requirements. Our lawyers have a unique understanding of the intersection of legal compliance and practical reality.  We work with our political and government clients to craft commonsense solutions, navigate the law and deliver results.


Our attorneys routinely provide advice, counseling, and litigation services to our clients on a wide range of issues related to employment law and their workforces.

Government Relations

Navigating government is a frequent source of frustration for both businesses and nonprofits.  We advise clients on how they can best position themselves to benefit from relevant local and state government programs and contracting opportunities.  Similarly, we provide strategic advice to our clients in cases where government poses an obstacle to reaching their objectives.  In addition, we lobby on behalf of clients when legislative actions affect their interests.

Intellectual Property

IP rights are often our clients’ most valuable assets.  We provide advice and counseling to our clients about licensing deals, the purchase and sale of IP, and the enforcement and registration of IP rights.  We also serve as advocates on behalf of our clients in IP-related disputes.

Real Estate and Finance

Kleinbard’s growing Real Estate and Finance Group deploys its knowledge of the law and market to give our clients practical advice and deliver results.

Our team has a wide-range of experience in all asset classes (including, multi-family, retail, office, hospitality, healthcare, industrial, charter schools and mixed-use properties), and we work seamlessly with our corporate, environmental, tax, bankruptcy, litigation and dispute specialists to carefully consider all angles of your transaction in-house in a timely, cost-effective manner.  Our practice areas include: acquisitions and dispositions; commercial leasing; condominium and planned communities; construction; environmental law; financing; groundleasing; joint ventures; sale-leasebacks; and tax appeals and exemptions.

Our transactions range from $2 million to over $3 billion, and we tailor our staffing of each deal to meet our client’s needs.  Some representative transactions include:

  • Representation of a private REIT in connection with a $3.15 billion sale of 209 industrial assets in 25 key U.S. distribution markets. (Exeter Property selling portfolio in $3B deal)
  • Representation of a local real estate fund in connection with the acquisition and development of a 420 unit, 30 story, multi-family development over retail located in University City (Philadelphia, PA). (University City Newman Center slated for replacement with 30-story apartment tower)
  • Representation of a rapidly-expanding investment group in connection with the purchase, diligence and financing of multifamily assets, starting with their first Philadelphia asset and growing the portfolio to over $80 million in 1.5 years.
  • Representation of a local developer in the acquisition and financing of a 2.3 acre parcel in Center City, Philadelphia, which will be redeveloped as townhomes, 150+ units of multifamily, parking and retail space.
  • Representation of a local bank in connection with securing two lines of credit totaling over $30 million and the creation of a $10 million/year loan sale program.
  • Representation of a new healthcare business in connection with securing $2 million in leasehold financing.
  • Representation of a charter school in the acquisition of a building as well as the completion of a $14 million construction project, which included obtaining tax-exempt financing through the Philadelphia Authority for Industrial Development successfully securing zoning variances, and negotiating agreements with a construction manager, architect, and several subcontractors.
  • Representation of a developer in the assemblage and development of a shopping center.