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

Amy R. Lonergan

Amy Lonergan is counsel in the Day Pitney's Individual Clients department. She advises individuals and families in all aspects of estate and tax planning. Her practice ranges from straightforward estate planning for individuals and young families to developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing estate and … Continue reading Amy R. Lonergan

Joshua S. Miller

Josh Miller is a managing director and senior wealth strategist in Atlantic Trust's Boston office. Josh has more than 13 years of industry experience, counseling high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their advisors to develop and implement … Continue reading Joshua S. Miller