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Mr. Farrell’s main areas of practice include Estate Planning and Probate, Civil Litigation, Business, Intellectual Property, Labor and Employment Law and Real Estate. He earned his J.D. degree from Creighton University School of Law.

 Mr. Langdon works with companies in all aspects of employee benefits, including nonqualified deferred compensation, qualified retirement plans, and health and welfare benefits as well as general employment law matters. He is able to navigate the complex legal aspects of executive compensation, employee benefits, and employment law while simultaneously explaining those complexities in a clear and concise manner.  Mr. Langdon understands the importance of finding creative and effective solutions to complex problems. With a primary focus on employee benefits, including nonqualified deferred compensation, He guides his clients through the rules and regulations governing nonqualified plans and employee benefits more generally. This encompasses qualified retirement plans and health and welfare benefits.  Mr. Langdon has extensive experience in advising clients with deferred compensation packages, incentive compensation, and equity ownership. He consistently advises companies on the operation and maintenance of qualified retirement plans and health and welfare benefits.  Mr. Langdon earned his J.D. degree from Creighton University School of Law, and his LL.M. in Taxation from Villanova University School of Law.

Mr. O’Brien works hand-in-hand with clients to understand their wishes regarding their estate and helps them to achieve those objectives in the most tax-efficient manner. He helps clients with basic estate plans including a will, healthcare power of attorney, durable power of attorney, and a trust. Mr. O’Brien also counsels clients to create and accomplish complex wealth transfer or business succession plans. Upon the death of a loved one, He  works with families to ensure that the plans they had in place are executed properly throughout the probate process. With experience in trust disputes, guardianships, conservatorships, and Medicaid planning, he provides his clients advice and oversight on a variety of before-and-after-death planning problems that their families or their business might face. Mr. O’Brien earned his J.D. degree from Creighton University School of Law.

Mr. Pirsch has 20 years in the practice of law. He has an extensive background in business law, employment law, estate planning, litigation, government affairs, and has assisted hundreds of clients before state and federal courts, government body administrative hearings, and in negotiations, and mediations. Mr. Pirsch works with the owners or board of directors of numerous small businesses, nonprofit corporations, and charities, with families, and individuals who need competent and experienced counsel. He received his Juris Doctorate (J.D.) from the University of Nebraska College of Law; a Masters in Journalism (M.A.) from the University of Nebraska; and his Masters in Public and Nonprofit Administration (M.P.A.) from George Mason University. During law school, Mr. Pirsch clerked for the Nebraska Department of Justice in Criminal Appeals and, following graduation, he was appointed as an Assistant Attorney General for the State of Nebraska. Subsequently, he served as Legislative Counsel to Congressman Lee Terry, General Counsel to the Nebraska Auditor of Public Accounts, and Deputy State Treasurer and General Counsel to the Nebraska State Treasurer. Mr. Pirsch is licensed in both state and federal courts in Nebraska, the District of Columbia, the Court of Appeals for Veterans’ Claims, and the United States Tax Court. He is also the author of numerous business law articles, Attorney General Opinions, fiction, and his thesis, Blind Trusts as a Model for Campaign Finance Reform, was selected for publication by the William and Mary Policy Journal.

Ms. Swiniarski is licensed to practice in Nebraska and Iowa. She is a member of Wealth Counsel, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, Nebraska Bar Association, Omaha Bar Association, and a member of the Omaha Estate Planning Council. Most recently she was editor in chief of the Nebraska Elder Law Handbook.

Elder Law of Omaha’s primary practice areas are Estate Planning include Trusts, Special Needs Planning, Asset Preservation Planning, and Probate and Trust Administration. Ms. Swiniarski received her Juris Doctorate from Creighton University School of Law in 1986. Since that time, she has practiced law in a wide variety of settings, from corporate to private practice. In addition, she has taught legal topics in various academic settings.

Throughout his legal career, Mr. Banas has made his mark as a leading attorney combing hard work and dedication with his courtroom skills and presence. He began his career as a prominent defense attorney representing large hospital systems, where he honed the skills necessary to succeed in representing severely injured plaintiffs in personal injury and medical malpractice cases. Mr. Banas uses his knowledge of the defense to anticipate and counter defense tactics throughout all stages of litigation and at trial. Since joining Eichen Crutchlow Zaslow, LLP, Rob has focused his time on representing victims of medical malpractice, including traumatic brain and birth injuries, wrongful death, motor vehicle and trucking crashes, and defective products litigation. He is an experienced trial lawyer and a fierce competitor that works tirelessly to obtain the best recoveries for his clients. Throughout his career, Mr. Banas has been recognized as a Super Lawyers Rising Star as both a Plaintiff and Defense attorney – a distinction given to only 2.5% of lawyers in the State of New Jersey. He has also been recognized in Best Lawyers in America: Ones to Watch, Marquis Who’s Who in America and The National Trial Lawyers Top 40 Under 40. Mr. Banas has been published in the New Jersey Law Journal on the topics of medical malpractice and professional liability. He is an active member of the New Jersey Association for Justice, the American Association for Justice, and the New Jersey State Bar Association Medical Malpractice Committee. Mr. Banas attended Robbinsville High School and then went on to obtain his undergraduate education at The College of New Jersey, where he received his B.S. in Business Management. He then attended law school at Rutgers University School of Law where he received his Juris Doctor. While attending Rutgers Law School, He was the Managing Editor of the Rutgers Journal of Law and Religion and participated in Hunter Moot Court. Mr. Banas was awarded the Best Oralist award for his public speaking abilities during law school. While in law school, he served as an intern to the Honorable Tonianne Bongiovanni, United States Magistrate Judge for the District of New Jersey. After graduating law school, Robert served as a law clerk to the Honorable Anthony M. Massi, J.S.C., in the Civil Division of the New Jersey Superior Court, Mercer County. Mr. Banas is licensed to practice law in New Jersey and Pennsylvania, as well as the United States District Court for the District of New Jersey.

Mr. Bernstein, has over 35 years of experience in navigating through the complexities of estate law and elder law. His main office is in Parsippany, New Jersey. However, he has satellite offices from Bridgewater, New Jersey to Mahwah, New Jersey, in Bergen, Essex, Union, Passaic, Morris and Somerset counties for the convenience of his clients. His practice extends into the specialty areas of special needs planning and guardianships as well as same-sex estate planning. Mr. Bernstein is a member of the National Academy of Elder Law Attorneys, and a member of the Trust and Estates and the Elder Law and Disability Section of the New Jersey State Bar Association. He is a former deputy attorney general of the state of New Jersey where he represented the Division of Taxation. Mr. Bernstein is admitted to practice in the States of New Jersey and New York.

Ms. Edwards is the founder of Edwards Estate & Elder Law in Watchung, New Jersey. Practicing law for 24 years, she has focused on estate and elder law for the last 18 years. She serves a variety of clients of all ages, and all levels of wealth, and health. Ms. Edwards’s passion is to compassionately navigate crisis and think outside the box to create plans to provide her clients with peace of mind that if and when a health crisis or death happens, their dignity, wishes, and assets are preserved. Ms. Edwards often creates plans and makes recommendations for her clients’ long-term care utilizing what she refers to as her “medicine cabinet of resources” to fully inform her clients on their options for living and care. She zealously advocates for her litigation clients to resolve their legal issues, and protect elders who may be taken for granted, or worse, taken advantage of. Ms. Edwards holds a B.A. in Political Science from High Point University, a M.S. in Justice from The American University, and a J.D. from Seton Hall University. She was admitted to New Jersey in 1999 and the Supreme Court of the United States in 2012. Ms. Edwards is a member of the National Academy of Elder Law Attorneys and the Trust and Estates and the Elder Law and Disability Sections of the New Jersey State Bar Association.

Ms. Ershow-Levenberg is a Partner of the Law Firm Fink Rosner ErshowLevenberg Marinaro LLC in Clark, NJ. She advises people who are aging, people with disabilities, and those who are caring for them. Clients seek Ms. Ershow-Levenberg’s advice to save their family home, pay for long-term nursing care, and to make arrangements to protect loved ones using trusts, wills, powers of attorney and guardianship. Special Needs Planning and Medicaid planning as well as probate and estates are a major part of her practice. She has been in the elder law field since 1995. Ms. Ershow-Levenberg was recognized by the Union County Bar Association in 2022 with its first Hon. James LaCorte Trusts, Estates and Elder Law Award She has always been an active mentor for young lawyers especially those who are starting their businesses. Ms. Ershow-Levenberg has been Certified (C.E.L.A.) in Elder Law since 1999 by the National Elder Law Foundation, the accrediting body which is recognized by the New Jersey Supreme Court and the American Bar Association and is a member of the National Academy of Elder law Attorneys (NAELA). She is the co-author with Peggy Sheehan-Knee of the Lexis-Nexis Practice Guide: NJ Elder Law, first published in 2008 with annual updates. Also, she has been selected each year as a “New Jersey Super Lawyer” in elder law by NJ Monthly Magazine/NJ Superlawyers Inc. Ms. Ershow-Levenberg has published articles on elder and disability law and is a frequent lecturer on elder law issues to professional and community groups. She received her B.A. magna cum laude from Douglass and her J.D. from Rutgers Law School-Newark. Ms. Ershow-Levenberg has been in practice in New Jersey since 1985.

 Ms. Koulosousas, is an Elder Law, Trusts and Estates attorney who assists her clients by crafting and implementing personalized estate plans. These include simple wills, complex trust structures, and everything in between. Part of Her planning and preparation services includes advising for individuals with special needs.  Ms. Koulosousas helps these clients by preparing special needs trusts and assisting trustees in the administration of these trusts. She represents clients in guardianships, including complicated, contested hearings and assists appointed legal guardians as to their ongoing obligations.  Ms. Koulosousas advises clients on asset preservation strategies for long-term care planning, including Medicaid planning and Medicaid applications. She represents clients in probate litigation, including will contests and fiduciary litigation.  Ms. Koulosousas also handles estate administration and serves as advisor for executors, trustees, guardians, and other fiduciaries. She herself has served as a court-appointed attorney, trustee, and guardian. She is admitted in New York and New Jersey.  Ms. Koulosousas’s practice has a particular focus on the needs of Greek American families. She is fluent in Greek and works closely with several professionals in the USA and in Greece to offer her clients full service, cross-border representation.

Mr. Lalas started in the insurance industry in 2004. He’s worked for several well-known corporations over the years but found his home as an Independent Agent based in Flemington NJ where he works to serve his clients instead of companies. In addition to NJ, He is licensed in: NY, PA, NH, NC, SC, FL, and NV. Mr. Lalas has spent the last 10 years dedicated to helping seniors navigate the “Medicare Maze” successfully. Through a fact-finding process along with education of their existing financial exposures, he will provide solutions which cap their costs and help bring peace of mind to his clients. As an Independent Agency, he works with all the major Insurance Carriers and offers all the plans available: Medicare Supplements, Medicare Advantage, drug plans along with dental, vision and hospital indemnity plans.

Ms. Tomlin is a partner at Hanlon Niemann & Wright, P.C. She focuses her practice on estate planning and estate administration for families who have a family member with a disability, creation of first party special needs trusts and third-party supplemental benefits trusts, guardianship, and accessing services from the Division of Mental Health and Addiction Services and the Division of Developmental Disabilities. She serves as a court appointed attorney to those alleged to be incapacitated and Court Appointed Guardian ad Litem. While in law school, Ms. Tomlin volunteered with the Domestic Violence Project and served as the Associate Managing Editor of the Rutgers Journal of Law and Religion. As a City Year Greater Philadelphia AmeriCorps Member, she spent a year tutoring in inner city schools. She volunteers her time with the Monmouth County SPCA. Ms. Tomlin is a graduate of Bucknell University and Rutgers University School of Law. She holds an L.L.M. in Taxation from Villanova University Charles Widger School of Law. Ms. Tomlin is an Adjunct Faculty member of the Villanova University Charles Widger School of Law Graduate Tax Department. She is also a member of the Elder Law Section and Disability Section and the Tax Section of the New Jersey State Bar Association, a member of the National Academy of Elder Law Attorneys, and a member of the Monmouth County Bar Association Chancery Practice Committee. Ms. Tomlin frequently lectures on a variety of disability-related legal topics.

Ms. Calareso joined Gleason, Dunn, Walsh & O’Shea in May of 2022, bringing her experience in elder law, guardianships, trusts and estate planning and administration, and special needs planning to the firm. She has practiced in these areas of law after graduating from Albany Law School in 2003. Ms. Calareso came to law as her second career, having graduated from Fordham University with an undergraduate degree in communications. After years in television and movie production in Manhattan and Los Angeles, she moved into a field where she could make an impact on peoples’ lives on a daily basis. Her dedication to her practice of law comes from her personal experiences within her family and her fervent belief in the need for planning and for family collaboration across the generations.

Ms. Peraza focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.

Mr. Klaas is a partner at Friedman & Huey Associates, LLP. He specializes in fiduciary, estate and individual income taxation and working with large family groups. Mr. Klaas taught as an undergraduate/graduate tax instructor at Purdue University Northwest. He received his B.S. degree with concentrations in Accounting and Finance from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He has spoken on various occasions presenting on taxation of decedents, estates and trusts. Mr. Klaas serves as a 1041 subject matter expert for a national tax software development firm, has edited various professional publications and is an active member of the Chicago Estate Planning Council, Illinois CPA Society, and AICPA.

Mr. Wirtz specializes in fiduciary, charitable and individual income taxation and working with large family groups. Mr. Wirtz received his B.S. degree in Accounting from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He also is member of the Illinois CPA Society.

Mr. Neufeld serves as lead attorney for medicaid planning, asset protection planning and government benefits preservation planning client matters. Mr. Neufeld directs all new business development; marketing, advertising, website and blogging; community outreach; referral relationship building; and management of the firm.

Mr. Norvell, graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to the Florida Bar in November 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Field Unit of the Ethiopia-U.S. Mapping Mission. This mission was the last ground mapping of an entire country. He has been working in the central Florida area as a Guardianship Attorney for over 30 years. Mr. Norvell has two practices in Leesburg, Florida with one office dedicated to the sole practice of Medicaid and Veterans Planning. He presently practices primarily in elder law.

 Mr. Siegel, counsels individuals and families on Trust and Estate Planning. Asset Protection, Elder Law Planning, Medicaid planning, Veterans Benefits, and Special Needs planning. He also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. Mr. Siegel has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton Tribune, and he has been quoted in the South Florida Business Journal, the South Florida Sun-Sentinel. Mr. Siegel’s been a guest on numerous television and radio shows, and he is currently writing a book on International Asset Protection. He also frequently lectures at many organizations and private functions; and he has served as an Adjunct Professor for the Legal Studies Program at Florida International University in Miami, Florida. Mr. Siegel has traveled extensively teaching Estate Planning and Asset Protection to CPAs, Financial Advisors, Insurance Agents, and Trust Officers. He has also been a featured speaker on Estate Planning and Asset Protection Issues from a global perspective at the prestigious Global Wealth Summit held in Nassau, Bahamas.

Mr. Smollar is a native Floridian who is attuned to the diverse needs of his clients. He received his undergraduate degree from Florida State University in Tallahassee and his Juris Doctor from St. Thomas School of Law. He is a passionate advocate for seniors and the families who care about them. Mr. Smollar practice is focused towards Elder Law, Estate Planning, Medicaid Planning, Probate Administration and Asset Preservation. He seeks to help families avoid Guardianship through advanced planning when possible. However, in the absence of proactive planning, he can assist responsible family members in becoming the legal Guardian for an incapacitated loved one.

 Ms. Steller is the manager at Medicaid Planning and Resource Center in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

Ms. Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, she served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. She has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution. Now residing in Lake Wales, Florida, she has enthusiastically transitioned her practice to passionately educate and serve her new community on how to protect their children, their families, their legacy and wealth. Ms. Tessier continuous goal is to achieve peace of mind for her clients, whether handling elder concerns or crafting solid estate plans. She is a graduate of Providence College in Providence, Rhode Island, and Western New England University in Springfield, Massachusetts. in addition to the American Academy of Estate Planning Attorneys, Ms. Tessier is an active member of many legal and community organizations including the Estate Planning and Real Property Chapter of the Florida Bar Association, National Academy of Elder Law Lawyers (NAELA), and Academy of Florida Elder Law Attorneys (AFELA), the American Bar Association, Real Estate, Trust & Estates Section, Polk County Estate Planning Attorney Bar Association, Florida Association for Women Lawyers (FAWL) and American Business Women’s Association (ABWA: Lakeland Chapter.

Mr. Arbuco, concentrates his practice on Medicaid Planning and Estate Planning. He believes it is crucial to plan for the future of yourself and your loved ones. Mr. Arbuco received a B.S. in Global Studies: Political Economy and Development and a B.A. in Italian Studies from the University of Arizona, graduating in 2016. He received a J.D. from the Elisabeth Haub School of Law at Pace University, graduating Cum Laude in 2021. Mr. Arbuco is admitted to practice law in New York. He is a member of the New York State Bar Association (NYSBA) and the Westchester County Bar Association (WCBA).

Ms. Ball’s Law Offices are a practice that concentrates on elder law issues, matters affecting the developmentally disabled, trust and estate planning options, including will preparation, and estate administration. As a former Assistant District Attorney, She investigated home repair schemes against the elderly community. Ms. Ball has been appointed as guardian, guardian ad litem, court evaluator, and attorney for the alleged incapacitated person, as well representing clients in guardian proceedings involving elderly and disabled individuals.

Ms. Enea, concentrates her practice on Wills, Trusts and Estates, Medicaid Planning, Special Needs Planning and Probate/Estate Administration. She believes that it is never too early or too late to start planning for your future and enjoys working with individuals to ensure that their plan best suits their needs. An active member of the local bar associations, Ms. Enea was appointed to the Executive Committee of the Westchester County Bar Association (WCBA) Trusts and Estates Section. She is also the co-chair of the WCBA New Lawyers Section, treasurer of the Columbian Lawyers Association of Westchester County, and chair of the New York State Bar Association (NYSBA) Elder Law and Special Needs Section Publications Committee and co-editor of the NYSBA Elder Law and Special Needs Section Journal. Ms. Enea is a past co-chair of the NYSBA Elder Law and Special Needs Section 2020 Fall Meeting and the Elder Law and Special Needs Section 2022 Summer Meeting.

Mr. Korsinsky, is a founding partner at Korsinsky & Klein, LLP. He manages the firm’s litigation groups and Health Care Department, which includes appearing before various courts as well as those matters before administrative tribunals at various government agencies. He concentrates and dedicates most of his time with construction litigation, Elder Law and Health Law matters. Mr. Korsinsky also represents nursing homes throughout New York State, advising them in all areas of reimbursement related issues. He has extensive experience in representing nursing homes in Mental Hygiene Law Article 81 Guardianship proceedings in an effort to obtain Medicaid eligibility for their residents. Mr. Korsinsky also advises and represents healthcare facilities in an effort to solve complex discharge planning problems. He has brought actions in New York State Supreme Court and Surrogate’s Court to solve clients’ accounts receivables troubles. Mr. Korsinsky is recognized in New York State in the elder law and guardianship field. He has given numerous lectures to Nursing Home and Hospital Associations in an effort to have these entities streamline their nursing home admissions process and limit their potential liability from non-paying individuals.

Clients have turned to Ms. Laidlaw for 20 years on a broad range of trust and estate planning needs, including wills, trusts, guardianship, probate, and estate administration. She also works with clients in matters regarding elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, Ms. Laidlaw handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings.  She is a Certified Elder Law Attorney (CELA), one of approximately 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. As an executive committee member of the New York State Bar Association’s Elder Law and Special Needs Section, Ms. Laidlaw is one of an elite group of attorneys who help advocate and set policy on matters that impact the elderly and special needs community. She frequently lectures and educates on topics such as Medicaid as it relates to long-term care financing; special needs planning; and probate, estates, and gift tax issues. Ms. Laidlaw is also a member of the Society of Trust and Estate Practitioners (STEP). STEP, a global organization whose members come from 98 countries, is the global professional association for practitioners who specialize in family inheritance and succession planning.

Ms. Murdoch joined the Medicare Rights Center in 2014. As Director of Client Services, she oversees programmatic operations of the Client Services Department. This includes the national helpline; Medicare Rights Center’s participation in state ombudsman and technical assistance programs such as New York’s Health Insurance Information Counseling and Assistance Program (HIICAP), Community Health Access to Addiction and Mental Healthcare Project (CHAMP), the Independent Consumer Advocacy Network (ICAN), and Community Health Advocates (CHA); and Medicare Rights Center’s volunteer and intern program. Previously, Ms. Murdoch served as the Helpline & Volunteer Coordinator, managing helpline counselors who work directly with beneficiaries to advocate for access to care, services, and benefits available through Medicare and Medicaid. She has a B.S. from The University of Chicago and an M.S.W. from Washington University in St. Louis. Prior to joining the Medicare Rights Center, Ms. Murdoch worked at Catholic Charities Senior Services in Chicago, coordinating community-based services and home care for older adults.

Mr. Polizzotto III practicing in Estate Planning & Administration, Litigation, Family Law, Elder Law, Real Estate, Financial Planning, and more.

Mr. Collins practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients’ privacy; and advising clients on trust and estate administration matters. He earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston, and his Master of Law, Taxation from New York University School of Law. Mr. Collins is admitted to practice in California and Texas.

Ms. Garrett serves on the federal advocacy committee of the National Academy of Elder and Special Needs Law Attorneys (“NAELA”) and the board of the Texas chapter. NAELA attorneys envision a day when all older adults, people with disabilities, and their families have the legal, health, social and financial care they need to live their best lives. She is an Approved Guardianship Attorney and is appointed by Central Texas courts in heirship and guardianship proceedings. Ms. Garrett is a member of the Estate Planning Council of Central Texas.

Ms. Garrett handles pro bono cases for Volunteer Legal Services, the Austin Bar Association’s Cancer Clinic, Veterans’ Clinics and the Women’s Resource Fair. She also participates in UT Law School clinics and speaks on legal and financial planning for the Alzheimer’s Association. Mother of a child with special needs, over the years she has taught for the National Alliance for the Mentally Ill and volunteered for the Council on Adoptable Children, the AFS foreign exchange student program, Cornell Cares, Hands on Housing and as an officer of the Harmony PTO.

Ms. Notani’s practice focuses on all aspects of helping clients develop effective and beneficial wills and testaments, trusts, powers of attorney, and other related estate planning documents. She prioritizes plans that minimize, defer, and eliminate taxes and ensure protection and disposition of all assets through easy-to-understand advice that gives clients a clear picture of their tax, trust, estate, and business succession plans. Additionally, Ms. Notani has had extensive training as a mediator and has successfully settled many business and family disputes in a manner that avoided excessive costs related to protracted and expensive litigation. She is also certified to serve as guardian ad litem in Texas. Ms. Notani earned a doctorate in dental medicine from Boston University’s Henry M. Goldman School of Dental Medicine and earned her Juris Doctor from the Mitchell Hamline School of Law.

Ms. Schmidt, attorney at Farrow-Gillespie Heath Wilmoth LLP, practices in probate, guardianship, and elder law, including administrations and litigation for probate, guardianship, and trusts. She is certified by the Texas State Bar to serve as an attorney ad litem and guardian ad litem for probate and guardianships. With trial experience in civil, family, and probate law, she works tirelessly to protect and serve families in Collin, Dallas, Hunt, Kaufman, and Tarrant, as well as surrounding counties. Ms. Schmidt previously owned DJS Mediation Services, a mediation practice with a focus on family law and probate matters, where she resolved high conflict family disputes; performed evaluations for adoptions and contested custody cases; and taught mediation courses for Collin County Community College District. She graduated from Texas A&M University with a B.S. in psychology and earned her M.A. in dispute resolution from Southern Methodist University. Ms. Schmidt was admitted to the Texas State Bar, in 2018, after graduating with the inaugural class at UNT Dallas College of Law. She is active in several alumni and service organizations, mentors law students, and assists at UNT Dallas College of Law as an adjunct professor for the Interviewing and Counseling, and Negotiation courses. Ms. Schmidt’s professional memberships include the Collin and Dallas Bar Associations; Collin, Dallas, and Texas Women Lawyers’ Associations; and the State Bar of Texas. She accepts every opportunity to volunteer with Attorneys Serving the Community, Dallas Volunteer Attorneys, the DBA Habitat Build, Legal Hospice of North Texas, and Rotary International.

Mr. Thomson practices in estate planning, probate, and business transactions. He is an alumnus of the University of Louisiana-Monroe and received the Juris Doctor degree from South Texas College of Law-Houston in 2012. Mr. Thomson’s focused interests include estate planning for business owners and high net-worth individuals and families, complex probate matters, business structuring, and asset protection planning. During law school, He clerked in the legal department of a global Fortune 500 company, where he drafted the model LLC operating agreement for use in most of the company’s many wholly owned subsidiary LLCs. Additionally, during this time Mr. Thomson assisted with a multi-billion-dollar merger, as well as a multi-national tax reorganization. This experience led to a lifelong interest in the development and proper management of complex business entity structures. He has also served for many years in the Texas Army National Guard, including several overseas deployments. Mr. Thomson was awarded the Bronze Star Medal for his service in Afghanistan. He is licensed in Texas and in the United States District Court for the Southern District of Texas. Mr. Thomson is based in the Houston office of Kearney, McWilliams & Davis, PLLC.

Ms. Berthelot is an Assistant Professor in Residence and Associate Director of Undergraduate Studies for Human Development and Family Sciences (HDFS) at the University of Connecticut. She is also the Editor and Chief for NAELA (National Academy of Elder Law Attorneys) News. Her research and advocacy is primarily about access to healthcare for people who are over sixty-five and for people with disabilities. She earned her Master’s degree in social work from Syracuse University, after which she designed, implemented, and then coordinated a Joint Commission Accredited hospice program in the Mississippi delta. Finding herself fascinated by the legal and ethical questions surrounding death and dying, Ms. Berthelot pursued her law degree at the University of Mississippi. After graduating, cum laude. She joined the Center for Medicare Advocacy, a national not-for-profit law firm. As a senior attorney, Ms. Berthelot oversaw the Center’s advocacy efforts. She also provided legal advice and representation to Medicare beneficiaries unfairly denied Medicare coverage or access to healthcare, wrote articles for national publications, produced educational materials, engaged in educational outreach activities with a particular focus on the Medicare hospice benefit, was a contributing author to the Medicare Handbook, and served as co-counsel for federal class action lawsuits challenging improper Medicare policies. Also while with the Center, Ms. Berthelot was the lead Medicare trainer for Connecticut’s State Health Insurance Assistance Program and for Connecticut’s Medicare Senior Patrol. She is a former chair of the steering committee for the National Academy of Elder Law Attorneys’ Health Care Section and she is the former Connecticut liaison for National Healthcare Decisions Day. Ms. Berthelot is currently a member of the Mansfield Town Council.

Mr. Foody has been serving the reverse mortgage industry since 2002, a time when it was a relatively obscure concept. Since then, the industry has evolved to where reverse mortgages are widely understood and often used by thousands of homeowners who are 55 and older. He has been called one of the country’s foremost experts on reverse mortgages. Mr. Foody has been a speaker at the National Reverse Mortgage Lenders Association and other senior and retirement focused conventions. He has been recognized as Oregon’s top producing reverse mortgage broker for several consecutive years. Mr. Foody’s experience working with every type of reverse mortgage over the years has granted him the authority of a seasoned professional and enabled him to provide exceptional service through education. As of 2019, he is the proud owner of his own reverse mortgage brokerage, Northwest Reverse Mortgage. His belief in the ages of reverse mortgages is so strong that even his parents are happily enjoying one of their own.

Ms. Moneyhun is one of the founding partners of Kehoe Moneyhun Law, LLC. Her practice focuses exclusively on estate planning, estate administration, guardianships and conservatorships in Oregon and Washington. Born in Portland and raised in Clackamas, Ms. Moneyhun is an Oregonian through and through. Ms. Moneyhun attained her Bachelor’s degree from the University of Oregon, in Eugene, and her J.D. degree from Willamette University College of Law, in Salem. Ms. Moneyhun began her career as a judicial clerk at the Multnomah County Courthouse clerking for Judge Dale Koch and Judge Karen Immergut. After clerking Ms. Moneyhun worked at a small firm where she focused her practice on probate administration and guardianships. In 2012, Ms. Moneyhun opened the Law Office of Marisa Moneyhun, LLC, focused exclusively on assisting individuals and families with estate planning, trust and estate administration, and adult protective proceedings. Kehoe Moneyhun Law, LLC, is a combination of the Law Office of Marisa Moneyhun, LLC, and the collaborative and family law firm Kehoe Law (formerly Osher Law).

Mr. Rose is an elder law attorney based in Lake Oswego. His practice is focused on assisting clients through the retirement years with thoughtful estate plans and crisis management. He earned his J.D. degree from Willamette University College of Law and his undergraduate degree from Brigham Young University. Mr. Rose comes from a long line of Oregonians who helped to settle the Mid-Willamette valley. He is a husband and father of five.

Ms. Williamson began NW Estate Law, LLC with a mission of creating a law firm where people feel welcome and heard. She believes people are best served when they are free to laugh, cry, and share their fear, struggle, and joy. She wants her clients to understand their options and feel comfortable to ask questions. With client engagement and comfort in mind, she offers flat rates in long-term care, Medicaid, and estate planning. This way clients do not feel rushed by the clock or feel they cannot take the time to ask questions. Initial contacts are in person, over the phone, or over Zoom based on client’s preference and location. Home visits are also made available to people who need them. Ms. Williamson graduated from University of Oregon with a major in Psychology and a minor in business administration. She then attended the University of San Diego School of Law – a choice she made due to their Child Advocacy Clinic. Upon returning to Oregon, she was in-house counsel, co-owner, and manager of a family company that focused on connecting older Oregonians with appropriate housing and care services. It is in this position she saw the pitfalls of not having an appropriate and well-crafted estate plan in place and realized there was a need in the community for an attorney with her skills and caring approach.

Mr. Edwards proudly served six years in the United States Navy as a nuclear engineering technician onboard nuclear-powered submarines. He gained a love for technology and computer programming, which he continues today. Mr. Edwards is an avid programmer and is a big advocate of the maker movement. Because of his love for technology, He has gravitated towards technology law and intellectual property. Mr. Edwards has served large corporations on the use of intellectual property and how to best protect it. He also has great passion for the future of technology and the latest developments, such as blockchain technology.

Mr. Blake is the managing partner of Trusted Estate Planning Attorneys, a multi-state estate planning law firm that helps clients ensure their assets are not wasted upon their passing. He is also a second-generation estate planning attorney who has seen first-hand how good planning can lead to extraordinary results, especially in the charitable planning world. Mr. Blake attended BYU for his undergraduate in Business Management and Finance and law school at the Paul M. Hebert Law School at LSU. Outside of work He has served the Boy Scouts of America as Assistant Scout Master, and he served on the Las Vegas Chapter of the BYU Management Society Board. He has been local church youth leader and was a member of the Rotary Club in Las Vegas.

Mr. Lish has been helping people plan and administer their estates since 1982. And in that time, he witnessed how intentional planning can do wonderful things for families and individuals. His practice focuses on estate planning, specializing in Medicaid planning, special needs planning, asset protection planning, probate, and elder law. When clients come to him for help, he makes it a priority to learn about their family circumstances. His aim is to put together a plan that will set their legacy families on the path toward success. He it admitted to the Utah Bar and went to Brigham Young University. He formally was a partner at McCullough, Jones & Ivins.

Mr. Maxfield is an attorney with over a decade of experience practicing estate planning law. He holds a Bachelor’s degree in Business Management from the University of Phoenix (2004), as well as a Juris Doctor Degree from the J. Reuben Clark Law School at BYU (2010), and a Master’s in Business Administration from Western Governors University (2015). Mr. Maxfield married his sweetheart Candy Maxfield and they have one child, Fisher Maxfield. Candy and Fisher are his entire world. He loves to garden, travel, and explore with his family.

Mr. Morgan graduated Arizona State University’s Sandra Day O’Connor College of Law in 2014. Previously he studied History at Brigham Young University. While in law school, he was recognized as a finalist in a national legal writing competition with an essay on using estate planning to prevent elder abuse. He practices exclusively in the area of estate planning and probate. Mr. Morgan has a particular interest in protecting children and adults with special needs or disabilities with specialized estate planning and trusts. He is a member of both the Elder Law and Estate Planning Sections of the Utah State Bar and serves on the Legislative Committee for those sections. Mr. Morgan absolutely loves his job and the clients he is privileged to serve. Finally, getting to what matters most, He is married to the love of his life and has a son who is everything to him.

Ms. Mayne is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She focuses her practice in the areas of elder and special needs law. Ms. Mayne focuses her caseload on asset protection planning, long term care benefit planning, special needs trust planning, and adult guardianship and protective action litigation. She is licensed to practice law in both the states of Wisconsin and Illinois. Ms. Mayne earned her Bachelor of Arts degree in Communication, with honors, from the University of Missouri and received her J.D. from Marquette University Law School along with a certificate in Alternative Dispute Resolution. As part of Her elder law practice, she helps families and individuals with asset protection planning and appeals. Ms. Mayne assists clients seeking eligibility for long-term care benefits (such as Medicaid, Title XIX, family care, and waiver benefits) in the pre-planning and crisis-planning stages

Ms. Schilling oversees the Senior Medicare Patrol, the Wisconsin Guardianship Support Center, and the Elder Benefit Specialist Supervising Attorney program. She works predominantly in the areas of elder law, public benefits, and consumer law. Previously, she was in private practice in New Richmond, Wisconsin, where she practiced in estate planning, Medicaid benefits, guardianship, and general civil litigation. Ms. Schilling is a board member of the State Bar of Wisconsin’s Elder & Special Needs Law Section, the Public Interest Law Section, and a member of the National Academy of Elder Law Attorneys. Prior to attending law school, She coordinated supports for adults with developmental disabilities, and she currently serves as a volunteer guardian for a woman with a disability living in Madison.

After being admitted to the bar in 1991 and holding general practice oriented positions with several other Wisconsin law firms, Mr. Schubert established Schubert Law Office in 2003, where his principal focus has narrowed to estate planning, estate and trust settlement, and elder law. He earned his undergraduate B.B.A. degree, magna cum laude, from the University of Wisconsin Oshkosh, and his J.D. degree from the University of Wisconsin Law School, where he graduated cum laude and was elected vice-president of the Business and Tax Law Society. Mr. Schubert is a member of the State Bar of Wisconsin and the Fox Valley Estate Planning Council, among other professional groups. He has previously served as faculty for continuing education seminars on a variety of estate planning, estate settlement, and elder law topics.

Mr. Weltman’s introduction to reverse mortgages came more than 20 years ago after completing a master’s degree in finance from Mercer University. Since that time, he has continued to educate himself and others on all aspects of the program and its uses. He has taught classes on Reverse and HECM to realtors, attorneys, financial planners, and consumers. Mr. Weltman has written articles for local and national publications over the last 20 years including at www.HousingWire.com, The Reverse Mortgage Magazine, The Reverse Review, and Reverse Mortgage Daily. He has been interviewed on television and radio and is considered a foremost expert on Reverse/ HECM in the Southeastern U.S.

Mr. Asher is admitted to practice in New York and Connecticut. He is a member of the New York State Bar Association, where he serves on the Executive Committee of the Elder Law and Special Needs Section and on the Executive Committee of the Trusts & Estates Law Section. Mr. Asher is quite active with the legislative and lobbying efforts of both Sections. He concentrates primarily in the areas of sophisticated estate planning for high net-worth individuals and family businesses, asset protection planning to safeguard assets against creditors, estate and trust litigation, estate and trust administration, special needs planning, and elder law/Medicaid planning.

Mr. DiMichael is the founder and leader of the firm’s Digital Assets practice, focusing on addressing the unique needs of Citrin Cooperman clients in the digital asset space. He is a partner in the Forensic, Litigation, and Valuation Services group as well. Mr. DiMichael deep understanding of the digital asset industry allows him to assist clients such as mining companies, investors, investment funds, ICO/IEO token issuers, NFT marketplaces / promoters / artists, and financial services companies with a wide range of accounting, tax, and advisory issues. His areas of expertise include divorce litigation, economic damages analysis, fraud investigation, white collar criminal defense, and business appraisals. Mr. DiMichael has prepared and rebutted expert reports, and he has experience working with companies in a wide range of industries. He has also provided deposition and expert testimony numerous times in federal court, state court, and arbitrations. Mr. DiMichael has been featured in or quoted in media including the New York Times, CNBC, Forbes, “Bloomberg Tax,” Accounting Today, ”Bankrate.com,” Hidden Forces Podcast, and more. He regularly teaches CPE/CLE classes on digital assets and cryptocurrency, covering topics such as fraud, tax, accounting, investigation, and industry developments. Mr. DiMichael has also taught CPE/CLE classes on topics such as forensic accounting, divorce, and economic damages.

Mr. Forester, CPA, Attorney, practices in Beverly Hills, California in the areas Tax and Trust law, Personal Injury, Criminal Law. He also testified as an expert witness in various state and federal courts in California.  Mr. Forester is a Certified Public Accountant, Attorney, and Economist. As a CPA , he provides accounting, financial, and business valuation services. He received his M.A. in Economics and Finance, his Ph.D. Candidacy degree in Economics from UCLA, and his Juris Doctor from Loyola Law School, Los Angeles.  Mr. Forester is an adjunct professor at California State University (CSU) and has teaching credentials in Accounting and Economics. He has taught tax, accounting, business law, statistics, and computer courses to graduate and undergraduate students. Mr. Forester is a Judicial Arbitrator of the Superior Court of the State of California for Los Angeles County as well as a mandatory fee arbitration for the State Bar of California. 

Jeff Neumeister is a partner with Neumeister & Associates. He is a well-educated and experienced forensic expert and consultant in accounting and financial advisory services. Small organizations, startups, holding entities, high-net-worth individuals, and middle market companies, directly and through their retained counsel, have relied upon Mr. Neumeister to identify problems, uncover frauds, improve efficiencies, and initiate and defend against litigation. Over his 22 years of professional experience, he has worked in firms ranging in size from large international entities to smaller regional practices. Mr. Neumeister has been designated as an expert in multiple cases and has provided valuable deposition testimony for his clients. He has provided litigation advisory services to clients spanning a breadth of industries including construction, entertainment, health care, investments, information technology, professional services, retail, oil and gas, real estate, education, food and beverage, transportation, pharmaceuticals, and manufacturing. He has provided business valuations for litigation and non-litigation purposes. Mr. Neumeister has also managed the financial due diligence process for both buy and sell transactions. Through the use of sophisticated analytic solutions, investigative techniques, and an understanding of accounting, he has found effective solutions for a range of clients’ problems including those related to tax strategies, operational efficiencies, and internal control.

Mr. DeWitt has extensive experience advocating on behalf of clients, including individuals, small businesses, corporations, and estates. He focuses his practice on matters involving both federal and state tax controversy and litigation. Mr. DeWitt regularly represents clients facing tax-related criminal charges and investigations, IRS collections (garnishments, levies, liens, IRS Revenue Officer enforcement), disputes in U.S. Tax Court, audits, tax debt settlements, international tax issues, back tax return filings, and certain state sales and =use tax issues (both civil and criminal). In addition to his practice, Mr. DeWitt is a prolific speaker and regularly contributes his expertise as both an attorney and certified public accountant. He also serves as an Adjunct Professor of Tax and contributes to continuing education courses for lawyers and accountants. Prior to founding DeWitt Tax Law, he was a principal attorney with a tax controversy law firm; served as a tax analyst for Federal Express, a Fortune 100 company; and as a legal extern for Judge Bernice Donald, Sixth Circuit U.S. Court of Appeals.
When he is not advocating for his clients, Mr. DeWitt enjoys politics, the outdoors, football, basketball, hunting, fishing, and spending time with his family.

Mr. Mullendore is an attorney who focuses primarily on federal and state taxation, administrative law, and general business matters. He provides exceptional service to clients through meticulous preparation, efficiently managing each engagement, and building a relationship with each client. Prior to attending law school, Mr. Mullendore practiced as a Certified Public Accountant, a license that he continues to maintain. He obtained experience in healthcare finance, government reporting, and federal and state tax preparation. Mr. Mullendore graduated from Vanderbilt University Law School. While attending Vanderbilt, he served as a Managing Editor of the Vanderbilt Journal of Entertainment and Technology Law. Also, he was a proud member of the Federalist Society, Transfer Student Association, and Law and Business Association. When he is not assisting clients, Mr. Mullendore enjoys sports, playing golf, and spending time with his family.

Mr. Call is a partner with McDermott Will & Emery LLP. His clients operate in virtually every industry, including the tech, energy, financial, health, retail, and restaurant industries. Mr. Call has spoken at the State Tax Roundtable for Utilities & Power (STARTUP) and the Restaurant Industry Sales Tax Audit Professionals (RISTAP) annual meeting. He also works with individuals regarding personal income tax issues such as residency. Mr. Call is actively engaged in the state and local tax community both locally and nationally. He is the current co-chair of the Boston Bar Association’s Tax Section. Mr. Call publishes frequently on state and local tax topics, with articles appearing in numerous professional publications, including State Tax Notes, Bloomberg BNA Weekly State Tax Report, Bloomberg BNA Multistate Tax Report, The Tax Executive, the Journal of State Taxation, the Boston Business Journal, and the New York University Institute on State and Local Taxation. He also has spoken on state and local tax topics in multiple forums, including the Boston Bar Association – State and Local Tax Section, Council on State Taxation (COST), Tax Executives Institute, Strafford webinars and the Philadelphia Bar Institute. Mr. Call earned his J.D. degree from Bringham Young University, and his LL.M. degree from New York University School of Law.

Mr. Hague is an attorney with McDermott Will & Emery LLP. He focuses his practice on state and local tax matters. Mr. Hague assists businesses and individual taxpayers with state and local tax controversies, compliance, and multistate planning opportunities across a variety of tax types, including income, sales and use, and tax credits. He also works closely with several of the Firm’s taxpayer coalitions focused on specific state tax policy issues such as the taxation of digital goods and services. Mr. Hague earned his J.D. degree from the University of Connecticut School of Law, and his LL.M. degree from New York University School of Law.

Mr. Jones is a partner and leader of Sullivan & Worcester’s Tax Group. He concentrates on state tax and local tax (SALT) litigation and transactional planning involving corporate, personal income and sales/use tax matters. Mr. Jones has more than two decades of experience before the Massachusetts Appellate Tax Board, the Supreme Judicial Court, various state Departments of Revenue and the Internal Revenue Service on a range of issues, including corporate nexus, domicile, apportionment, step transaction, and unitary reporting. He has served clients across sectors including technology, financial services, retail, media, manufacturing, telecommunications, e-commerce, software and construction. Mr. Jones has developed a strong record in representing clients in SALT controversies over the years, including a string of recent victories in landmark Massachusetts tax cases. Mr. Jones formerly taught State and Local Taxation as an adjunct professor at Northeastern University, D’Amore-McKim Graduate School, M.S. degree in Taxation Program. He is active with the American Bar Association’s Tax Section, and co-chairs the SALT Subcommittee on Income & Net Worth. Mr. Jones previously served as co-chair of the Boston Bar Association’s Tax Section and its State Tax Committee. He is co-author of “Taxation,” Vols. 4 – 4C of Thomson Reuters’ Massachusetts Practice Series and frequently writes and speaks at seminars on SALT topics. Mr. Jones has also appeared as a guest on National Public Radio (NPR) programs to discuss SALT issues. He earned his J.D. Degree from Boston University School of Law and his LL.M in Taxation from Boston University School of Law.

Ms. Kupiec is an attorney with Sullivan & Worcester LLP. She has an extensive tax controversy and litigation practice representing taxpayers in front of federal and state taxing authorities at all levels of the audit, controversy and litigation process. Ms. Kupiec has significant experience representing both individual and business clients before the Massachusetts Appellate Tax Board, and in helping life science and technology clients navigate Massachusetts’ state and local tax landscape. She also has in-depth federal tax controversy and litigation experience, having clerked in the chambers of the Honorable Joesph H. Gale of the United States Tax Court prior to her time at Sullivan, and having represented many individual and business clients before the Internal Revenue Service and in front of the United States Tax Court since. Ms. Kupiec is a member of Sullivan’s Women’s Initiative and co-chair of the Boston Bar Association’s State and Local Tax Committee. She speaks frequently on Massachusetts tax issues at professional conferences.

Mr. McLaughlin, is the founder and managing partner of McLaughlin Legal, APC. He is a Certified Tax Law Specialist who focuses his practice as a San Diego tax attorney on Federal and California tax law, with a special emphasis on representing taxpayers in civil and criminal tax litigation and controversy cases. Mr. McLaughlin has worked with the California State Board of Equalization Taxpayer Appeals Assistance Program, the Legal Aid Society of San Diego, and the San Diego County Bar Association’s U.S. Tax Court Pro Bono Program. In 2009, 2010, 2012, and 2013, he was recognized by the San Diego Daily Transcript’s annual peer nomination program as one of only a handful of top young attorneys throughout San Diego County. The San Diego Metropolitan Magazine listed him as a top San Diego tax attorney in 2011 and 2012, and the San Diego Business Journal has listed him in its Best of the Bar award in 2014, 2015, and 2016. Mr. McLaughlin has also been recognized as a Super Lawyer and Super Lawyer Rising Star every year since 2015. He earned his J.D. degree with Special Certificate in Tax Law with Distinction from Golden Gate University School of Law, and his LL.M. in Taxation from the University of San Diego School of Law.

Mr. Olsen is a tax attorney and shareholder with Davis Malm & D’Agostine, P.C. His focus is on state and local tax consulting and litigation. He has over 25 years’ experience litigating and resolving major tax controversies before courts and administrative boards. While Mr. Olsen has a successful track record of litigating cases, he has also successfully and discretely resolved hundreds of cases short of trial. His experience spans just about every area of state and local tax, including corporate income, sales and use, personal income, estate, real and personal property, and unclaimed property. In addition to advocating for taxpayers on state level taxes, Mr. Olsen represents property owners and municipalities in local property tax appeals. Before entering private practice, he served as a senior trial attorney and litigation supervisor for the Massachusetts Department of Revenue where he represented the Department in many landmark tax cases. This experience gives him an insider perspective of the issues his clients face. Mr. Olsen is a frequent public speaker on state and local tax and litigation issues. He has addressed organizations such as the Council of State Taxation, Tax Executives Institute, Institute for Professionals in Taxation, Massachusetts Bar Association, Boston Bar Association, Massachusetts Continuing Legal Education and Massachusetts Society of Certified Public Accountants. Mr. Olsen earned his J.D. degree from Suffolk University Law School.

Ms. Scott, JD, LL.M. is a principal with Baker Newman Noyes tax practice, specializing in the state and local taxation of businesses and individuals. She works with multiple areas of state and local taxation, including income, franchise, and gross receipts taxes, sales and use tax, premium tax, and other tax types. Ms. Scott’s experience includes tax consulting, multi-state tax planning, tax controversies, credits and incentives, and return preparation and review for clients in many different industries. In addition to serving clients, she is a frequent author, contributor, and speaker on a variety of state and local tax topics, including remote workers, Massachusetts tax matters, and nationwide developments and trends. She also regularly conducts internal trainings for colleagues on a variety of state and local tax topics. Ms. Scott earned a bachelor’s degree, cum laude, in History from Louisiana State University. She then earned a juris doctor from Emory University School of Law and, later, an LL.M. in Taxation from Boston University School of Law.

Ms. Barker, CPA State and Local Tax (SALT) Director with Perkins & Co.
She has more than 20 years of experience in state and local taxes, including several years as a lead excise tax auditor with the Washington State Department of Revenue, and a B&O tax program auditor at the City of Kent. Prior to joining Perkins, Ms. Barker worked for BDO USA LLP for nine years, rising to the position of SALT Managing Director. There she spearheaded numerous projects related to multistate income/franchise and sales/use tax including research, state tax audit defense, nexus analysis, taxability determinations, mitigation and remediation, due diligence analysis, system implementation support, and ASC 450 analysis. Ms. Barker is regarded as an expert in Washington taxes, as well as other gross receipts and sales/use taxes. Her passion lies in working closely with clients and other service lines to ensure cohesive engagements and high-quality advice for clients. Ms. Barker is a member of the American Institute of Certified Public Accountants, the Washington Society of Certified Public Accountants, the Institute for Professionals in Taxation and the Association of Washington Business Tax & Fiscal Policy Council.

Mr. Godfrey advises clients in Washington and Oregon on mitigating risk and managing pre-litigation situations, but also represents his clients in all levels of litigation including administrative hearings, jury trials, and appellate litigation. His practice includes state and federal employment defense matters including workers’ compensation, wrongful termination, ADA, wage and hour, OSHA/WISHA claims, and all other employment-related discrimination claims. He is admitted to practice in Oregon and Washington, U.S. District Court, and the 9th Circuit Court of Appeals.

Mr. Stigile specializes in tax controversies as well as business and international tax. Mr. Stigile’s representation includes federal and state tax controversy matters, including sensitive tax-related examinations and investigations for individuals, partnerships, limited liability companies, and corporations. His practice also includes complex civil tax examinations, administrative appeals and tax collection proceedings (where he is widely respected for achieving meaningful resolutions of difficult tax collection issues). Mr. Stigile has litigated cases in the U.S. Tax Court, the U.S. District Court, the Court of Federal Claims and the 9th Circuit Court of Appeals. Mr. He is a Certified Specialist, Taxation Law, The State Bar of California, Board of Legal Specialization. Mr. Stigile is also a CPA licensed in California. Prior to practicing as an attorney, he practiced in public accounting at KPMG LLP in federal taxation and then assurance. During law school, Mr. Stigile was a field placement intern with the IRS. He earned his JD degree from Emory University and his LL.M., Taxation, from New York University.

Ms. Sweeting is one of Geffen Mesher’s experts on State and Local Taxation (SALT). She started her career holding various tax positions at large, local companies in the forest products and high-tech industries. After a brief hiatus from the profession to stay home with her kids, Ms. Sweeting returned to public accounting and joined a Big 4 firm, where she first developed her SALT expertise. She joined Geffen Mesher in 2019; with her diverse background, Ms. Sweeting brings a well-rounded perspective to her clients’ situations. She enjoys working directly with clients to understand their businesses and help coach them through various SALT issues, as well as develop solutions that are best for each unique client. With a penchant for problem-solving, Ms. Sweeting enjoys analyzing each client’s particular business operations and solving the puzzle of how their activities intersect (and sometimes collide) with the continually transforming landscape of state taxation. Ms. Sweeting earned her Post Baccalaureate Accounting Certificate from Portland State University and her Graduate Certificate in SALT from Villanova University, Pennsylvania.

Mr.  Thorup is an Enrolled Agent and Oregon Licensed Tax Consultant with over 10 years of federal, state, and local tax experience. He has gained his expertise working at the Oregon Department of Revenue as both a personal income tax and corporate excise tax auditor, as well as working as a policy analyst for the corporate tax program when Oregon changed their corporate tax apportionment methodology to market-based sourcing in 2018. Since then, he has taken his skills to the City of Portland, Oregon, where he has been an integral part of their growth from local business tax administrator to a regional tax administrator. The Revenue Division of the City of Portland, Oregon administers several City programs (Arts Education and Access Tax, Business License Tax, Clean Energy Surcharge, Pay Ratio Surtax, Transient Lodgings Taxes) as well as other local taxes, like the Multnomah County business income tax and Preschool for All personal income tax and Metro’s Supportive Housing Services business and personal income taxes.

Ms. Ethington is a Senior Associate at Frost Brown Todd LLP in its Louisville, Kentucky office, where she is a part of the firm’s Tax, Employee Benefits, and Estate Planning Practice Group. Elizabeth focuses her practice in the areas of state and local tax controversies, planning, and economic incentives. Elizabeth serves as the Co-Chair of the Louisville Bar Association Tax Section as well as a Board Member of the Kentucky Bar Association Tax Section. Elizabeth is also involved with Frost Brown Todd’s Manufacturing Industry Team including its Industrials Subteam, Consumable Goods Subteam, and Supply-Chain Subteam.

Mr. Gahm has more than fifteen years of service in the accounting industry, including eleven years in public accounting. He has encountered a diverse set of experiences during his career, having been employed at MCM, a Big 4 firm, and in the private industry. During his time in public accounting, Chad has worked with both public and private companies in a variety of industries, with his current focus in manufacturing and real estate.

Mr. Hargrove, an attorney and CPA, is the founder of Hargrove Firm LLP. His national law firm has physical offices across the US and is based in Louisville, Kentucky. His firm has a 50-state practice with over 150 Hargrove Firm attorneys. Over half of his practice is with tax planning for the sale of family businesses including state income tax planning strategies.

Jamie is also a co-founder of NetLaw.com which recently landed a contract with the public company that owns MoneyGuide Pro, the financial planning platform for about a third of the financial planners in the country. By year -end, NetLaw will have a single sign-on and full client data integration with MoneyGuide Pro making it seamless for financial advisors on that platform to engage with Hargrove Firm’s attorneys across the country.

Outside of the highly scalable online practice that is powered by NetLaw, and its exit planning, the Hargrove Firm handles complex tax planning and trust planning engagements for high net worth families.

Mr. Mudd’s practice focuses on state and local tax planning, controversy and incentives matters, including property tax, sales tax, excise tax, income tax, employment tax and local business tax, particularly for manufacturers. He also advises clients in the alcohol industry on various matters, including federal and state tax, incentive, licensing and regulation issues.

Daniel is a leader in the firm’s Manufacturing Industry Team, including heading up its Consumable & Regulated Goods subteam which oversees all alcohol, tobacco, hemp, cannabis, food, and beverage clients. He is also a member of the firm’s Technology and Innovation Committee and its Blockchain subteam due to his experience with e-commerce, digital products, cryptomining and other technology-based products and businesses.

Prior to his legal career, Daniel worked for the Kentucky Senate President’s Office during multiple legislative sessions, where he gained experience in the legislative process and the political landscape in Frankfort. From this experience, he regularly works with clients, lobbyists and legislators on tax and industry-specific legislation.

Beyond his practice, Daniel has quickly risen to obtain a prominent leadership role throughout the Bar and the community, including currently serving multiple national and local professional and industry organizations, such as the ABA State and Local Tax Committee, Independent SALT Alliance, Greater Louisville Inc.’s (GLI) Business Competitiveness Committee and GLI’s Tax Reform Task Force, Kentucky Association of Manufacturers, Kentucky Distillers’ Association, American Distilling Institute, and Kentucky Wholesale Distributors Association, to name a few. Previously, he served as the Chairman of the Tax Sections for both the Kentucky Bar Association and the Louisville Bar Association. He also helped found a local giving circle, [give 502], among other philanthropic activities. For these efforts, Daniel is recognized as a Rising Star by Super Lawyers Magazine in Tax and was selected for Business First’s 2019 Forty Under 40 Award as well as the New Face of Philanthropy Award by NFocus Magazine for his work in the community.

Ms. Palmer is the Director of Program Administration Division in the Department for Financial Services at the Kentucky Cabinet for Economic Development. She previously served as a Senior Program Manager, administering numerous cash and tax incentive programs within the Cabinet. The Program Administration Division is responsible for encouraging economic development, business expansion and job creation by providing financial support for businesses and industries through an array of financial assistance, tax credit and training programs.

Prior to joining the Cabinet in 2014, she was Director of Compliance for the Governor’s Office of Agricultural Policy. Kylee has over 16 years of work experience in state government and is a graduate from the University of Louisville. Kylee and her husband Eric are the proud parents of two girls and spend their free time on the softball field.

Ms. Ramsey, has focused her practice on providing strategic counsel to high-net-worth clients designing their estate plan and on trust and estate administration for nearly a decade.
Ramsey graduated from Western Kentucky with a double major in Psychology and Political Science. She obtained a Juris Doctor from the University of South Carolina School of Law. While in law school, Ramsey interned with the Clerk of Court for the South Carolina Court of Appeals, the late Honorable Tanya Gee. Upon her graduation from law school, Ramsey served as a judicial law clerk to the Honorable Kristi L. Harrington, Circuit Court Judge for the Ninth Judicial Circuit of South Carolina. She then joined the Wiles Law Firm in Charleston, South Carolina where she focused exclusively on estate planning, probate & trust administration, and asset protection until joining the Hargrove Firm team in the fall of 2021.
In 2017, Ramsey was appointed by Mayor R. Keith Summey of North Charleston to serve on the City of North Charleston Planning Commission. Her appointment was confirmed by the North Charleston City Council and she served in that capacity until moving out of the jurisdiction in 2019.
Ramsey is licensed in Kentucky, South Carolina, and Wyoming. Beyond serving her clients, Ramsey enjoys spending time with her daughter (Ellie Grace) and her family, and she is an avid reader. Ramsey attends Southland Christian Church in Lexington, Kentucky; is a member of the University of Kentucky’s Women & Philanthropy organization; and was a member of the Junior League of Charleston for six years.