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Ms. Boyd is a National Color & Design Manager for the commercial architectural & design industry. She is a subject matter expert on color theory, relationships of design & human behavior as it relates to color applied to the built environment; in addition to studying cultural trends as they inform the design industry. Ms. Boyd is a certified CEU & keynote presenter with hundreds of hours presenting to architectural & design industry professionals. In addition to working with PPG, she has been an adjunct professor at local colleges in their interior design programs for almost a decade now. She holds an Interior Design degree from the University of Missouri, a Masters of Architecture from the University of Kansas and an Art’s Certificate from the Kansas City Art Institute’s Graphic Program with a focus on environmental graphics.

Mr. Dupra has been in the wood flooring business his entire life. Growing up, his summer job was helping his father who was a flooring contractor. After college, he traveled the country as a sales engineer for Saint-Gobain, a company that made products for flooring contractors. His father started a wholesale distribution company and he decided to move home and join the family business. It was there that the idea for Revel Woods was born – the industry’s first virtual distribution business. Mr. Dupra has held several leadership positions within the National Wood Flooring Association, and has been featured in a number of publications and podcasts, including being recognized in Hardwood Floors Magazine’s first ever 40 under 40. He is a highly sought after speaker and presenter on the topic of flooring and the flooring industry.

Ms. Enaharo  is the Global Sustainability Director at Milliken & Company and is responsible for advancing their global sustainability strategy. She has a decade of experience shaping strategies, activating change to embed sustainability into operations across industrial, manufacturing, NGO, and government sectors. Ms. Enaharo  secures opportunities to mitigate risk, aligns cross-functional teams, and builds strategic relationships with senior leadership and partners to drive ESG performance. Recognized as a Greenbiz 30 under 30, she serves in leadership roles on the Ohio Advisory Board for Trust for Public Lands and ASID DEI Committee. Ms. Enaharo  previously served on USGBC LEED Steering Committee, IWBI Health Equity Advisory Board, and National Center of Healthy Housing board. Ms. Enaharo has spoken at over 25 roundtables and industry events on circular economy, material health, and indoor air quality including Greenbiz, WELL Summit, FUSE, USGBC Greenbuild and Refocus. She earned a Master of Science in Engineering & Technology Management from The George Washington University in Washington, DC and a Bachelor of Science in Biomedical Engineering from Syracuse University. Ms. Enaharo enjoys gardening and spending time outdoors with her family.

Ms. Friederichs started her career as a Designer in 2017 when she founded Third Chapter Designs. Her role as Owner and Lead Designer encompassed all aspects of design and business management. Ms. Friederichs quickly grew the business and enjoyed helping clients build, renovate, and decorate their homes. Her clients included both homeowners and contractors. By 2019, Third Chapter Designs was a consistent subcontractor for Ashley Construction. In the subcontractor role, Ms. Friederichs provided a subset of design services that provided a structured and documented approach to completing all new home selections. After completing over 40 new custom homes together, She and Adam identified an opportunity to combine their efforts, create a true design-build company, and subsequently elevate the customer experience. In 2022, Jessica joined Ashley Construction full-time. Since then, design services have expanded and fully integrated into the custom home-building process. Ms. Friederichs design work won first in the category for three parade homes and Volume One’s Best in the Chippewa Valley for interior design twice. Her design work was also featured by Atmosphere Commercial Interiors. Since being with Ashley Construction, she has shared the “Best of the Chippewa Valley” award for New Home Construction. In addition to her experience, She holds a certificate in Kitchen and Bath Design from Century College and is a nationally accredited kitchen and bath designer. Ms. Friederichs diverse educational background also includes a bachelor’s degree in business administration from UW-Eau Claire, and certificates in Management Information Systems and Advanced Business Communication. She is also a member of the National Kitchen and Bath Association (NKBA) and the Polka Dot Powerhouse.

Ms. Jones, was born and raised in Europe. Her intuitive sense of style started at a young age. European architecture and fashion are rooted in her design style. She studied studio arts in her home country of Montenegro where she learned principles of art and design. Ms. Jones, continued her design journey in Chicago, where she obtained a degree in Interior Design. Home has a special meaning to her. As she moved from Bosnia to Montenegro to the United States, home became more than the place where you live. She believes that home is a space where you feel safe, where all the visual appeal tells a story and where you love to be.

Ms. Ryan Pluer expertise is in business development, marketing, and advertising. Over her 20-year professional career, she has used her skills to promote and grow business across several industries including interior design, finance, electronics, and pharmaceuticals. She has bought and successfully sold several businesses including (4) uBreakiFix stores and Sign Gypsies MKE. Ms. Ryan Pluer has had the honor and privilege of serving on development committee for Nia Imani, the Board of Woman for MACC and as the Co-Chair of the Diversity and Inclusion Council at Lueder Financial Group of Northwestern Mutual. She has a passion for service and a love for Milwaukee. Ms. Ryan Pluer was raised in a culture of caring for those in need, and volunteering as a way to make an impact on the community. She holds a bachelor’s degree in Marketing from the University of WI-Madison.

Ms. Taylor is the magic behind Alisha Taylor Interiors, a luxury residential design studio in Arizona. She has been recognized for her award-winning designs locally and nationally. With a B.A. in Interior Design and extensive CAD training, Ms. Taylor enjoys combining the technical aspect of construction with the creative side of interior design to create stunning homes incorporating everything from tile designs to gorgeous furniture. She and her team work with each client through a personalized design process to create homes that are unique, timeless, and reflective of the people who live in them. After 25 years in the design industry, Ms. Taylor loves to teach and mentor younger designers to share her knowledge of the industry from technical aspects to creative processes and the psychology of working with luxury clients. She is excited to share her knowledge and love for tile and natural stone with the Halfmoon Education audience.

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 is a partner at Friedman + Huey Associates, LLP. He 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 practices in the areas of tax and trust law, personal injury and 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.

Mr. 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.