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A Full Service Firm providing Wealth Management and Estate Planning/Asset Protection Legal Services dedicated to: Finding Long Term Investments that Produce Above Average Returns over Time, and Providing our Clients the Personal Attention and Superior Professional Advice they Deserve. Areas of Expertise: Wealth Management, Estate Planning, Asset Protection, Wills, Trusts, Powers of Attorney, Advanced Directives, Appointment of Guardian, Insurance Planning

Mr. Cisneros is a sharp-minded, innately ethical Attorney specializing in private wealth management services for high net-worth clients ($24M+) through expertise in complex tax planning, trusts, trust / probate administration, and issue resolution. Mr. Cisneros knowledgeably consults with pre-immigration international clients about asset protection, tax management, and risk mitigation, spotlighting the tax and financial merits / liabilities of relocating to the U.S. He is an initiator of internal operational improvements, strengthening quality of client-facing presentations, and a disrupter of the status quo. He is also fluent in English and Spanish.

Kathryn C. Rolewick was admitted to practice law by the Illinois Supreme Court in 2013. She had worked as a Trust Administrative Officer for U.S. Trust, Bank of America, N.A. since graduating from Loyola University Chicago School of Law in 2013. She joined Rolewick & Gutzke, P.C., the firm founded by her father, David Rolewick, in 2016. Kathryn's areas of practice include estate planning, wealth management, probate estates, contracts, and general corporate and business structures.

Rolewick attended Boston College where she graduated cum laude from the Honors Program in 2004. She is a member of the DuPage County Bar Association, the...

Legal Practice Areas: Family Law Business Law Estate Planning Probate Civil Appeals (Appellate Law) Intellectual Property Trademarks Pet Trust Guardianships Bar Admissions: Florida, 1974 Education: University of Florida College of Law Gainesville, Florida J.D. – 1974 University of Florida Gainesville, Florida B.A. – 1971 St Petersburg Junior College Clearwater, Florida A.A. – 1969 Representative Clients: SunTrust Bank Honors and...

Helping protect your legacy!! From the simple will to the most sophisticated tax plan.

My name is Sasha Klein and I am a partner in the private wealth group at Ward Damon. With over 11 years of experience and a post doctorate degree (LL.M) in tax law, I specialize in counseling individuals and families in personal estate and tax planning matters. I focus on advising clients on structuring their wealth to minimize taxes, often over multiple generations. I love helping families solve their most sensitive issues.

My experience differs from many estate planning attorneys, because I spent time in-house...

Attorney Kelsi Cottle grew up learning first-hand about the struggles of migrating your family and business to a new Country. Ms. Cottle was born in New Zealand, to parents who were each citizens of different Countries, and spent her childhood living in Canada, New Zealand and the USA. Because of these experiences, Ms. Cottle has a unique, and personal, perspective on the implications that migration can have on a family and a business. Ms. Cottle received her undergraduate degrees in Psychology and Computer Science from Lakeland University in Sheboygan, Wisconsin. Upon deciding to pursue a career in...

Donna J. Jackson is a nationally recognized attorney, authority, speaker and educator in estate planning. Ms. Jackson is a CPA and holds a Master Degree (LL.M.) in Elder Law. Ms. Jackson has over 32 years of legal experience; she limits her practice to estate planning with an emphasis on Medicaid, VA Benefits and special needs planning, including trusts, special needs trusts, wills, durable power of attorneys and living wills. In addition, Ms. Jackson’s practice includes taxes, corporate, trust, individual, gift and estate, probates and business organizations, including corporations, limited partnerships and limited liability companies. ...

Legal Practice Areas: Family Law Business Law Estate Planning Probate Civil Appeals (Appellate Law) Landlord/Tenant Pet Trust Guardianships Litigation Percentage: 90% of Practice Devoted to Litigation Bar Admissions: Florida, 2008 Education: University of Florida Levin College of Law Gainesville, Florida J.D. cum laude – 2008 University of Florida Gainesville, Florida B.A. – 2004 Major: English Professional Associations and Memberships: Eighth Judicial...

Thomas was born in Boca Raton, FL and grew up in the south Florida area. He obtained a Bachelors in Business Administration (B.B.A.) in Finance from the University of Miami in 2010, and a Juris Doctor (J.D.) from the New York University School of Law in 2013, with a concentration in the area of Trust & Estates. Thomas has passed the bar exam in both New York and New Jersey, and his score qualified him to waive into two additional jurisdictions, Washington D.C. and Minnesota. He also passed the Florida bar exam in February of 2015. Thomas previously worked in the...

David S. Neufeld has practiced law for over 30 years, advising individuals on sophisticated wealth planning (encompassing income tax, estate tax, state residency tax planning, asset protection, and the legal aspects of insurance and investment planning) and fiduciary due diligence. He also advises insurance and wealth management institutions on programs, including “private placement life insurance” and captive insurance companies, that deliver to their clients cost-efficient risk mitigation along with tax-efficient investment opportunities. In addition, David is highly sought after to consult with taxpayers and their legal and accounting advisors on “aggressive tax planning gone bad,” including Form 8886 filings...

For over 15 years Darren Swetz has been helping individuals and business navigate a range of legal issues to help them achieve financial success, economic stability or a fresh start. At Tully Rinckey PLLC he is a Partner who represents New Yorkers with the preparation of wills, trusts and advanced directives; Medicaid planning; and real estate transactions and leases. Prior to joining Tully Rinckey PLLC, Mr. Swetz served as Managing Partner at Kelly & Swetz for more than a dozen years, where he focused his practice on wealth management and asset preservation. Before that he operated...

I was born and raised in Brooklyn, New York. I attended and graduated from Manhattan College summa cum laude in 1999 with a Bachelor of Arts Degree in Government and International Studies, earning the College’s Ryan Medal for Government and induction into multiple honor societies, including Phi Beta Kappa. I received my Juris Doctorate at Quinnipiac University School of Law in 2002 – at age 23. I am licensed to practice law in the State of New York and has been admitted to practice in federal court in the Southern & Eastern Districts of New York. I am a...

Donna Stefans is the founder and lead attorney at Stefans Law Group, PC. She has over 23 years of experience in elder law, estate and asset protection planning, estate administration, geriatric care management, special needs planning, guardianship, elder law abuse and neglect, retirement income planning and Medicaid optimization. Ms. Stefans is also the President of Stefans Associates, Inc., a full service personal, business, and Trust, Income Tax and Accounting practice. The third major part of Ms. Stefans’ practice is capital management and investments. She has over 30 years of experience in retirement planning, asset protection planning, and wealth management. She...

Richard F. Cipriano, III, Esquire was born and raised in Tampa, Florida. He graduated from Jesuit High School in nded the University of South Florida where he earned a Bachelor of Arts in Psychology. Richard attended Thomas M. Cooley Law School in Lansing, Michigan and has been practicing law since 2004. He gained a tremendous amount of trial experience as a prosecutor with the Twelfth Judicial Circuit State Attorney’s Office as an Assistant State Attorney in both Sarasota County and Manatee County. While there, he successfully prosecuted cases, ranging from misdemeanors to serious felonies such as Driving Under the Influence, Burglary,...

I have over 35 years of experience with Tax, Business and Estate law, transactional work, and wealth management. Working in many areas such as tax-exempt organizations, estate planning, tax controversies, corporate law, mergers, acquisitions, real estate transactions, partnerships, and limited liability companies, individual and corporate taxation. My legal team has a well-deserved reputation of excellence in providing smart, sensible, and cost-effective legal and business solutions for our clients. We offer high-quality legal work and exceptional, personal client service. I serve a wide range of clientele, and every client relationship is valued greatly. Each engagement benefits from the depth...

Mr. Goodstein has more than 26 years experience representing corporations, individuals and municipalities in real estate, business, tort, employment and insurance litigation matters. He regularly appears in state and federal courts throughout California, and is licensed to practice before the United States Supreme Court. Published opinions include Minnesota Mutual Life Insurance Co. v. Ensley, 174 F.3d 977 (9th Cir. 1999); Stuart v. Unum Life Insurance Company of America, 217 F.3d 1145 (9th Cir. 2000); Hub City Solid Waste Management, Inc. v. City of Compton, 186 Cal. App. 4th 1114 (2010).

Mr. Goodstein is "AV" rated by Martindale-Hubbell,* a peer-review...

Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...

I am a Dodge City attorney with offices at 107 Layton Street, Suite A, Dodge City, Kansas, focusing my practice in the areas of Estate Planning, Family Business/Small Business Succession Planning, Probate, Trust Administration, Elder Law, and related matters. I received my Bachelor of Business Administration and Finance Degree in 1985 from Wichita State University. I am a 1990 graduate of the University of Tennessee College of Law, where I graduated with High Honors. While at the University of Tennessee, I served on the Tennessee Law Review and was selected to the "Order of the Coif." I am a past...

Ruth Jin has extensive experience in corporate and securities laws. She regularly represents private equity firms and hedge funds from fund formation and investment management to project financing, including acquisition financing; and represents corporations for equity/debt securities offering, mergers and acquisitions, joint ventures, and general corporate matters. Ruth's clients range from entrepreneurs and emerging companies to Fortune 500 companies. She advises businesses through all stages of growth from start-up and capital financing right through to initial public offering and counsels on the ongoing securities law compliance and periodic reporting obligations. She also provides broker-dealers with regulatory compliance related legal advice....

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...

Karin Foster is the founder of Treveri Law, PC formerly the Foster Legal Advisory Group, an Estate, Exit and Business planning law firm in Albuquerque, New Mexico. Treveri Law was formed on one basic principle, “Protect those you love.” We help clients to understand and prepare for unexpected incapacity, distress or death and the accompanying legal an tax implications with these unforeseen occurrences. At Treveri Law, we specialize in working with families, single women and small business owners. As the only attorney in New Mexico with the Certified Exit Planner Advisor designation, we are part of a team...

Mr. Stephen L. Ivie, P.C. began his private practice of law in Ashburn, Georgia in 1974. In 1978, Mr. Ivie became corporate counsel for All American of Ashburn, Inc., a local mobile home manufacturer in the United States with over $100 million year in sales with 9 plants in 5 states. A large portion of the work for the mobile home manufacturer pertained to warranty claims, contracts and negotiations with account receivable lenders and state and federal government agencies. All-American also developed mobile home and modular subdivisions in which he was a major decision contributor, operations manager, and handled the...

Mr. Ikhelson received a Juris Doctor degree from Rutgers Law School in Newark, New Jersey. He graduated cum laude, in the top 10% of the class, for which he was awarded a prestigious membership in the Order of the Coif, which was organized to honor those who as law students attained a high grade of scholarship and as lawyers, judges and teachers attained high distinction for their scholarly or professional accomplishments. Mr. Ikhelson has been admitted to New York State Bar and New Jersey State Bar, as well as admitted to practice law in New York and New Jersey and before...

Walter C. Koczot, JD, CTFA - Walt has been in the financial services industry for over twenty-five years, with the past seventeen years focused in the areas of personal trust administration and estate planning. In his role as a Personal Trust Specialist he is responsible for the administration of trusts and for providing clients with estate planning assistance. Trust administration is the day to day operation of a trust keeping it in compliance with the terms of the trust document as well as legal, tax and regulatory requirements. As an estate planner he is a resource to...

Kenneth L. Sheppard, Jr. is the President and Owner of Sheppard Law Offices, Co., L.P.A.

Kenneth graduated from Ohio Northern University in 1996 with a Bachelor of Arts degree in Political Science and History. While at Ohio Northern, Ken was a member of three honor societies and two national mock trial teams. He then entered Ohio Northern University Law School and graduated in 1999 with a Juris Doctor degree. After law school, Mr. Sheppard earned his LL.M. (Master's Degree) in Taxation from the University of Denver in 2000.

Attorney Sheppard is admitted to practice law in Ohio. He is also licensed...

Attorney Irina Yadgarova focuses her practice on Trusts & Estates, Probate & Administration, Elder Law, and Real Estate. She is licensed to practice law in the courts of the State of New York, the State New Jersey, and the U.S. District Courts in the Southern and Eastern Districts of New York. Ms. Yadgarova's practice encompasses all aspects of Estate Planning, Elder Law (Medicaid) and Real Estate. She provides legal services to residents of New York and New Jersey and handles matters pertaining to Wills, Trusts & Estates and Long Term Care Planning, including, but not limited...

Jessica Peraza is Counsel working with the firm’s Trusts & Estates Department. She focuses her practice on Estate Planning and Administration, Medicaid and Long-term Care Planning, and Wealth Management. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza attended St. Lawrence University in Canton, New York where she graduated with a...

Offering 100% online legal services, convenient and safe. Wills, Trusts, Contracts, Elder Law, Corporate Law. Maurice Dyson has experience with complex transactions valued over $166 billion dollars including corporate mergers, securities, contracts as well as class action civil rights litigation valued over $15 billion. With nearly 20 years of experience, he is a member of the Bar of the nation's highest court, the U.S.Supreme Court, as well as the NY Supreme Court, and NY Court of Appeals. He is a licensed registrant before the U.S. of Justice EOIR, and the U.S. Department of Homeland Security USCIS. He is a...

Stephen R. Silverstein concentrates his practice in the areas of estate and disability planning, estate administration, guardianships and elder law.

He is a graduate of the University of Rochester and the State University of New York at Buffalo School of Law. He is a former bank trust officer, where he worked on administration of estates, trusts and employee benefit plans.

Mr. Silverstein is a member of the Bar Association of Erie County Surrogate’s Court Committee and serves as the Committee’s Recording Secretary. He is also a member of the Bar Association of Erie County Elder Law Committee and...

Sean Robertson is an experienced business law and real estate attorney with more than 14 years of experience. He graduated from DePaul University College of Law and the University of Illinois at Urbana-Champaign, and he gained a strong background in taxation law during his time in law school. Sean Robertson's legal experience has been varied and has involved issues surrounding business litigation, wealth management, estate planning, divorce, and family law.

During the last recession, Sean worked to litigate a wide variety of cases involving loan disputes, business interests, creditor/debtor contracts, and post-judgment law. This background gives him the understanding needed to...

Welcome to Atrium Legal Group – Gateway to Comprehensive Estate Planning Focusing on specific types of law allows our attorneys to understand the finite details of both simple and complex situations, quickly and efficiently. They work constantly to keep up on the latest tax, estate, and business laws to ensure the plan you put together will continue to work for you, as things change. When you sit down with one of them, they will always: factor in the probate process, possible tax ramifications, and the validity of the pieces you’ve put in place. Then they help you understand how to minimize the...

David W. Wynne is the managing attorney and principal partner of the Wynne Law Firm in Ft. Worth and Grapevine, Texas. David has been practicing divorce and child custody law since 1996. David has helped over 3,000 clients throughout Fort Worth and the surrounding counties. David Wynne has years of experience and is qualified to take on a wide range of cases, including divorce, child custody, estate planning, and wealth management matters. He is the recipient of Avvo’s Top Child Custody Attorney (2013, 2014, 2015 and 2016) selection and Avvo’s Client Choice Award 2015 and 2016, boasting a 10.0 Superb...

Heather Bryan stands as a seasoned trial attorney, wielding extensive knowledge across family law, criminal law, and personal injury law. In 2016, she took a significant step in her legal journey by founding her own law practice, focusing predominantly on family law. In this capacity, Heather has been a guiding force for numerous families, navigating them through the intricacies of the divorce process with compassion and legal acumen. Heather's commitment to the legal profession extends beyond her practice. She has been an integral part of the Polk Association for Women Lawyers since its inception, serving on the Board of Directors and...

Wilson brings passion, hard work, and attention to detail to his clients. He focuses his practice on truck accidents and all other types of personal injury cases. He is recognized by Super Lawyers as a 2023 South Carolina Rising Star in Transportation Law, and by South Carolina Legal Elite for Personal Injury and Litigation. As a defense attorney, Wilson learned how to practice law by working for trucking companies and their insurers. He was a member of a team of lawyers that served as national and regional counsel for several large motor carriers in cases involving serious injuries and death. Through...

Lozano Law Firm is an immigration law firm that serves various communities in Texas. The firm, founded by Alfred Lozano, is dedicated to providing each client with personalized and cost effective immigration solutions. Mr. Lozano's passion for immigration law is rooted in his personal experience as a first generation American with Mexican immigrant parents. His wife is also an immigrant. This experience paves the way to a deeply personalized service to the firm's immigrant clients. Mr. Lozano is not just experienced in immigration matters. he is also a Board-Certified Specialist in Immigration and Nationality Law, certified...