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Holland & Knight LLP – Portland
Mr. Berselli is an associate in Holland & Knight’s Portland office and is a member of the firm’s Private Wealth Services Practice Group. Mr. Berselli focuses his practice on tax planning for individuals and businesses, including corporate and estate planning for closely-held and family owned businesses. In addition, he provides tax planning counsel for all types of business transactions related to corporate entities, including IRC § 501(c)(3) nonprofit corporations, general and limited partnerships, subchapter C and subchapter S corporations, and limited liability companies. Mr. Berselli also represents personal representatives of probate estates, trustees, conservators and guardians in the discharge of their fiduciary duties.

Stoel Rives LLP – Portland
Ms. Bock counsels clients in the administration of estates and trusts and provides corporate, tax and financial planning. Her practice includes advising clients in the areas of income, estate, and gift taxes; counseling trustees and beneficiaries; doing charitable planning; and working with families and closely-held businesses to achieve business succession planning and the creation of small family businesses. Ms. Bock has successfully represented numerous clients before the IRS and U.S. Tax Court on valuation of closely held business interests.

Holland & Knight LLP – Portland
Mr. Husbands is a partner and the regional team leader for Private Wealth Services in in Holland & Knight LLP’s Portland office. He represents clients in an array of business, tax, business succession and estate planning matters, including business reorganizations, acquisitions, and divestitures. He writes and speaks on business, tax, life insurance, and asset protection matters concerning businesses and high net-worth individuals. Mr. Husbandsreceived a degree in Finance from the University of Texas at Austin and his J.D. degree cum laude from Lewis & Clark Law School. He is a fellow of the American College of Trust and Estate Council, where he is chair of the New Fellows Steering Committee and Oregon state chair-elect, and is on the board of the Estate Planning Council of Portland.

Duffy Kekel LLP – Portland
Ms. May has been advising clients regarding tax-efficient transfers of interests in closely held businesses, real property and other assets for 15 years. Her practice includes estate planning and preparation of revocable trust agreements, wills, life insurance trusts, gift trusts and other irrevocable trusts, as well as assistance with the administration of trusts and decedents’ estates. Ms. May also helps nonprofit organizations obtain and maintain tax-exempt status. In addition to her law practice, she teaches estate planning at Lewis and Clark Law School.

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).

Law Offices of Geoff Bernhardt – Portland
Ms.Nimnicht is an attorney with the Law Offices of Geoff Bernhardt in Portland. Her practice focuses on estate planning and administration, special needs planning, long-term care planning, guardianships, and conservatorships. She is a member of the Oregon State Bar, Oregon Women Lawyers, and the Multnomah Bar Association. Ms. Nimnicht has a bachelor’s degree from New York University, and she earned her law degree from Lewis & Clark Law School.

James Oberholtzer, Chartered – Portland
Mr. Oberholtzer is an attorney in private practice with over 30 years of experience with offices in Portland, Oregon, and Chicago, Illinois. He advises individuals, families, closely-held businesses and tax-exempt organizations on legal and tax matters. He is licensed in Virginia, Illinois, Oregon and Washington. He is A-V rated by Martindale Hubble/ Lawyers.com and “Superb 10/10” by AVVO.com.

HAN Legal – Portland
Ms. Vakoutis is an attorney with HAN Legal, where she focuses her practice in the areas of fiduciary litigation, estate and trust planning, and administration. She received her Juris Doctor, cum laude, from the John Marshall Law School in Chicago, Illinois. Prior to practicing law, Ms. Vakoutis worked as an accountant at Arthur Andersen, LLP, and Northwestern University, and she obtained her Certified Public Accountant license in Illinois. She often uses her knowledge of finance and accounting to advise clients on the key issues that may arise in the areas of estates and trusts.

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.

Director at BKD CPA’s & AdvisorsMs. Jones has almost 15 years of experience with sophisticated individual and fiduciary income, gift and estate tax planning and compliance and fiduciary accounting. She also provides proactive executive compensation planning and succession planning for high net-worth individuals and their family-owned businesses. Ms. Jones’ background includes providing tax consulting services in the St. Louis office of a “Big Four” accounting firm and practicing law in the areas of tax and estate planning in the St. Louis office of an international law firm. She is a board member of The Magic House and chairs the Development Committee. Ms. Jones also serves on the Development Board of Make-A-Wish® Missouri and serves on the United Way of Greater St. Louis Women’s Leadership Society Cabinet as co-chair of the Accountants Market. She is a graduate of St. Louis University with a B.S.B.A. degree in Finance, summa cum laude, and she is a graduate of Washington University School of Law. Ms. Jones is a member of the Bar Association of Metropolitan St. Louis and the American Bar Association’s sections of Taxation and Real Property, Trust and Estate Law. She also is a member of the Estate Planning Council of St. Louis. In addition, Ms. Jones is a CERTIFIED FINANCIAL PLANNER™.

Attorney at Schormann Law Firm, LLCMs. Schormann focuses on estate planning, estate and trust administration, and estate and trust litigation for families. Her experience includes all types of basic and advanced estate planning, and formation of business entities, private foundations and charitable trusts. Ms. Schormann prepares estate and gift tax returns and other fiduciary tax returns for her clients. She also represents personal representatives and trustees in connection with estate and trust administration matters. Ms. Schormann works collaboratively with other professionals (such as accountants and financial advisors) so that the client’s needs are met in a holistic and comprehensive manner.

Robert D. Malin is a member of Williams McDaniel, PLLC, and he is licensed to practice law in Arkansas, Tennessee and Mississippi. He has been recognized as a Rising Star in the Mid-South by Super Lawyers (2014 – 2017). Mr. Malin’s primary area of practice is the drafting and implementation of estate plans ranging from the utilization of simple methods (where appropriate) to more complex alternatives. His favorite part of the practice is meeting with the client and fitting their individual circumstances to the appropriate estate plan. Mr. Malin received his bachelor’s degree in Business from Maryville College. After graduation, he worked in the mortgage industry for two years. He graduated tenth in his class, magna cum laude, from the Cecil C. Humphreys School of Law at the Universi­ty of Memphis. During law school, he served as law clerk to the Honorable Robert S. Benham of the Probate Court of Shelby County. On numerous occasions, he served by appointment of the Shelby County Probate Court as guardian ad litem and attorney ad litem in complicated conservatorship cases and as an administrator in a contested probate administration. Mr. Malin has also substituted as professor for Trust Law classes at the University of Memphis, Cecil C. Humphrey’s School of Law. He has served as substitute judge on behalf of the Honorable Judge Kathleen N. Gomes of the Probate Court of Shelby County. Mr. Malin is a past chair of the Estate Planning and Probate Section of the Memphis Bar Association.

Cypress Trust Company, Naples
Mr. Kuhn is the senior vice president and market executive for Cypress Trust Company in Naples and joined the company in July 2015. He is a 25-year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. Previous positions include president of First National Investment Services Company, Naples; senior vice president and affiliate sales manager of investment advisors for Fifth Third’s securities division, Naples and Fort Myers; senior vice president and Florida regional manager of Marshall and Ilsley Trust Company, Naples; senior managing director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently, senior vice president and client advisor with SunTrust Private Wealth Management, Naples and Fort Myers. Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA degree in Finance from the University of St. Thomas. Mr. Kuhn serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and he has been active in the Sanibel-Captiva Rotary Club.

Mr. Kuhns concentrates his practice in the areas of tax & business law, wills, trusts & estate planning, and probate & trust administration. He is a member of the Florida Bar, the Charlotte County Bar Association and is certified by the Florida Supreme Court as a County Court Mediator. An Ohio native, Mr. Kuhns received bachelor degrees in both Business Administration and History from the University of Southern California in 2007, a Juris Doctorate from Whitter Law School in 2010 and a Masters of Laws degree in Taxation from Chapman University in 2013. In addition to Florida, he is also admitted to practice law in Minnesota and California.  He is admitted to practice before the United States Tax Court and the United States Court of Appeals for the Ninth District. Prior to attending law school, Mr. Kuhns worked as a public history intern for a year and half for the USC Shoah Foundation Institute for Visual History and Education, a non-profit organization committed to preservation of Holocaust testimonials and tolerance education. Mr. Kuhns enjoys teaching paralegal studies at Florida Southwestern State College as an adjunct professor, serves on the board of directors of Team Punta Gorda, and is a loyal USC Trojan fan and a licensed FAA private pilot.

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.

Owner of NM Trust and Probate Law Firm, LLC in Albuquerque, NM
Ms. Davis has been a trust and estate litigation attorney for almost six years. She is the owner of NM Trust and Probate Law Firm, LLC, and handles any litigation that arises from estates or trusts, such as will contests and breaches of fiduciary duty, and she advises fiduciaries on their responsibilities. Ms. Davis is a native New Mexican who attended the Albuquerque Academy and the University of New Mexico for undergraduate school and for law school. She obtained her LL.M. degree in Taxation from Boston University in 2016. While in law school, Ms. Davis clerked at Hurley Toevs Styles Hamblin & Panter, PA, and later became an associate attorney at the firm, working exclusively on trust litigation cases and estate litigation. During law school, she was awarded honor roll and received several awards including the Thomson West Group Award for Domestic Relations, the Johnny Cochran Award and the Joseph J. Mullins Award for Domestic Relations.

Robert D. Malin is a member of Williams McDaniel, PLLC, and he is licensed to practice law in Arkansas, Tennessee and Mississippi. He has been recognized as a Rising Star in the Mid-South by Super Lawyers (2014 – 2017). Mr. Malin’s primary area of practice is the drafting and implementation of estate plans ranging from the utilization of simple methods (where appropriate) to more complex alternatives. His favorite part of the practice is meeting with the client and fitting their individual circumstances to the appropriate estate plan. Mr. Malin received his bachelor’s degree in Business from Maryville College. After graduation, he worked in the mortgage industry for two years. He graduated tenth in his class, magna cum laude, from the Cecil C. Humphreys School of Law at the Universi­ty of Memphis. During law school, he served as law clerk to the Honorable Robert S. Benham of the Probate Court of Shelby County. On numerous occasions, he served by appointment of the Shelby County Probate Court as guardian ad litem and attorney ad litem in complicated conservatorship cases and as an administrator in a contested probate administration. Mr. Malin has also substituted as professor for Trust Law classes at the University of Memphis, Cecil C. Humphrey’s School of Law. He has served as substitute judge on behalf of the Honorable Judge Kathleen N. Gomes of the Probate Court of Shelby County. Mr. Malin is a past chair of the Estate Planning and Probate Section of the Memphis Bar Association.

Scroggin & Company, PCMr. Burns focuses his practice on estate and tax planning, small business representation, trusts, and estate administration. He serves as an adjunct professor at Atlanta’s John Marshall Law School and is licensed to practice in Georgia and Florida. Mr. Burns is a frequent speaker in the Atlanta area, and his articles have been printed in national publications. He is a member of The State Bar of Georgia, The Florida Bar, and the Atlanta Bar Association. Mr. Burns earned his J.D. degree, cum laude, and his LL.M. degree in Taxation from the University of Florida Levin College of Law.

Hoffman & Associates, LLC, Atlanta
Ms. Ceron focuses her practice in the areas of wills, trusts, estate administration and probate, and guardianship/conservatorship of incapacitated adults. Her past experience in family and domestic law enables her to assist blended families in navigating their estate plans. Ms. Ceron is a member of the Atlanta Bar Association’s Estate Planning & Probate and Family Law sections and the Georgia Bar Association’s Young Lawyers Division, Family Law Section and William Daniel Mock Trial Section. She earned her J.D. degree, cum laude, and with pro bono distinction, from Georgia State University College of Law.

Morris Legal and Tax, LLCMr. Morris is the principal of Morris Legal and Tax, LLC, in Atlanta. Mr. Morris focuses his practice on estate planning, tax planning and preparation, asset protection and business formation. Prior to law school, Mr. Morris worked as a financial advisor at one of the largest financial companies in the world. He is a member of the tax section, estate and probate section, solo practitioner/small firm section, and young lawyer division of the State Bar of Georgia and the Atlanta Bar Association. Mr. Morris earned his MBA degree, majoring in Personal Financial Planning, from the prestigious Risk Management and Insurance Department at Georgia State University’s J. Mack Robinson College of Business, and his law degree from the Georgia State University College of Law.

Norris Legal, Atlanta
Mr. Norris founded Norris Legal in 2011. He combines his own experience as a business owner with his tax planning background to advise individuals, families and business owners from all walks of life. By combining his strong belief in communication with his small town values, Mr. Norris has also delivered results for his clients in resolving a wide range of conflicts related to family disputes, business disputes, estate disputes or some combination of the same. Mr. Norris is originally from Sandersville, Georgia, the “Kaolin Capital” of the world. He obtained his undergraduate degrees in Speech Communication and Mass Communication from the University of Georgia before moving to Atlanta in 2006 to obtain his Juris Doctor degree from Georgia State University. He entered practice in 2009, practicing with two boutique tax law firms in Atlanta before starting Norris Legal in 2011. He is licensed to practice in Georgia and now lives in the Buckhead Area of Atlanta with his wife Emily.

Squire & Co., PC, Salt Lake City, UT
Mr. Beaudoin is a Certified Public Accountant and partner in the CPA and advisory firm of Squire and Company, P.C., of Salt Lake City, Utah. He previously practiced with Pinnock, Robbins, Posey & Richins, P.C.; KPMG Peat Marwick; and with the Private Client Group of Wells Fargo. Mr. Beaudoin also holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. His 34 years of practice has focused on income tax and estate planning and compliance for high-wealth individuals and closely-held companies. Mr. Beaudoin is past president of the Salt Lake Estate Planning Council and of the Utah Chapter of the Financial Planning Association. He graduated cum laude from Brigham Young University with a Master of Accountancy (Taxation) degree. He is a frequent speaker on income and estate tax planning matters.

Cohne Kinghorn, P.C., Salt Lake CityLangdon T. Owen, Jr., is a member of the law firm of Cohne Kinghorn, P.C. in Salt Lake City, Utah. Mr. Owen is a transactional lawyer who practices in the areas of estate and tax planning, business and commercial transactions involving both corporate and partnership taxed enterprises (including tax, employment, and benefit issues relating to such transactions), loans and creditors’ workouts, pension and profit sharing plans, health care law, charities and nonprofit organizations, probate, and real estate. He has practiced law since 1977. Mr. Owen has published several articles in Utah and nationally on tax and estate planning and business- related legal issues. He holds a Juris Doctor degree from the University of Utah (1977) and a Bachelor of Arts degree from the University of California, Berkeley (1973, with great distinction). Mr. Owen was a comment editor of the Utah Law Review (1975-1977). He was the chair of the Utah State Bar Section of Estate Planning (2013- 2014) and was named business lawyer of the year 2014 by the Business Law Section of the Utah Bar.

York Howell & Guymon, Salt Lake CityMr. Whiting is an attorney with the Salt Lake City law firm of York Howell & Guymon. His practice is focused on estate planning, tax, business planning, and non-profit entities.Mr. Whiting also assists clients of large and small estates with all aspects of estate administration and probate. He assists business clients with entity selection, structuring, formation, and planning. He also represents clients before the IRS. Mr. Whiting is an active member of the Utah State Bar, the Idaho State Bar and the Washington State Bar. He is also admitted before the U.S. Tax Court, the U.S. Court of Appeals for the Ninth Circuit and the U.S. District Court for the Eastern District of Washington. Mr. Whiting earned his Bachelors degree in Economics and Law and Constitutional Studies at Utah State University, his Juris Doctor degree at Gonzaga University School of Law and his LL.M. degree in Taxation at Georgetown University Law Center.