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Terry Prendergast is a South Dakota trusts and estates and trust company attorney at Davenport, Evans, Hurwitz & Smith, LLP. Terry joined the firm in 2017 with a prestigious career of nearly 40 years practicing law in Sioux Falls. Interacting with counsel and clients across the country and the world, Terry extols the virtues of South Dakota’s top-in-the-nation trust laws, flexible procedures and low tax environment, stating, “To open up people’s eyes to one of the best kept secrets in business—that South Dakota has a flexible, advantageous and responsive environment for business, estate and wealth planning, gives me great satisfaction.”

Terry’s...

Matt was born and raised in Sarasota, Florida. He received his Bachelor of Arts in 1992 from Johns Hopkins University, where he was on the fencing team for four years. In his senior year, Matt was captain of the fencing team, which won its conference championship, where Matt placed second in the individual foil competition. After Johns Hopkins, Matt attended the University of Florida College of Law, graduating first in his class, and served as senior research editor of the Florida Law Review. Having thereafter received one of the highest Florida Bar examination scores, Matt was invited to...

Prior to establishing her own law practice in estate planning, probate, trust administration, corporate matters, and real estate, Rebecca was Senior Vice President & Senior Trust Officer at Union Trust Company (now Camden National Bank) from 1994 to 2008. Before that, she practiced law at Loughlin & Wade in Portsmouth, NH. She merged her business with the practices of Jeffrey Jones and Roberta Kuriloff in 2013, thus forming Jones, Kuriloff & Sargent, LLC. Rebecca, who also goes by Becky, holds a B.S. degree in Business Administration from The Pennsylvania State University and a J.D. degree from the University of Maine School...

Victor Rosenberg, a founding member of the firm, is also a member of its Corporate, Tax, Estate Planning, and Estate & Trust Administration practice groups. He concentrates his practice on corporate, real estate, business, estate planning, probate and tax matters and is also involved in family wealth preservation and business continuity through the establishment of charitable trusts of all types, private foundations, family partnerships and limited liability companies.
Victor is active in trust reformation as well as the financing and sale of beneficial interests in trusts. He has extensive experience in structuring and negotiating business and financing transactions, including the sale...

I am a partner and executive committee member. I view my job very simply: to make money for clients whenever possible and to protect their interests at every turn. My transactional work includes serving as outside general counsel to closely-held businesses and their principals; representing private equity funds and others in their M&A activities; and structuring new businesses, business lines, joint ventures, and other significant commercial relationships. I regularly advise clients on a wide range of topics including fiduciary duties, corporate structuring issues (between shareholders, members, joint ventures, etc.), credit negotiations, general contract issues, succession planning, employee matters, and...

South Dakota lawyer Matt Van Heuvelen is a partner in the business law section at Davenport Evans. Matt, who is licensed to practice in South Dakota and Iowa, focuses his practice on dynasty trusts and trust administration, business transactions, estate planning, probate, tax planning and fiduciary litigation. Clients he represents include individuals, families, trustees, bank trust departments, trust companies, financial advisors, businesses and charitable organizations. Matt is a member of American Bar Association, the State Bar of South Dakota, the Iowa State Bar Association and the Sioux Falls Estate Planning Council. While in law school at the University of Iowa,...

Elizabeth L. Mathieu is a co-founding member and a managing partner of the firm. She has been providing Federal tax, fiduciary and planning guidance to individuals and tax-exempt organizations since 1991 in the Chase Manhattan Private Bank, Neuberger Berman Trust Companies, AMA-Eagle, a multi-family office, and in her own law firm in New York. She recently moved to Idaho and joined the Idaho Bar to practice law focusing on trust, estate, and charitable planning, and tax-exempt organization law. Elizabeth speaks and publishes on a broad range of topics including tax, charitable, and estate planning, non-profit and for-profit corporate governance, and...

Jeffrey A. Cramer is now Senior Counsel at 3i Law in Colorado. He creates deeply personalized, easy-to-understand will and trust agreements, protecting loved ones from undue stress during a time of loss. His estate plans are kept up to date and will work when your family needs them most. His mission is to help you deal with the complexities of life, disability and death. He prepares estate planning documents such as wills, trusts, living wills, powers of attorney and designations of health care surrogate; and assists in probating an estate or administering a trust. ...

Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters. Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...

Lawrence (Larry) Tepper specializes in the valuation and appraisal of promissory notes, mortgage notes, and debt cash-flow instruments nationally. Nation-wide services for banks, trust companies, self-directed IRA accounts, estates, attorneys, CPAs, and individual investors. Consulting Services Free Appraisal Price Quotes EDUCATION AND TRAINING Law Degree /Accounting Minor University of Denver Managing Colorado Real Estate Broker-- Promissory Notes Specialization Certified Commercial Investment Member from the National Assoc. Realtors (CCIM) PRACTICAL EXPERIENCE 35 + years of national promissory note and mortgage note appraisal and valuation for Banks, Trust Companies, Attorneys, CPA's, Estates, Trusts, Executors, Administrators, and Financial Advisors. No charge file review and discussion of...

Zev Rose is the senior shareholder and President of Sherman Silverstein and ex-officio member of the Firm's Management Committee. Mr. Rose is a preeminent attorney, advisor, and community leader. He has practiced real estate law for more than 50 years. He has represented major clients in the acquisition, financing, development, management, and sale of shopping centers, apartment complexes, office buildings, and residential projects throughout the eastern seaboard. Mr. Rose also has consummate expertise in corporate, partnership, business and financing law and transactions.

Before entering private law practice, Mr. Rose was Law Secretary to the Honorable Mitchell H. Cohen, US District Court,...

Jim Snow was born in Baltimore, Maryland, in December of 1956; admitted to bar, 1982, North Carolina; 1984, Virgin Islands and U.S. District Court, Eastern District of North Carolina. Education: University of Pennsylvania (B.A., 1979, cum laude); University of North Carolina at Chapel Hill (J.D., 1982). Member: New Hanover County (Member, Executive Committee, 1990-1994) and North Carolina Bar Associations (Member, Business Law and Real Property Law Sections, Business Law Section Council, 2004-2008; Business Law Section Council, Membership Chair, 2007-2008); The North Carolina State Bar (Fifth Judicial District, Secretary-Treasurer, 1989-1990, Chairman, Fifth Judicial District Young Lawyers Division, 1990-1992). ...

Sean is a partner and founder of the firm, O'Connor, Carnathan and Mack, LLC and focuses his practice in complex business litigation with a particular emphasis on insurance coverage, closely held businesses and trust and estate litigation.

Since 1993, although Massachusetts based, Sean has been litigating cases all over the country, from Texas to Minnesota and from California to Maine. He has tried or arbitrated over 25 cases in the state and federal courts of Connecticut, Delaware, Maine, Massachusetts and New Hampshire.

Sean has secured millions of dollars in recoveries for his clients. He regularly advises corporate executives in transition regarding their...

Donald Petrille, Jr. primarily represents businesses and their shareholders as they wrestle with complex issues in today’s ever-changing legal environment. Don has helped businesses through all phases of their development, starting with initial organization, through the operational stage, eventually ending with sale, acquisition or dissolution. Addressing corporate governance, contracts, procurement, compliance, human resource issues and creditors’ rights, Don has spent his career helping small-business owners succeed. His client base includes companies in diverse industries such as real estate management, alternative energy, market research, pharmaceutical services, telecommunications, construction and software development.

Don is a member of the firm’s wills, trusts,...

Mr. Ahlstrom is a member of the firm’s commercial litigation group. He has handled a broad range of litigation matters before federal and state courts including construction disputes (including mechanics’ lien defense and foreclosure actions), landlord/tenant disputes (including unlawful detainer actions), contract disputes, land use and zoning disputes, real property/real estate disputes, government and regulatory issues, and debtor/creditor relations.

In addition, Mr. Ahlstrom has specialized experience in issues that involve professional employer organizations, traditional employee leasing companies, and secured transactions (Article 9 of the Uniform Commercial Code). He also has resolved disputes regarding non-competition and non-solicitation agreements and general aspects of...

Paul Marcotte, Jr. Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties.
Paul’s international...

Alan Mark is a Co-Chair of the firm’s Real Estate and Chair of the Financial Services practice groups. He is also a senior member of the Corporate group. For more than 40 years, Alan has concentrated on corporate, commercial and real estate finance matters. He has served as outside counsel to numerous local, regional and national financial institutions, publicly traded biotechnology companies and hotel owners and operators. He has also served as outside counsel to information and telecommunication technology clients, government entities and individuals in connection with technology transfers, business acquisitions, project development and equity and debt financings. Since 1996,...

Michael Romero is both an Attorney and CPA and a member of the American Academy of Attorney-CPAs. He began his professional training interning in large case corporate audit with the Internal Revenue Service. He worked as a trust accountant for the North American Trust Company where he performed in compliance with trust laws, regulatory requirements and complex industry practices. Later, he served as an accountant in the defense cotracting industry, performing according to the specific technical nuances required in government audits by the Defense Contract Audit Agency (DCAA). His accounting background also includes merger and acquisition in the technology industry...

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...

Though skilled in all areas of litigation, Edward primarily practices in the areas of civil litigation, trusts and estates, commercial law, elder law, entertainment law, constitutional law, and civil rights law.


Originally from the Rio Grande Valley, he graduated in the first class of the Science Academy of South Texas in 1996. Edward earned his B.A. (Pre-Law/Theatre) in 2001 from Texas A&M University - Corpus Christi. He earned his J.D. from St. John's University School of Law in 2019. While there, he was the recipient of the Dean's Scholarship, was three times awarded the Dean's Excellence Award, and was frequently named...

Dedicated to providing clients with quality service, drawing on over three decades of experience in estate planning and related practice areas.

Ronald M. Otten practices in the areas of estate planning, probate, trust administration, business succession planning, charitable giving, medicaid planning and real estate. Since these practice areas have many sub-categories that cross over into other practice areas, he works closely with other firm attorneys to meet the legal needs of our clients.

Ron has a strong belief in client service. His experience, spanning more than three decades, ranges from the representation of individual clients in simple estate planning matters to the...

Martindale-Hubbell highest rating (AV).

Graduated from the University of Virginia in 1979 and the University of Virginia School of Law in 1982. Started out with an insurance defense and business litigation firm. Represented many of the major insurance companies (auto, health, life, fire, products liability, bonds, etc) . Began representing injured individuals and companies. Gained familiarity with the Bankruptcy Code and Article 9 of the Uniform Commercial Code by advising creditors, documenting secured transactions for creditors, and representing creditors in civil litigation and in bankruptcy courts in Va., Ky., and Tn. Served as a Chapter 7 bankruptcy trustee for approximately...

In his almost thirty years of practicing law, Attorney Spencer E. Farris has worked tirelessly to become one of the most well regarded personal injury attorneys in Missouri. Some of his accomplishments include:
Board Certified Civil Trial Advocate by the National Board of Trial Advocacy. The National Board of Trial Advocacy is a professional organization, recognized by the American Bar Association and in opinions by the United States Supreme Court for their rigorous certification procedures.

Spencer is a member of The Justice Roundtable, a prestigious and exclusive invitation-only group limited to 100 of the top personal injury attorneys in the nation. Each...

Mara Kent (she/her/hers) is a life-long resident of Ann Arbor, Michigan and a licensed attorney since 1996. Mara’s practice areas include estate planning, probate and trust administration, elder law and long-term care planning, special needs planning, estate planning for surrogacy, same-sex adoptions and step-parent adoptions, and prenuptial agreements. Mara loves working with people and making personal connections with her clients, doing what she generally considers to be “happy law.” Mara counsels her clients on how to plan for major life events by anticipating common (and not-so-common) problems before they arise, so her clients can strategize about how to minimize court involvement,...

Diane Baker is an AV-Rated Estate Planning and Business Law attorney. She has over 30 years experience practicing law in Atlanta.

She enjoys working with families to develop personalized Wills, Trusts and estate plans, based on each individual's personal goals. She also helps clients through the complexities of Probate, and the challenges of Will Contests and Estate Disputes. Her goal is to address each client’s personal objectives, while making the legal process understandable.

Diane's other major area of practice is business law, which she has practiced for over 30 years. Her work in this area includes general corporate law, limited liability...

Melissa Hill is a native of Asheville, North Carolina. She received her B.A. degree, magna cum laude, as a member of Phi Beta Kappa, from the University of North Carolina at Chapel Hill in 1984. She also attended law school at UNC, where she was admitted to the Order of the Coif, was on the North Carolina Law Review and received her J.D. with honors in 1987. Ms. Hill is the author of Tennessee v. Garner - The Use of Deadly Force to Arrest as an Unreasonable Search and Seizure, 65 N.C.L. Rev. 155 (1986);...

As a partner at Shepherd Smith Edwards & Kantas LLP (SSEK Law Firm), Kirk G. Smith focuses his practice on securities law. Representing individual and institutional investors against banks, brokerage firms and trust companies, Mr. Smith generally handles cases involving issues such as retirement losses, broker and brokerage firm misconduct, investment derivatives, fraud and financial product failures. He serves clients throughout the U.S.

Before earning a Juris Doctor from the South Texas College of Law Houston, Mr. Smith attended Loyola University New Orleans. He graduated with a Bachelor of Arts.

Previously working as an investment advisor for a large brokerage firm and...

Consumers, Business, Labor & Employment, Education, Civil Rights, Real Estate, Landlord & Tenant, Banks, Insurance, Licensing, Administrative, Litigation…” OUR PHILOSOPHY OF LEGAL PRACTICE •We will provide the highest quality of legal representation •We will be responsive to your needs as a business or individual •We will handle your legal matters competently •We will handle your legal matter with experience •We will respond to your problems in a timely manner •We will represent your interests effectively and forcefully •We will listen to you REASONABLE LEGAL FEES It is important that a client be informed up front of our hourly billing rates and be given an estimate of the approximate number of...

Rick Fabiani brings over ten years of experience practicing law to Fabiani Law PA. His first focus is always on understanding the client’s goals and helping find the most effective way to reach those goals, whether representing individuals or corporate clients. Rick helps clients with real estate and business transactions, including closing and title services, and litigation in a wide range of civil matters. He has developed a reputation of being able to solve problems in difficult situations. From creative professionals to musicians to programmers to engineers and others, Rick has helped negotiate and litigate contracts for hundreds of contractors,...

Mr. Peter Blatt is the president at Blatt Financial Group. He has more than 17 years’ experience in the financial industry. He received a bachelor’s degree in accounting from Boston University, a law degree and a post doctorate degree in tax from the University of Miami School of Law. Peter formerly ran the financial planning department of a Trust Company in Palm Beach. He is an active member of the Florida Bar Association, the Palm Beach County Bar Association and the former secretary of the Tax Section of the Florida Bar. He is the founder of the North County...