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In the residential sector, Bales Energy Associates (BEA) provides mini-consults for heat pumps, energy recovery ventilators and other green heating and cooling systems. Over the last 15 years, Mr. Bales has taught high-performance heating systems workshops for an eight state region in the Northeast. BEA provides investment-grade energy audits and renewable energy system studies for commercial and institutional buildings and facilities. BEA takes a whole-systems approach to each facility or home, informed by the most current building-science standards. Mr. Bales is a registered professional engineer in Massachusetts, New York, Connecticut, Vermont, and Rhode Island. Services offered by BEA include HVAC, energy-related studies and design services, as well as training workshops for high-performance, energy-efficient mechanical, electrical, and enclosure systems for new and existing buildings.

Dr. Harrod is a contractor, author and electrification advocate. In 2006 he founded Snug Planet, an award-winning home performance company based in Ithaca, New York. From its initial focus on energy audits and envelope improvements, Snug Planet has grown to offer whole-home solutions, including moisture management and HVAC upgrades. Snug Planet is an active participant in New York State residential programs serving low-income and market-rate customers. In early 2022, Snug Planet merged with Halco Energy, one of the largest home performance contractors in New York. Dr. Harrod is certified by the Building Performance Institute as a Building Analyst, Envelope Professional, Heating Professional, and AC/Heat Pump Professional. Dr. Harrod’s articles have appeared in Home Energy Magazine, Journal of Extension, Building Performance Journal; and ASHRAE Journal. He is a regular contributor to Green Building Advisor.

Mr. Anderson represents Gulf Coast businesses in both transactional and litigation matters and often serves as outside general counsel for his clients. Mr. Anderson has extensive experience representing real estate developers, commercial landlords, tenants, and investors in leasing, purchases and sales, financing, and real property disputes. He also focuses his practice on the Gulf Coast hospitality industry, including franchise regulatory matters, transactions, and disputes, intellectual property prosecution and enforcement, tort liability, advertising, regulatory, and employment matters. His corporate law practice involves representation of individuals and entities in the formation and ongoing operation of businesses including sales, acquisitions, franchising, and expansion. His widely varied litigation experience has involved patents, trademarks, copyrights, product liability, franchising, timeshares, real estate sales, premises liability, Title VII, FLSA, FMLA, ADA, and commercial matters. Prior to founding Yates Anderson, Mr. Anderson was a partner at Clark Partington, served as general counsel for one of Alabama’s most successful commercial real estate developers, practiced with the law firm Baker Donelson in Birmingham, Alabama, and clerked at the U.S. Court of Federal Claims in Washington, D.C. He is licensed to practice in Alabama and the U.S. Virgin Islands.

Mr. Miller holds a B.A. in political science from the University of Alabama, and a J.D. from the University of Alabama School of Law. He has nearly a decade of experience working in land conservation and water policy, and has worked for governments and nonprofit groups in Missouri, Washington D.C. and Alabama.

Prior to his service at TVA, Mr. Savage was in private survey practice for 10 years specializing in dispute resolution and expert witness services. He has surveyed several disputed state boundaries to resolve jurisdictional conflicts. Mr. Savage is an adjunct professor at Cleveland State Community College where he teaches courses in boundary law, geodesy, GIS, and surveying fundamentals. He has researched and retraced the historical surveys of Henry David Thoreau and has published several articles on the subject. Mr. Savage teaches exam review and continuing education seminars at various state and local conferences across the country.

Prior to his service at TVA, Mr. Savage was in private survey practice for 10 years specializing in dispute resolution and expert witness services. He has surveyed several disputed state boundaries to resolve jurisdictional conflicts. Mr. Savage is an adjunct professor at Cleveland State Community College where he teaches courses in boundary law, geodesy, GIS, and surveying fundamentals. He has researched and retraced the historical surveys of Henry David Thoreau and has published several articles on the subject. Mr. Savage teaches exam review and continuing education seminars at various state and local conferences across the country.

Mr. Shattuck is a practicing attorney and neutral (Cooper Shattuck,
LLC); primary instructor with Alabama Mediation Training; engaged principal of Cartography Consulting, LLC (which provides full-service marketing and business consulting services); frequent facilitator for strategic planning sessions and strengths-based personal assessments, team building and leadership training; and a regular speaker on mediation, negotiations, ethics, marketing, and other continuing legal education topics. In each of these roles, Mr. Shattuck calls on his unique practice experiences which range from firm private practice, to Governor’s legal advisor, to general counsel of the University of Alabama System, and longtime adjunct professor of law at the University of Alabama School of Law. Mr. Shattuck earned his B.S. degree in Economics from Georgia Tech in 1987 and his J.D. degree from The University of Alabama School of Law in 1990.

Ms. Wright Pritchett is an experienced environmental, natural resources, and oil and gas attorney, focusing on the intersection of government and business. With a deep background in environmental and natural resources law, Ms. Wright Pritchett’s practice includes environmental permitting and compliance, enforcement defense, brownfield redevelopment, hazardous waste, CERCLA contribution and cost recovery, water quality, water rights, oil and gas exploration and production, mining, timber, legislative drafting, and lobbying. She is a member of the Alabama State Bar and the past chair of its Environmental and Natural Resources Section, actively involved in the Alabama Center for Real Estate’s Leadership Council. Ms. Wright Pritchett is the former president of Birmingham Commercial Real Estate Women (BirminghamCREW). She is a former regulator, having served for eight years on the Alabama Oil & Gas Board where she oversaw the exploration and production of oil and natural gas in the state. She is Alabama’s appointee to the Interstate Oil & Gas Compact Commission’s Environmental Committee. Ms. Wright Pritchett has held numerous leadership roles in the American Bar Association since joining in 1994, including serving on the Section of Environment, Energy and Resources’ governing Council. She serves as the National Wildlife Federation’s Eastern Vice-Chair of its Board of Directors and is past president of the Alabama Wildlife Federation. Ms. Wright Pritchett earned her B.S. degree in Journalism and Public Relations from the University of Southern Mississippi, and her J.D. degree from the University of Oregon School of Law, where she also received a Certificate of Completion in Environmental and Natural Resources Law.

Mr. Barr is the founder of Timberline Inspections, a residential and commercial property inspection company conducting inspections in Central Alabama. Mr. Barr began his career in construction working as a carpenter for a small general contractor outside Boise, Idaho. He has built houses from Tijuana, Mexico, to Fairbanks, Alaska. After college his military career took him into the field of investigations and training where he now focuses on investigations for construction litigation. Enjoying life on a quiet farm he spends his time with his wife, Amandalyn, in firearms competitions and training. Together they raise and home school three kids, Joshua, Hannah and Gatling, on their homestead.

Mr. Thrasher formed Centsable Inspections in 2018 and became a certified and licensed home inspector. In 2019, he became a certified commercial inspector. In 2021, Mr. Thrasher received a certification as a Master Inspector. In 2022, he became a certified instructor in the state of Alabama through InterNACHI. Centsable Inspections is an InterNACHI School partner.

Nick Bajwa is of counsel with Dillon Findley & Simonian, P.C. He handles complex commercial transactions and civil litigation matters. Mr. Bajwa has a wide array of experience working for and on behalf of corporate clients with a presence in Alaska, including ConocoPhillips and JL Properties. His clients range from large corporations to small local businesses and individuals. In this capacity, Mr. Bajwa has handled multiple forms of complex real estate transactions both in Alaska and worldwide, including major construction projects and dispositions. His practice is focused primarily on transaction real estate, including acquisitions and divestitures, development, land assemblage, financing, construction, commercial leasing, taxation, surface use and damage claims. In addition, Mr. Bajwa regularly advises clients on strategy, risk mitigation, and portfolio optimization. He also has significant experience in property tax matters, with a practice that includes litigation and administrative appeals. Mr. Bajwa also serves as general counsel for a number of small businesses and advises them on corporate governance, employment disputes, and contract formation, implementation, and disputes. He earned his B.A. degree from the University of Michigan and his J.D. degree from the University of Minnesota Law School.

Brett M. Hill is a member at Ahlers Cressman & Sleight PLLC. He concentrates his practice on representation of the construction industry in a variety of matters. He has over 20 years of construction litigation experience where he has handled numerous complex construction disputes for national and multi-national construction companies. He also regularly handles transactional/contract drafting matters for construction industry clients and has drafted and negotiated contracts totaling more $500M in the last five years. Mr. Hill is also an advocate for the construction industry in Olympia. He is the current chair of the Legislative Committee for the National Utility Contractors Association of Washington (NUCA) and is also a current member of the NUCA Board of Directors. Mr. Hill was voted Associate of the Year for NUCA of Washington. He is also a member of the AGC Legal Affairs Committee and regularly testifies in Olympia on behalf of AGC and NUCA. He was voted Associate of the Year for AGC in 2023. He is also a former chair for the Construction Law Section of the Washington State Bar Association and is a frequent seminar presenter on construction law topics.

Taylor McMahon is a senior attorney at Jermain, Dunnagan & Owens, P.C. She has been practicing law in Alaska for over 15 years, with a primary focus on construction disputes. Ms. McMahon advises public and private owners, contractors, subcontractors, and material suppliers on a broad range of construction-related claims and disputes including bidding and procurement, differing site conditions, changes, delays, terminations, lien rights, defective specifications, payment issues, and bond claims. In addition to her construction-related work, Ms. McMahon maintains a transactional practice, which includes drafting and reviewing construction contracts and procurement documents. She also represents surety companies against contractor license bond claims.

Douglas Oles is an attorney with Smith Currie Oles LLP. He helps his clients avoid and resolve disputes on a wide variety of complex public and private contracts in the construction, supply, energy and real estate development industries. Mr. Oles also works as neutral mediator and arbitrator in contract-based disputes. With more than three decades of transactional, litigation and arbitration experience, he is committed to helping his clients solve problems promptly and cost-efficiently. Mr. Oles has represented both claimants and respondents in resolving multiple disputes over $100,000,000 and in a wide variety of smaller cases. Representing construction clients across the United States, he has participated in a number of high profile infrastructure projects. Mr. Oles has also worked on various commercial contracts in Europe, Asia and South America. He is a leader in a variety of construction industry groups that keep him at the forefront of new developments in contracting and claim resolution. Mr. Oles earned his A.B. degree, with distinction, from Stanford University and his J.D. degree, with honors, from the University of Washington.

Anne Marie Tavella is a partner with David Wright Tremaine LLP. She helps clients work through commercial litigation cases, as well as government contracts disputes and regulatory compliance. Whether the cases involve construction disputes, wrongful termination, small business contracting compliance, or other contract-based disputes, Ms. Tavella assists clients in navigating these issues while minimizing business disruptions. Her focus is to help clients—including Alaska Native corporations—continue to focus on project or contract performance while ensuring the steps are met for federal bid protests, litigation under the Contract Disputes Act, 8(a), and compliance with federal regulations. Ms. Tavella also assists prime contractors and subcontractors with drafting construction contracts that maximize protections to limit litigation. She earned her B.S. degree from Southern Illinois University, her M.A. degree from University of Illinois, and her J.D. degree from Northwestern University Pritzker School of Law.

Mr. Lawendowski specializes in structural design focused on residential and light commercial projects. He is a long-time Alaskan who retired from the military after more than 23 years of service and has more than ten years of engineering and construction experience. Mr. Lawendowski’s background includes experience in design, construction, testing and monitoring of engineered projects. He has worked all over the state of Alaska, including extensive time in the arctic and remote regions. Mr. Lawendowski takes a practical and economical approach to design, considering who is going to be doing the construction and how it will be done. He has hands-on experience in the construction of water and wastewater systems; the construction and renovation of buildings and large earth works projects. He is currently licensed in AK, HI, ID, LA, ME, MT, OK, TX and UT.

Mr. Pannone is a registered civil and Environmental engineer specializing in the planning, design and construction of sanitation facilities. He is a lifelong Alaskan with more than 40 years of engineering and construction experience. Mr. Pannone’s background includes experience in survey, design, construction, testing and monitoring of engineered projects. He has worked all over the state of Alaska, including extensive time in the arctic and remote regions. Mr. Pannone takes a practical approach to design, considering who is going to be doing the construction and how it will be done. He has hands-on experience in the construction of water and wastewater systems, buildings and large earth works projects. Mr. Pannone is a certified ADEC water/wastewater designer and sanitary surveyor. He is the founder of Pannone Engineering Services LLC. This privately-owned company was founded in February of 1991. The company specializes in the design, testing and installation of on-site water and wastewater systems. Pannone Engineering Services (PES) have performed engineering designs, analysis and evaluations of water and wastewater systems throughout Alaska. The types of systems have ranged from small single-family septic systems to large commercial systems serving greater than 100 people daily. PES typically tests between 90 and 150 septic systems a year and designs approximately 50 to 75 new or upgraded systems. PES has an excellent working relationship with the Municipality of Anchorage and the State Department of Environmental Conservation. Mr. Pannone is licensed in
Washington, Oregon, Idaho, Montana, Massachusetts, Nevada, and Florida.

Mr. Lawendowski specializes in structural design focused on residential and light commercial projects. He is a long-time Alaskan who retired from the military after more than 23 years of service and has more than ten years of engineering and construction experience. Mr. Lawendowski’s background includes experience in design, construction, testing and monitoring of engineered projects. He has worked all over the state of Alaska, including extensive time in the arctic and remote regions. Mr. Lawendowski takes a practical and economical approach to design, considering who is going to be doing the construction and how it will be done. He has hands-on experience in the construction of water and wastewater systems; the construction and renovation of buildings and large earth works projects. He is currently licensed in AK, HI, ID, LA, ME, MT, OK, TX and UT.

Mr. Pannone is a registered civil and Environmental engineer specializing in the planning, design and construction of sanitation facilities. He is a lifelong Alaskan with more than 40 years of engineering and construction experience. Mr. Pannone’s background includes experience in survey, design, construction, testing and monitoring of engineered projects. He has worked all over the state of Alaska, including extensive time in the arctic and remote regions. Mr. Pannone takes a practical approach to design, considering who is going to be doing the construction and how it will be done. He has hands-on experience in the construction of water and wastewater systems, buildings and large earth works projects. Mr. Pannone is a certified ADEC water/wastewater designer and sanitary surveyor. He is the founder of Pannone Engineering Services LLC. This privately-owned company was founded in February of 1991. The company specializes in the design, testing and installation of on-site water and wastewater systems. Pannone Engineering Services (PES) have performed engineering designs, analysis and evaluations of water and wastewater systems throughout Alaska. The types of systems have ranged from small single-family septic systems to large commercial systems serving greater than 100 people daily. PES typically tests between 90 and 150 septic systems a year and designs approximately 50 to 75 new or upgraded systems. PES has an excellent working relationship with the Municipality of Anchorage and the State Department of Environmental Conservation. Mr. Pannone is licensed in
Washington, Oregon, Idaho, Montana, Massachusetts, Nevada, and Florida.

Mr. Cohn focuses his practice on counseling individuals and families on estate and tax planning, philanthropic planning, trust formation, and preparation and review of prenuptial, postnuptial and cohabitation agreements, among various other related matters. Mr. Cohn also advises a wide array of clients in planning and establishing foundations and charitable trusts. He represents charitable organizations in connection with the receipt of gifts and bequests, as well as in their administrative affairs, including issues regarding formation. Mr. Cohn graduated from the University of Florida in 1981 with a B.S. degree in Accounting, with honors. Following his graduation from the University of Florida Law School in 1984, he proceeded to earn his Master of Law degree in Taxation from the University of Florida in 1985.

Ms. Groover has over 30 years of experience in fiduciary, legal, wealth management, business, and personal finance services. Among her strengths are innovative problem solving, strategic foresight, and conflict resolution. An amiable relationship builder, she engages clients with expert written and verbal communication skills. She is recognized for her exceptional proficiency in estate planning, trust administration, and fiduciary litigation support. Ms. Groover is an adjunct professor at Florida A&M School of Law. She is currently teaching an upper-level Trusts and Fiduciary Administration course. Ms. Groover most recently served as the vice president and senior fiduciary advisor for PNC Bank in Orlando. During her tenure, she was responsible for engaging in fiduciary decision making by executing the terms of any plan or document in which PNC served as trustee. She successfully managed complex, litigious relationships involving various assets, multiple internal departments, and outside counsel. Ms. Groover is currently a member of Orange County Bar Association, where she served as a past chair of the Estate, Guardianship, and Trust Committee. Additionally, as a member of The Florida Bar, Ms. Groover serves on the Real Property, Probate, and Trust Law (RPPTL) Section, including the Estate and Trust Tax Planning Committee and the Attorney Trust Officer (ATO) Conference Committee. She is on the board of directors at the Central Florida Estate Planning Council. Ms. Groover received a B.S. degree in Business Administration, with a concentration in banking and finance, from Wilkes University and an M.B.A. degree from the University of Central Florida. She also obtained her J.D. degree with the Florida A&M University’s College of Law, where she graduated cum laude and earned the highest score in Estates and Gift Taxation, Business Associations, and Contract Drafting. She was awarded an intern position for the Ninth Judicial Circuit Court of Florida, Orange County Probate and Guardianship.

Mr. Hermes focuses his practice on estate planning, tax issues, real estate, business law, and elder law. His primary focus is assisting high net-worth families with estate and succession planning, wealth transfer tax, and asset protection. He also frequently acts as co-counsel to other attorneys on advanced tax and estate planning concepts. Raised in rural Wisconsin, Mr. Hermes moved to St. Augustine to attend Flagler College, where he graduated with honors with a B.A. degree in Political Science. He then accepted a full scholarship to study at Wake Forest University School of Law, obtaining both his Juris Doctor and a Master of Studies of Law with a concentration in Taxation. Mr. Hermes also serves on the Florida Probate Rules Committee, which develops and recommends probate rule amendments to the Florida Supreme Court. He is licensed in Florida and Wisconsin, and is recognized as a Board Certified Specialist in Wills, Trusts, and Estates law by The Florida Bar (a certification attained by less than 1% of Florida-licensed attorneys).

Andrés Hernández is an attorney with Saltiel Law Group, where his practice includes corporate law, international tax and estate planning for domestic and foreign high net-worth individuals, and assisting with fully compliant structures, both domestically and abroad, as well as providing succession planning solutions considering tax challenges of global wealth. He has experience advising high net-worth individuals and their families on cross-border wealth, investments, and estate planning concerns with particular focus on issues arising from civil law and common law application. Mr. Hernandez also has significant experience advising individuals and fiduciaries in estate, trust, and probate administration, and representing clients on tax controversy matters before the IRS, including streamlined filing compliance procedures. He earned his Abogado LL.B. equivalent from Universidad Católica Andrés Bello, Caracas, Venezuela, his LL.M. degree and certificate in business administration from Northwestern University School of Law and Kellogg School of Management, his LL.M. degree in Taxation from Northwestern University School of Law, Chicago, Illinois, and his J.D. degree from Emory University School of Law in Atlanta, Georgia. Mr. Hernandez is a member of The Florida Bar (member, Tax Law Section), American Bar Association and the Society of Trust and Estate Practitioners (STEP).

Mr. Spinks is a distinguished attorney specializing in elder law, with a wealth of experience and a commitment to advocating for the elderly and their families. As a Board Certified Elder Law Attorney, Mr. Spinks brings expertise in the legal issues that impact seniors, including estate planning, longterm care, guardianship, veterans’ pensions, and Medicaid planning. Before practicing law, he joined the military at 17 years old, serving in the Gulf War. He was also certified as a Florida firefighter/EMT and was employed by the Polk County Fire Department. After graduating from the University of South Florida, he returned to military service as a Marine Corps officer and graduated from Florida State University College of Law. Mr. Spinks retired from the United States Marine Corps after over 25 years of service. He is admitted to the Florida and Hawaii bar associations and has been practicing law since 2000. Beyond his legal practice, Mr. Spinks is an active member of the community. He frequently conducts seminars and workshops to educate seniors and their families about their legal rights and options in estate planning, elder law, and special needs planning. He serves with the Buddy Baseball League as a coach for the Pirates, a team his son plays on. Mr. Spinks also serves on the Hillsborough County Superintendent Advisory Committee and is active in the American Legion and VFW. He serves on the elder law and military affairs committee for The Florida Bar, and he is a member of the vestry at St Mark’s Episcopal Church. With a career spanning over two decades, Mr. Spinks has established himself as a trusted advisor and advocate in the elder law community.

Ms. Boyd is a National Color & Design Manager for the commercial architectural & design industry. She is a subject matter expert on color theory, relationships of design & human behavior as it relates to color applied to the built environment; in addition to studying cultural trends as they inform the design industry. Ms. Boyd is a certified CEU & keynote presenter with hundreds of hours presenting to architectural & design industry professionals. In addition to working with PPG, she has been an adjunct professor at local colleges in their interior design programs for almost a decade now. She holds an Interior Design degree from the University of Missouri, a Masters of Architecture from the University of Kansas and an Art’s Certificate from the Kansas City Art Institute’s Graphic Program with a focus on environmental graphics.

Mr. Dupra has been in the wood flooring business his entire life. Growing up, his summer job was helping his father who was a flooring contractor. After college, he traveled the country as a sales engineer for Saint-Gobain, a company that made products for flooring contractors. His father started a wholesale distribution company and he decided to move home and join the family business. It was there that the idea for Revel Woods was born – the industry’s first virtual distribution business. Mr. Dupra has held several leadership positions within the National Wood Flooring Association, and has been featured in a number of publications and podcasts, including being recognized in Hardwood Floors Magazine’s first ever 40 under 40. He is a highly sought after speaker and presenter on the topic of flooring and the flooring industry.

Ms. Enaharo  is the Global Sustainability Director at Milliken & Company and is responsible for advancing their global sustainability strategy. She has a decade of experience shaping strategies, activating change to embed sustainability into operations across industrial, manufacturing, NGO, and government sectors. Ms. Enaharo  secures opportunities to mitigate risk, aligns cross-functional teams, and builds strategic relationships with senior leadership and partners to drive ESG performance. Recognized as a Greenbiz 30 under 30, she serves in leadership roles on the Ohio Advisory Board for Trust for Public Lands and ASID DEI Committee. Ms. Enaharo  previously served on USGBC LEED Steering Committee, IWBI Health Equity Advisory Board, and National Center of Healthy Housing board. Ms. Enaharo has spoken at over 25 roundtables and industry events on circular economy, material health, and indoor air quality including Greenbiz, WELL Summit, FUSE, USGBC Greenbuild and Refocus. She earned a Master of Science in Engineering & Technology Management from The George Washington University in Washington, DC and a Bachelor of Science in Biomedical Engineering from Syracuse University. Ms. Enaharo enjoys gardening and spending time outdoors with her family.

Ms. Friederichs started her career as a Designer in 2017 when she founded Third Chapter Designs. Her role as Owner and Lead Designer encompassed all aspects of design and business management. Ms. Friederichs quickly grew the business and enjoyed helping clients build, renovate, and decorate their homes. Her clients included both homeowners and contractors. By 2019, Third Chapter Designs was a consistent subcontractor for Ashley Construction. In the subcontractor role, Ms. Friederichs provided a subset of design services that provided a structured and documented approach to completing all new home selections. After completing over 40 new custom homes together, She and Adam identified an opportunity to combine their efforts, create a true design-build company, and subsequently elevate the customer experience. In 2022, Jessica joined Ashley Construction full-time. Since then, design services have expanded and fully integrated into the custom home-building process. Ms. Friederichs design work won first in the category for three parade homes and Volume One’s Best in the Chippewa Valley for interior design twice. Her design work was also featured by Atmosphere Commercial Interiors. Since being with Ashley Construction, she has shared the “Best of the Chippewa Valley” award for New Home Construction. In addition to her experience, She holds a certificate in Kitchen and Bath Design from Century College and is a nationally accredited kitchen and bath designer. Ms. Friederichs diverse educational background also includes a bachelor’s degree in business administration from UW-Eau Claire, and certificates in Management Information Systems and Advanced Business Communication. She is also a member of the National Kitchen and Bath Association (NKBA) and the Polka Dot Powerhouse.

Ms. Jones, was born and raised in Europe. Her intuitive sense of style started at a young age. European architecture and fashion are rooted in her design style. She studied studio arts in her home country of Montenegro where she learned principles of art and design. Ms. Jones, continued her design journey in Chicago, where she obtained a degree in Interior Design. Home has a special meaning to her. As she moved from Bosnia to Montenegro to the United States, home became more than the place where you live. She believes that home is a space where you feel safe, where all the visual appeal tells a story and where you love to be.

Ms. Ryan Pluer expertise is in business development, marketing, and advertising. Over her 20-year professional career, she has used her skills to promote and grow business across several industries including interior design, finance, electronics, and pharmaceuticals. She has bought and successfully sold several businesses including (4) uBreakiFix stores and Sign Gypsies MKE. Ms. Ryan Pluer has had the honor and privilege of serving on development committee for Nia Imani, the Board of Woman for MACC and as the Co-Chair of the Diversity and Inclusion Council at Lueder Financial Group of Northwestern Mutual. She has a passion for service and a love for Milwaukee. Ms. Ryan Pluer was raised in a culture of caring for those in need, and volunteering as a way to make an impact on the community. She holds a bachelor’s degree in Marketing from the University of WI-Madison.

Ms. Taylor is the magic behind Alisha Taylor Interiors, a luxury residential design studio in Arizona. She has been recognized for her award-winning designs locally and nationally. With a B.A. in Interior Design and extensive CAD training, Ms. Taylor enjoys combining the technical aspect of construction with the creative side of interior design to create stunning homes incorporating everything from tile designs to gorgeous furniture. She and her team work with each client through a personalized design process to create homes that are unique, timeless, and reflective of the people who live in them. After 25 years in the design industry, Ms. Taylor loves to teach and mentor younger designers to share her knowledge of the industry from technical aspects to creative processes and the psychology of working with luxury clients. She is excited to share her knowledge and love for tile and natural stone with the Halfmoon Education audience.

Mr. Gregory has been passionate about the law for many years. During an extended career with the federal government, he began pursuing his dream of becoming a practicing attorney. He graduated cum laude from Mitchell Hamline School of Law in Saint Paul, Minnesota, and served as an Associate on the Mitchell Hamline Law Review. Mr. Gregory earned his bachelor’s degree in business finance from Liberty University in Lynchburg, Virginia. His practice consists primarily of Estate Planning, Estate Administration, Wills and Trusts, and Conservatorships/Guardianships. In his estate planning, he works with individuals, couples and families to develop comprehensive and efficient estate plans through wills, trusts, incapacity instruments and other related documents. Mr. Gregory also works with those suffering from the loss of a loved one to smoothly and cost-effectively navigate the administration of an estate through the probate system or by providing counsel to trustees. Additionally, his experience provides him with insights into financial decisions, social work and life care plans associated with guardianships and conservatorships. This background informs his personalized service and compassionate approach to family legal matters. He is professional yet approachable and is full of positive energy when it comes to helping his clients.

Kradle Law PLLC is a firm assisting Minnesota and Wisconsin clients specializing in Elder Law, Estate Planning, Probate, Trust Administration, and Business Formation. Mr. Kradle is a Minnesota and Wisconsin licensed attorney. He graduated from Trinity University in San Antonio, Texas, with a B.A. in political science and communications. He then attended Marquette University in Wisconsin and graduated with a J.D. He is a former President of Minnesota NAELA (National Academy of Elder Law Attorneys), was named a Rising Star in Minnesota by SuperLawyers from 2022-present, and does pro bono work through Wills for Heroes and the Richfield Foundation. Mr. Kradle is currently on the Board of Directors for the nonprofit Senior Community Services. Kradle Law frequently presents around the Twin Cities regarding Elder Law, Estate Planning, and Estate Administration topics.

Ms. Miroslavich is an accomplished attorney dedicated to helping clients navigate complex legal matters through proactive problem-solving and out-of-court solutions. As a best practice, she believes that effective estate planning is about more than just paperwork; it is about providing families with peace of mind and protecting their future. A dedicated advocate for alternative dispute resolution, Ms. Miroslavich graduated magna cum laude from Mitchell Hamline School of Law, where she also earned a Certificate in Conflict Resolution Theory and Practice. She further honed her expertise by studying arbitration at the University of Queen Mary in London. This advanced training underpins her commitment to out-of-court solutions. Prior to attending Mitchell Hamline School of Law, Ms. Miroslavich built and ran a successful boutique business for many years, following her undergraduate studies in Psychology at Luther College.

This background provides a practical, client-focused approach to her legal career and offers clients the confidence of working with an attorney who understands both the legal and practical implications of their decisions. Ms. Miroslavich specializes in estate planning for individuals and families, including the creation of Revocable Trusts, Wills, Powers of Attorney, and small business succession planning. She also facilitates collaborative prenuptial agreements, cohabitation agreements, and postnuptial agreements. Ms. Miroslavich currently serves as the Vice President of the MN State Bar Association District 19 Board and is deeply involved in collaborative efforts as a Board Member and Outreach Committee Chair for the Collaborative Law Institute. A former clerk for a Dakota County judge, she is also a Rule 114 Qualified Neutral (mediator) and has been recognized by her peers as a Rising Star in 2024 and 2025.

Allie Bohannon is an associate attorney at Howard Mobley Hayes & Gontarek, PLLC. Ms. Bohannon concentrates her practice in the areas of estate planning, tax reduction planning, asset protection planning and business succession planning. She also advises fiduciaries and beneficiaries with regard to trust and estate administration and in dispute resolution involving estates. Ms. Bohannon attended Belmont University – College of Law where she earned her J.D. degree in 2015. Prior to attending law school, Allie attended the University of California-Los Angeles, as an undergraduate, where she was a member of the UCLA Cross Country and Track and Field teams, earning All-American honors and All Academic honors as a student athlete, and attended Vanderbilt University as a graduate student where she earned a Master of Public Policy degree.

Caroline L. H. Bradshaw joined the Cumberland Trust team in 2007. As senior vice president and managing director of trust administration, Ms. Bradshaw is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trust’s relationship managers, external advisors, and clients. Ms. Bradshaw also serves as the business development liaison, representing Cumberland externally and working closely with the Business Development team in evaluating new business opportunities. Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana. Ms. Bradshaw holds a B.A. degree in Economics from Smith College in Northampton, Massachusetts. Ms. Bradshaw serves as a board member of the YWCA of Nashville and Middle Tennessee. She is also an active supporter of Cheekwood and the annual Swan Ball. Ms. Bradshaw is a regular speaker for industry events nationwide and has been a guest of the Wealth Matters radio show. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee.

Shelby Carpenter joined Cumberland Trust in 2016 and currently serves as vice president and trust officer in the Personal Trust division. In this role, she administers personal trust accounts and is dedicated to delivering personalized service with a high level of responsiveness and care to her clients. Ms. Carpenter brings a diverse financial background to her position, with prior experience at a national mortgage lender, a Nashville-based real estate team, and a local stock brokerage firm, where she held Series 7 and 66 licenses. She earned a B.S. degree in Communication with a concentration in Public Relations from Florida State University and a master’s degree in Management from Embry-Riddle Aeronautical University. Carpenter holds the Certified Trust and Fiduciary Advisor (CTFA) designation and is a graduate of Cannon Trust School through Cannon Financial Institute.

Stephen Crofford joined Cumberland Trust in 2016. In his role as vice president and senior fiduciary counsel, Mr. Crofford reviews and drafts documents relating to trust and estate accounts. Previously, Mr. Crofford served as fiduciary counsel and special assets officer – reviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust. Mr. Crofford received a B.S. degree in Political Science from the University of Tennessee at Chattanooga and J.D. degree from Belmont University College of Law in Nashville. He is licensed to practice law in Tennessee.

Emily Harvey is an associate attorney at Mobley & Gontarek, PLLC. She concentrates her practice in the areas of estate and trust administration, estate planning, and estate and trust litigation. Prior to joining Mobley & Gontarek, she served as Senior Law Clerk to the Honorable Frank G. Clement, Jr. on the Tennessee Court of Appeals. Ms. Harvey earned her J.D. degree from Nashville School of Law in 2016. She currently serves on the faculty at Nashville School of Law.

Ally M. Hicks is a Nashville-based attorney focusing her practice on estate and tax planning. In this role, Ms. Hicks works with families, business owners, and advisors to craft tax-efficient estate plans tailored to the needs of each client. She also represents fiduciaries in probate, guardianship, and conservatorship matters, and assists local entrepreneurs with business formation and governance issues. With a deep commitment to personalized service, Ms. Hicks is passionate about ensuring her clients feel seen, understood, and taken care of. She began her legal career in trust and estate administration, serving as both fiduciary officer and trust officer at a Nashville-based trust company. In this capacity, Ms. Hicks worked with ultra-high-net-worth individuals and their advisors to oversee the administration, legal compliance, and tax reporting of various testamentary instruments. After seeing the immeasurable benefits of a well-drafted estate plan, Ms. Hicks felt called to shift her practice into estate and tax planning.

Beth Lee joined Cumberland Trust as a Trust Officer in Estate Administration in 2022. In this role, Ms. Lee works with the Estate Administration team to support families and professional advisors in the administration of estates and administrative trusts. She focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. Previously, Ms. Lee served as vice president and in-house counsel for a nationwide franchise. She also previously practiced entertainment law and employment litigation. Ms. Lee holds a bachelor’s degree in Mass Communications with minors in Political Science and English from Middle Tennessee State University. She received a J.D. degree from Nashville School of Law. Ms. Lee is a Certified Mediator and is licensed to practice law in Tennessee.

Mr. McDonald is a Nashville-based estate and tax attorney who advises clients on estate planning and wealth preservation at every stage of life. He has extensive experience in this field, from young families starting out to individuals and families with nine-figure net worths.

Jeff Mobley is a member of Mobley & Gontarek, PLLC, and he concentrates his practice in the areas of estate planning, wills, trusts, estate administration and related matters. Mr. Mobley is listed in The Best Lawyers in America (2001-2023 editions) and Mid-South Super Lawyers (2005-2023 editions). He has the AV highest rating for ethical standards and legal ability from Martindale-Hubbell’s peer review ratings system. Mr. Mobley is a fellow in the American College of Trust and Estate Counsel. He is a co-author of Pritchard on the Laws of Wills and Administration of Estates, a three-volume treatise on the laws pertaining to wills and probate in Tennessee. Mr. Mobley teaches Estate Planning at Belmont University College of Law and Wills and Estate Planning at Nashville School of Law. He has served as president of the Nashville Estate Planning Council, as chair of the Probate Court Committee of the Nashville Bar Association, and as an officer and director of the Nashville Bar Association. Mr. Mobley graduated with High Distinction, Phi Beta Kappa, from the University of Kentucky. Mr. Mobley received his law degree from the University of Kentucky College of Law, Order of the Coif (top 10%), and served on the Law Review. Mr. Mobley is licensed to practice in Tennessee and Kentucky.

Mr. Morales works with our partners in estate planning. He earned his law degree in California and is licensed in Tennessee and California.

Mr. Tillman has been recognized as an estate planning specialist by the Tennessee Board of Certification and Specialization and holds the Accredited Estate Planner and Estate Planning Law Specialist designations with the National Association of Estate Planners and Councils. Mr. Tillman advises clients on estate planning matters as well as closely held business owners regarding business succession.

Ethan Ward counsels clients on estate planning and the administration of trusts and estates. In this capacity, Mr. Ward works with high-net-worth individuals, families, and businesses on the implementation of tax-advantaged generational wealth transfer and business succession plans utilizing advanced estate planning techniques such as family limited partnerships, charitable entities, sales to intentionally defective grantor trusts, irrevocable life insurance trusts, and charitable split-interest trusts, as well as drafting wills, trusts, and powers of attorney. He also works with trust companies, family offices, and fiduciaries on the administration of complex trusts and estates. Prior to joining Bass, Berry & Sims, Mr. Ward was an associate at Husch Blackwell LLP and Holton & Mayberry P.C. and focused on estate planning.

John R. Bedosky is a partner in Hinman, Howard & Kattell’s Trusts, Estates, and Wealth Planning Practice Group. He has extensive experience in a variety of estate planning matters including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky works closely with businesses, families, and individuals to devise and develop plans to protect their assets and family wealth and ensure seamless transitions between multiple generations. He also assists clients with tax planning strategies and compliance. He has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas and William Mitchell College of Law, an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management, and a visiting professor of law at William Mitchell College of Law.

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.

Yana Feldman is the founder and principal attorney of Yana Feldman & Associates, PLLC, a boutique estate planning and elder law firm located in Brooklyn, New York. After earning her BA degree in Anthropology at the University of Chicago and her JD degree at Tulane Law School in New Orleans, Ms. Feldman returned to New York and has been practicing in the field of estate planning and elder law. Her practice encompasses estate planning for multiple generations. She has experience drafting documents such as advanced directives, wills and trusts, as well as crafting long term care plans, assisting clients with Medicaid eligibility and applications, special needs planning and guardianship, business succession planning, and assisting clients with estate and trust administration. Besides practicing law, Ms. Feldman has served as legal director of the Veneration Project, focusing on building stable inter-generational communities by helping older adults and their families navigate the practical aspects of aging. Ms. Feldman speaks fluent Russian and presents Russian language resources on Medicaid, SSI, and estate planning for the Russian speaking senior population in Brooklyn.

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.

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.

Ms. Klenk is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, Board of Legal Specialization. She began her legal career almost 30 years ago at the downtown Los Angeles office of the esteemed firm of O’Melveny and Myers, LLP, where she was mentored in estate planning and administration by the best of the best, and represented some of LA’s most renowned movers, shakers, and CEOs. Ms. Klenk established Beach Cities Estate Law in 2017, with a goal of bringing the big firm quality and expertise closer to home in her native South Bay area of Los Angeles. She and her team serve clients in estate planning, as well as trust and estate administration matters. Ms. Klenk has a special knack for tackling complex estate, gift, and property tax issues in both planning and administration. She’s a graduate of the University of Notre Dame (magna cum laude) and UCLA Law School (Order of the Coif Honor Society). Ms. Klenk currently serves as President of the South Bay Estate Planning Council, a non-profit association affiliated with the National Association of Estate Planners & Councils dedicated to enhancing the proficiency of advisors who are active in the field of trusts and estates. When she’s not at work, she volunteers, travels, and sharpens her client interview and negotiation skills by attempting to communicate with her college-aged children.

Mr. Nickerson was raised in Southern California, obtaining a Bachelor of Science in Finance & MBA from Cal State University Long Beach. After several years preparing contracts for a major aerospace company, he returned to law school where he served on the law review and obtained a Juris Doctorate from Thomas Jefferson School of Law in San Diego. He utilized these skills in aerospace in managing a large contracts organization where responsibilities included contracts, export licensing, software licensing and patent applications. Mr. Nickerson and his wife & two sons purchased their first home in Murrieta in 1989. In 2010, he left aerospace and launched his law practice in Murrieta. The practice is focused solely on estate planning & administration and special needs trusts. He and his wife are founders of Exceptional Sports, a non-profit organization dedicated to providing recreational sports opportunities to those with special needs. Mr. Nickerson passion is providing special needs advice & counsel to special needs families. He is an active member of the Riverside County Bar – Estate Planning Section, Southwest Riverside County Bar Association, Temecula Estate Planning Group, Wealth Counsel and Academy of Special Needs Planners. Mr. Nickerson is also an avid supporter of Special Olympics, Yellowstone Park Foundation and Yosemite Conservancy. He loves spending time outdoors  and also with family & friends.

Ms. Secord is a Real Estate & Estate Planning Attorney based in San Diego, CA and the owner of Your Home Legal, APC. With licensure spanning Virginia, Washington, D.C., and California, she brings a wealth of knowledge and experience to her practice. Ms. Secord’s career began with the ownership of a title company in Virginia and expanded as she managed an escrow company equivalent at a prestigious law firm in Alexandria, VA. Her East Coast practice also included real estate and estate litigation in state court and complex business litigation in federal court. Ms. Secord relocated in San Diego in 2017 and works with clients throughout the state of California and beyond. She earned her Juris Doctor degree from the New England School of Law. Ms. Secord’s unique skill set in Residential Transactional Real Estate and Estate Planning has made her a sought-after resource in her field. She combines legal acumen with a genuine commitment to helping her clients navigate complex legal landscapes with confidence and clarity. As an active member of the professional community, Ms. Secord is actively involved in ProVisors as the GLA of her home group and serving on the executive committee of the LGBTQ+ Affinity Group. She also serves as the Vice President of the Board of Directors for Townspeople, a San Diego-based non-profit dedicated to providing permanent housing solutions to the unhoused. Ms. Secord’s leadership and advocacy in this role underscore her dedication to community service and social impact. Beyond her professional endeavors, She is an avid watercolor painter, an enthusiastic softball coach and player in the America’s Finest City Softball League and enjoys paddle boarding. Ms. Secord’s also the mom to a sweet kiddos and 2 crazy ginger cats.

An adjunct professor of Wills and Trusts at Southwestern Law School, recently named a top attorney in Pasadena Magazine, and a Rising Star™ selected by Super Lawyers®, Ms. Terzian began her legal career as a trust officer for Wells Fargo, N.A. Her experience at Wells Fargo – working closely with clients, portfolio managers, beneficiaries, and other attorneys – shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships. After witnessing firsthand, the importance of proper planning, Ms. Terzian pursued her own practice, helping countless families through her expertise in estate and tax planning, probate, and trust administration. What sets her apart is her understanding of the needs of growing families, her ability to relate to working parents who desire a better life for themselves and their families, and her know-how in implementing strategic estate-planning tools in the most cost-efficient and seamless manner. Ms. Terzian also draws on her real estate and business background in crafting comprehensive plans for her clients. She is a skilled public speaker, having conducted countless seminars throughout her legal career on various estate-planning topics, including kids’ protection planning, special needs planning, Medi-Cal planning, advanced tax planning, and asset protection for individuals and small businesses. Ms. Terzian is a faculty member at the Institute for Preparing Heirs®. She is an active member of the La Cañada Flintridge community, where she resides with her husband, Edward, and two sons, Alec and Jack. Ms. Terzian is a board director of the La Cañada Education Foundation and participates in a number of charitable organizations. She has successfully raised thousands of dollars for a variety of charitable causes through fundraising campaigns, which include frequent community-based public speaking events, charitable dinners, and personal contributions. Ms. Terzian believes that the foundation to a successful family unit is care, love, and selflessness, and she stresses the importance of providing your community with these same tenets that are so essential to your own family’s success. In May 2018, she merged her practice with a Pasadena-based estate-planning firm, Primuth and Driskell, LLP, now known as Primuth, Driskell, and Terzian, LLP, which later merged with Lagerlof, LLP. As a family woman, Ms. Terzian understands the importance of protecting assets, planning for the future, and building your own legacy. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive estate plan in place.

Mr. Bowden is an Atlanta native, who attended high school at The Rectory School in Pomfret, Connecticut, before graduating from The Westminster Schools in Atlanta, Georgia. He then attended Emory University and graduated with a Bachelor of Arts degree in history. After college, Mr. Bowden worked for an internationally recognized law firm in Atlanta before enrolling at the Emory University School of Law, from which he earned his Juris Doctor in 2012.

During law school, Mr. Bowden worked for the Honorable Michael Johnson in the Superior Court of Fulton County and the Honorable Julie Carnes in the United States District Court for the Northern District of Georgia. After law school, He briefly interned with the Honorable Robert Flournoy, III in the Superior Court of Cobb County.

In February 2013, Mr. Bowden started his own legal practice, Bowden Law, LLC, focusing primarily on estate planning, estate administration, estate litigation, guardianship, conservatorship, and business planning. In March 2017, he affiliated his practice with the firm of Johnson & Ward. Mr. Bowden has extensive experience not only in the estate planning, estate administration, trust, guardianship, conservatorship, and business planning areas, but also in the personal injury, landlord/tenant, domestic relations, creditor/debtor, traffic disputes, and general litigation areas.

Since joining The Bowden Law Firm in January 2020, Mr. Bowden has focused his practice on estate planning, probate and estate administration, trust administration, including the removal and appointment of trustees and judicial and non-judicial trust modifications, business planning, and guardianship and conservatorship appointments, including emergency guardianships and emergency conservatorships.

Ms. Boyd’s practice focuses on estate planning, transfer tax planning, and charitable giving. In particular, she advises clients regarding sophisticated wealth transfer strategies, business succession planning, and the formation and taxation of private foundations and other charities.

Ms. Boyd was a member of the inaugural 2022-2023 class of the Southeast Fellows Institute of The American College of Trust and Estate Counsel and a member of the 2022-2023 class of the Philanthropic Advisor Leadership Institute. She has previously served as the Secretary of the State Bar of Georgia Fiduciary Law Section Code Revision Committee and currently sits on the boards of two Atlanta charities.

Mr. Brooks is an Atlanta-based estate planning and probate firm serving clients throughout Georgia. He is also an Adjunct Professor of Law at Georgia State University College of Law, his alma mater, and holds an LL.M. from the University of Florida Graduate Tax Program. Mr. Brooks is an active member of STEP, the Estate Planning and Elder Law Sections of the Atlanta Bar Association, and various other professional organizations.

Ms. Lacey nationally recognized expert in elder law and special needs planning, she has over thirty years of experience in matters involving estate planning, probate, elder law, and planning for disability. Ms. Lacey is one of a handful of Certified Elder Law Attorneys in Georgia and has been a member of the Special Needs Alliance for over two decades.

Mr. Ouzts is an Associate in the firm’s Jacksonville office. His Practice concentrates on estate planning, trust and estate administration, gift and estate taxation, probate, and representation of tax-exempt organizations. Mr. Ouzts brings a well-rounded background to these areas, drawing from his legal education and practical experience.

Passionate about taxation, Mr. Ouzts obtained his LL.M. in Taxation from the University of Florida Levin College of Law. He earned his Juris Doctor degree at Mercer University’s Walter F. George School of Law, graduating cum laude. During law school, Forbes was an active member of the Phi Delta Phi Honor Society, the Business, Bankruptcy & Tax Law Society, and the Mercer Low Income Tax Clinic. Mr. Ouzts earned his Bachelor of Arts in Political Science from the University of North Florida. He is licensed to practice law in Georgia and is in the process of becoming licensed in Florida.

Mr. Saunders is licensed in Alabama and Georgia to practice law, and focuses his practice in estate and trust planning and administration, probate matters, and nonprofit/tax exempt organizations.

He assists individuals and families preserve and transfer wealth to their loved ones and charitable organizations by crafting and implementing a variety of estate planning techniques, including the routine preparation of wills, powers of attorney, advance health care directives, and revocable and irrevocable trusts. Mr. Saunders also assists individual and corporate administrators, executors, and trustees with estate, probate, and trust administrations. Such strategies focus on advising individuals and families with regards to estate planning, income, estate, gift, and generation-skipping tax issues, and tax savings and minimizing strategies. He has helped blended families, non-married couples, and others configure optimum estate planning options. Mr. Saunders advises family businesses about succession planning and other entrepreneurs in entity formation matters.

His practice also involves representing beneficiaries of estates and trusts. Mr. Saunders frequently supports a family’s team of accountants, financial planners, insurance agents, and other financial advisors in the preparation of estate plans, and filing of gift tax returns, estate tax returns, and fiduciary income tax returns. He also routinely receives guardian ad litem appointments from local courts.

Mr. Saunders often works closely with nonprofit and tax-exempt organizations, from counseling donors in achieving charitable planning and giving goals to helping numerous entities and organizations of all sizes and budgets obtain and maintain federal tax exemption as well as routinely guiding these nonprofit and other tax-exempt organizations with incorporating or designing effective policies.

Mr. Turner has practiced as an estate planning attorney for over a decade with a particular focus on complex estate and wealth transfer planning, wealth preservation planning, and estate and trust administration. His diverse experience includes advising clients on a range of issues, including business succession planning, charitable planning, educating next generation family members, and family office planning.

As a fifth-generation family owner of a Georgia company with diverse asset composition, Mr. Turner understands the complexities and nuances of the intra-family issues that arise in the family business context from both a personal and professional standpoint. This unique perspective on multi-generational estate and family business planning enables him to provide practical and customized solutions that address his clients unique needs and goals.

Ms. Calareso joined Gleason, Dunn, Walsh & O’Shea in May of 2022, bringing her experience in elder law, guardianships, trusts and estate planning and administration, and special needs planning to the firm. She has practiced in these areas of law after graduating from Albany Law School in 2003. Ms. Calareso came to law as her second career, having graduated from Fordham University with an undergraduate degree in communications. After years in television and movie production in Manhattan and Los Angeles, she moved into a field where she could make an impact on peoples’ lives on a daily basis. Her dedication to her practice of law comes from her personal experiences within her family and her fervent belief in the need for planning and for family collaboration across the generations.

Ms. Peraza focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.

Mr. Deliberato’s practice is focused on estate planning that incorporates wills, trusts, powers of attorney for administration and healthcare to protect the assets of an individual that have been earned over a lifetime. His elder law practice counsels clients on how to plan for nursing home care and how to establish successful Medicaid planning strategies. Mr. Deliberato was born and raised in Garfield Heights, OH. He attended St. Ignatius High School in Cleveland and graduated from the Loyola University, Chicago. Mr. Deliberato began his professional career as a fourth generation Funeral Director. After one short year, he returned to school at the Cleveland Marshall College of Law. He started the firm in 1999. Mr. Deliberato is an active community member, having served on several boards, including the Garfield Heights Financial Oversight Committee, the Northeast Ohio Planned Giving Commission, and the Knights of Columbus.

Ms. Houck believes strongly in the ability for seniors to have self-determination in the decision-making process regarding their care. She also believes in compassion, empathy, and listening. Her job is to hear her clients concerns, help them discover unknown or unanticipated issues, and work through them to provide options we implement together. Ms. Houck is honored everyday to be able to build relationships with clients and their families, educating and counseling them through what is one of the most difficult times in their lives. She has earned the title and distinction of being certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. This certification is the highest level of specialty for Elder Law attorneys, and it pushes her to remain at the front edge of Elder Law planning. It allows her to provide the counsel and service my clients and their families need and deserve. Ms. Houck is also certified with the Veteran’s Administration to assist in helping war time veterans and their surviving spouses obtain special benefits to help with long-term care. She earned her J.D. degree from Ohio State Moritz College of Law.

Mr. Menninger has been a full-time estate planner since 2014. He is one of only approximately 155 attorneys in Ohio that is certified as a specialist in Estate Planning, Trust & Probate Law by the Ohio State Bar Association. Mr. Menninger helps families implement simple and complex estate planning strategies, advising on tax and asset protection considerations, and educating and counseling clients along the way. He has served as faculty for the OSBA, Wealth Counsel State Forums, the National Business Institute, and Strafford Publications, among other organizations. Mr. Menninger has taught attorneys and CPAs on a variety of subjects, including basic estate planning, trust taxation, IRA planning, and irrevocable trust modification. Recently, he was recognized by Ohio Lawyer Magazine as a Rising Star in Estate Planning. He received his J.D. degree from Northern Kentucky University.

Mr. Collins practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients’ privacy; and advising clients on trust and estate administration matters. He earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston, and his Master of Law, Taxation from New York University School of Law. Mr. Collins is admitted to practice in California and Texas.

Ms. Garrett serves on the federal advocacy committee of the National Academy of Elder and Special Needs Law Attorneys (“NAELA”) and the board of the Texas chapter. NAELA attorneys envision a day when all older adults, people with disabilities, and their families have the legal, health, social and financial care they need to live their best lives. She is an Approved Guardianship Attorney and is appointed by Central Texas courts in heirship and guardianship proceedings. Ms. Garrett is a member of the Estate Planning Council of Central Texas.

Ms. Garrett handles pro bono cases for Volunteer Legal Services, the Austin Bar Association’s Cancer Clinic, Veterans’ Clinics and the Women’s Resource Fair. She also participates in UT Law School clinics and speaks on legal and financial planning for the Alzheimer’s Association. Mother of a child with special needs, over the years she has taught for the National Alliance for the Mentally Ill and volunteered for the Council on Adoptable Children, the AFS foreign exchange student program, Cornell Cares, Hands on Housing and as an officer of the Harmony PTO.

Ms. Notani’s practice focuses on all aspects of helping clients develop effective and beneficial wills and testaments, trusts, powers of attorney, and other related estate planning documents. She prioritizes plans that minimize, defer, and eliminate taxes and ensure protection and disposition of all assets through easy-to-understand advice that gives clients a clear picture of their tax, trust, estate, and business succession plans. Additionally, Ms. Notani has had extensive training as a mediator and has successfully settled many business and family disputes in a manner that avoided excessive costs related to protracted and expensive litigation. She is also certified to serve as guardian ad litem in Texas. Ms. Notani earned a doctorate in dental medicine from Boston University’s Henry M. Goldman School of Dental Medicine and earned her Juris Doctor from the Mitchell Hamline School of Law.

Ms. Schmidt, attorney at Farrow-Gillespie Heath Wilmoth LLP, practices in probate, guardianship, and elder law, including administrations and litigation for probate, guardianship, and trusts. She is certified by the Texas State Bar to serve as an attorney ad litem and guardian ad litem for probate and guardianships. With trial experience in civil, family, and probate law, she works tirelessly to protect and serve families in Collin, Dallas, Hunt, Kaufman, and Tarrant, as well as surrounding counties. Ms. Schmidt previously owned DJS Mediation Services, a mediation practice with a focus on family law and probate matters, where she resolved high conflict family disputes; performed evaluations for adoptions and contested custody cases; and taught mediation courses for Collin County Community College District. She graduated from Texas A&M University with a B.S. in psychology and earned her M.A. in dispute resolution from Southern Methodist University. Ms. Schmidt was admitted to the Texas State Bar, in 2018, after graduating with the inaugural class at UNT Dallas College of Law. She is active in several alumni and service organizations, mentors law students, and assists at UNT Dallas College of Law as an adjunct professor for the Interviewing and Counseling, and Negotiation courses. Ms. Schmidt’s professional memberships include the Collin and Dallas Bar Associations; Collin, Dallas, and Texas Women Lawyers’ Associations; and the State Bar of Texas. She accepts every opportunity to volunteer with Attorneys Serving the Community, Dallas Volunteer Attorneys, the DBA Habitat Build, Legal Hospice of North Texas, and Rotary International.

Mr. Thomson practices in estate planning, probate, and business transactions. He is an alumnus of the University of Louisiana-Monroe and received the Juris Doctor degree from South Texas College of Law-Houston in 2012. Mr. Thomson’s focused interests include estate planning for business owners and high net-worth individuals and families, complex probate matters, business structuring, and asset protection planning. During law school, He clerked in the legal department of a global Fortune 500 company, where he drafted the model LLC operating agreement for use in most of the company’s many wholly owned subsidiary LLCs. Additionally, during this time Mr. Thomson assisted with a multi-billion-dollar merger, as well as a multi-national tax reorganization. This experience led to a lifelong interest in the development and proper management of complex business entity structures. He has also served for many years in the Texas Army National Guard, including several overseas deployments. Mr. Thomson was awarded the Bronze Star Medal for his service in Afghanistan. He is licensed in Texas and in the United States District Court for the Southern District of Texas. Mr. Thomson is based in the Houston office of Kearney, McWilliams & Davis, PLLC.

Mr. Edwards proudly served six years in the United States Navy as a nuclear engineering technician onboard nuclear-powered submarines. He gained a love for technology and computer programming, which he continues today. Mr. Edwards is an avid programmer and is a big advocate of the maker movement. Because of his love for technology, He has gravitated towards technology law and intellectual property. Mr. Edwards has served large corporations on the use of intellectual property and how to best protect it. He also has great passion for the future of technology and the latest developments, such as blockchain technology.

Mr. Blake is the managing partner of Trusted Estate Planning Attorneys, a multi-state estate planning law firm that helps clients ensure their assets are not wasted upon their passing. He is also a second-generation estate planning attorney who has seen first-hand how good planning can lead to extraordinary results, especially in the charitable planning world. Mr. Blake attended BYU for his undergraduate in Business Management and Finance and law school at the Paul M. Hebert Law School at LSU. Outside of work He has served the Boy Scouts of America as Assistant Scout Master, and he served on the Las Vegas Chapter of the BYU Management Society Board. He has been local church youth leader and was a member of the Rotary Club in Las Vegas.

Mr. Lish has been helping people plan and administer their estates since 1982. And in that time, he witnessed how intentional planning can do wonderful things for families and individuals. His practice focuses on estate planning, specializing in Medicaid planning, special needs planning, asset protection planning, probate, and elder law. When clients come to him for help, he makes it a priority to learn about their family circumstances. His aim is to put together a plan that will set their legacy families on the path toward success. He it admitted to the Utah Bar and went to Brigham Young University. He formally was a partner at McCullough, Jones & Ivins.

Mr. Maxfield is an attorney with over a decade of experience practicing estate planning law. He holds a Bachelor’s degree in Business Management from the University of Phoenix (2004), as well as a Juris Doctor Degree from the J. Reuben Clark Law School at BYU (2010), and a Master’s in Business Administration from Western Governors University (2015). Mr. Maxfield married his sweetheart Candy Maxfield and they have one child, Fisher Maxfield. Candy and Fisher are his entire world. He loves to garden, travel, and explore with his family.

Mr. Morgan graduated Arizona State University’s Sandra Day O’Connor College of Law in 2014. Previously he studied History at Brigham Young University. While in law school, he was recognized as a finalist in a national legal writing competition with an essay on using estate planning to prevent elder abuse. He practices exclusively in the area of estate planning and probate. Mr. Morgan has a particular interest in protecting children and adults with special needs or disabilities with specialized estate planning and trusts. He is a member of both the Elder Law and Estate Planning Sections of the Utah State Bar and serves on the Legislative Committee for those sections. Mr. Morgan absolutely loves his job and the clients he is privileged to serve. Finally, getting to what matters most, He is married to the love of his life and has a son who is everything to him.