National Network of Estate Planning Attorneys
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National Network of Estate Planning Attorneys Employees
Pipe Industries, LLC June 2013 - Present
ASAP Metals December 2011 - December 2013
Metalwest August 1998 - December 2011
National Network of Estate Planning Attorneys March 1996 - August 1998
Skills
Sales Management, Account Management, Sales, Key Account Management, New Business Development, B2B, Sales Operations, Direct Sales, Sales Process, Negotiation, Retail, Solution Selling, Purchasing, Contract Negotiation, Pricing, Manufacturing, Team Building
Education
Front Range Community College 2012 — 2017
Community College of Denver 1988 — 1990
Poudre High School
Myers Urbatsch PC January 2010 - Present
Myers Urbatsch PC 2010 - Present
Wealth Counsel 2001 - Present
National Network of Estate Planning Attorneys 1997 - Present
Manatee Aquatic Master 1998 - 2013
The Myers Law Firm 1992 - 2007
Skills
Probate, Estate Planning, Negotiating Contracts, Estate Tax Planning, Powers of Attorney, Dispute Resolution, Trust and Estate..., Tax Audits and Appeals, Tax Litigation, Trust, Estate Law, Tax Law, Conservatorships, Trusts, Charitable Trusts, Asset Protection, Estate Administration, Mediation, Litigation, Wills, Special Needs Trusts, Corporate Law, Appeals, Elder Law, Commercial Litigation, LLC, Gift Tax, Entity Extraction, Legal Research, Contract Negotiation, Courts, Business Formation, Arbitration, Civil Litigation, Personal Injury, Guardianship, Intellectual Property, Real Estate, Succession Planning, Torts, Trial Practice, Prenuptial Agreements
Education
University of California, San Francisco 1981 — 1984
JD, Law
American University 1978 — 1981
BA, Literature
Golden Gate University 2005 — 2011
Faculty, Ageno School of Business, Finance
RMHS 1973 — 1978
IBM October 2012 - Present
Universal Avionics June 2008 - October 2012
Leopard March 2004 - March 2008
MicroMash Bar Review September 1999 - February 2003
National Network of Estate Planning Attorneys November 1998 - September 1999
MicroMash Bar Review November 1996 - November 1998
Swisslog August 1987 - January 1996
Skills
Program Management, Content Management, Web Content, Content Development, Corporate Communications, Editing, Project Management, Copy Editing, Technical Writing, Publishing, Aerospace, Copywriting, White Papers, Editorial, Newsletters, Proofreading, Email Marketing, Content Strategy, Web Content Management, Publications, Strategic Communications
Education
University of Colorado at Denver
BA, English
LifePath Law January 2007 - Present
National Network of Estate Planning Attorneys January 2007 - August 2012
Skills
Estate Planning, Trusts, Conservatorships, Wills, Litigation, Estate Administration, Guardianship, Estate Law, Powers of Attorney, Probation, Asset Protection, Estate Tax Planning, Elder Law, Gift Tax, High Net Worth..., LLC, Tax Law, Legal Research, Business Formation, Legal Writing, Wealth
Education
University of California, Davis - School of Law 1995 — 1998
JD, Law
University of California, San Diego 1989 — 1993
BA, Anthropology
International Christian University (Japan) 1991 — 1992
Lynbrook High School 1985 — 1989
Rainmaker Game, LLC 2011 - Present
Trapper of Palm Beach, LLC, Series F 2005 - Present
Law Office of Kevan Boyles, P.A. 1984 - Present
Strategic Coach 2006 - 2014
Strategic Coach 2006 - 2014
National Network of Estate Planning Attorneys 1995 - 2012
Skills
Strategic Planning, Results Focused, Futuristic, Equalizer, Stimulator, Relator, Game Creator, Consistency, Creation of Order from..., Developer of Emotional..., Estate Planning, Guardianship, Wills, Trusts, Elder Law, Future Trends, Estate Administration, Asset Protection, Powers of Attorney, Gift Tax, Estate Law, Conservatorships, Estate Tax Planning, Special Needs Trusts, Tax Law, LLC, Wealth, Charitable Trusts, Medicaid, Result Oriented
Education
Stetson University College of Law 1976 — 1979
JD, Law
University of Rhode Island 1972 — 1976
BA, History, Political Science
Lifeplan Nebraska January 2011 - Present
Charles E. Dorwart, P.C., L.L.O. October 2006 - Present
National Network of Estate Planning Attorneys 2008 - February 2012
James R. Brown April 1999 - October 2006
Interim County Attorney/Consulting Attorney/Deputy County Attorney January 2000 - December 2001
Cass County Attorney's Office February 1999 - December 2001
Cass County January 1999 - December 2001
Cass County January 1999 - January 2001
Cass County January 1999 - January 2001
Cass County NE February 1999 - 2001
Skills
Wills, Trusts, Probate, Estate Planning, Powers of Attorney, LLC, Estate Administration, Living Trusts, Guardianship, Living Wills, Trust, Probation, Personal Injury, Paternity, Business Formation, Civil Litigation, Juvenile Law, Estate Tax Planning, Gift Tax, Elder Law, Asset Protection, Family Law, Special Needs Trusts, Bankruptcy, Conservatorships, Courts, Estate Law, Mediation, Litigation, Attorneys, Automobile Accidents, Alternative Dispute..., Trials, Tax Law, Legal Issues, Wrongful Death, Hearings, Appeals, Legal Assistance, Torts, Trial Practice, Personal Injury..., Arbitration, Commercial Litigation, Criminal Defense, Public Liability, Property Law, Dispute Resolution, Administrative Law, Product Liability
Education
Creighton University School of Law 1977 — 1980
Juris Doctor, Law
Creighton University School of Law 1977 — 1980
Juris Doctor, Law
Creighton University 1971 — 1975
Bachelor, Science
James R. Keller, LLM, PC January 1997 - Present
National Network of Estate Planning Attorneys February 2011 - Present
Michigan Forum of Estate Planners January 2011 - Present
James R. Keller LLM PC September 1996 - Present
Michigan Crossroads Council 1997 - 2015
National Scout Jamboree - 2013 March 2012 - August 2013
Boy Scout Troop 1006 1998 - 2011
Pioneering B - NSJ 2010 2010 - 2010
BNI BANG Chapter (Birmingham, MI) 2009 - 2010
Michigan Forum of Estate Planning Attorneys 1996 - 2010
Skills
Estate Planning, Business Planning, Trusts, Small Business, Corporate Law, Business, Medicaid Planning, Estate Law, Estate Administration, LLC, Medicaid, Powers of Attorney, Wills, Leadership, Elder Law, Asset Protection, Mediation, Public Speaking, Management
Education
Wayne State University Law School 1992 — 1996
LLM, Corporate and Finance Law
Wayne State University Law School 1976 — 1979
Juris Doctor, Laaw
Georgia State University 1974 — 1975
MBA, Management
Indiana University-Purdue University at Indianapolis 1974 — 1974
None, Statistics
OCS - Fort Benning 1973 — 1973
None, Infantry Leadership
University of Michigan 1969 — 1972
B.A., Pre-Legal Studies
Boston Legacy Planning LLC August 2011 - Present
National Network of Estate Planning Attorneys 1998 - Present
Commonwealth BNI Chapter 2004 - June 2013
Bridges & Coyne, LLC August 2007 - July 2011
Lawson & Weitzen, LLP September 1984 - July 2007
Skills
Estate Planning, LLC, Asset Protection, Litigation, Succession Planning, Dispute Avoidance and..., Disability Planning, Dispute Resolution, Trusts, Estate Law, Estate Tax Planning, Powers of Attorney, Wills, Mediation, Alternative Dispute..., Retirement Planning, Business Formation, Tax, Small Business, Estate Administration, Disabilities, Prenuptial Agreements, Gift Tax, Family Business, Exit Strategies, Civil Litigation
Education
Boston College Law School 1976 — 1980
J.D., Law
University of Pittsburgh 1966 — 1970
B.A, History/Philosphy
United Country Nebraska Realty & Auctions February 2006 - Present
Collaborative Press, LLC January 2008 - June 2013
National Network of Estate Planning Attorneys January 1998 - June 2007
Stuenzi & Associates January 1989 - December 1998
Skills
Real Estate, Real Estate Buyers, Real Estate Investments, Real Estate Auctions, Residential Real Estate..., Commercial Real Estate..., Farm and Ranch Auctions, Raw Land Auctions, Live Auctions, Online Auctions, Negotiation, Writing, Editing, Publishing, Public Speaking, Entrepreneurship, Management, Small Business, B2B Marketing Strategy, law firm marketing, Teaching, Estate Planning, Trusts, Succession Planning, Business Planning, Consulting, Legal Marketing, Asset Protection, Strategic Planning, Marketing, Lead Generation, Marketing Strategy, Start-ups, B2B, Business, Leadership, Mediation, Strategy, Marketing Communications
Education
Willamette University College of Law 1986 — 1989
J.D., law
Grace College and Seminary 1982 — 1985
M.Div., Theology, Psychology, Pastoral Studies
Baptist Bible College of PA 1972 — 1976
BRE, religious education
Dituri Law Offices June 1996 - Present
National Network of Estate Planning Attorneys 1995 - Present
Skills
Estate Administration, Trusts, Estate Planning, Public Speaking, Wills, Guardianship, Powers of Attorney, LLC, Estate Tax Planning, Business Formation, Elder Law, Estate Law, Asset Protection
Education
University of Denver - Sturm College of Law 1989 — 1992
Wealth Counsel 2001 - Present
Brock Law Office September 1994 - Present
SunBridge Network 2001 - 2012
National Network of Estate Planning Attorneys 1998 - 2001
American Academy of Estate Planning Attorneys 1996 - 1997
Fidler, Bell, Orrick & Watase January 1990 - September 1994
Skills
Civil Litigation, Litigation, Commercial Litigation, Appeals, Tax Law, Business Transactions, Conservatorships, Mediation, Special Needs Trusts, Non-compete Agreements, Legal Research, Entity Extraction, Probate Law, Probate Administration, Trust Administration, Asset Protection, Estate Planning, Estate Administration, Torts, Trusts, Product Liability, Trial Practice, Trials, Personal Injury, Charitable Trusts, Wills, Courts, Hearings, Legal Assistance, Corporate Law, Wrongful Death, Real Estate Transactions, Legal Writing, Bankruptcy, Legal Issues, Family Law, Estate Law
Education
Southwestern University School of Law 1975 — 1979
JD
Cal State Univ LA 1971 — 1975
BA, History & English
John Marshall High School 1963 — 1966
Heritage Design Law Group LLC August 2011 - Present
Boston Estate Planning Council July 2009 - Present
National Network of Estate Planning Attorneys 1996 - Present
PENSCO Trust Company 2001 - 2015
PENSCO Trust Company 2001 - 2015
Provisors 2011 - August 2012
Bridges & Coyne, LLC August 2007 - July 2011
Lawson & Weitzen, LLP May 1991 - August 2007
Skills
Estate Planning, Trusts, Retirement, Wealth, Investors, Asset Protection, Self-Directed..., Beneficiary Designation, Business Startups, Wills, Estate Tax Planning, IRAs, Start-ups, Estate Administration, Small Business, Tax, Powers of Attorney, Elder Law, Real Estate, Estate Law, Financial Advisory, Finance, LLC, Retirement Planning, Investments, Business Formation, Succession Planning, Guardianship, Business Transactions, Appeals, 401k, High Net Worth...
Education
University of Pennsylvania Law School 1969 — 1972
J.D., Law
Trinity College-Hartford 1965 — 1969
BA, Philosophy
member at Medicaid Practice Systems 2008 - Present
National Network of Estat February 2007 - Present
Law Office of William J. Dennis January 2006 - Present
National Network of Estate Planning Attorneys 2007 - 2010
Allstate Insurance Company April 1996 - December 2005
Skills
Estate Planning, Asset Protection, Medicaid, Trusts, Wills, Estate Administration, Elder Law, Long-term Care, Mediation, Wealth, Trust, Probation, Succession Planning, Estate Law, Small Business, Estate Tax Planning, LLC, Powers of Attorney, Guardianship, Arbitration, Insurance, Business Formation, Wealth Management..., Alternative Dispute..., Gift Tax, Tax Law, High Net Worth..., Financial Planners, Business Transactions, Paternity, Depositions, Inheritance Tax Planning
Education
The John Marshall Law School 1993 — 1998
J.D., Civil Law
TK Good, LLC August 2003 - Present
Medical Sales College January 2013 - March 2013
Comcast Business Class: Western Division Sales & Retention September 2010 - January 2013
National Network of Estate Planning Attorneys March 1997 - August 2003
Super PC Memory August 2000 - September 2001
Colorado Litigation Support April 1999 - August 2000
Century 21, Anton & Lee November 1996 - December 1997
Skills
Sales Operations, Marketing, Medical Sales, Budgets, Orthopedic, Salesforce.com, Sellers, Sales Management, Healthcare, Real Estate, Surgery, Process Improvement, Customer Service, Sports Medicine, Management, Medical Devices, Sales, First Time Home Buyers, Single Family Homes, Mergers & Acquisitions, Telecommunications
Education
Medical Sales College 2013 — 2013
Medical Device Sales, Sports Medicine, A+: Valedictorian
Colorado State University 1992 — 1996
BA, Political Science
Regis High School 1988 — 1992
University of Minnesota School of Public Health December 2014 - Present
University of Minnesota August 2007 - December 2014
National Network of Estate Planning Attorneys January 2003 - May 2007
Skills
Internal Communications, Social Media, Editing, Project Management, Public Speaking, Strategic Communications, Community Development, Event Planning, Public Relations, Event Management, Marketing Communications, Copy Editing, Copywriting, Blogging, Integrated Marketing, Communication Training, Marketing, Brand Management, Grant Writing
Education
College of St. Benedict 1997 — 2002
Bachelor of Arts (B.A.), French Language and Literature
Université Montpellier I 2001 — 2001
BA, French, Spanish
CG Fiduciary Services May 2015 - Present
Carolan Law and Mediation Services May 2015 - Present
Comerica May 2006 - May 2015
Thomas M. Cooley Law School 2003 - 2010
National Network of Estate Planning Attorneys 1995 - 2009
The PrivateBank and Trust Company 2005 - 2006
BankOne/JPMorgan April 2002 - May 2005
Carolan Law Offices 1998 - 2002
Private practice of law 1986 - 1998
State of Michigan, Department of Mental Health September 1977 - July 1995
Skills
Estate Planning, Trusts, Wills, Wealth Management, Asset Protection, Courts, Wealth, Legal Research, Retirement Planning, Estate Tax Planning, Retirement, Tax Law, Financial Planners, Financial Advisory, Investment Advisory, Small Business, Long-term Care, High Net Worth..., Strategic Financial..., Investments, Financial Planning, Mediation, Legal Assistance, Employment Law, Public Speaking, Fiduciary Services
Education
Thomas M. Cooley Law School 1983 — 1986
JD
The Masters Institute 2013 - Present
Self-employed September 1996 - Present
Quantum Press LLC January 2000 - March 2004
National Network of Estate Planning Attorneys July 1990 - December 2000
Skills
Project Planning, Project Management, Proofreading, Strategic Planning, Facilities Management, Customer Service, Editing, Copy Editing, Marketing Communications, Public Relations
Education
Regis University 1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Iowa State University 1964 — 1967