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Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director. Order of the...

Christine W. Hubbard has been a practicing attorney for over 26 years and focuses her practice on estate planning, business planning, drafting wills and trusts, estate and gift tax planning, asset protection, prenuptial agreements, charitable giving and estate and trust administration. Christine places great importance on understanding and implementing each client’s personal goals with respect to the use and preservation of wealth during life and the responsible disposition of assets upon death. This includes asset protection planning, strategies to minimize or avoid estate taxes and probate and the sophisticated use of trusts, limited liability companies, partnerships, life insurance and,...

Bilal Hill is the owner of The Hill Firm, a law firm in Basking Ridge, New Jersey specializing in Family, Criminal, Entertainment, Real Estate, Intellectual Property, Tax, Personal Injury and Employment Law. Bilal began his legal career working for Legal Services of New Jersey providing pro bono legal help to low-income families. Bilal also worked for the New Jersey Attorney General’s Office. Bilal spent eighteen years in Corporate America holding various senior level accounting and financial roles, with companies such as PriceWaterhouseCoopers, General Electric, and Sony Music where he was Vice President of Finance and Operations. ...

Kristen Spees is a Nevada, California and Hawaii Estate Planning Attorney. She focuses on Estate Planning such as Wills and Trusts, Deeds, Charitable Giving, Corporate Social Responsibility and Foundations.

She works with her parents, Frank and Judy Spees, who have worked as estate and financial planning attorneys since 1984. Between the two, they are licensed in HI, NV, CA and FL. www.Spees.com. Their son, Justin Spees, began his career as an investment advisor in 2007 and started managing accounts for clients, trusts, foundations, and businesses. He formed Just Advisors in 2008 and has continued to manage the firm which offers...

I genuinely believe that the value of life comes from service to others. I have dedicated more hours to this philosophy than our business manager would care to imagine. I have been rewarded kindly in the friends that I have made, the lessons that I have learned and the impact that I have made on the community. I never stop hunting for the next project. My service to the community has been very broad in scope. I have served as a member of the Oconomowoc school board, the Oconomowoc Hospital Foundation, and as a trustee of St. Jerome’s Catholic...

Sarah is a motivated and enthusiastic attorney who goes above and beyond to help clients achieve their goals. Sarah was born and raised just outside of Boston and is a proud alumnus of Boston College Law School. With these strong ties to the Boston area, Sarah is committed to establishing herself in the legal community through active involvement in legal organizations and networking opportunities. Prior to joining Allcock & Marcus, Sarah was a corporate and real estate attorney at a Boston law firm and worked on a wide variety of transactional matters, giving her a strong legal foundation. Sarah’s real estate...

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

Adam’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Adam also advises fiduciaries in administering estates and trusts, including the preparation of estate and gift tax returns. Further, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. Finally, he represents taxpayers who need a tax lawyer, either for tax consulting or to assist with tax disputes of many different aspects with the Internal Revenue Service (IRS) and New York State (NYS). ? In addition to being an attorney...

J. Michael Bishop is a partner in the Atlanta firm of Smiley Bishop & Porter LLP. For over 25 years, Mike has practiced extensively in the areas of securities arbitration and litigation, representing investors with securities claims of all types and sizes. Mike and his firm have obtained numerous seven-figure arbitration awards which have included punitive damages, attorneys’ fees and costs. Many of Mr. Bishop’s clients are elderly investors who have been victims of investment and financial fraud. Mike has successfully represented clients with claims against virtually every major Wall Street firm, including: Bank of America/Merrill Lynch, UBS/PaineWebber, Morgan Stanley/Dean Witter,...

Mr. Delisi is the firm's senior partner and shareholder. He concentrates his practice in the areas of estate planning and succession planning, counseling individuals and business owners on the various aspects of estate and wealth transfer planning. Mr. Delisi has extensive experience in sophisticated tax planning techniques, including planning for dynasty trusts, life insurance trust planning, charitable trust planning, family limited partnerships and limited liability companies. Mr. Delisi also has extensive experience in probate, and trust administration and the formation private foundations. He was licensed to practice law in Michigan since 1981.

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Attorney Leanna Hamill provides Estate Planning and related legal services to clients of all ages, with a focus on the needs of older individuals and their families. Based in Hingham, Massachusetts, Attorney Leanna Hamill provides the following services: • Estate Planning • Estate Administration • Guardianship and Conservatorship Services • Comprehensive Estate and Medicaid Planning Evaluations • Medicaid Advocacy Leanna works with her clients to plan for and face life’s exciting changes, unexpected challenges and inevitable transitions. By listening to her clients’ needs and helping them identify their goals, Leanna is able to provide solutions to the issues...

Dixie Hieb is a Financial Services lawyer at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, SD. Her practice is focused on bank regulatory compliance and trust company formation and operation. Dixie’s regulatory practice covers all facets of consumer disclosures, including those related to credit cards, prepaid cards, student loans, other closed-end loans, and deposit accounts. She has expertise in electronic banking and electronic delivery of disclosures, and she advises clients on CRA issues. Dixie is also a Certified Public Accountant.

Dixie has received a Martindale-Hubbell Distinguished Peer Rating, indicating the attorney is widely respected for high professional achievement and...

A fellow of the American Bar Foundation, Mike Palmer is the founder and president of Legal Risk Management AI (LRM). LRM helps organizations prevent legal disputes and resolve them wisely, fairly, and cost-effectively. LRM has a variety of tools and resources with which users can calculate the present financial value or risk of a lawsuit, devise litigation strategies, and reduce the cost of litigation.
Before moving to Vermont to found his own firm, Mike practiced law as a litigator with Jenner & Block in Chicago. He has been a negotiation specialist and mediator since completing the Harvard Program on Negotiation...

Jean Galloway Ball is certified in Elder Law by the National Elder Law Foundation. She does life care and estate planning: preparing powers of attorney, Wills and Trusts for seniors and their families. She assists families with planning for disabled adult children. She advises on families on planning for long term care expenses. She is a recognized litigator in the area of fiduciary litigation including guardianship, Will contests, trust administration, claims against estates, accounts from fiduciaries, undue influence and financial exploitation.

Tracy Robb joined Curcio Law Offices in 2001 and was named managing partner in 2016. She concentrates her practice predominantly on appellate law. Tracy has also established herself as a strategist for brainstorming with the trial team at the firm. She provides support at the trial court level with her research and writing skills which has served as the foundation for victory on many dispositive motions including motions in limine successfully barring defendants’ key evidence and experts from the trial. Ms. Robb has successfully defended the firm’s verdicts appealed by the defense firms and insurance companies both at the appellate...

Following his graduation from the Washington College of Law at American University, John returned to his home-state of Florida. Prior to obtaining his law degree, John received a B.A. in Legal Studies from the University of Central Florida and studied Finance and Accounting at the London School of Economics, giving John unique insight into financial and business matters. As an attorney for Ginn & Patrou, John implements his business knowledge and estate planning experience to ensure the best possible results for his clients. John is an active member in his community and is involved in several community...

Sandy is the founder and senior partner of Mall Malisow & Cooney, P.C. - The Holistic ElderCare Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is a nationally board certified as an elder law attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA's Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE).

Sandy's credentials...