McLean, Virginia email@example.com Tel: (202) 585-4121 Fax: (804) 264-6923 Michael Savage is a Wealth Strategist at U.S. Trust, Bank of America Private Wealth Management. In this role, Michael develops and presents strategies for clients related to income tax planning, gift and estate planning, charitable planning and cash flow management. Prior to joining U.S. Trust, … Continue reading Michael R. Savage
The Chrysler Building 405 Lexington Avenue New York, New York 10174 firstname.lastname@example.org Tel: (212) 554-7806 http://www.mosessinger.com Gideon Rothschild is a partner with the New York City law firm of Moses & Signer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and … Continue reading Gideon Rothschild
Jonathan R. Legg
1775 Eye Street, NW, Suite 200 Washington, DC 20006-9017 Jonathan.Legg@morganstanleypwm.com Tel: (202) 862-9003 Fax: (202) 862-9198 Jonathan Legg is a Private Wealth Advisor and Principal of the Legg Wealth Management Group. He has built a specialized team designed to provide financial solutions for a select number of highly successful families, individuals, and institutions. Jonathan … Continue reading Jonathan R. Legg
James E. Hughes, Jr.
Mr. Hughes is the author a newly published edition of Family Wealth: Keeping It in the Family, and numerous articles on family governance and wealth preservation and a series of reflections which can be found on his website jamesehughes.com. He was the founder of a law partnership in New York City, Hughes and Whitaker, specializing … Continue reading James E. Hughes, Jr.
Jerome M. Hesch
1450 Brickell Avenue, Suite 1900 Miami, FL 33131 JHesch@bergersingerman.com Tel: (305) 982-4088 http://www.bergersingerman.com Jerome M. Hesch is Of Counsel to Berger Singerman in its Miami, Florida office and is Special Tax Counsel to Oshins & Associates in Las Vegas Nevada. He is the Director of the Notre Dame Tax and Estate Planning Institute, on … Continue reading Jerome M. Hesch
Richard L. Harris
Life Insurance Broker, Consultant & Expert Witness email@example.com Tel: (973) 470-5151 http://www.rlharrisllc.com Richard L. Harris is the managing member of Richard L. Harris LLC, a life insurance sales and consulting firm devoted to helping the very wealthy and their professional advisors deal with issues regarding life insurance. He works as a back office life … Continue reading Richard L. Harris
One Metropolitan Square 211 North Broadway, Suite 3600 St. Louis, MO 63102-2750 firstname.lastname@example.org Tel: (314) 259-2652 http://www.bryancave.com Education: LL.M., New York University, 1968 J.D., Washington University, 1967 B.S., University of Pennsylvania, 1964 Mr. Brody is a member of Bryan Cave's Private Client Group. He is an adjunct professor at Washington University School of Law … Continue reading Lawrence Brody
Jonathan G. Blattmachr
515 Madison Avenue, Suite 13B New York, NY 10022 email@example.com Tel: (212) 328-0312 http://pioneerwealthpartners.com/ Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New … Continue reading Jonathan G. Blattmachr
Mary Ann Best
800 Connecticut Avenue, NW Washington, D.C. BestMA@Bernstein.com Tel: (202) 261-6740 Fax: (202) 261-6767 http://www.bernstein.com As a Principal and Financial Advisor with Bernstein Global Wealth Management, Mary Ann Best's practice is focused on providing fee-based investment planning for individuals, families and foundations. Plans are tailored for each client's resources, tax circumstances, estate planning goals, and … Continue reading Mary Ann Best
Sun Yim Park Saret
Biologist National Institute of Allergy and Infectious Diseases, National Institutes of Health Bethesda, MD 20892 firstname.lastname@example.org Tel: (301) 346-7223 Education: B.A., University of Virginia M.S., City University of New York Ph.D., Institute for Biomedical Sciences, George Washington University Dr. Sy Park Saret is the Chief Operating Officer of Joshua Tree Enterprises, LLC, and co-founder … Continue reading Sun Yim Park Saret
Lewis J. Saret
Law Office of Lewis J. Saret 1025 Thomas Jefferson Street, NW Suite 420 East Washington, DC 20007 email@example.com Tel: (202) 965-7748 Fax: (202) 965-7745 http://www.lewissaret.com Education: B.B.A., Lamar University MBA and Masters in Accounting, Rice University J.D., The George Washington University School of Law Lewis J. Saret is the founder of the Law Office … Continue reading Lewis J. Saret
Lewis D. Solomon
Van Vleck Research Professor of Law The George Washington University Law School 2000 H Street, N.W. Washington, DC 20052 firstname.lastname@example.org Tel: (202) 994-6753 Fax: (202) 994-9817 Education: B.A., Cornell University; J.D., Yale University Prior to joining the Law School faculty in 1977, Professor Solomon served as a law clerk to a federal district court … Continue reading Lewis D. Solomon
Morgan Yuan, Esq.
Associate Editor email@example.com Education: The George Washington University Law School, J.D., 2012 University of Maryland, B.A. in Government and Politics, 2009 After receiving his J.D., Morgan is now working as an attorney at Cohen & Burnett, P.C. in McLean, VA. In this position, he has worked in both the firm's estate planning and tax departments, … Continue reading Morgan Yuan, Esq.
Kelly Humke, Esq.
Associate Editor firstname.lastname@example.org Education: University of Florida Levin College of Law, J.D., 2008 University of Miami, B.B.A. in Economics and Business Law, 2003 Kelly received her J.D. from the University in Florida in 2008. While in law school, Kelly interned for KPMG where she worked in the state and local taxation department. She was also … Continue reading Kelly Humke, Esq.
Theodore H. Waggner, Esq.
Associate Editor email@example.com http://www.linkedin.com/in/theodorewaggner/ Education: New York University School of Law, LL.M. in Taxation, 2014 American University Washington College of Law, J.D., 2013 DePaul University, B.A. in Political Science & International Studies, 2010 Bar Admission: New York State Theodore's tax practice includes the major issues of corporate, partnership, cross-border, state and local, executive compensation, mergers, … Continue reading Theodore H. Waggner, Esq.
Associate Editor David.S.Staggs@gmail.com Education: Georgetown University Law Center, with Distinction, LL.M., 2013 Western New England University, Cum Laude, J.D., 2012 Francis Marion University, Cum Laude, B.S., 2008 David recently received his LL.M. in Taxation from Georgetown University Law Center, where he focused on privately owned business taxation. He excelled in courses such as Partnership Taxation, … Continue reading David Staggs
Associate Editor Dsong.firstname.lastname@example.org Education: Georgetown University Law Center, LL.M. in Taxation, 2012 Georgetown University Law Center, J.D., 2011 University of Washington, B.A. in Economics, 2005 David received his J.D. from Georgetown University Law Center. He then completed his LL.M. in Taxation also from Georgetown. While in law school, he participated in the Volunteer Income Tax … Continue reading David Song
Anne Brown, Esq.
Associate Editor Education: University of Miami School of Law, LL.M. in Taxation, 2010 DePaul University College of Law, J.D. with Certificate in Health Law, 2006 Tulane University, MHA, Master of Health Administration, 2003 Ms. Brown holds a Juris Doctor with a Certificate in Health Law from DePaul University College of Law, a Master of Health … Continue reading Anne Brown, Esq.
Associate Editor Cay9@law.georgetown.edu T: (323) 861-9969 Education: Georgetown University Law Center, LL.M in Taxation University of Minnesota Law School, Cum Laude, J.D., 2012 University of California, B.A. in Rhetoric, Berkeley, 2001 Conan is currently pursuing an LL.M in Taxation at Georgetown University's Law Center. He received his J.D. with a concentration in Business Law at … Continue reading Conan Yuzna
Frank S. Berall
Copp & Berall, LLP 864 Wethersfield Avenue Hartford, CT 06114 Tel: (860) 249-5261 Fax: (860) 249-4111 email@example.com Frank S. Berall is the principal of Copp & Berall, LLP and Senior Tax Consultant to Andros, Floyd & Miller, P.C., both of Hartford, Connecticut. He is a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) … Continue reading Frank S. Berall