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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...

Andrew H. “Andy” Hook is the president of Hook Law Center, where he practices in the areas of elder law, estate and trust administration, estate, tax, retirement and financial planning, long-term care planning, asset protection planning, special needs planning, business succession planning and personal injury settlement consulting. A 1975 graduate of the University of Virginia School of Law, Mr. Hook is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a Fellow of the National Academy of Elder Law Attorneys (NAELA). Mr. Hook is certified as an Elder Law Attorney (CELA) by the National Elder Law...

Letha Sgritta McDowell is a highly accomplished attorney and shareholder at Hook Law, specializing in various areas of elder law, including estate planning, special needs planning, estate and trust administration, asset protection planning, long-term care planning, personal injury settlement consulting, guardianships & conservatorships, and tax law. Her expertise ranges from assisting clients with complex estate planning for high-net-worth individuals with assets over $75 million to developing simple plans for families with limited assets. Ms. McDowell has a distinguished professional background. She served as the President of the National Academy of Elder Law Attorneys (NAELA), a notable position within the field. In...

Coming to the Oast & Taylor team with valued legal experience, Ms. Smith adds significant skill and talent to our practice. Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF), she offers clients exceptional legal assistance in the areas of Elder Law, Estate Planning, Estate and Trust Administration, Asset Protection Planning, Special Needs Planning, Long-term Care Planning and Veterans Benefits Planning. Ms. Smith is a twenty year veteran of the United States Air Force. Her ongoing work with veterans in our community includes the preparation, presentation and prosecution of claims for veterans benefits...

J. Anthony Bradley is a VA Accredited Attorney – With offices in Germantown, Tennessee, and Southaven, Mississippi, he practices in the area of estate planning, including wills, trusts, special needs planning, elder care planning & protection, VA pension planning (including the VA Aid & Attendance Improved Pension), Medicaid planning & probate administration. He represents clients in Tennessee, Mississippi, Arkansas, and Kentucky. He is also a CPA (inactive). He earned his Bachelor of Accounting, Master of Accountancy, and Juris Doctor from the University of Mississippi. He earned his LL.M in Taxation from the University of Miami....

Attorney Dale James Morgado brings diverse experience to the firm by combining large and boutique law firm experience, with an M.B.A. and J.D., effectively counseling clients in a business, defense, and plaintiff capacity. He began his legal career clerking for Phipps P.C. more than a decade ago; only to soon join one of Bostons 50 largest law firms, Deutsch, William, Brooks, Derensis & Holland. After attending law school in Connecticut, he began practicing as an attorney at the Hartford office of the nationally recognized ERISA plaintiffs firm Moukawsher & Walsh. After moving from New England to Florida,...

Attorney David Bryant is a partner of the firm and has been named as a rising star in the areas of Employee Benefits and ERISA by Super Lawyers magazine. He is also proud to have been recognized by his peers with the coveted AV Preeminent Peer Review Rated SM by Martindale-Hubbell.

Jonathan M. Feigenbaum of Boston concentrates in ERISA (the Employee Retirement Income Security Act of 1974) law and insurance claims denied under state laws. Whether an insurance company, employer, union or other ERISA governed plan has denied your insurance claim, we can help you with: Short term disability Long term disability insurance Individual disability insurance for professionals Healthcare coverage Independent medical examinations (IMEs) Life insurance claims for accidental death and dismemberment Credit disability insurance Pension Other employee benefits Areas of Practice ERISA Disability Insurance Health Insurance Life Insurance Pensions Severance ...

Jonathan M. Cerrito counsels sponsors of multiemployer and single-employer plans, companies, tax-exempt entities and executives on all matters of tax, ERISA, employee benefits, nonqualified deferred compensation arrangements and the employee benefit aspects of mergers. Jonathan was named by the Whitman School of Management of Syracuse University as one of the 2009 -40 Under - based on extraordinary achievement in his career and contributions to the community. Jonathan regularly advises on the design, operation, merger and termination of tax-qualified pension plans and welfare benefit plans. His practice includes advising ERISA fiduciaries on the investment of plan assets, reporting and disclosure, prohibited transaction...

Since 1996, the Law Offices of Brian E. Barreira in Plymouth and Hingham, Massachusetts have provided legal services to individuals, married couples, business owners, senior citizens, disabled persons and their families in the areas of estate planning, long-term care planning (including Medicaid or MassHealth applications and fair hearing appeals), governmental benefits planning (including SSI), estate and gift tax matters and Probate Court issues (including estates, trusts, guardianships and conservatorships). Brian is dedicated to providing the highest level of legal expertise to clients while attempting to keep matters as simple as possible to hold clients' overall costs down. Brian...

Katrine R. Fleishman’s (née Lazar) practice is focused in the areas of real estate and estate planning, including trusts, wills, and powers of attorney for health care and property. Katrine helps her clients – whether they are first time homebuyers, experienced investors or anyone in between – navigate the closing process, successfully closing hundreds of real estate transactions. She works with her estate planning clients, tailoring a plan for their future that fits their individual needs.

Katrine has been with Newland and Newland, LLP since 2015. Before joining Newland & Newland, LLP, she was an associate at a Chicagoland firm where...

Jill Schnabel Jackson originally is from Wisconsin. She received her undergraduate degree from the University of Minnesota in 1996. Ms. Jackson graduated with honors from the University of North Carolina School of Law in 1999. While in law school, Ms. Jackson was a staff member for the North Carolina Journal of International Law and Commercial Regulation and a member of the Holderness Moot Court National Team. She also received the Gressman-Pollitt Award for outstanding oral advocacy during her first year of law school. Before joining the firm, Ms. Jackson served for two years as a law clerk to the Honorable...

Mark offers over 25 years of legal practice affording a vast array of experience in business and real estate matters in Arizona. An "AV Preeminent" rated lawyer and a real estate specialist certified by the Arizona State Bar, Mr. Lasee's practice focuses on significant commercial real estate and business transactions. He is a member of Kutak Rock's National Pension Practice Group, which represents plans in several states, his current focus being on private equity and hedge funds investments. He is a member of the National Association of Public Pension Attorneys and has represented pension plans in placing well over $1...

The GILBERT LAW GROUP is a private practice law firm devoted exclusively to Labor and Employment Law matters. Mr. Gilbert's experience is extensive, spanning more than 30 years as an attorney, professor, negotiator, arbitrator, and mediator involving a wide array of labor and employment disputes in both the private and public sectors. Call 631.630.0100 or go to www.gilbertlegal.net for more information. The firm serves a diverse range of clients. Mr. Gilbert provides daily counsel regarding employment discrimination and harassment of all types, labor-management issues, wage and hour/overtime issues, Dept. of Labor investigations and audits, employee relations, contract administration and interpretation, executive...

David W. Zoll, partner in the firm of Zoll, Kranz & Borgess, LLC, handles a wide variety of civil litigation. His areas of practice include pharmaceutical litigation, construction disputes, municipal law, ERISA pension and fiduciary law, trade secret and employment contract cases, insurance law, product liability, mass torts, and professional negligence matters. Zoll is a Board Certified Civil Trial Advocate and serves as an examiner for the National Board of Trial Advocacy. He lectures trade and attorney groups and serves on the Lucas County MHRS Board, sharing his 30 years of experience with his profession and community.

John E. Sirois, JD, MBA, CFP®, CIMA, CIMC, is based out of Houma, Louisiana practicing in the areas of estate planning, successions and probate, wills, trusts, special needs planning, Medicaid and long term care planning and Veterans Pension Benfits (aid and attendance). He works with clients throughout Southeast Louisiana. Many of John’s clients are retirees, and pre-retirees, and seniors who wish to ensure their financial future as well as the financial security of their spouse, children and grandchildren. John’s comprehensive book Louisiana Retirement and Estate Planning: The essential financial planning book for retirees and pre-retirees offers answers to the complex...

Mr. Pappas is co-managing member of Vasiliadis Pappas Associates LLC. He practices exclusively in the areas of elder law, trust and estate planning, trust and estate administration, special needs planning, and veterans’ pension benefits planning. Mr. Pappas’ practice encompasses the Lehigh Valley and greater Eastern Pennsylvania.

He is admitted to practice law in Pennsylvania and New Jersey. A graduate of the Temple University Beasley School of Law (J.D. 2004), Mr. Pappas received his undergraduate degree in political science from Temple University (B.A. 2001, magna cum laude, Phi Beta Kappa, Pi Sigma Alpha) with a specialization in political economy...

I represent patients who have been denied healthcare benefits under employer provided ERISA health plans. Healthcare is only as good as the means to pay for it. When health plans and insurance companies deny benefits, it derails a patient’s course of treatment and impacts their health. Whether the denial involves mental health treatment, medication, durable medical equipment, surgery, cancer treatment, or other healthcare needs, I have the expertise to craft successful administrative appeals and litigate cases to recover health benefits for patients.

ABOUT US Pearson Bollman Law (http://www.pearsonbollmanlaw.com) routinely counsels families in the areas of estate planning, wills, trusts, probate/trust administration, elder law/Medicaid planning, and VA pension eligibility. Attorney Matthew Bollman Matt grew up in northeast Iowa. Upon graduating from the University of Denver, College of Law in 2000, he moved to Seattle, Washington and then to Phoenix, Arizona. Matt and his family moved back to Ankeny in 2008 to return to the family environment Iowa provides. Matt joined Phyllis Pearson in her practice January 1, 2011. In 2010, Matt became a VA Accredited Attorney. Matt's practice focuses on estate planning, probate/trust administration and elder law. He...