Annette Nellen

Annette Nellen, CPA, Esq., is a professor at San Jose State University where she also directs the graduate tax program (MST). She teaches courses on tax research, tax accounting methods, property transactions, individual taxation, ethics and tax policy. She is a prolific author and frequent presenter on tax law developments, new economy tax matters, disruptive … Continue reading Annette Nellen

Jessica Zhang

Associate Editor jessica.zhang@lewissaret.com Jessica is currently a Junior at Johns Hopkins University, double-majoring in International Studies and Economics and minoring in Social Policy. She has held summer internships at a criminal justice nonprofit in Baltimore City and at a progressive opposition research firm in Washington, DC. She is currently a Paralegal at the Law Office … Continue reading Jessica Zhang

Terrence M. Franklin

Terrence M. Franklin, Esq.: Terrence M. Franklin (“Terry”), Partner at Sacks Glazier Franklin & Lodise, is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. Terry has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought … Continue reading Terrence M. Franklin

Paul D’Alessandro, Jr.

Paul D'Alessandro, Jr. is an associate in Akerman LLP’s Miami, FL office, where he focuses on international taxation and estate planning. Paul advises clients on matters such as federal income and transfer taxation of nonresident alien individuals, entity classification, pre-immigration issues, inbound and outbound tax planning, and the restructuring and disposition of U.S. real property … Continue reading Paul D’Alessandro, Jr.

Jonathan E. Gopman

Jonathan E. Gopman is a partner in Akerman LLP's Naples, FL office and Chair of the firm's Trusts & Estates Practice Group. Jonathan's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He has authored and coauthored numerous articles on asset protection and estate planning and frequently lectures on these topics throughout … Continue reading Jonathan E. Gopman

Melissa Sprinkle

Melissa Sprinkle is a member of the Bryan Cave’s Private Client Group where she concentrates on fiduciary law, as well as tax and estate planning. She assists clients with their pre-death estate planning and wealth preservation, as well as with post-death trust and estate administration. Ms. Sprinkle also helps clients further their charitable inclinations by creating … Continue reading Melissa Sprinkle

Kimberly E. Civins

A partner in the firm’s Private Client Practice Group, Kimberly Civins concentrates her practice in the areas of estate planning, estate administration, trusts, tax exempt entities (including public charities and private foundations), transfer tax, business succession planning and federal and state regulation of bank trust departments. She also advises clients in trust and estate litigation … Continue reading Kimberly E. Civins

Michael King

Michael King is Vice President, Gift Planning Services with the National Christian Foundation, headquartered in Alpharetta, Georgia. He serves as a charitable gift and estate planning attorney working closely with generous families and their advisors to maximize the amount and impact of their charitable giving through creative strategies that minimize taxes and maximize giving potential. … Continue reading Michael King

Quinton Weinstein

Associate Editor quinton.weinstein@lewissaret.com Education: George Washington University, Columbian College of Arts and Sciences, B.A. in History, 2019 (expected) Quinton is currently an undergraduate Junior at GWU studying History. Quinton most recently interned doing criminal defense work. Pooja joined Wealth Strategies Journal in 2017.

Jacqueline Groccia

Associate Editor jgroccia@gwu.edu Jacqueline is currently a junior at the George Washington University, majoring in Criminal Justice and minoring in Geography. She spent her summer after sophomore year as a Clerical Trainee at the Federal Bureau of Prisons and has had several other research and legal based internships. She is currently a Paralegal at the … Continue reading Jacqueline Groccia

Damien Lee

Associate Editor damien.lee@lewissaret.com Education: Georgetown University School of Foreign Service, B.S. in International Politics, 2016. Damien is a senior undergraduate at Georgetown University's School of Foreign Service, working towards a degree in International Politics with a concentration in International Law.  He is currently working as a paralegal at the Law Office of Lewis J. Saret. … Continue reading Damien Lee

Allison Trupp

Associate Editor atrupp@gwu.edu Education: George Washington University School of Business, B.B.A. in Finance, 2016 (expected) Allison is currently an undergraduate senior at GWU with a concentration in Finance. She spent her spring of junior year studying abroad at Tel Aviv University in Israel. She is looking forward to continuing her studies and expanding her knowledge by going on to … Continue reading Allison Trupp

Pooja Shivaprasad

Associate Editor pooja.shivaprasad@lewissaret.com Education: George Washington University, Elliott School of International Affairs, B.A. in Middle East Studies, 2016 (expected) Pooja is currently an undergraduate senior at GWU studying International Affairs and the Middle East. She most recently worked at a non-profit called the Iraq Foundation, where she gained experience as a grant-writer. Pooja has also … Continue reading Pooja Shivaprasad

Logan Davis

Associate Editor Ldavis.lewissaret@gmail.com Education: George Washington University Columbian College, B.A. in Political Science & B.A. in History, 2017 (expected). Logan is currently an Undergraduate Junior at George Washington University. He most recently worked at the US Department of Education, where he served as a member of the Military Affairs Team. Prior to ED Logan worked … Continue reading Logan Davis

Edwin P. Morrow III

Edwin Morrow, J.D., LL.M., MBA, CFP®, RFC® is the Director of Wealth Transfer Planning and Tax Strategies at Key Private Bank Family Wealth Advisory Services.  As one of Key’s national wealth specialists, Ed works with local Key Private Bank financial advisory and trust teams nationwide. He assists with in-depth reviews of high net worth clients’ estate, trust, asset … Continue reading Edwin P. Morrow III

Alexandre M. Denault

Alexandre M. Denault is a tax attorney in the Tax Practice Group at Akerman LLP. He focuses his practice on domestic and international tax planning matters, including inbound and outbound business and real estate tax planning for large corporations, joint ventures and ultra-high-net-worth private clients.  Mr. Denault is a frequent speaker and author, and currently … Continue reading Alexandre M. Denault

Jonathan Gopman

Jonathan E. Gopman is chair of the trusts and estates practice at Akerman LLP, a fellow of the American College of Tax Counsel and a member of the American Bar Association and the ABA's Section of Real Property, Trust and Estate Law. He is co-chair of the Asset Protection Planning Committee of the RPTE Section … Continue reading Jonathan Gopman

Michael Sneeringer

Michael A. Sneeringer is an associate in Akerman LLP’s Naples office. He practices in the areas of estate planning, probate administration, asset protection planning, and tax law. He serves as a Co-Vice Chair of the Asset Protection Planning Committee of the Real Property, Trust and Estate Law Section of the ABA (for the 2015-2016 bar year) and is … Continue reading Michael Sneeringer