Lawrence A. Frolik, John E. Murray Faculty Scholar and Professor of Law at the University of Pittsburgh School of Law, is a national expert on the legal issues facing older Americans. He is the author, co-author or editor of over a dozen books. He is the author of Elder Law and Later Life Legal Planning … Continue reading Lawrence A. Frolik
Category: Bios
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
Bernard A. Krooks
Bernard A. Krooks is a founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department. Mr. Krooks is a nationally-recognized expert in all aspects of elder law and special needs planning. He is the President of the Board of Directors of the Arc of Westchester, the … Continue reading Bernard A. Krooks
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
Shivani Jha
Education: Georgetown University Law Center, LL.M, Master of Laws, 2014 University of London International Programmes, LL.B. (Hons.), 2010 Shivani Jha is an attorney from New Delhi, India. She completed her Masters in Law from Georgetown University Law Center in 2014. She is currently also working as a Legal Fellow for International Life Sciences Institute in … Continue reading Shivani Jha