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Erosion and Sediment Control Seminar
On-DemandJune 28, 2018Brad Flack
Speakers
Brad Flack, CPESC, CESSWI, CESCL, QSM, QCIS, QPSWPPP, QISM, QSP, QSD
President and CEO at Integrity Stormwater in Spring, TXMr. Flack has earned his designations, among select thousands in the world, as a Certified Professional in Erosion & Sediment Controls (CPESC) as well as his designation as a Certified Erosion, Sediment and Storm Water Inspector (CESSWI), lending his experience and training to his customers to consult them in all their stormwater needs. He has also earned his status as a Qualified Compliance Inspector of Stormwater (QCIS) and as a Qualified Preparer of Storm Water Pollution Prevention Plans (QPSWPPP.) He also earned the Certified Erosion and Sediment Control Lead (CESCL), which is a 17.5-hour certificate program as required by Washington State for all construction stormwater management. He is a subject matter expert and lead instructor for StormwaterONE, which has established itself as the leader in stormwater management training and credentialing, the school’s mission is to provide their students with the most comprehensive and up to date training of individual stormwater permits, online or in-person.
Brad has been invited to speak in-person on storm water and erosion control issues in many locations, including California, Texas, Tennessee, Louisiana, Wyoming, Oregon, Colorado, Ohio and New Mexico, as well as internationally in Antigua, Guatemala, and in San Jose, Costa Rica. Furthermore, he has provided virtual online training for a wide variety of organizations across the country, including the Army Corps of Engineers, Maryland Stadium Authority, and more.
Additionally, he served as president and administrative vice president for the South-Central Chapter of the International Erosion Control Association. Furthermore, he directed the IECA Region 1 Education Committee: Stormwater Management Track as co-chair, which encompasses North America, South America and Europe. Brad also sat as the Region 6 Chapter President for EnviroCert International (ECI) and was a member of the Policies and Procedures Committee for ECI. He has served as the Region 7 representative for the CPESC, Inc., group as well as the technical vice-chair for the Council. He has been an IECA Mentor and served as a TCEQ EnviroMentor.
Brad has been involved with Stormwater Quality Management since 2004 where he learned about permitting, turf establishment, erosion control and detention pond maintenance and has continued to be a student of the industry throughout his career. His attention to detail and depth of knowledge about structural control devices, vegetative stabilization and best management practices are a valuable asset to his clients and students.
His wife is his high school sweetheart, and they have been married for over 20 years and have three sons. Brad has also actively served at his church and has ventured on over a dozen mission trips, from drilling for water in rural villages in Honduras to assisting in hurricane recovery efforts in Puerto Rico. Brad was the Director of Hands and Feet Honduras/Puerto Rico, a 501(c)3 organization for over eight years.
Erosion and Sediment Control Seminar
On-DemandJanuary 29, 2019Matt Welch CPESC CESSWI + 1 Other Speaker
Speakers
Matt Welch CPESC CESSWI
Profile Products, LLC
Mr. Welch is the technical and business development manager for Profile Products, LLC, of Buffalo Grove, Illinois. Mr. Welch heads up Profile Products Free Soil Testing Program and online design software – Profile Soil Solutions Software (www.ProfilePS3.com). He works closely with specifiers to ensure that all erosion and sediment control plans, involving Profile’s line of products, will have a high rate of success. Mr. Welch holds a bachelor’s of science degree in Conservation and Environmental Sciences from the University of Wisconsin – Milwaukee, with an emphasis on land resources and soil science. During and after college, he worked at an engineering and consulting firm out of Green Bay, Wisconsin. The firm he worked with was heavily involved in projects with erosion control and reclamation of land, many of which were on linear transmission line projects. This experience ultimately led to a smooth transition into the technical department at Profile Products. Mr. Welch is also a member of the International Erosion Control Association (IECA).
Stephen R. Zwilling
Profile Products, LLC
Mr. Zwilling is the Eastern U.S. market development manager for Profile Products, LLC, of Buffalo Grove, Illinois. He has 23 years of experience in erosion and sediment control and turf grass management. Mr. Zwilling has written several technical articles in industry trade publications on hydraulically-applied erosion control systems and applications. He was a prior owner/partner of the Conwed Fibers Corporation.
Mr. Zwilling holds a bachelor of science degree in Marketing Management from Pepperdine University. He is a past board member of the Erosion Control Technology Council (ECTC) and a member of the International Erosion Control Association (IECA), and he is on the Board of Directors of the Mid Atlantic IECA. Mr. Zwilling has been a volunteer instructor at several industry events including the IECA Muddy Water Blues and NCSU Erosion Control Field Days, and at several water resource workshops in the eastern United States and Canada.
Erosion and Sediment Control Webinar Series
SeminarMay 16, 2019Dr. Williams
Speakers
Dr. Williams
Dr. Charles E. Williams Jr., is a professional civil engineer with 22 years of experience in private consulting, and with state, and municipal organizations. He came to the City of Jackson in May 2002, as a graduate civil engineer working in the Streets, Bridges and Drainage Division within the Public Works Department. In 2006, Dr. Williams was promoted to a senior civil engineer within the Engineering Division. Dr. Williams has served as the interim director of public works, and currently serves as the engineering manager within the Department of Public Works. He is a member of the American Society of Civil Engineers, the Mississippi Engineering Society, and the American Publics Works Association. His most recent accomplishment at the City of Jackson was the management of a grant awarded by Mississippi Emergency Management Agency (MEMA) totaling $2.4 million allocated for drainage improvements to Lynch Creek. He also helped coordinate a memorandum of understanding between various federal, state, and local government organizations to rehabilitate the Mill Street Bridge on Woodrow Wilson Avenue, combining resources from all agencies in an amount of $4 million. Dr. Williams has managed various engineering awarded grants, bonds, and other external funding opportunities totaling over $75 million during his 15 year tenure at the City of Jackson. One of his most current duties is helping the City of Jackson stay in compliance with a $400 million federal mandated consent decree for sanitary sewer violations. In addition he is also helping the City of Jackson develop a master plan to improve the City of Jackson’s aging infrastructure. Dr. Williams is a distinguished graduate of the University of Mississippi (B.S.C.E., 1996), Mississippi State University (M.S.C.E.,2000), Belhaven University (MBA, 2003), and the University of Alabama (PhD, Civil Engineering, 2013). He is a licensed professional engineer in the states of Mississippi, Alabama, and Louisiana. He is a member of Chi Epsilon Engineering Honor Society, and the author of two published engineering articles. He has also previously served as a speaker on the subject of “New Developments in Onsite Wastewater Treatments” for HalfMoon Education Seminars.
Erosion and Sediment Control Webinar Series
SeminarMarch 12, 2020Shoots Veis P.E.
Speakers
Shoots Veis P.E.
Mr. Shoots Veis is an experienced and engaging public speaker, having given hundreds of public presentations at professional conferences, college courses, public meetings, TEDx and service clubs. He served a five-year term on the Billings, Montana city council, where he took an interest in getting presenters to engage with the audience. Mr. Veis spent several years appearing as an actor in dozens of productions at Billings Studio Theatre and hosts the Your County, Your City and Your Schools programs on Community 7 Television.
Erosion and Sediment Overview
WebinarFebruary 22, 2018Corey Babb
Speakers
Corey Babb
Georgia Power CompanyGeorgia Power Company, AtlantaMr. Babb has 20 years of professional and educational experience in the environmental planning, management, and regulatory professions. He has coordinated work for multiple local governments and agencies, and he has developed and maintained positive relationships with local, state and federal regulatory agencies as well as the diverse stakeholder groups in the region. He has a successful track record of regulatory negotiation and innovative approaches to stormwater management and regulatory compliance. Mr. Babb has obtained Georgia’s Level 1A, 1B, II and trainer certifications for erosion and sedimentation control. He earned his B.S. degree in Biology from Berry College and his M.P.A. degree in Natural Resource Management/Water Policy from Georgia State University. He serves as the construction stormwater subject matter expert for the Georgia Power Company where he is responsible for permitting and oversight compliance of all existing and new generation, transmission, distribution and renewables projects statewide.
Erosion Prevention and Sediment Control Seminar
SeminarApril 5, 2019Randall Shuey
Speakers
Randall Shuey
Northpoint EngineeringNorthpoint Engineering – Concord, NHMr. Shuey is a senior environmental scientist with Northpoint Engineering in Concord, New Hampshire. He is a certified wetland and soil scientist. Mr. Shuey served on the boards of state regional and national environmental organizations and is currently the regional coordinator for the EnviroCert International Program that certifies stormwater professionals.
For more than 25 years he has been helping clients navigate through regulations associated with their construction sites. His work involves providing solutions that balance client goals and regulatory requirements. Mr. Shuey’s project experience includes various development types, road and airport construction, and wetland and bio-stabilization projects. Mr. Shuey is a part of the International Erosion Control Association faculty, and he is an EnviroCert International approved trainer.
Erosion Prevention and Sediment Control Seminar
SeminarDecember 18, 2018Joe Koziell
Speakers
Joe Koziell
After graduating from New Hampshire Technical College, Mr. Koziell’s first job was with New Hampshire Department of Transportation, and he has been involved in construction/ excavation since then. He has traveled extensively along the east coast of the US and Canada dealing with issues related to construction and earth disturbing activities. Mr. Koziell is a CESSWI (certified erosion, sediment, stormwater inspector). He has many years of site visits, which when coupled with his broad knowledge of erosion prevention and sediment control BMPs, make him a frequent speaker at industry-related events. Mr. Koziell is a recognized authority on the National Pollutant Discharge System and has presented at national and international conferences. He is active in many industry-related organizations and serves on the board of directors for the New England Chapter/International Erosion Control Association. Mr. Koziell also remains active in the community having served on planning boards and solid waste commissions.
Erosion Prevention and Sediment Control Seminar
On-DemandMay 17, 2019Mark D. Jones
Speakers
Mark D. Jones, P.E.
Principal, Hartech Engineering & Consulting, LLC, in Mechanicsburg, PAMr. Jones, P.E., is president of Hartech Engineering, which was founded in 2007 as a multi-discipline civil engineering consulting firm providing infrastructure, development, and municipal design services for the public and private sectors. Bringing over 30 years of engineering expertise along with specific state-of-the-art, computer-aided technology to achieve efficient, cost saving design solutions, he also provides hydrology and hydraulic studies and reports along with general civil engineering support for prime consultants to PennDOT or local municipality projects. Mr. Jones is a licensed pilot and studied Military Civil Engineering while serving in the U.S. Air Force and continues his master’s education locally through Penn State. He is also a registered professional engineer in the states of Pennsylvania, Maryland, Arizona, and Georgia.
Estate and Probate Planning Practice for Paralegals Seminar
On-DemandDecember 6, 2019Christine Gill + 2 Other Speakers
Speakers
Christine Gill
Christine C. Gill, P.A.Christine C. Gill, P.A.
Ms. Gill has been practicing law in Florida for 26 years. She received her B.A. degree from Southern Methodist University in 1989, her law degree from Cumberland School of Law in 1992, and her LL.M. in Taxation from Univeristy of San Diego in 1993. Ms. Gill has worked in the trust department of SunTrust Bank, and worked for a professional guardian before entering private practice. She has been in private practice since 1999. While most of her law practice is situated in Broward, Palm Beach, and Miami-Dade Counties, she has practiced in many other counties in Florida. Ms. Gill is married to Sean, and has two daughters, Mary Elizabeth and Megan.
Phillip Rarick
Rarick & BeskinRarick & Beskin
Mr. Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice. He is an active member of the Elder Law Section of The Florida Bar, and the Real Property, Probate and Trust Law section of The Florida Bar. Mr. Rarick is the primary writer and editor for the Florida Trust & Probate Attorneys Blog.
Jorja Williams, Beller Smith
Beller Smith
Ms. Williams, Esq., is a senior associate with the law firm of Beller Smith, P.L. located in Boca Raton. She concentrates her practice in the areas of estate and trust litigation, administration and planning. Ms. Williams represents beneficiaries, trustees, personal representatives and other interested parties in will and trust contests. She assists clients in the administration of complex estates and trusts and also represents charitable organizations in seeking and maintaining their tax-exempt status.
Estate Planning
WebinarOctober 26, 2020Charles B. Hadad + 2 Other Speakers
Speakers
Charles B. Hadad
Partner with The Lynch Law Group, LLC, in Cranberry Township, PAMr. Hadad is chair of the firm’s Estates and Trusts Group and concentrates his practice in the areas of corporate and business planning, estate administration, probate, estate planning, trust administration and real estate transactions. He has broad experience advising clients in estate planning and estate administration, including preparing decedent final personal income tax returns, federal estate tax returns, Pennsylvania inheritance tax returns, federal gift tax returns, and fiduciary income tax returns for estates and trusts. Mr. Hadad has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. Mr. Hadad is a member of the Allegheny County Bar Association Probate and Trust Section Council and the Pittsburgh Estate Planning Council.
C. Hamrick
C. Page Hamrick, BSBA, JD, CPA, MBA, practices in Charleston, West Virginia, concentrating in business, tax, domestic relations and probate and estate law. He is admitted and has practiced before all local, state and federal courts, United States Tax Court and the Supreme Court of the United States. Mr. Hamrick is a frequent writer and seminar speaker on divorce and business topics. He taught University level courses in statistics and taxation at Marshall University and he taught accounting at WVCOGS. He served as family law master, counsel to the West Virginia Legislature, assistant attorney general, and hearing officer for numerous State agencies. Mr. Hamrick has testified as an expert witness in matters involving financial analysis, federal and state taxes, divorce financial issues, qualified domestic relations order issues, business and pension valuations, accounting and real estate.
Heather Stumpf
Clark Hill, PLCClark Hill, PLC, PittsburghMs. Stumpf is a senior attorney in Clark Hill’s Personal Legal Services Practice Group. She focuses her practice on estate and trust planning and administration, probate and tax-exempt organizations. She advises her clients on the various complexities of estate and trust documents, including special and supplemental needs trust provisions, planned giving, tax planning implications and the division of assets. Her experience also includes obtaining tax-exempt status for nonprofit organizations, forming private foundations and preparing prenuptial agreements. Ms. Stumpf utilizes her experience acting as a corporate fiduciary to support individuals and families with retirement planning and multi-generational wealth transfer.
Estate Planning Seminar
On-DemandSeptember 28, 2016Matthew Bovino + 2 Other Speakers
Speakers
Matthew Bovino
Davidson, Dawson & Clark LLPPartner in Davidson, Dawson & Clark LLP, in New Canaan, CT
Matthew A. Bovino, a partner in the firm’s New Canaan office since 2003, is admitted to practice in Connecticut and Massachusetts. He received his B.A. degree in Communications, magna cum laude, from Fordham University in 1984, and his J.D. degree from the New York University School of Law in 1987. Mr. Bovino lectures widely on estate planning and related topics, both to the general public and to tax and financial planning professionals, and he is a past president of the Estate Planning Council of Lower Fairfield County. While he was initially drawn to trusts and estates by the intellectual challenge of tax law, Mr. Bovino finds counseling clients on how best to protect their families the most rewarding aspect of his practice.
Michael Clear
Wiggin and Dana LLPWiggin and Dana LLP, in Greenwich, CT
Mr. Clear is the chair of the firm’s Private Client Services Department. Mr. Clear focuses his practice on estate planning, estate and trust administration, probate litigation and business succession planning. Mr. Clear guides fiduciaries and beneficiaries through estate settlement and trust administration matters. He also assists business owners with succession planning by presenting to family groups on business/estate planning matters and by preparing business entities, shareholders’ agreements, buy-sell agreements, and grantor-retained annuities and trusts. He also facilitates the sales/purchases of business assets. Mr. Clear is a co-chair of the Probate and Estates Section of the Fairfield County Bar Association and the president of the Fairfield County Chapter of the Exit Planning Exchange (CT XPX). He received his J.D. degree, magna cum laude, from the Quinnipiac University School of Law, where he served as the Executive Managing Editor of the Quinnipiac Probate Law Journal.
Daniel Daniels
Wiggin and Dana LLPPartner, Wiggin and Dana LLP, in Greenwich, CT
For three decades, Mr. Daniels has dedicated himself to counseling families in preserving wealth from generation to generation. His clients include affluent individuals, family offices, business owners, C-suite executives and private equity and hedge fund founders. He assists them in estate and business planning, trust and estate administration, probate litigation, and more. Mr. Daniels has been named by Worth magazine as one of the top 100 trust lawyers in the United States. He is one of six trust and estate lawyers in Connecticut ranked in Band 1 by the international ranking service Chambers and Partners. Mr. Daniels is a fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America. Best Lawyers has also named him its Lawyer of the Year for the Stamford area in the category of trusts and estates. He is especially interested in family businesses, having grown up in one. Mr. Daniels is a prolific author on trust and estate strategies and has served as special counsel in large litigations where divorce claims threaten trusts. He received his J.D. degree cum laude from Harvard Law School and his A.B. degree summa cum laude from Dartmouth.
Estate Planning Seminar
On-DemandSeptember 29, 2016Charles B. Hadad + 2 Other Speakers
Speakers
Charles B. Hadad
Partner with The Lynch Law Group, LLC, in Cranberry Township, PAMr. Hadad is chair of the firm’s Estates and Trusts Group and concentrates his practice in the areas of corporate and business planning, estate administration, probate, estate planning, trust administration and real estate transactions. He has broad experience advising clients in estate planning and estate administration, including preparing decedent final personal income tax returns, federal estate tax returns, Pennsylvania inheritance tax returns, federal gift tax returns, and fiduciary income tax returns for estates and trusts. Mr. Hadad has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. Mr. Hadad is a member of the Allegheny County Bar Association Probate and Trust Section Council and the Pittsburgh Estate Planning Council.
Nicholas Orloff
Raffaele PuppioRaffaele PuppioMr. Orloff has been an associate with the Firm since 2012. His practice at the Firm focuses in the areas of estate planning, estate administration and general litigation. A majority of Mr. Orloff’s practice consists of representing various Pennsylvania administrative agencies, such as the Pennsylvania Department of Human Services and the Pennsylvania Department of Revenue. Prior to joining the Firm, from 2005 to 2010, he was an associate at the Philadelphia law firm of Stradley, Ronon, Stevens & Young, where he concentrated his practice on litigation and bankruptcy matters. From 2010 through 2012, Mr. Orloff served as an Assistant District Attorney in Delaware County, where he successfully prosecuted hundreds of criminal cases.
Erik Scully
Scully & Scully, PCScully & Scully, LLP, PittsburghMr. Scully is both an attorney and a certified public accountant. His practice is concentrated in taxation, estate planning and administration, and business matters with a particular emphasis in handling tax controversies and tax litigation at the federal, state and local levels. Mr. Scully serves on the Commonwealth of Pennsylvania’s State Board of Accountancy. He is listed in Who’s Who in American Law and is a member of the Allegheny County Bar Association (Member: Taxation Section). Mr. Scully is a member of the Pennsylvania Institute of Certified Public Accountants, a past chair of its Pennsylvania State Ethics Committee, a current member of its Speaker’s Bureau, and chair of the Committee on the Cooperation with the Bar. He is also a member of the American Association of Attorney-Certified Public Accountants, Inc. Mr. Scully is a frequent lecturer to professional groups and has authored numerous articles on legal, accounting and tax issues affecting individuals and businesses. He earned his undergraduate degree from Syracuse University and his law degree from St. Louis University.
Estate Planning Seminar
On-DemandMay 20, 2020Ambria Armstrong + 1 Other Speaker
Speakers
Ambria Armstrong
McNees Wallace & Nurick LLCAmbria Armstrong Wessel is an associate at McNees Wallace & Nurick LLC and practices in the Estate Planning, Mergers & Acquisitions and Corporate & Tax practice groups. She focuses her practice on estate planning, business succession planning, mergers and acquisitions, and estate and trust administration. Ms. Wessel routinely advises clients on the preparation of wills, powers of attorney, trust agreements, and charitable planning. Her practice also involves forming new business entities for clients and counseling businesses on buy-sell agreements and other corporate transactional matters. Additionally, she has experience advising clients regarding the formation and operation of non-profit entities, including private foundations, public charities, and other tax-exempt organizations. Ms. Wessel is a frequent author on various estate planning law topics. She received her J.D. degree from William & Mary Law School after attending the University of South Carolina for her undergraduate degree.
Andrew Rusniak
McNees Wallace & Nurick LLCAndrew S. Rusniak is a member at McNees Wallace & Nurick LLC and practices in the firm’s Estate Planning and Corporate & Tax practice groups. Mr. Rusniak represents individuals, families, business owners, executives and professionals in all aspects of tax and estate planning, business succession planning, asset protection planning, charitable planning, and estate and trust administration. His practice focuses on advising closely-held businesses and high net-worth individuals with regard to estate, gift and generation-skipping transfer taxes, as well as the preparation of estate plan documents for young families. Mr. Rusniak practices out of the firm’s Lancaster, Pennsylvania and Harrisburg, Pennsylvania offices. He is also an adjunct professor of law at the Dickinson School of Law of the Pennsylvania State University where he teaches Wills, Trusts and Estates.
Estate Planning Seminar
On-DemandNovember 2, 2018Charles Nance
Speakers
Charles Nance
The Nance Law FirmEstate Planning Attorney at The Nance Law Firm in Richmond
Mr. Nance’s practice includes trust and estate planning and asset protection elder law. He represents clients on such matters as planning for naming guardians for young children, assisting older or disabled persons with nursing home care, transfer of a family business, and distribution to family members and favorite charities with a minimum of taxes, fees, and government intervention. He assists families struggling with the legal and financial challenges of disabilities such as Alzheimer’s and Parkinson’s. Prior to limiting his practice to estate planning, Mr. Nance was an in-house lawyer for a securities broker-dealer, a work-out consultant for private real estate investors, and a developer of tax-credit housing for low income families. He previously served as a legislative assistant in the U.S. House or Representatives and as an assistant to various Virginia elected officials. Mr. Nance is a graduate of the College of William and Mary and earned his law degree from George Mason University, where he was chosen by his peers as rector (or chairman) of the University’s Board of Visitors. He is a member of the Virginia State Bar (Trusts & Estates Section). He formerly served on the Continuing Education Committee of the Bar Association of the City of Richmond. Mr. Nance is a frequent speaker before regional business, community and professional organizations, is an approved speaker for continuing education programs for insurance and accounting professionals, and is a frequent guest on radio and television programs. He has been interviewed by CNN Financial Network on planning for multi-generational IRA distribution, and he has been selected by Virginia Business Magazine as a leading tax and estate attorney in an annual survey of the state’s “Legal Elite.” He is the author of The Consumer’s Guide to Nursing Homes and the Division of Assets in Virginia.
Estate Planning Seminar
On-DemandAugust 24, 2017Ruth Brackney + 2 Other Speakers
Speakers
Ruth Brackney
Lathrop & Gage LLPLathrop & Gage LLPMs. Brackney is a partner with Lathrop & Gage in Overland Park, where she serves as co-chair to the firm’s Wealth Strategies group. She prepares analysis and recommendations on sophisticated estate, gift and generation-skipping transfer tax issues, including development of complex estate plans, preparation of estate planning documents, estate and gift tax returns, and administration of estates, trusts, and family limited partnerships. With nearly 20 years of experience, Ms. Brackney provides lifetime financial planning involving special needs of children and spouses, and financial planning related to divorce and premarital agreements. She assists clients with charitable planning and the administration of private foundations and charitable trusts. Ms. Brackney represents estate and trust clients in federal estate tax audits. She forms and administers charitable entities including private foundations, charitable lead trusts and charitable remainder trusts. Ms. Brackney provides life insurance planning and planning with retirement assets. Ms. Brackney’s prior experience includes working in the Tax & Estate Planning Practice Group at Husch & Eppenberger. She was also an auditor with the Resolution Trust Corporation – Office of Inspector General in Kansas City, Missouri. Ms. Brackney has also passed the CPA exam.
Courtney Conrad
Lathrop & Gage LLPLathrop & Gage LLPMs. Conrad is a partner with Lathrop & Gage in Overland Park, where she concentrates her practice in the area of estates and trusts law. Her practice includes basic estate planning; sophisticated estate and tax planning for high net-worth individuals; charitable planning, including the formation and administration of charitable entities and trusts; wealth preservation planning; business succession planning; and estate and trust administration. Ms. Conrad is a member of The Missouri Bar, the Kansas Bar Association, the Kansas City Metropolitan Bar Association, the Estate Planning Society of Kansas City and Children’s Mercy Hospital Donald H. Chisholm Planned Giving Council. She received her B.S. degree from the University of Kansas and her J.D. degree, with distinction, from the University of Missouri-Kansas City School of Law.
Joseph Growney
Lathrop & Gage LLPLathrop & Gage LLPMr. Growney is a partner with Lathrop & Gage in Overland Park, KS, where he concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents, and the implementation of sophisticated planning techniques. He also assists high net-worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Mr. Growney’s estate planning practice also includes life insurance planning, charitable planning and estate planning with retirement benefits. He received his B.A. degree from Rockhurst University and his J.D. degree, with distinction, from the University of Missouri-Kansas City School of Law. Mr. Growney is a member of The Missouri Bar, the Kansas Bar Association, the Kansas City Metropolitan Bar Association, the Children’s Mercy Hospital Donald H. Chisholm Planned Giving Council, and the Estate Planning Society of Kansas City. He is a board member of the Kansas City Estate Planning Symposium.
Estate Planning Seminar
On-DemandOctober 19, 2016Charley Foster + 1 Other Speaker
Speakers
Charley Foster
Silverman Law Office, HelenaSilverman Law Office, HelenaMr. Foster began his practice in 2010 in Memphis, Tennessee, in the areas of estate planning, business law, mergers and acquisitions, tax, and nonprofit organizations. He moved to Montana in 2015. Mr. Foster works with business owners to expand and remain in regulatory compliance, as well as assisting with succession planning to pass businesses on to the next generation, key employees or a strategic buyers. He enjoys working with individuals and families to ensure that their wishes and goals for passing on their estate are fulfilled and estate taxes are minimized.
Joel Silverman, Silverman Law Office, Helena
Silverman Law Office, HelenaMr. Silverman’s first three years practicing as an attorney were spent in Butte, handling business, estate planning, tax, real estate, transactional and liquor and gaming licensing matters. He then spent almost six years working for the Montana Department of Revenue, acting as the main income tax and liquor attorney. Mr. Silverman opened his own office in June of 2012 to assist clients with their business, estate planning, liquor and gaming needs. What drives Mr. Silverman and his team is bringing back a sense of customer service to their clients’ needs.
Estate Planning Seminar
On-DemandJune 22, 2016Caitlin Abram + 4 Other Speakers
Speakers
Caitlin Abram
Faegre, Baker, Daniels LLPPartner, Faegre, Baker, Daniels LLPMs. Abram is a partner in the Wealth Management Department of Faegre Baker Daniels LLP in Minneapolis. She represents clients in complex trust and estate transactional and litigation matters. Her experience includes decanting, non-judicial agreements and other techniques for estate and business succession planning, taking into account non-tax considerations as well as the impact of estate, gift and generation-skipping transfer taxes. Ms. Abram also provides risk management advice and represents fiduciaries and beneficiaries in complex trust disputes, will contests, and reformation and construction actions. Additionally, she has extensive experience in negotiating and preparing settlement documents. She received her A.B. degree in Communication Studies and Italian from the University of Michigan and her J.D. degree from Columbia Law School. Ms. Abram recently moved back to Minnesota after spending nine years in Illinois. She is in the process of becoming admitted to the Minnesota Bar, but is not yet admitted to practice in Minnesota.
Jennifer Elston-Brondell
Trust Point, Inc.Regional Account Executive, Trust Point, Inc.Trust Point, Inc. provides corporate trustee services for personal trusts, as well as investment management. Anative of Omaha, Nebraska, Ms. Elston-Brondell attended the College of St. Benedict in St. Joseph, Minnesota. After graduating magna cum laude with a degree in Psychology, she worked with chemically-dependent adolescents before attending law school at William Mitchell College of Law. After obtaining her Juris Doctorate degree, Ms. Elston-Brondell worked in private practice for ten years as an estates and trusts attorney. While in private practice she worked on a wide range of estate plans, including farm and business succession planning, charitable trusts, and probate and trust administration. She also has a unique interest in special needs planning and is a member of the Down Syndrome Association of Minnesota. Ms. Elston-Brondell also a member of the Twin Cities Estate Planning Counsel and the Financial Planning Association of Minnesota.
Brett Larson
Messerli & Kramer P.A.Shareholder, Messerli & Kramer P.A.Mr. Larson is a shareholder in the corporate and estate planning group who focuses his practice in the areas of corporate organization and reorganization, succession planning for businesses, and estate planning and asset protection strategies for business owners and high net worth individuals. He also serves as a member of the firm’s board of directors, as chair of the firm marketing committee and as co-chair of the firm pro-bono committee. Mr. Larson leverages his experience and background as lead counsel in a broad range of complex litigation and transactional settings to guide and counsels his clients to develop sound business and legal strategies to avoid, and if necessary, be well prepared for litigation.
Terrence Merritt
Dougherty, Molenda, Solfest, Hills & Bauer P.A.Shareholder, Dougherty, Molenda, Solfest, Hills & Bauer P.A.Mr. Merritt has been in the practice of law since 1977. During that time his common thread of practice has been estate planning. Additionally, he is experienced in probate law, elder law, medical assistance, municipal law, boundary adjustment law, and mediation. He was named a Super Lawyer for Estate Planning in 2014 and 2015.
Michelle Rehbein
Stinson Leonard Street LLPPartner, Stinson Leonard Street LLPMs. Rehbein counsels individuals, business owners, entrepreneurs, and executives on business and tax matters, with emphasis on estate tax and business succession issues. She designs advanced estate planning solutions for complex circumstances, including the creation and modification of trusts, family real estate management planning, life insurance planning, business transition planning, premarital planning, planning with artwork and other unique assets, and philanthropic giving. Ms. Rehbein advises fiduciaries on estate and trust administration matters, and she represents beneficiaries in enforcing their rights in estates and trusts. She represents taxpayers before the Internal Revenue Service in examinations of gift and estate tax returns. Ms. Rehbein earned her J.D. degree, magna cum laude, from the University of Minnesota.
Estate Planning Seminar
On-DemandSeptember 7, 2017John Phillips
Speakers
John Phillips
J R Phillips & Associates, P.C.J R Phillips & Associates, P.C., Centennial, ColoradoMr. Phillips maintains an active law practice in the southern Denver suburb of Centennial and works with clients from all over the state of Colorado. He has more than 25 years of legal experience, and he is also a Certified Financial Planner™.
Mr. Phillips has taught both academic and continuing education courses on estate planning and estate and gift taxation as an adjunct professor at Metropolitan State College and as a program presenter for attorneys, CPAs, CFPs, stockbrokers, enrolled agents, insurance professionals, and trust officers.
He currently teaches the post-graduate estate planning academic requirement course for Certified Financial Planner™ candidates at Metro State University and teaches over 50 public seminars a year on Estate Planning.
Mr. Phillips received his B.A. degree from Louisiana State University (1970) and his J.D. degree from the University of Denver School of Law (1981).
He is actively involved in his community, having raised his family here. He serves as the president of the Board of Directors of AllHealth Network (formerly Arapahoe Douglas Mental Health Network) and has performed with the Colorado Symphony Chorus for more than 15 years.
Estate Planning Seminar
On-DemandOctober 26, 2016Thomas Kilpatrick + 2 Other Speakers
Speakers
Thomas Kilpatrick
The Murphy Law Group, P.A.Attorney, The Murphy Law Group, P.A.Mr. Kilpatrick practices in the areas of elder law, estate planning, probate administration and litigation, guardianships, conservatorships, trust and fiduciary administration, powers of attorney, health care directives, business law, and real estate law. He is a member of the Columbia Estate Planning Council, the Richland County Bar, the South Carolina Bar, and the American Bar Association.Mr. Kilpatrick earned his J.D. degree from the University of South Carolina School of Law.
Marshall Minton
Turner Padget Graham and Laney P.A.Attorney, Turner Padget Graham and Laney P.A.Ms. Minton’s practice is focused in the area of estate planning, probate administration, and probate litigation. She is a member of the American Bar Association, the South Carolina Women Lawyers Association, and the South Carolina Young Lawyers Division. Ms. Minton earned her J.D. degree from the University of South Carolina and her LL.M. degree in Taxation from the University of Florida Levin College of Law.
Jonathan Spitz
Todd and Johnson, L.L.P.Attorney, Todd and Johnson, L.L.P.Mr. Spitz is an associate attorney with the firm and represents clients in matters involving estate planning and administration, probate litigation and guardianship and conservatorship issues. After law school, Mr. Spitz clerked for the Honorable Amy W. McCulloch, Probate Judge for Richland County. He is a member of the South Carolina Bar Association and is admitted to practice law in South Carolina. Mr. Spitz earned his J.D. degree from the Charleston School of Law.
Estate Planning Seminar
On-DemandNovember 2, 2016Andrew Cobin + 3 Other Speakers
Speakers
Andrew Cobin
Brady Cobin Law Group, PLLCBrady Cobin Law Group, PLLCMr. Cobin has been an attorney for over a decade and focuses his practice on estate planning, administration and probate. He is a board certified specialist in estate planning and probate law. Mr. Cobin is also accredited to represent the claims of veterans before the Department of Veterans Affairs (V.A.). He earned a bachelor of science degree in Mechanical Engineering from Clemson University and a law degree from the University of Texas School of Law.
Kevin Huston
Huston Law Firm, PLLCFounder and Principal of Huston Law Firm, PLLCMr. Huston is an experienced attorney who handles all aspects of estate law, including estate planning, estate administration, trust law, Medicaid planning, and veterans’ benefits. He has planned many multi-million-dollar estates, and he has advised thousands of clients in planning their estates. Mr. Huston is a member of the estate planning and elder law sections of the North Carolina Bar Association. He is accredited by the Department of Veterans Affairs (V.A.) to handle veterans benefits claims and regularly counsels veterans on V.A. pension and aid and attendance benefits. Mr. Huston earned his J.D. degree from Regent University School of Law.
Misty Piekaar
Piekaar Law Firm, PLLCManaging Attorney, Piekaar Law Firm, PLLCMs. Piekaar focuses her practice on estate planning, powers of attorney, wills, and trusts. She is a member of the North Carolina Bar Association Estate Planning Section and the Wake County Bar Association. Ms. Piekaar earned her J.D. degree from North Carolina Central University School of Law.
Brett Thompson
Smith DebnamAttorney, Smith DebnamMr. Thompson devotes his practice exclusively to elder law matters, concentrating his focus in the areas of estate planning, probate litigation, Medicaid planning, guardianship, and VA benefits. He works to ensure that clients’ assets and rights are protected throughout their post-retirement years by leveraging his knowledge to counsel and assist clients through all phases of life planning for their golden years. From drafting and executing wills, trusts, and other estate planning documents to representing clients in matters of guardianship and protective orders,Mr. Thompson engages with clients as their primary point of contact in all matters, from start to finish. He is a member of the National Academy of Elder Law Attorneys and the Elder Law Section of the North Carolina Bar Association, just to name a few. Mr. Thompson earned his J.D. degree from the University of North Carolina School of Law and received his B.A. degree from the University of South Florida in Tampa.