Search for "Retirement Plan Administrative Committee "

Mr. Ofseyer is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, and his practice focuses on Estate Planning, Trust Administration, and Probate Court proceedings involving Trusts, Estates, and Conservatorships. Since 2012 he has had the highest available peer-review rating, AV® Preeminent™, from Martindale-Hubbell and the highest available Avvo™ rating, 10.0 Superb. Palm Springs Life magazine has selected him as one of its “Top Lawyers” every year since it started rating lawyers in 2011. He is a graduate of the Harvard Law School (magna cum laude 1990). He began his...

Mr. Bartolic advises executives and other professionals regarding executive compensation and benefits, and represents them in all ERISA litigation. His practice is devoted exclusively to representing individuals such as executives and directors, managers, brokers, traders, investment advisors, attorneys, physicians, and educators. He helps the professionals obtain and protect the compensation and benefits they have earned through initial negotiation of compensation and benefits, internal administrative claims and appeals, and federal litigation if necessary. Mr. Bartolic also consults other attorneys on matters involving the Employee Retirement Income Security Act (ERISA). His practice includes advising: personal injury and workers compensation lawyers regarding rights of...

With more than 30 years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, trust and estate administration, planning for children and adults with special needs, business succession planning and business transactions, and family charitable and philanthropic counseling. Mark’s work involves elements of teaching, strategic analysis and planning, negotiation, documentation, and assisting clients in executing their plans. A Duke University Alumnus, Mark has given back to his alma mater in numerous capacities, including serving as a member of the Board of Trustees. He has devoted his considerable energies to the Servant Center, Inc., a...

John F. Leone has practiced over 25 years in the practice areas of pensions, qualified retirement plans, wills, estate planning, estate and trust administration, and residential and commercial real estate. He received both his J.D. and B.S. degrees from the State University of New York at Buffalo. In connection with his wills and estates practice, John has successfully defended proponents of wills subject to will contests, contested wills on behalf of beneficiaries, and has filed claims relating to breaches of fiduciary duty by individuals using a power of attorney for their own benefit. John is a frequent author of articles...

Has the thought of putting together an estate plan, trust , will, living will or power of attorney drain you? Do you need a guardianship for a loved one and don't know where to turn? Is the estate you need to administer or are about to probate making your life hectic? Has your family put you in charge of sorting a difficult family situation and you don't know where to turn or even the questions to ask? Do you need a plan for the future for yourself or a loved one that you have been putting off until now? Have you lost money due...

RICHARD B. VINCENT is a partner in the law firm of Vincent, Romeo & Rodriguez, LLC. His practice emphasizes the legal problems of the elderly and disabled, including legal issues related to establishing and maintaining eligibility for Medicaid and other public benefit programs, trust and estate planning, estate administration, conservatorships and guardianships, disability planning through use of durable powers of attorney and special needs trusts, nursing homes and assisted living facilities, VA benefits and retirement. Mr. Vincent graduated from the University of Michigan with honors in 1977. In 1983, he received his law degree and MBA from the...

Terry graduated from Rutgers School of Law with High Honors. She also has a Master’s Degree in Social Work, receiving special distinction from the dean as the “Most Outstanding Administration, Policy, and Planning Student” upon graduation. Having been featured in over 250 news and media outlets across the globe, Terry is trailblazer with a strong reputation. She enjoyed a judicial clerkship with The Honorable Peter G. Verniero, a now-retired Justice of the New Jersey Supreme Court, New Jersey’s highest state court. Terry has authored and published numerous articles on a wide variety of topics like family law, the...