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Family Law Practice for Paralegals
On-DemandFebruary 2, 2018Dawn DeBoer + 5 Other Speakers
Speakers
Dawn DeBoer
Law Offices of Deanna D. Cook, PCAttorney with the Law Offices of Deanna D. Cook, PC in RichmondMs. DeBoer has devoted the last 30 years to the practice of family law and all related issues. She represents her clients on matters regarding divorce, custody, visitation, child and spousal support, health insurance coverage, equitable distribution of marital property and debt, and family violence and family abuse. She was on the Board of Directors for the Central Virginia Legal Aid Society from 1994 to 2012; she is a member of the Virginia Trial Lawyers Association and the Metropolitan Richmond Family Law Bar Association. Ms. DeBoer is a member of the Domestic Relations Section of the Virginia State Bar. She has been named by the Virginia Business Magazine as a Legal Elite for 11 years in the area of family law and has been named as a Virginia Super Lawyer. Ms. DeBoer has been appointed by the Henrico County Circuit Court Judges as a Commissioner-in-Chancery.
J. Farmer
Raynor & Farmer, PCPartner in Raynor & Farmer, PC in CharlottesvilleMr. Farmer’s practice is devoted exclusively to family law, including divorce, equitable distribution, custody, support, protective orders, and adoptions. Mr. Farmer is a member of the Family Law Section of the Virginia State Bar and the Family Law Committee of the American Bar Association, and he is chair of the Family Law Section of the Charlottesville Albermarle Bar Association. Through his firm, he maintains www.vadivorcelaw.net, a website providing family law resources for practitioners and the general public. Mr. Farmer received a B.A. degree in Economics from the University of Virginia and a J.D. degree, cum laude, from the University of Richmond.
Melanie Friend
CowanGatesPartner at CowanGates in RichmondMs. Friend focuses her practice entirely on family law, including divorce, spousal and child support, child custody and visitation, adoption, and prenuptial agreements. She is qualified as a guardian ad litem for children and is trained in collaborative divorce. Ms. Friend serves on the board of the Richmond Bar Association; the Metro Richmond Family Law Bar Association; the Lewis F. Powell, Jr., American Inn of Court; the Greater Richmond Bar Foundation and the Collaborative Professionals of Richmond. Virginia Lawyers Weekly named her one of Virginia’s “Up & Coming Lawyers of 2016.” Virginia Business Magazine has named her to their list of Legal Elite in the area of family law 2013-2016, and Virginia Super Lawyers named her as a Rising Star 2010-2014 and a Super Lawyer in the area of family law 2015-2017.
Seth Ragosta
Lenhart PettitAttorney with Lenhart Pettit in CharlottesvilleMr. Ragosta focuses his practice on family law and complex commercial litigation including general business matters, employment law, real property issues and criminal concerns. His work in family law includes all issues related to separation or divorce matters, in particular those dealing with the division of assets and spousal support. Mr. Ragosta has represented individuals as well as public and private companies in a wide variety of civil matters before state and federal courts at both the trial and appellate levels. His practice has involved many family law matters under Virginia law, including complex equitable distribution and spousal support cases at both the trial and appellate levels. He served as a special assistant district attorney for Middlesex County in Massachusetts for a six-month rotation during which he prosecuted 11 jury and bench trials to verdict.
Jason Seiden
MichieHamlett Attorneys at LawAttorney with MichieHamlett Attorneys at Law in CharlottesvilleMr. Seiden practices in family law and general litigation at the trial and appellate levels. He graduated from the Virginia Commonwealth University and the University of Richmond School of Law, both cum laude. Mr. Seiden is a regular contributor to the bar, serving as vice-chair of the Virginia Trial Lawyers Association’s Family Law Section, an active member of the Virginia Trial Lawyers Association’s CLE Committee, and CLE chair of the Charlottesville-Albemarle Bar Association. In these roles, Mr. Seiden regularly presents on topics ranging from ethics in conducting an equitable distribution hearing to the use of surreptitious audio recordings. He believes behind every good lawyer there is great group of support staff.
Tammy Sossei
Coates & DavenportAttorney with Coates & Davenport in RichmondMs. Sossei has a general practice, but her primary areas include family law, bankruptcy, and criminal defense. She handles divorces (both uncontested/no-fault and contested divorces), custody, child and spousal support matters, preparation of property settlement agreements, and adoptions. Ms. Sossei also handles complex family law matters including contested custody cases; equitable distribution involving complicated assets; post-decree enforcement; support modification; show causes; and protective orders. She handles family law matters for civilians and military service members and their families. Ms. Sossei is an active member in the Virginia Trial Lawyers Association, serving on their Board of Governors for the past four years. She currently co-chairs their Pro Bono Committee, as well as serving on their Membership and Diversity Committees. Ms. Sossei has been a Super Lawyer Rising Star for 2016-2017.
Family Law Practice for Paralegals
On-DemandApril 5, 2017Aaron Christoff + 1 Other Speaker
Speakers
Aaron Christoff
Attorney at Law Office of Aaron Christoff PLLC in Alexandria, VAMr. Christoff has practiced family law since 2006 with a focus on complex divorce litigation primarily involving highly contested matters. His advocacy experience includes personally handling all aspects of divorce litigation at every applicable level of the Virginia Court system, including custody, support, and protective order matters in Virginia’s Juvenile and Domestic Relations District Courts; custody, support, divorce grounds, and equitable distribution matters at the Circuit Court level; and briefs filed with the Virginia Court of Appeals for both appellants and appellees. Mr. Christoff’s court appearances include cases presented in Fairfax, Alexandria, Arlington, Loudoun County, Prince William County, Stafford County, Richmond, Norfolk, and the D.C. Superior Court. He has litigated cases involving custody evaluators, protective orders, guardians ad litem, business valuation experts, psychiatrists, vocational experts, accountants, and private investigators, among others. While no stranger to the courtroom, Mr. Christoff is equally versed in resolving cases through settlement, having personally negotiated and drafted settlement agreements for matters with marital estates ranging from nothing but significant debt to those with values in the tens of millions of dollars. He has pursued and obtained settlement through mediation as well as independent negotiations for custody matters involving modifications based on relocation, special needs children, parent coordinators, international visitation arrangements, and numerous other scenarios. Mr. Christoff received his undergraduate degree in Communications with a focus on public relations from Loyola University of New Orleans in 2003. He obtained his J.D. degree from the University of Richmond T.C. Williams School of Law in 2006. Mr. Christoff is licensed to practice law in the District of Columbia and the Commonwealth of Virginia. He is an active member of the Fairfax Bar Association. He is currently president-elect of the Fairfax Bar Association Board of Directors. He is former chair of the Fairfax Bar Association Legislative Committee, former chair of the Circuit Court Domestic Relations Subcommittee, and former chair of its Judicial Funding Task Force.
Robert M. Worster
Attorney at Worster Law PLLC in Fairfax, VAMr. Worster is a Marine Corps Veteran and graduate of Mary Washington College and the University of Richmond’s School of Law. He founded Worster Law PLLC in Fairfax, Virginia, in 2019. He primarily practices family law and criminal defense as a mediator, guardian ad litem and litigator. He practices throughout Virginia in all Courts of the Commonwealth. Mr. Worster serves on the Virginia State Bar’s Professionalism Course and Disciplinary Committee. He holds an “AV Preeminent Rating” from Martindale-Hubbell and was named a “Super Lawyer” in 2021. Mr. Worster was also previously named Pro Bono Lawyer of the Year by the Northern Virginia Pro Bono Law Center.
Family Law Practice for Paralegals Seminar
On-DemandAugust 23, 2019Maggie Anderson + 1 Other Speaker
Speakers
Maggie Anderson
The Law Office of Maggie L. Anderson, LLCManaging Attorney, The Law Office of Maggie L. Anderson, LLC
Ms. Anderson is the managing attorney at The Law Office of Maggie L. Anderson, LLC, in Kansas City, Missouri. She focuses her practice exclusively in the area of family law, and has extensive experience in both litigating and negotiating complex family law matters such as divorce, paternity, child support, adoption, guardianships and cohabitation issues. Ms. Anderson has spoken on topics concerning the welfare of children in custody proceedings and same-sex divorce and litigation. She has written articles for, and had her work published with, The Urban Lawyer, a national quarterly on State and Local government. Ms. Anderson is an active member of the Domestic Law Committee of the Kansas City Metropolitan Bar Association, the Association for Women Lawyers of Greater Kansas City, and the Mid-America Gay & Lesbian Chamber of Commerce. Prior to opening her own practice, she was a senior associate attorney with The Reynolds Law Firm, LLC, focusing her practice primarily on family law. Before that, Ms. Anderson worked as a judicial law clerk for the Honorable Edith L. Messina, the first female judge to take the bench at the 16th Judicial Circuit Court of Missouri, Kansas City. She is admitted to practice law in both Missouri and Kansas.
Abraham Kuhl
Law Office of Young, Jakobe & Kuhl, LLCMember of the Law Office of Young, Jakobe & Kuhl, LLC
Mr. Kuhl is a frequent presenter on a variety of family law issues, and is an active member of the Family and the Law Section of the Kansas City Metropolitan Bar Association. Having served two terms as the chair of the Domestic Relations committee, he has also served as the president of the Family and the Law Section. Additionally, Mr. Kuhl is on the Board of Directors of the Kansas City Metropolitan Bar Foundation, a member of the University of Missouri – Kansas City School of Law Alumni board, and an adjunct professor at the University of Missouri – Kansas City School of Law. He volunteers his time with the Volunteer Attorney Project, is a member of the Association For Women Lawyers of Greater Kansas City, and serves as the executive director of the Eastern Jackson County Bar Association. Mr. Kuhl, like all members of his firm, has dedicated his practice to family law and represents people in dissolution of marriage (divorce) actions, modification of custody and child support actions, establishment of child support actions, adoption matters, paternity actions, and guardianship proceedings. Having completed the guardian ad litem and advanced guardian ad litem trainings, Mr. Kuhl serves as a guardian ad litem in multiple counties, including Jackson, Cass and Clay. In addition, Mr. Kuhl serves as a mediator as well as a special master.
Federal Fiduciary Income Tax Workshop
SeminarOctober 21, 2021Christian A. Klaas + 1 Other Speaker
Speakers
Christian A. Klaas, CPA, MST
Partner at Friedman + Huey Associates LLP in Frankfort, ILMr. 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.
Ryan Wirtz, CPA MST
Partner at Friedman + Huey Associates LLP in Frankfort, ILMr. 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.
Federal Fiduciary Income Tax Workshop
WebinarAugust 25, 2020andAugust 26, 2020|Brandon A. Borgmann
Speakers
Brandon A. Borgmann
Brandon A. Borgmann Attorney at Carlile Patchen & Murphy LLP
Mr. Borgmann represents individuals, business owners, and families with respect to estate planning, tax planning, and business succession planning. He also represents executors and trustees with respect to administration of estates and trusts, probate litigation, and taxation. Mr. Borgmann received his undergraduate (B.S.) in Communications from Ohio University in 2004. He received his law degree (J.D.), summa cum laude, from Capital University Law School in 2007. Mr. Borgmann is a former Chair of the Elder and Special Needs Law Committee of the Ohio State Bar Association and the former Probate Committee Chair of the Columbus Bar Association. He has served as an adjunct professor at Capital University Law School, teaching courses in estate tax, gift tax, and the income taxation of trusts and estates. Mr. Borgmann is also a member and immediate past President of the Capital University Law School Alumni Board.
Federal Fiduciary Income Tax Workshop
WebinarJune 24, 2020andJune 25, 2020|Russell A. Willis III J.D. LL.M.
Speakers
Russell A. Willis III J.D. LL.M.
Mr. Willis is a tax lawyer, freelance writer, and consultant and advisor to lawyers, on issues related to wealth transfers. He has written numerous articles for publications serving tax and charitable gift planning professionals, and he is a frequent conference and seminar speaker throughout the country.
Three years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law – both tax and nontax – concerning the transfer of private wealth in this country.
Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section of his local bar association and served on a legislative drafting subcommittee for the Probate and Trust Law Committee of the State Bar. He has also written numerous articles for law journals and publications.
Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.
Federal Fiduciary Income Tax Workshop
WebinarSeptember 29, 2020Don Paul Cochran JD CPA
Speakers
Don Paul Cochran JD CPA
Mr. Cochran is a solo practitioner in Apple Valley, Minnesota. His 30+ years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate, and financial planning. Mr. Cochran has practiced law in both Iowa and Minnesota. He was a CPA with the Small and Emerging Business practice of then Big Eight accounting firm, Touche Ross, in Bloomington, Minnesota, and was the vice president of tax and CFO with various privately and publicly-held companies. Mr. Cochran also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company. He developed and provided continuing education on tax and legal planning strategies for small to medium-size businesses and wealthy individuals, and he worked with insurance wholesalers and financial advisors to understand and implement financial strategies geared towards asset preservation and income in retirement.
Mr. Cochran earned his bachelor of science degree in General Science from the University of Iowa in Iowa City, Iowa, and he graduated from the University of Iowa College of Law with his juris doctorate. In addition to being an attorney and certified public accountant, he maintains his designations as a certified financial planner® and certified retirement counselor®. Mr. Cochran is a member of the Minnesota and Iowa State Bar Associations and the Minnesota Society of CPAs.
Federal Fiduciary Income Tax Workshop
WebinarJuly 28, 2020andJuly 29, 2020|Brandon A. Borgmann + 1 Other Speaker
Speakers
Brandon A. Borgmann
Brandon A. Borgmann Attorney at Carlile Patchen & Murphy LLP
Mr. Borgmann represents individuals, business owners, and families with respect to estate planning, tax planning, and business succession planning. He also represents executors and trustees with respect to administration of estates and trusts, probate litigation, and taxation. Mr. Borgmann received his undergraduate (B.S.) in Communications from Ohio University in 2004. He received his law degree (J.D.), summa cum laude, from Capital University Law School in 2007. Mr. Borgmann is a former Chair of the Elder and Special Needs Law Committee of the Ohio State Bar Association and the former Probate Committee Chair of the Columbus Bar Association. He has served as an adjunct professor at Capital University Law School, teaching courses in estate tax, gift tax, and the income taxation of trusts and estates. Mr. Borgmann is also a member and immediate past President of the Capital University Law School Alumni Board.
Anne Rosenthal
Drobny Law OfficesAttorney and Shareholder at Drobny Law Offices in Sacramento, CA
Ms. Rosenthal is a certified specialist in estate planning, trust & probate law by the State Bar of California. Her practice emphasizes estate planning, trust and probate administration, taxation, and business succession planning. Ms. Rosenthal possesses particular expertise in counseling high net-worth clients, implementing estate planning strategies to minimize tax and shift wealth to future generations. She also assists clients with their charitable giving objectives and special needs planning.
Ms. Rosenthal graduated cum laude from American University in Washington, D.C., double majoring in Political Science and Philosophy. She graduated from the Catholic University of America, Columbus School of Law where she served as Note and Comment Editor for the Journal of Law, Philosophy and Culture.
Federal Fiduciary Income Tax Workshop
WebinarOctober 28, 2020andOctober 29, 2020|Russell A. Willis III J.D. LL.M.
Speakers
Russell A. Willis III J.D. LL.M.
Mr. Willis is a tax lawyer, freelance writer, and consultant and advisor to lawyers, on issues related to wealth transfers. He has written numerous articles for publications serving tax and charitable gift planning professionals, and he is a frequent conference and seminar speaker throughout the country.
Three years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law – both tax and nontax – concerning the transfer of private wealth in this country.
Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section of his local bar association and served on a legislative drafting subcommittee for the Probate and Trust Law Committee of the State Bar. He has also written numerous articles for law journals and publications.
Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.
Federal Fiduciary Income Tax Workshop Seminar
SeminarDecember 7, 2017Christine M. Brew + 3 Other Speakers
Speakers
Christine M. Brew
Cohen and Wolf, P.C., WestportMs. Brew is an associate in Cohen and Wolf’s Trusts and Estates, Tax, Elder Law and Business & Corporate Groups. Resident in the firm’s Westport office, her practice includes a wide range of estate planning, estate administration, taxation, and corporate matters. Ms. Brew assists clients in achieving their tax and assets preservation goals by providing strategic advice on legal matters related to complex estate planning issues, business succession plans, and corporate structure formation. She also aids clients in preparation and review of estate planning documents, including wills and various trusts, such as revocable, insurance and special needs trusts. Ms. Brew manages all phases of estate administration, including probate, preparation of estate tax returns, and estate tax audits. Ms. Brew is admitted to practice in the jurisdictions of Connecticut, New York, New Jersey and the United States Tax Court. She is a member of the New York and Connecticut State Bar Associations, and the Westchester and Fairfield County Bar Associations. She is also a member of the Westchester Estate Planning Counsel and is the past treasurer of the New Rochelle Bar Association. Ms. Brew also serves as the co-chair of the Tax Section of the Fairfield Bar Association and on Executive Committee and Communications Sub-committee of the Connecticut Bar Association’s Tax Section.
Beth Brunalli
Davidson, Dawson & Clark LLPDavidson, Dawson & Clark LLP, New Canaan, CT
Ms. Brunalli is a partner in the New Canaan, Connecticut office of Davidson Dawson & Clark LLP where she enjoys counseling clients on the technical and practical aspects of estate planning, estate and trust administration, and tax planning. Ms. Brunalli graduated magna cum laude from the University of Notre Dame with a B.A. degree in 2001 and remains an enthusiastic Notre Dame football fan. She earned her J.D. degree from the University of Connecticut School of Law, with a Certificate in Tax Studies, in 2007. She was admitted to practice in Connecticut in 2007 and is a member of the Executive Committee of the Estate and Probate Section of the Connecticut Bar Association.
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.
Luke Tashjian
Whitman Breed Abbott & Morgan LLCWhitman Breed Abbott & Morgan LLC, GreenwichMr. Tashjian is an associate in the Firm’s Trusts & Estates, Business Law, and Tax Departments. His practice includes structuring tax efficient transactions; advising clients on the tax effects of proposed transactions; preparing estate planning and corporate documents; probating estates and preparing tax returns; representing businesses in mergers, acquisitions, and sales; forming for profit and not-for-profit entities; and representing parties in tax controversies and collection matters. Mr. Tashjian is the chair of Connecticut Bar Association’s Tax Section, a member of the Executive Committee of the Connecticut Bar Association’s Tax Section, chair of the Connecticut Bar Association’s Tax Section’s Communications Subcommittee, and co-chair of the Fairfield County Bar Association’s Tax Committee.
Federal Fiduciary Income Tax Workshop Seminar
SeminarAugust 23, 2019Mary Delman + 1 Other Speaker
Speakers
Mary Delman
Citrin CoopermanPrincipal at Citrin Cooperman, New York, NY
Ms. Delman is a tax principal with nearly two decades of experience in public accounting. She specializes in all facets of wealth transfer planning, including estate, gift and generation-skipping transfer tax planning, charitable planning, fiduciary income taxes, foreign trust reporting, cross-border planning, and business succession planning. Her clients include high net worth individuals and corporate executives across various industries. The scope of Ms. Delman’s current work includes all phases of estate and gift tax planning, including advising multinational high net worth individuals and trustees, and advising closely-held business owners regarding wealth preservation strategies. Prior to joining Citrin Cooperman, she was most recently a director of personal finance services at PricewaterhouseCoopers.
Catherine Taylor
Partner with Citrin Cooperman a National Accounting firmMs. Taylor resides in Colorado and is an attorney whose practice is
focused in the areas of gift, estate, and fiduciary taxation and planning.
After working many years with top New York law firms, she has
brought a deep understanding of estate planning and estate and trust
administration to Citrin Cooperman, where she is now a key member
of the firm’s Trusts and Estates Practice and a member of the group’s
Advisory Board. Ms. Taylor serves as an advisor to members of the
Private Clients Practice, working closely with them, their clients, and
their clients’ attorneys and financial planners to develop strategies
for intergenerational wealth preservation, business succession, tax
mitigation, and planning for the domestic and multinational individual
and their families. She and her team provide fiduciary income tax and
estate and trust administration services, including fiduciary accounting, to
individual and corporate fiduciaries, as well as preparing estate and gift
tax returns.
Federal Fiduciary Income Tax Workshop Seminar
SeminarDecember 5, 2018Amy Earing + 1 Other Speaker
Speakers
Amy Earing
LAVELLE & FINN LLPAmy L. Earing is a partner with the law firm Lavelle & Finn, LLP, concentrating in the areas of estate planning, estate administration, elder law, corporate law, not-for-profit corporations and tax planning. Ms. Earing represents clients in New York, Massachusetts and Florida and frequently educates professional and community organizations about estate and elder law planning matters. Ms. Earing graduated magna cum laude from Siena College with a Bachelor of Business Administration in Accounting degree and received her Juris Doctor magna cum laude from Albany Law School. Ms. Earing is also a 2010 graduate of the Leadership Tech Valley program, an initiative of the Capital Region Chamber. She is a member of the Executive Committee of the New York State Bar Association’s Elder Law and Special Needs Section, as well as co-chair of Membership Services. Additionally, Ms. Earing is an Executive Board member of STRIDE Adaptive Sports, where she also serves as treasurer.
Martin Finn
Lavelle & Finn, LLPPartner at Lavelle & Finn, LLP
Mr. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning. A major part of his practice involves assisting elderly clients and their families with tax and legal issues such as maximizing wealth and retirement income, governmental programs (e.g., Medicare and Medicaid) and disability planning including use of durable powers of attorney, supplemental needs trusts, health care proxies and living wills.
Mr. Finn holds a B.B.A. degree from Siena College, a J.D. degree from Albany Law School and an LL.M. degree in Taxation from New York University. He is a member of the American, New York State, Albany County and Schenectady County Bar Associations; the National Academy of Elder Law Attorneys, Inc.; the American Institute of Certified Public Accountants; and the New York State Society of Certified Public Accountants.
Mr. Finn is a frequent lecturer and with his law partner John H. Lavelle, CPA, LL.M., is co-author of The Complete Trust Course (HalfMoon Education, Inc. 2016), Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006) and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). He is an adjunct professor at Schenectady County Community College and past adjunct professor at Siena College, Albany Law School and the University at Albany.
Federal Fiduciary Income Tax Workshop Seminar
WebinarAugust 8, 2018Russell A. Willis III J.D. LL.M.
Speakers
Russell A. Willis III J.D. LL.M.
Mr. Willis is a tax lawyer, freelance writer, and consultant and advisor to lawyers, on issues related to wealth transfers. He has written numerous articles for publications serving tax and charitable gift planning professionals, and he is a frequent conference and seminar speaker throughout the country.
Three years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law – both tax and nontax – concerning the transfer of private wealth in this country.
Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section of his local bar association and served on a legislative drafting subcommittee for the Probate and Trust Law Committee of the State Bar. He has also written numerous articles for law journals and publications.
Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.
Federal Fiduciary Income Tax Workshop Webinar Series
SeminarDecember 11, 2019Russell A. Willis III J.D. LL.M.
Speakers
Russell A. Willis III J.D. LL.M.
Mr. Willis is a tax lawyer, freelance writer, and consultant and advisor to lawyers, on issues related to wealth transfers. He has written numerous articles for publications serving tax and charitable gift planning professionals, and he is a frequent conference and seminar speaker throughout the country.
Three years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law – both tax and nontax – concerning the transfer of private wealth in this country.
Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section of his local bar association and served on a legislative drafting subcommittee for the Probate and Trust Law Committee of the State Bar. He has also written numerous articles for law journals and publications.
Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.
Federal Fiduciary Income Tax Workshop Webinar Series
WebinarMay 19, 2020Brandon A. Borgmann + 1 Other Speaker
Speakers
Brandon A. Borgmann
Brandon A. Borgmann Attorney at Carlile Patchen & Murphy LLP
Mr. Borgmann represents individuals, business owners, and families with respect to estate planning, tax planning, and business succession planning. He also represents executors and trustees with respect to administration of estates and trusts, probate litigation, and taxation. Mr. Borgmann received his undergraduate (B.S.) in Communications from Ohio University in 2004. He received his law degree (J.D.), summa cum laude, from Capital University Law School in 2007. Mr. Borgmann is a former Chair of the Elder and Special Needs Law Committee of the Ohio State Bar Association and the former Probate Committee Chair of the Columbus Bar Association. He has served as an adjunct professor at Capital University Law School, teaching courses in estate tax, gift tax, and the income taxation of trusts and estates. Mr. Borgmann is also a member and immediate past President of the Capital University Law School Alumni Board.
Matthew Henoch
Hahn Loeser & Parks LLPAttorney at Hahn Loeser & Parks LLP
Mr. Henoch is an attorney with Hahn Loeser in Cleveland, Ohio. He focuses his practice in estate planning and probate litigation. He is experienced in all aspects of estate planning, including income tax, estate tax, gift tax, generation-skipping transfer tax, charitable planning, business succession planning, and drafting of wills, trust agreements and powers of attorney. Mr. Henoch also represents estates, trusts and beneficiaries in probate litigation. He has represented clients in multimillion-dollar probate litigation involving claims of undue influence, lack of mental capacity and breach of fiduciary duties. Mr. Henoch also has represented closely-held family businesses in litigation and arbitration matters. He received his B.A. degree with honors from Washington University in St. Louis, Michigan and his J.D., cum laude, from Case Western Reserve University School of Law.
Fiber-Reinforced Composites
WebinarJanuary 17, 2019Elias Toubia
Speakers
Elias Toubia
University of DaytonDr. Toubia is an assistant professor with the University of Dayton’s School of Engineering where he teaches classes in mechanics, civil engineering materials, design of concrete structures, masonry design, design of timber structures and structural dynamics. His research interests include innovative structural design systems, composite materials and experimental testing, behavior of reinforced concrete and masonry structures. Dr. Toubia is a member of the American Society of Engineering Education, the American Concrete Institute, and The Masonry Society. Dr. Toubia holds a US Patent and an outstanding paper award from the Masonry Society Journal. Dr. Toubia has extensive experience in designing complex structures and several publications in structures and materials featured in major peer-reviewed journals.
Fiber-Reinforced Composites for Building and Construction
SeminarJanuary 26, 2018Elias Toubia
Speakers
Elias Toubia
University of DaytonDr. Toubia is an assistant professor with the University of Dayton’s School of Engineering where he teaches classes in mechanics, civil engineering materials, design of concrete structures, masonry design, design of timber structures and structural dynamics. His research interests include innovative structural design systems, composite materials and experimental testing, behavior of reinforced concrete and masonry structures. Dr. Toubia is a member of the American Society of Engineering Education, the American Concrete Institute, and The Masonry Society. Dr. Toubia holds a US Patent and an outstanding paper award from the Masonry Society Journal. Dr. Toubia has extensive experience in designing complex structures and several publications in structures and materials featured in major peer-reviewed journals.
Fiber-Reinforced Composites for Building and Construction
On-DemandOctober 4, 2017Elias Toubia
Speakers
Elias Toubia
University of DaytonDr. Toubia is an assistant professor with the University of Dayton’s School of Engineering where he teaches classes in mechanics, civil engineering materials, design of concrete structures, masonry design, design of timber structures and structural dynamics. His research interests include innovative structural design systems, composite materials and experimental testing, behavior of reinforced concrete and masonry structures. Dr. Toubia is a member of the American Society of Engineering Education, the American Concrete Institute, and The Masonry Society. Dr. Toubia holds a US Patent and an outstanding paper award from the Masonry Society Journal. Dr. Toubia has extensive experience in designing complex structures and several publications in structures and materials featured in major peer-reviewed journals.
Fiber-Reinforced Composites Webinar Series
SeminarJanuary 17, 2019Elias Toubia
Speakers
Elias Toubia
University of DaytonDr. Toubia is an assistant professor with the University of Dayton’s School of Engineering where he teaches classes in mechanics, civil engineering materials, design of concrete structures, masonry design, design of timber structures and structural dynamics. His research interests include innovative structural design systems, composite materials and experimental testing, behavior of reinforced concrete and masonry structures. Dr. Toubia is a member of the American Society of Engineering Education, the American Concrete Institute, and The Masonry Society. Dr. Toubia holds a US Patent and an outstanding paper award from the Masonry Society Journal. Dr. Toubia has extensive experience in designing complex structures and several publications in structures and materials featured in major peer-reviewed journals.
Fiber-Reinforced Polymer (FRP) Composites Reinforcement
WebinarJanuary 18, 2019Elias Toubia
Speakers
Elias Toubia
University of DaytonDr. Toubia is an assistant professor with the University of Dayton’s School of Engineering where he teaches classes in mechanics, civil engineering materials, design of concrete structures, masonry design, design of timber structures and structural dynamics. His research interests include innovative structural design systems, composite materials and experimental testing, behavior of reinforced concrete and masonry structures. Dr. Toubia is a member of the American Society of Engineering Education, the American Concrete Institute, and The Masonry Society. Dr. Toubia holds a US Patent and an outstanding paper award from the Masonry Society Journal. Dr. Toubia has extensive experience in designing complex structures and several publications in structures and materials featured in major peer-reviewed journals.