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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. 

Scott J. Bent is an associate at Baker & Hostetler LLP. He counsels clients on estate planning and transfer tax matters, private wealth management, fiduciary litigation, business succession planning, and business and real estate transactions. He advises trustees and other fiduciaries regarding their obligations and liabilities, and he represents fiduciaries in disputes and litigation. He also handles closely held business matters, including business disputes.

Adriann S. McGee is a shareholder at Reminger Co., LPA. She focuses her legal practice in the areas of inheritance disputes, including will contest, trust disputes, breach of fiduciary duty claims, and trust, estate and guardianship administration. She is a member of various professional bar associations, a member of the Board of the Ohio Coalition for Adult Protective Services and a member of the Chief Justice Thomas J. Moyer Inn, American Inns of Court.

Gregory D. Port is the founding attorney of Port Legal. He has been providing strategic trust, elder law, estate planning and probate legal representation to clients in Central Ohio since 1990. He has also served on the Board of Directors of Netcare Foundation, Inc., the fund-raising arm of Netcare Access, Inc. which provides emergency care to those with mental and substance abuse issues in Franklin County, Ohio. He is an active hiker and bicyclist.

Keith A. Stevens is an associate at Isaac Wiles Burkholder & Teetor, LLC, where he practices in elder law, special needs, and estate planning. He has dedicated his eight years of practice to helping individuals and families obtain needed services, protect assets, and avoid costly legal proceedings. His work has appeared in the Ohio Probate Law Journal and Estate Planning. Mr. Stevens is a member of the Ohio State Bar Association and Columbus Bar Association.

Meredith K. Sugar is a partner at Taft Stettinius & Hollister, LLP. Her practice is focused in the area of sophisticated wealth transfer; estate planning and administration; tax planning for individuals, corporations and partnerships; business succession planning; and general corporate representation. She frequently advises high wealth individuals on how best to structure and implement wealth transfer and estate planning vehicles such as GRATs, dynasty trusts, family limited partnership and limited liability companies. Ms. Sugar also represents estates, businesses and individuals in IRS audits. She regularly forms and advises nonprofit and tax-exempt organizations.

Mr. Vonau received his undergraduate degree from The Ohio State University and his law degree from Capital University Law School. His practice areas include estate planning and probate matters; business formation, operation, transactions, and other matters; residential, commercial, and investment real estate matters; guardianships; and construction-related disputes. Mr. Vonau is a member of both the Ohio State and Columbus Bar Associations. He is a past member of Gahanna Community Improvement Corporation (CIC) and is a current member of the Family and Youth Law Center (FYLaw) at Capital University, Volunteer Guardianship Program, the Catholic Foundation Professional Advisors Group (PAG), Columbus Foundation Professional Council, and The Ohio State University Office of Estate and Gift Planning Professional Advisory Council. Mr. Vonau also chairs the Columbus Bar Association’s Estate Planning and Trust Committee. He serves on the Columbus Bar Association’s Board of Governors and is in line to become the acting President of the Columbus Bar Association.

Mr. Winkler founded Winkler Legal, LLC, in 2004, where he represents clients in probate, trust and estate administration, estate planning, advanced healthcare directives, asset protection planning and probate litigation, and where he assists clients with qualifying clients for governmental assistance in paying for long-term nursing care services. Mr. Winkler was licensed in the state of Ohio in 1997 and has served in many capacities including as compliance counsel for Nationwide Insurance Company and as assistant consumers’ counsel for the state of Ohio.

Principal of Michael H. Erde, P.C.Mr. Erde is the principal in the North Side Chicago law firm of Michael H. Erde, P.C., where he has focused his practice on estate planning, elder law, probate and corporate law. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Erde is a member of Greater North Shore Estate Planning and Financial Planners Council and the National Academy of Elder Law Attorneys. He has been an instructor/lecturer and has given seminars for many years on estates, trusts, elder law, asset protection, Medicaid and special needs. Mr. Erde was an adjunct professor at John Marshall Law School, where he taught classes on elder law. Mr. Erde has written numerous articles on wills, trusts, and elder law issues. He earned his B.S.B.A. degree from Washington University and his J.D. degree from the University of Illinois, and he has graduate credits in taxation from The John Marshall Law School. Mr. Erde founded the Asset Protection Committee of the Chicago Bar Association. He is a member of the Probate Committee of the local bar.

Attorney with Levin & Ginsburg Ltd.Mr. Saunders is a partner in the Chicago law firm of Levin & Ginsburg Ltd. He concentrates his practice in the areas of wealth management, asset protection, estate planning, business planning and taxation law, real estate, business succession planning, and deferred compensation. He is a member of the Chicago Estate Planning Counsel and the Chicago Bar Association. Mr. Saunders has spoken to various professional and community groups about estate planning, trusts, estates, business succession planning, and deferred compensation. He has hosted a series of workshops for the College of Lake County aimed at teaching small business owners various legal aspects of forming business entities, maintaining those entities and handling other issues facing business owners. Mr. Saunders earned his B.A. degree from the University of Virginia, his J.D. degree from The John Marshall Law School, and his LL.M. (tax) degree from DePaul University. He is a member of the Family Firm Institute and a founding member of the Private Directors Association.

Yates, Campbell & Hoeg LLP, Fairfax, VAMr. Dar is an attorney with Yates Campbell & Hoeg LLP, a boutique trusts and estates law firm in Fairfax, Virginia. In total, he has over 12 years of experience in the area of trusts and estates, having previously practiced at large national firms and having worked at a multi-family office. With that kind of experience, Mr. Dar has dealt with a wide variety of matters, from traditional wealth planning to more sophisticated transfer techniques, as well as post-mortem administration and fiduciary litigation. He received his B.A. degree, Phi Beta Kappa, from the University of Michigan and his J.D. degree from NYU School of Law, where he served on the Law Review.

Hometown Estate Planning, Manassas, VARichard Phillips is a former trial attorney who now devotes his work exclusively to estate planning law and assisting families achieve peaceful wealth preservation. He received a B.A. degree from James Madison University in 1995 and a J.D. degree from George Mason University School of Law in 1999. He is a member of the Prince William Chamber of Commerce and occasionally donates his legal experience to non-profit organizations.

Paul F. Riekhof is a principal in the Estates and Trusts Group of Joseph, Greenwald & Laake in Maryland. Mr. Riekhof has represented individuals, families, and businesses in all aspects of estate planning, estate and trust administration, guardianship, and estate litigation matters for more than 20 years. Mr. Riekhof’s practice includes advising clients concerning their wealth preservation, family business and farm preservation, and gift planning issues. He has extensive experience establishing special needs trusts and discretionary trusts to conserve assets for the benefit of disabled individuals, establishing irrevocable trusts to remove insurance and other assets from estates, and establishing revocable trusts for probate avoidance and disability planning. He is a member of the Maryland, Montgomery County, American and District of Columbia bar associations. Mr. Riekhof earned his B.A. degree, with honors, from the University of Chicago and his J.D. degree from the University of Colorado School of Law.

Vanderpool, Frostick & Nishanian P.C., Manassas, VAMr. Wilks is a shareholder at Vanderpool, Frostick & Nishanian, having practiced law in Northern Virginia and Prince William County for more than 25 years. Throughout that time, he has concentrated his practice in estate and trust planning and administration, business and real estate, and certain tax matters. Mr. Wilks has been recognized by his peers in the legal community both locally and statewide for his legal ability and high ethical standards in the legal areas in which he concentrates his practice. For instance, Mr. Wilks has been named as one of Virginia’s “Legal Elite” by the Virginia Business magazine in the areas of taxes, estates, trusts and elder law every year since 2014. Since 2010, healso has received the “AV Preeminent” rating, the highest rating given by Martindale-Hubbell® Peer Review, for his legal ability in the fields of business, estate planning and estate and trust administration and for his general ethical standards. Mr. Wilks also is a frequent lecturer, speaking at programs not only sponsored by civic and charitable groups designed to educate the general public on legal issues within his area of concentration, but also to other attorneys, accountants and financial professionals in programs qualifying them for their required annual continuing education credit.

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