Director – Goulston & Storrs P.C. (https://www.goulstonstorrs.com/marshall-d-senterfitt/) Marshall Senterfitt advises clients in litigating and resolving high-stakes trust and estate disputes, including: fiduciary duty claims;trust and will contests involving issues such as undue influence, lack of capacity, or fraud; andother probate and fiduciary litigation matters. In his practice, Marshall serves private individuals, trusts and trustees, and … Continue reading Marshall D. Senterfitt

Director – Goulston & Storrs P.C. (https://www.goulstonstorrs.com/charles-r-jacob-iii/) Chuck Jacob is a litigator advising funds, investment and portfolio managers, real estate owners, lenders, mortgage servicers and high net worth individuals in complex disputes across the financial and real estate industries and in fiduciary matters. In his financial services litigation practice, Chuck asserts and defends claims for institutional clients, managers, executives and high net worth individuals involving … Continue reading Charles R. Jacob III

Associate Editor Josh Saret is a legal assistant with the Law Office of Lewis J. Saret and a rising junior at Meridian High School. Josh joined the Journal as Associate Editor in 2021.

Associate Editor Marin Larkin is a legal assistant with the Law Office of Lewis J. Saret and a sophomore at Georgetown University, where she is majoring in Government and minoring in Spanish and Psychology. Marin joined the Journal as Associate Editor in 2021.

Associate Editor Anthony Tran is a legal assistant with the Law Office of Lewis J. Saret and a second-year at the University of Virginia, where he is majoring in Foreign Affairs. Anthony joined the Journal as Associate Editor in 2021.

Associate editor Georgia Lo is a legal assistant with the Law Office of Lewis J. Saret and a third year student at the University of Virginia, where she is majoring in Global Public Health and Anthropology and minoring in Latin American Studies. Georgia joined the Journal as Associate Editor in 2021.

Associate Editor Jessica Ji is a third year student at the University of Virginia, where she is majoring in Statistics and minoring in Economics. Jessica joined the Journal as Associate Editor in 2021.

Associate Editor Bella Hoang is a junior at Brown University, where she is majoring in International and Public Affairs. Bella joined the Journal as Associate Editor in 2020.

Managing Associate Editor Elise Kim is a third year student at the University of Virginia, where she is double majoring in Foreign Affairs and East Asian Studies with a concentration in Chinese language. Elise joined the Journal as Managing Associate Editor in 2020.

Amithav Reddy is a Managing Associate Editor of the Wealth Strategies Journal since 2020. Amithav is currently a student at McIntire School of Commerce at the University of Virginia majoring in Finance and Management.

Managing Associate Editor Lucy Li is a student at the College of Arts & Sciences of the University of Virginia, where she is majoring in Philosophy and minoring in Anthropology. Lucy joined the Journal as Managing Associate Editor in 2020.

Associate Editor David Brito is a third year student at the McIntire School of Commerce at the University of Virginia, where he is majoring in Commerce with a concentration in Finance and Management with a track in Global Commerce. David joined the Journal as Associate Editor in 2020.

G. "Warren" Whitaker assists high net worth individuals and multinational families with complex domestic and international estate planning and related income tax, corporate and personal financial planning. Clients seek his experience with sophisticated international transactions; trust and estate issues, both domestic and international; family office needs; and trust services and fiduciary compliance. He is a … Continue reading G. “Warren” Whitaker

Laura Angel-Lalanne is special counsel at Schulte Roth & Zabel. She represents high-net-worth individual clients in the areas of estate planning and trust and estate administration, with an emphasis on charitable planning and the administration of trusts and estate with charitable interests. Laura creates sophisticated estate plans for clients, helping them to balance their sometimes … Continue reading Laura Angel-Lalanne

nbertha@fieldpointprivate.com Mr. Bertha is the Director of Wealth and Trust Planning at Fieldpoint Private. Mr. Bertha works with clients on complex estate and income tax issues, and helps ultra high net worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 35 … Continue reading Nicholas J. Bertha

Michael B. Greenwald is Director at Tiedemann Advisors. He is a fellow at Harvard Kennedy School's Belfer Center for Science and International Affairs. From 2015-2017, Greenwald served as the US Treasury attaché to Qatar and Kuwait. Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee … Continue reading Michael B. Greenwald

Mr. Matz is a Partner at the law firm of Stroock & Stroock & Lavan LLP in New York City.  His practice is devoted principally to domestic and international estate and tax planning, family offices and qualified opportunity zone (QOZ) funds and he is a Fellow of the American College of Trust and Estate Counsel … Continue reading Kevin Matz

Nicole Pursley is a Senior Analyst with Wilmington Trust and is responsible for developing customized wealth management strategies for high net worth clients.  Nicole holds a Juris Doctor from Widener University Delaware Law School and a Master of Laws (LL.M.) in Taxation and an Estate Planning Certificate from Temple University Beasley School of Law.  She … Continue reading Nicole Pursley

lhenry@chestnutcambronne.com Experience Elizabeth (Lisa) Henry is a partner at Chestnut Cambronne who specializes in the areas of civil litigation, commercial litigation, elder law, estate and trust litigation, guardian and conservatorships, and business representation. She graduated Phi Beta Kappa from St. Catherine University and went on to earn a Master of Arts in Organizational Leadership before … Continue reading Elizabeth C. Henry

Francis J. Rondoni (Frank) is a Partner and Shareholder at the law firm of Chestnut Cambronne PA, in Minneapolis, Minnesota.  Mr. Rondoni has been a trial attorney and litigator for more than 38 years, practicing in the areas of Civil Litigation, Estate Litigation, Class Actions, with emphasis on Estate Litigation. Mr. Rondoni has also been a … Continue reading Francis J. Rondoni