Search for "MICG Wealth Management LLC"

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.

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...

The ONLY law firm in Wisconsin with an affiliated Geriatric Care Management Firm. I provide families with private care assessments and consultation on care options (facilities, in home care, life care plans) along with educating families with available options on how to pay for care including available county, state, federal, Veteran, and private grants available to help with covering care costs. I also offer Medicaid, Family Care and ISIS application assistance as well as holistic planning from day one through end of life care. W. Ryan Zenk is a practicing Attorney with Elder Law Center of WI, LLC...

David provides comprehensive advice to individuals, families and small businesses.
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.

• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...

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...

Kenneth Gray is currently the Managing Partner at Alliance Law Firm International PLLC. His specialties include serving clients in tax matters, wealth management, estate planning, small and medium size business, venture capital, private equity, and natural resources (oil and gas). Ken previously worked for Nickel Capital LLC, a global small-cap equity fund, with responsibility for investments in communications technology, energy and basic materials companies as well as consulting on corporate finance and private equity transactions. Before Nickel, Ken spent over six years as Manager, Credit and Research with the Overseas Private Investment Corporation (OPIC) in the Investment Funds Department....

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...

Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...

Vivek Tandon is the Founder and CEO of EB5 BRICS – the go to source for everything related to EB-5 U.S. Immigrant Investor Visa (Green Card) Program. A lawyer and an investment banker, Vivek’s primary focus is on educating investors in India, Mexico, Brazil and the Middle East about EB-5 Visa Program and EB-5 regional center projects and EB-5 direct investments. Vivek holds Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission (SEC) securities licenses. EB5BRICS is associated with a registered broker-dealer NMS Capital Advisors, LLC – a Beverly Hills, California based global, privately held, independent, diversified financial...

Financial services attorney primarily focused on resolving disputes through securities arbitration before the Financial Industry Regulatory Authority (FINRA), in addition to state and federal court litigation on select securities and consumer matters. On behalf of aggrieved investors, seek recovery of investment losses due to defective financial products or the wrongdoing of a broker or wealth manager. On behalf of securities industry professionals, offer representation on a broad range of matters including broker transitions, compensation-related disputes and employment matters including U5 expungement.

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...

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...

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...

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...

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...

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...

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. ...

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...

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...

I have been practicing for over thirty-five years. My practice is limited to specializing in issues concerning disability, estate, probate, long term care, nursing home, Veterans, Medicaid and special needs planning. I am the immediate past President/Chairman of the Board of Directors of the Alzheimer’s Association - Greater Michigan Chapter (after having served for the last 6 years) and member of the Association's executive committee and an Assembly Delegate to Alzheimer’s Association – National Chapter, Chicago, Illinois. I am also a Member of National Academy of Elder Law Attorneys and have been listed since 1991 in...

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...

Cambridge Baker is a Senior Attorney at AMG Law, PLC, practicing exclusively family law. Her practice covers every type of family law matter in Virginia, including separation, divorce, custody, visitation and support cases. Ms. Baker represents clients in Fairfax County, Loudoun County, and all across Northern Virginia. Originally from Chapel Hill, North Carolina, Ms. Baker graduated from Elon University in North Carolina, where she was a Presidential Scholar. After college, Ms. Baker worked as a Private Wealth Management Administrative Assistant at Advantage xPO onsite at Goldman, Sachs & Co. in Boston, Massachusetts. She then transitioned to a position as a Wealth Management...

Wake Buxton is Managing Partner at TrustBuilders Law Group and President of TrustBuilders Fiduciary Group. He specializes in elder law, asset protection, and advanced wealth transfer as well as charitable giving and business succession planning. Mr. Buxton is an Accredited Estate Planner® and member of the Virginia, West Virginia, and Minnesota Bars as well as the United States Tax Court. He holds a bachelor’s degree from Virginia Tech, law degree from Regent University, and Master of Laws in Estate Planning from the University of Miami. He has also completed his graduate work in Financial Planning at Georgetown University and holds an...

Mike Dingerdissen is uniquely qualified to represent clients in the areas of tax, estate planning, trust administration, and strategic business planning. As part of the Tax, Estates and Business Practice, he assists businesses and individuals with various matters, including strategic business & succession planning, tax planning & controversies, stock & asset acquisitions, including private equity transactions, wealth transfer & estate planning. Mike has gained a wide range of experience throughout his career, including most recently serving as Vice President and Senior Trust Officer at The Goldman Sachs Trust Company, where he focused on managing and administering trusts, estates, and other...

Diana Taylor focuses her practice on solving employment-related disputes for her clients. Whether assisting an employee or employer, Diana seeks to address these disputes from an approachable perspective. However, she has also successfully litigated and defended matters before various state courts, the United States District Court for the Northern District of Illinois, and employment-related administrative agencies.

Having begun her legal career in a litigation practice focusing on personal injury and contract disputes, she led litigation against individuals, small businesses, and professionals and served as a key contributor in multi-faceted litigation and disputes against corporate defendants including insurance carriers, car...

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...

Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County. Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association. Darlynn...

Jean Claude (JJ) B. Mallein Jr. is an experienced business, tax and trusts and estates attorney. Dedicated to wealth preservation, he has focused his education and practice on helping California residents secure their estates and prepare for the future. As a partner at boutique tax and estate planning firm in the Silicon Valley, Mr. Mallein gained valuable experience in wealth management, estate planning, tax planning, business succession planning, trust and estate administrations, tax controversy, real estate transactions and like-kind exchange cases. He is fully prepared to tackle complex business and estate planning cases. Mr. Mallein is a Dual Certified...

Education Ms. Mayer graduated from the University of California, Davis with degrees in Political Science and Communications. She earned her Juris Doctorate from Santa Clara University School of Law with a Certificate in Public Interest and Social Justice. Awards and Honors During law school, Heather Mayer was recognized with the Award for Best Oral Advocate and the Pro Bono Award. Ms. Mayer is the recipient of the prestigious Witkin Award for Academic Excellence in Wills & Trusts, Advanced Legal Writing, Interviewing & Counseling, and for the Advanced Practice Clinic of the Northern California Innocence Project....

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...

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 am a life-long experienced advocate for the elderly and people with disabilities. My practice areas focus on estate planning, elder law, and probate. My background and experience allows me to understand the importance of protecting family legacies for loved ones. I work with families who have a child with a disability aging into adulthood. I understand the challenges seniors and their families face with a diagnosis of dementia and Alzheimer’s. My goal is to help my clients and families prepare and plan for elder care issues. Estate planning is creating peace...

I was born and raised in Nashville, TN, which is somewhat of a rarity these days! I attended Harpeth Hall, an all-girls school for 8 years and graduated in 2016. I followed in my sister’s footsteps for college and attended Texas Christian University in Fort Worth, Texas. I cherished my experience there dearly and still love cheering on the Frogs from afar to this day. I knew I wanted to become a lawyer from a young age, as my mom was an attorney. Originally, I wanted to practice criminal defense, so I chose to major in Criminal Justice. I pursued several...

Debbie Cohn’s keys to professional success are as diverse as her eclectic client base that consists of professionals, business owners, retirees, and non-U.S. citizens. Yet perhaps her most critical—and comforting—characteristic is an ability to explain complex concepts in a way her clients can understand. Debbie’s approach to estate planning is equal parts pragmatic and creative, which helps put her clients at ease with the knowledge that their families will be cared for and protected, and their asset protection and wealth management goals will be met. And her wealth of experience and vast knowledge of the law allow her to blend...

With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...