product

Associate at McCandlish LillardMs. McCullogh has dedicated herself to providing excellent legal services to a variety of clients for over a decade. Specializing in wills, trusts and estates, she was named by Virginia Business Magazine as a member of the Legal Elite in 2012 and 2013. Ms. McCullogh has also been recognized by Northern Virginia Magazine as one of the top 50 financial professionals every year since 2013. She brings a small business background to her trusts and estates practice, which allows her to effectively implement creative wealth preservation, asset protection planning and succession planning for many area business owners. She also enjoys ensuring that individuals and families meet all of their estate planning goals, including everything from multi-generational wealth structures to ensuring family pets are thoughtfully managed in times of transitions.

Attorney at Carrell Blanton FerrisMr. Parker concentrates his practice in estate planning, estate and trust administration, and business formations. In addition, he counsels beneficiaries of estates and trusts with regard to the protection of their rights and interests. Mr. Parker earned his bachelor of science degree in Political Science, summa cum laude, from Old Dominion University’s Honors College, where he was named Most Outstanding Student in Political Science. He received his juris doctor degree from Washington and Lee University School of Law, where he was a recipient of the Judge Earl A. Cadmus 1926 Law Memorial Scholarship and was named to the Phi Delta Phi Legal Honor Society.

Attorney at Clint Sellers PLLCMr. Sellers has used practical legal advice to protect families and small businesses since 2002. He focuses on real estate, civil trials, wills and small business matters and is an authority on the use of estate planning techniques for wealth preservation and succession planning. His clients range from young families to retirees, professionals, entrepreneurs, and estate representatives and beneficiaries. He strives to always deal fairly and help clients resolve disputes without unnecessary expense or litigation. Mr. Sellers is admitted to practice in all Virginia courts, as well as Federal courts. He regularly appears in district and circuit courts and has argued a case in the Virginia Supreme Court. Mr. Sellers earned his law degree from the College of William & Mary and distinguishes himself from other lawyers by personally attending to clients’ cases. He works closely with his team of non-attorney professionals to deliver exceptional client service. By personally dealing with clients’ legal matters he ensures they receive the benefits of his experience.

Kaplan Voekler Cunningham & Frank PLCMr. Smith focuses his practice on the representation of businesses, litigation, real estate transactions, estate planning/administration, and taxation. He has been in private practice for 10 years, and he uses his knowledge and expertise to assist his clients in formulating the appropriate strategy for their specific needs. His experience includes the representation of energy companies, property developers, non-profit organizations, plumbing companies, and apartment owners in all facets of their business formation and development, including financing, lease/contract negotiation, and purchases/sales of business property both real and personal. Mr. Smith has represented clients in state and federal court, which includes, commercial, fiduciary, and employment litigation. Having an LLM in Taxation helps Reiner to understand and advise his clients about the ever changing federal, state, and local tax codes and regulations.

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.

Bond, Schoeneck & King, NaplesMs. Lombardi concentrates her practice in estate and gift tax planning, and estate administration. She works closely with her clients in a team approach which incorporates families, accountants, financial planners and corporate trustees in the transfer and preservation of wealth. Her experience includes, but is not limited to planning for charitable gifting, life insurance, retirement plans, qualified personal residence trusts, family business succession and multi-generational planning. She graduated with Honors from the University of Miami School of Law, Coral Gables, Florida, in 1993 and has been admitted to the practice of law since 1993.

Cohen & Grigsby, NaplesMs. Scharlacken is a partner with the law firm of Cohen & Grigsby, P.A. She has 20 years experience of guiding individuals, families and institutions in comprehensive estate planning matters, with a special emphasis on high net-worth families, charitable giving, business succession planning and the transfer of wealth through generations. Ms. Scharlacken enjoys working with her clients and their families and focuses on accomplishing the client’s objectives while minimizing tax burdens, preserving wealth and meeting charitable goals. As a former social worker, she guides her clients with compassion, competence and confidence. Ms. Scharlacken strongly believes in taking the time necessary to ensure that her clients really understand the choices they make and are pleased with the results. She received her LLM degree from New York University School of Law, her JD degree from Western Michigan School of Law and her BA degree from the University of Florida.

Attorney at The Libby Law Firm
Mr. Libby’s practice areas are Georgia estate and trust litigation, as well as guardianship and conservatorship matters. His cases have covered a range of topics, from federal preemption of state law prenuptial agreement claims by personal representatives, to enforcement of contracts to make a will. Mr. Libby regularly helps clients with estate planning as well, including planning for qualified retirement account benefits. He obtained a bachelor of arts degree from the University of Georgia and his juris doctorate degree from Georgia State University College of Law, and he regularly attends continuing legal education courses related to Georgia trust and estate matters. Mr. Libby previously has spoken on issues related to an attorney’s role in assessing client capacity and determining the appropriateness of representation. Mr. Libby’s practice is located in midtown Atlanta and has taken him to the four corners of Georgia.

Morris Legal and Tax, LLC
Mr. 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, and the Estate and Probate Section of the State Bar of Georgia and the Atlanta Bar Association. Mr. Morris earned his MBA degree, majoring in Personal Financial Planning, from the Georgia State University’s J. Mack Robinson College of Business, and his law degree from the Georgia State University College of Law.

The Scott Practice LLC
Since the firm’s inception in November of 2000, Ms. Scott has served hundreds of clients on matters involving fiduciary litigation, estates, trusts, and business and charitable planning. She also heads the SP Consulting Division of the practice that serves the compliance needs of nonprofit clients with technical, legal and consulting services designed to help clients expand capacity and remain in compliance with Federal regulations and grant requirements.

Attorney at Siedentopf Law
Ms. Siedentopf is an estate planning and probate attorney who helps individuals and families with wills, trusts, probate, and end of life planning. Her firm, Siedentopf Law, is conveniently located in the Buckhead/Brookhaven area of Atlanta, Georgia. Ms. Siedentopf is particularly passionate about helping clients navigate complicated, emotional issues and making the process as easy and stress-free as possible. Ms. Siedentopf has earned a number of awards and honors in her legal career, including most recently the Super Lawyer’s Rising Star in Estate Law (2019), Daily Report’s Best Social Mediator (2019), Atlanta Legal Aid Pro Bono Star (2018), Thompson Reuter’s Lead Counsel Rating in Estate Planning (2018), and Atlanta Attorney at Law Magazine’s Attorney to Watch.

Partner of Brennan & Rogers, PLLC
Brennan & Rogers has offices in York and Kennebunk, Maine, and a meeting space in Portsmouth, New Hampshire. Mr. Rogers’ practice is focused on estate planning, elder law, probate and tax. He earned his J.D. degree from the University of Oregon School of Law (Order of the Coif) and his LL.M. degree in Taxation from the University of Washington School of Law. Mr. Rogers is licensed to practice law in Maine, New Hampshire, Massachusetts as well as Virginia (inactive).

Shareholder with White Arnold & Dowd P.C., Birmingham, AL
With over 40 years of experience in the practice of probate law, Mr. Summey is recognized in the probate and civil courts in Alabama as a leader in the field of probate litigation, wills, trusts and estates, guardianships and conservatorships. In 2009, he was designated as a National Certified Guardian. His practice involves assisting litigators in settling cases involving decedent’s estates and incapacitated persons, the representation of conservators of the estates of minors and disabled persons who have received personal injury awards, structured settlements, special needs trusts and elder law. Mr. Summey also handles litigation related to all areas of probate law including will contests and trust and estate matters. He is a frequent lecturer on basic and advanced probate, probate for litigators, special needs trusts, Medicaid issues and elder law. Mr. Summey has served on the faculty of The Birmingham School of Law where he taught Trusts and Elder Law. He also has served on the adjunct faculty of the Cumberland School of Law of Samford University for five years, teaching courses in residential and commercial real estate transactions. Mr. Summey is the author of “Handling Lawsuits of Minors, Decedents and the Disabled,” which was published in the ATLA Journal.

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.

Brady Cobin Law Group, PLLCMs. Cleevely joined the Brady Cobin Law Group in January 2019. She focuses her practice on special needs trusts and Medicaid planning, and she assists clients with estate planning and probate matters as well.
Her passion for improving the lives of people with disabilities led Ms. Cleevely to pursue a career in special education law. She is a proud graduate of the Washington and Lee University School of Law. During law school, Ms. Cleevely spent her summers at the Cooperative Counsel for Oklahoma School Administrators and the North Carolina State Board of Education, where she successfully researched, drafted, and lobbied for education legislation. Ms. Cleevely also worked for the Disability Law Center of Virginia where she represented clients with disabilities in matters related to employment and medical claims. In 2016, she began her legal practice as an associate attorney, where she represented North Carolina public school districts on special education, First Amendment, and Americans with Disabilities Act matters. Ms. Cleevely continues to serve individuals with disabilities and their families at Brady Cobin Law Group.

Brady 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.

Bagwell Holt Smith P.A.Mr. Spain is an attorney at Bagwell Holt Smith P.A., where he focuses on estate planning, probate, and trust administration. He also helps small business owners set up business succession plans that will allow their businesses to be passed on to the next generation and help provide financial security for their families in the event of retirement, death, or disability. He is a member of the North Carolina State Bar and the North Carolina Bar Association’s Estate Planning and Fiduciary Law Section.

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.

York Howell & Guymon, Salt Lake CityStephen Mayfield is a partner at York Howell & Guymon, practicing in the areas of corporate law, asset protection, estate planning, federal tax law and trust and probate administration. He is admitted to practice in Utah and Nevada. Mr. Mayfield advises businesses and individuals on various tax issues within the context of corporate transactions, emerging entities, and estate plans. He helps entrepreneurs form limited liability companies and corporations, and he advises medical professionals with practice administration, compliance and restructuring. His corporate experience includes representing clients with mergers and acquisitions, and preparing corporate buy-sell agreements, leases, non-disclosure agreements, non-compete agreements, and purchase agreements.

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.

William Coulson, LLC, PittsburghMs. Corsetti has been practicing law since 1986. Her primary areas of practice include: comprehensive estates and trusts, including planning, administration, taxation, and Orphans’ Court litigation; civil litigation; business transactions and planning; real estate; and elder law. Her broad experience across the full-spectrum of estate and business-related practice areas has resulted in an exceptional multi-perspective approach that she applies to each client. Ms. Corsetti is a frequent contributor to industry and consumer publications and has appeared on finance-related radio shows. Additionally, she was named a 2013, 2012, 2011 and 2009 Five Star Wealth Manager by Pittsburgh Magazine and was a 2009 Athena Award Nominee. Ms. Corsetti is a member of the Allegheny County Bar Association’s Probate and Trust Law Section and the National Academy of Elder Law Attorneys. She also serves as an adjunct instructor with Duquesne University’s John F. Donahue Graduate School of Business. Ms. Corsetti earned her J.D. degree from the University of Pittsburgh School of Law.

Mr. 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.

William Coulson, LLC, PittsburghMs. Maier focuses her practice on estate planning, litigation, entity formation, and general corporate and business matters. Her secondary focus is estate administration. She was licensed to practice law in 2002. Complementing her current practice areas, she is also a notary and a member of The Pennsylvania Association of Notaries (PAN). She is admitted to practice law in Pennsylvania. Ms. Maier received her law degree, magna cum laude, from the University of Pittsburgh School of Law, where she was a Note and Comment Editor of the Journal of Law and Commerce and a member of the Order of the Coif. Ms. Maier also received an M.B.A. degree from the Joseph M. Katz Graduate School of Business and earned a bachelor’s degree, summa cum laude, in business and mathematics from the University of Pittsburgh.

Williams Coulson, LLC, PittsburghMr. Omasta is an associate at Williams Coulson and practices in the areas of tax controversy, tax planning, business succession planning, estate planning, and general corporate law matters. He received his law degree from the University of Pittsburgh School of Law where he was Lead Executive Editor of the Journal of Law & Commerce. During law school, he clerked for Williams Coulson. Mr. Omasta received his bachelor of science degree in Business Administration in accounting, magna cum laude, from Duquesne University.

Scully & 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.

Clark 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.

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.

Jacqueline Bowden Gold is an attorney at Rarick & Beskin, P.A., in Miami Lakes, Florida. She concentrates in the areas of probate, trust law, guardianship, estate planning, and asset protection. She has over five years of legal experience. A native of Miami, Florida, Ms. Gold received her J.D. degree from St. Thomas University School of Law in 2013. She was president of the Student Bar Association where she served as the voice for the student body. Also, Ms. Gold was a member of Phi Delta Phi Legal Honors Society, Hispanic American Law Student Association, and Animal Legal Defense Fund. She also completed a fellowship with the Honorable George A. Sarduy of the Eleventh Judicial Circuit Court of Florida, Family Division.

Founder at Wake Law
Ms. Wake is the founder of the boutique law firm, Wake Law, where she helps families protect their legacy through legal preventative measures. She is a licensed attorney in New York and Florida. Ms. Wake speaks Spanish and has been practicing estate planning since 2004 as a paralegal and since 2007 as an attorney. While her primary office is based in Brandon, she has satellite offices in Oldsmar, New Port Richey, Sarasota and New York City. Ms. Wake represents the elderly, the disabled, younger families, and their caregivers in all facets of elder law, asset protection planning, public benefits, estate planning, incapacity planning, special needs planning, guardianship, probate, and trust administration. With almost 15 years of experience, she prides herself on being a trusted resource to her clients and to her community. Ms. Wake is a legal provider to Prospera where she guides clients on business law and intellectual property. She is also a founding board member and the current vice president of the Tampa Bay Latin Chamber of Commerce. Ms. Wake graduated magna cum laude from SUNY Old Westbury and received her J.D. degree from Hofstra University School of Law.

Attorney at EinhornBarbarito
Mr. Rheingold’s practice is primarily devoted to estate and trust administration, charitable planning and business succession planning, as well as controversial estate litigation and tax dispute matters. He is highly adept at successfully negotiating with the Internal Revenue Service, the New Jersey Division of Taxation and the New York Department of Taxation. Mr. Rheingold’s knowledge of tax law and analytical abilities are enormous assets to his clients. He prides himself on delivering a complete service – developing cutting-edge tactics that respond to the constantly changing tax environment and managing the highly personal family dynamics of each individual case. Mr. Rheingold is committed to developing strategies that respond to the constantly changing tax environment and family dynamics. He was named to New Jersey Family Magazine’s “Best Lawyers for Families” in 2019.

Adam Sandler, J.D., LL.M. is the Director of Wealth Planning at AJ Wealth in New York City. He counsels the firm’s clients and advisors on complex issues involving tax, trusts and estates, asset protection, charitable planning, business and family governance, and overall wealth transfer and preservation. Prior to joining AJ Wealth in 2022, Mr. Sandler practiced law as a tax attorney focusing on estate planning, estate and trust administration, and tax planning for individuals and businesses.