McLean, Virginia michael.r.savage@ustrust.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 grothschild@mosessinger.com 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

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

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.

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

Life Insurance Broker, Consultant & Expert Witness richard@rlharrisllc.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 lbrody@bryancave.com 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

515 Madison Avenue, Suite 13B New York, NY 10022 jblattmachr@pioneerwealthpartners.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

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

Biologist National Institute of Allergy and Infectious Diseases, National Institutes of Health Bethesda, MD 20892 sysaret@gmail.com 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

Law Office of Lewis J. Saret 1025 Thomas Jefferson Street, NW Suite 420 East Washington, DC 20007 lsaret@me.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

Van Vleck Research Professor of Law The George Washington University Law School 2000 H Street, N.W. Washington, DC 20052 lsolomon@law.gwu.edu 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

Associate Editor morgan.yuan@gmail.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.

Associate Editor khumke@gmail.com 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.

Associate Editor theodorewaggner@gmail.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.w@gmail.com 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

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

Copp & Berall, LLP 864 Wethersfield Avenue Hartford, CT 06114 Tel: (860) 249-5261 Fax: (860) 249-4111 frank_berall@coppberall.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