American Academy of Estate Planning Attorneys

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American Academy of Estate Planning Attorneys Employees

Employee
Years
Job
Industry
Nicole Pereira Nicole Pereira Greater San Diego Area Details
Nicole Pereira's American Academy of Estate Planning Attorneys Experience August 2010 - November 2011
Job Chief Marketing Technologist Inbound Marketing Leader (HubSpot Power User & Gold Partner)
Industry Marketing and Advertising
Experience
Business On Market St  November 2010 - Present
Creating Marketing Success for Businesses   2006 - Present
Oceaneering  June 2014 - August 2014
PortVision   February 2013 - August 2014
AIRSIS  February 2013 - June 2014
Pacific Sotheby`s International Realty  November 2011 - January 2013
American Academy of Estate Planning Attorneys   August 2010 - November 2011
The San Diego Union-Tribune  November 2008 - July 2009
Various Direct Sales Companies   2001 - 2008
City of San Diego  2002 - 2006

Skills
HubSpot, Inbound Marketing, Marketing Automation, Inbound Lead Generation, Marketing Strategy, Event Marketing Strategy, Start-ups, Entrepreneurship, Web Design, Market Research, SEO, Online Marketing, Social Media Marketing, Email Marketing, Google Analytics, Lead Generation, E-commerce, Marketing, WordPress, Digital Marketing, Social Networking, Blogging, CRM, Salesforce.com, Business Development, Blog Marketing, Content Management, Analytics, Social Media Measurement, Web Development, Online Research, Information Technology, Affiliate Marketing, Copywriting, Technical Training, Web 2.0, Google Adwords, Mobile Marketing, CMS, Usability Testing, Blogging Software, Website Development, Technical Analysis, Emerging Technologies, Technical Operations, Promotions, Technical Marketing

Education
San Diego State University-California State University   2000 — 2006
Bachelor of Arts, Latin American Studies

Pontifícia Universidade Católica do Rio de Janeiro   2004 — 2004
Study Abroad

Dennis M. Sandoval Dennis M. Sandoval Riverside, California Details
Dennis M. Sandoval's American Academy of Estate Planning Attorneys Experience January 2000 - Present
Job Owner, Dennis M. Sandoval, a Professional Law Corporation
Industry Law Practice
Experience
Adjunct Professor  May 2014 - Present
Special Needs Alliance  October 2013 - Present
University of Redlands  June 2013 - Present
Riverside Estate Planning Council   June 2013 - Present
Southern California Chapter National Academy of Elder Law Attorneys   June 2013 - Present
Special Needs Alliance  January 2009 - Present
Chapman University School of Law  January 2006 - Present
American Academy of Estate Planning Attorneys   January 2000 - Present
Dennis M. Sandoval, A Professional Law Corporation   January 1998 - Present
National Elder Law Foundation   January 2006 - June 2013

Skills
Elder Law, Estate Planning, Tax Law, Probate, Elder Care, Special Needs Planning, Trusts, Estate Administration, Probation, Special Education, Wills, Mediation, Plannning, Guardianship, Asset Protection, Special Needs Trusts, Corporate Law, Estate Tax Planning, Powers of Attorney, Legal Writing, Business Formation, LLC, Civil Litigation, Estate Law, Tax, Medicaid, Appeals, Legal Research, Long-term Care, Conservatorships, Legal Issues, Hearings, Fiduciary, Gift Tax, Litigation, Courts, Legal Assistance, Attorneys, Nonprofits, Trials, Alternative Dispute...

Education
Golden Gate University, School of Law   1997 — 1999
LL.M. Tax, Tax Law

Western State University College of Law   1993 — 1996
J.D., Tax Law/Taxation

California State University-Fullerton   1980 — 1983
BA, Business Administration / Finance

Stephen A. Mendel Stephen A. Mendel Houston, Texas Area Details
Stephen A. Mendel's American Academy of Estate Planning Attorneys Experience 1997 - 2010
Job We help entreprenurial/high net worth individuals with their business, estate planning, real estate, & asset protection.
Industry Law Practice
Experience
The Mendel Law Firm, L.P.   March 1995 - Present
American Academy of Estate Planning Attorneys   1997 - 2010
University of Houston  January 1982 - May 1987

Skills
Asset Protection, Civil Litigation, Construction Law, Negotiation, Contract Review, Estate Planning, Probate, Trusts, Litigation, Real Estate, Licensing, Wills, Guardianship, Elder Law, Estate Administration, LLC, Business Formation, Real Estate Transactions, Living Trusts, Powers of Attorney, Living Wills, Commercial Litigation, Special Needs Planning, Corporate Law, Mediation, Contract Negotiation, Negotiating Contracts, Estate Tax Planning, Business Transactions, Leases, Arbitration, Medicaid, Dispute Resolution, Alternative Dispute...

Education
South Texas College of Law   1982 — 1986
JD, Law

The University of Texas at Austin   1974 — 1977
Bachelor of Architecture (B.Arch.), Architecture

G. Patrick Garry G. Patrick Garry Las Vegas, Nevada Details
G. Patrick Garry's American Academy of Estate Planning Attorneys Experience September 2010 - August 2013
Job Legal Content Provider
Industry Internet
Experience
Internet Content Providers   January 2007 - Present
American Academy of Estate Planning Attorneys   September 2010 - August 2013

Skills
SEO, Marketing, Blogging, Leadership, Online Marketing, Social Networking, Strategy, Business Strategy, Email Marketing, Social Media, Social Media Marketing, Online Advertising, Legal Research, Small Business, Public Speaking, Litigation, Mediation, Legal Writing, Management, Marketing Strategy, Writing, Business

Education
Naropa University   1984 — 1985
Poetics

Northeastern University   1978 — 1982
English

Andrew Chappell, MBA, SCPM Andrew Chappell, MBA, SCPM Mountain View, California Details
Andrew Chappell, MBA, SCPM's American Academy of Estate Planning Attorneys Experience 2009 - 2010
Job Running a StartUp at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems  2014 - Present
Cisco Systems  2012 - 2014
Sony Network Entertainment  2012 - 2012
California Clean Innovation (CACI)   2010 - 2012
Cisco Systems  2011 - 2011
Mitchell International  2011 - 2011
Red 5 Studios  2011 - 2011
Disney Consumer Products  2010 - 2010
American Academy of Estate Planning Attorneys   2009 - 2010
FanBox  2009 - 2009

Skills
Cross-functional Team..., Project Management, Business Intelligence, Program Management, Product Management, Strategy, Business Strategy, IT Strategy, Process Improvement, New Business Models, Portfolio Management, Executive Management, Systems Analysis, Leadership, Management, Data Analysis, Marketing Strategy, Analytics, Cloud Computing, SDLC, Organization Leadership..., Vendor Management, Software Development, Business Development, Market Research, Start-ups, SPSS, Data Warehousing, Strategic Planning, SaaS, CRM, Business Analysis, Enterprise Architecture, Large Systems..., Visio, Designs, SQL, Requirements Analysis, Integration, Agile Methodologies, Business Process..., Business Process

Education
Stanford University   2012 — 2014
Stanford Advanced Project Management (SAPM)

University of California, San Diego - The Rady School of Management   2010 — 2012
MBA

Cameron School of Business at UNC Wilmington   2004 — 2008
Bachelor of Science

Erin (Laverty) Mathew Erin (Laverty) Mathew Greater San Diego Area Details
Erin (Laverty) Mathew's American Academy of Estate Planning Attorneys Experience May 2007 - Present
Job I plan events that help estate planning attorneys build their practices through legal education and practice management.
Industry Events Services
Experience
American Academy of Estate Planning Attorneys   May 2007 - Present
SMS.ac  October 2006 - March 2007
SMS.ac  September 2005 - October 2006

Skills
Blogging, Marketing Communications, Event Planning, Facebook, Social Media Marketing, Email Marketing, Social Media, Organization, Estate Planning, Public Relations, Marketing, Fundraising, Editing, Small Business, Event Management, Social Networking, Newsletters, Outlook

Education
University of San Diego   2001 — 2005
Bachelor of Arts (BA), Communication and Media Studies

Saul Kobrick Saul Kobrick Greater New York City Area Details
Saul Kobrick's American Academy of Estate Planning Attorneys Experience 1993 - Present
Job Estate Planning Attorney Law Offices of Kobrick & Moccia.
Industry Law Practice
Experience
American Academy of Estate Planning Attorneys   1993 - Present
Law Offices of Kobrick & Moccia   January 1992 - Present
Sole Practioner  November 1968 - January 1992

Skills
Estate Planning, Elder Law, Wills, Living Trusts, Estate Tax Planning, Powers of Attorney, Estate Law, Trusts, Special Needs Trusts, Guardianship, Estate Administration, Trust, Courts, Commercial Litigation, Charities, Gift Tax, Wealth, Business Formation, Medicaid, LLC

Education
Brooklyn Law School
J.D., Law

New York University School of Law
MBA, Tax Law

Syracuse University
B.A., Economics

Nicole Livingston Nicole Livingston Annapolis, Maryland Details
Nicole Livingston's American Academy of Estate Planning Attorneys Experience September 2005 - Present
Job Attorney at SinclairProsser Law, LLC
Industry Law Practice
Experience
American Academy of Estate Planning Attorneys   September 2005 - Present
SinclairProsser Law, LLC  September 2004 - Present
Anne Arundel County Bar Association   2004 - 2011
maryland bar association elder law section   2003 - 2011
Anne Arundel Senior Providers Group   2004 - 2010
Anne Arundel County Circuit Court  August 2003 - August 2004
Genesis Rehabilitation Services  February 1997 - April 2000

Skills
Business Planning, Estate Planning, Elder Law, Estate Tax Planning, LLC, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Estate Administration, Business Formation, Powers of Attorney, Trusts, Asset Protection, Courts, Conservatorships, Wills, Long-term Care

Education
University of Baltimore School of Law   2000 — 2003
J.D., Estate Planning

University of Maryland College Park   1993 — 1995
M.A., Speech Pathology

Indiana University of Pennsylvania   1989 — 1993
B.S., Speech Pathology

Austin McCasland Austin McCasland San Francisco, California Details
Austin McCasland's American Academy of Estate Planning Attorneys Experience February 2013 - August 2013
Job UX Designer at Wearable Intelligence
Industry Design
Experience
Wearable Intelligence  March 2015 - Present
Cisco  September 2014 - April 2015
American Academy of Estate Planning Attorneys   February 2013 - August 2013
Brand SEO   January 2011 - June 2011
Universal Class   September 2009 - January 2010

Skills
Human Computer..., User Experience, User Interface Design, Web Design, Microsoft Word, Microsoft Excel, Microsoft Office, Flash, Dreamweaver, HTML 5, HTML scripting, xhtml, CSS, CSS Javascript, CSS3, Java, JavaScript, Processing, PHP, Visual Basic, Photoshop, Photo Touch-up, Illustrator, Digital Illustration, InDesign, Premiere, Final Cut Pro, Logic Pro, PowerPoint, Woodworking, Graphic Design, Video Editing, HTML

Education
Carnegie Mellon University   2013 — 2014
Masters in Human Computer Interaction (MHCI), Human Computer Interaction

University of San Diego   2010 — 2012
Bachelor of Arts (B.A.), New Media

Gerald Dorn Gerald Dorn Reno, Nevada Area Details
Gerald Dorn's American Academy of Estate Planning Attorneys Experience 1997 - Present
Job Owner, Anderson, Dorn & Rader, Ltd.
Industry Law Practice
Experience
Anderson, Dorn & Rader, Ltd.   October 1997 - Present
American Academy of Estate Planning Attorneys   1997 - Present

Skills
Elder Law, Powers of Attorney, Trusts, Estate Tax Planning, Estate Administration, Asset Protection, Wills, Tax, Guardianship, Estate Planning, Business Formation, High Net Worth..., Estate Law, Probation, Wealth, Succession Planning, Gift Tax, Irrevocable Life..., LLC, Tax Law, Family Law, Litigation, Conservatorships, Financial Planners, Small Business

Education
California Western School of Law   1992 — 1995
Juris Doctor, Law

University of San Diego   1988 — 1992
BBA, Business Administration

Norm Sabin Norm Sabin Chattanooga, Tennessee Area Details
Norm Sabin's American Academy of Estate Planning Attorneys Experience 2008 - 2010
Job President Estate Planning Attorney at Sabin & Associates, PLLC
Industry Law Practice
Experience
Sabin & Associates, PLLC   President - AttorneySabin & Associates, PLLCSeptember 2008 - Present
American Academy of Estate Planning Attorneys   2008 - 2010
American Academy of Estate Planning Attorneys   2008 - 2010

Skills
Estate Administration, Elder Law, Estate Tax Planning, Trusts, Estate Law, Estate Planning, Wills, Powers of Attorney, Guardianship, Family Law, Asset Protection, Business Formation, Mediation, Business Planning, LLC, Special Needs Trusts, Tax Law, Conservatorships, Business Transactions, Gift Tax

Education
Regent University School of Law   1991 — 1994
JD

Richard Behlmann Richard Behlmann Houston, Texas Area Details
Richard Behlmann's American Academy of Estate Planning Attorneys Experience 2005 - Present
Job Managing Attorney at Behlmann Law Firm, LP
Industry Legal Services
Experience
Behlmann Law Firm, LP   January 2005 - Present
American Academy of Eastate Planning Attorneys   May 2005 - Present
American Academy of Estate Planning Attorneys   2005 - Present
AAEPA   2005 - Present
Amerian Academy of Estate Planning Attorneys   2005 - Present
Behlmann Law Firm lp   2001 - Present
Behlmann Law Firm, LP   February 1995 - Present
American Solar Energy Society  2013 - Present
Texas Bar College   2006 - Present
Urban Wind & Alternative Energy Solutions, LLC   November 2007 - April 2014

Skills
Estate Planning, Tax, Mergers, Securities, Medical Devices, Probate, Trusts, Wills, Asset Protection, Business Planning, Succession Planning, Elder Law, Powers of Attorney, Business Formation, Special Needs Planning, Estate Administration, Due Diligence, Mergers & Acquisitions, Special Education, Real Estate Transactions, Mediation, Management, LLC, Civil Litigation, Contract Negotiation, Estate Law, Probation, Real Estate, Corporate Law, Venture Capital, Tax Law, Gift Tax, Joint Ventures, Conservatorships, Commercial Litigation, Special Needs Trusts, Business Transactions, Family Law, Litigation, Bankruptcy, Guardianship, Medicaid, Legal Issues, Arbitration, Licensing, Fiduciary, Wealth, Alternative Dispute..., Breach Of Contract, Appeals

Education
St. Mary's University School of Law   1976 — 1979
JD, Taxation, Corporate, Finance

Saint Louis University   1973 — 1976
BS/BA, Accounting-Finance

Richard Barid Richard Barid Savannah, Georgia Area Details
Richard Barid's American Academy of Estate Planning Attorneys Experience 2006 - 2009
Job Elder Law, Estate Planning, and Special Needs Planning Attorney at Smith Barid, LLC
Industry Law Practice
Experience
Smith Barid, LLC   November 2006 - Present
Smith Barid, LLC   November 2006 - Present
Academy of VA Pension Planners   April 2005 - Present
ElderCounsel, LLC  March 2005 - Present
BNI: Coastal Business Connections   March 2009 - October 2011
Greater Savannah Coalition on Aging   2010 - 2011
Savannah Bar Association   1996 - 2011
Coastal Business Connections BNI   2009 - 2010
American Academy of Estate Planning Attorneys   2006 - 2009

Skills
Estate Planning, Elder Law, Medicaid, VA, Special Needs Planning, Special Needs, Trusts, Wills, Living Wills, Powers of Attorney, Estate Administration, Estate Tax Planning, Asset Protection, Probate, Guardianship, Conservatorships, Living Trusts, Gift Tax, LLC, Business Formation, Estate Law, Special Needs Trusts, Tax Law, Charitable Trusts, Revocable Trusts, Buy-sell Agreements, Appeals, Long-term Care

Education
University of Georgia School of Law   1993 — 1996
J.D., Law

The University of Georgia   1989 — 1993
B.A., Political Science

Stone Mountain High   1984 — 1989
High School Diploma

Brooke Minko Brooke Minko Greater New York City Area Details
Brooke Minko's American Academy of Estate Planning Attorneys Experience April 2010 - Present
Job Director of Marketing and Relationship Management; Minko Law Office
Industry Law Practice
Experience
Minko Law Office   August 2010 - Present
American Academy of Estate Planning Attorneys   April 2010 - Present
Emeritus  March 2010 - January 2011
Heritage Pointe of Teaneck   June 2007 - July 2010
Prospect Park Residence   November 2003 - June 2007
White Mountain Puzzles   June 2002 - June 2003

Skills
Developing Client..., Community Relations, Event Planning, Newsletters, Editing, Microsoft Excel, Microsoft Word, Snail Mail and Email..., Direct Mail Campaign..., Business and Newsletter..., Website Research and..., Network Marketing, Communication, Blog Design and..., Social Media Marketing, Advertising, Database Management, Email Marketing, Outlook, Marketing, SEO, Training, Event Management, Coaching, Social Networking, Management, Marketing Communications, Program Management, Public Speaking, Social Media, Public Relations, Estate Planning

Education
Antioch University New England   2000 — 2004
M.Ed., Dance/Movement Therapy

Keene State College   1997 — 2000
B.A, Dance and Psychology

Walnut School for Performing Arts   1993 — 1995
Major Studies; Theatre and Dance

E Lawrence Brock E Lawrence Brock Greater Los Angeles Area Details
E Lawrence Brock's American Academy of Estate Planning Attorneys Experience 1996 - 1997
Job Member at Wealth Counsel
Industry Law Practice
Experience
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

Barry Zimmer Barry Zimmer Cincinnati Area Details
Barry Zimmer's American Academy of Estate Planning Attorneys Experience 1993 - 2009
Job Attorney at Zimmer Law Firm
Industry Legal Services
Experience
The Zimmer Law Firm   June 1993 - Present
Zimmer Law Firm, LLC   1993 - 2010
Member of Law Library   1979 - 2010
American Academy of Estate Planning Attorneys   1993 - 2009
Zimmer, Kapor and Simon   1983 - 1993

Education
University of Cincinnati College of Law   1976 — 1979
JD, Law Degree

University of Cincinnati   1972 — 1976
BA, Economics

Wesley Gersh Wesley Gersh Louisville, Kentucky Area Details
Wesley Gersh's American Academy of Estate Planning Attorneys Experience 1995 - 2011
Job Attorney at Gersh Law Offices, P.S.C.
Industry Law Practice
Experience
Wealth Counsel   2011 - Present
The Chamber Jeffersontown   2009 - Present
Gersh Law Offices, P.S.C.   December 1990 - Present
Bridgehaven Mental Health Services   1988 - Present
Gersh Wealth Strategies   2012 - 2014
American Academy of Estate Planning Attorneys   1995 - 2011
Morris Garlove   2000 - 2005
United States Securities & Exchange Commission  1973 - 1978

Skills
Elder Law, Estate Administration, Powers of Attorney, Trusts, Estate Tax Planning, Wills, Guardianship, Estate Planning, Business Formation, Asset Protection, Conservatorships, LLC, Special Needs Trusts, Medicaid, Tax Law, Veterans Benefits, Corporate Law, Mediation, Gift Tax

Education
University of Louisville   1970 — 1973
JD, law

Indiana University Bloomington   1966 — 1969
Bachelor of Science (B.S.), Accounting

L. Thomas Ryan, Jr. L. Thomas Ryan, Jr. Huntsville, Alabama Area Details
L. Thomas Ryan, Jr.'s American Academy of Estate Planning Attorneys Experience 1996 - Present
Job Owner, Ryan Hicks Cumpton & Cumpton LLP
Industry Legal Services
Experience
Ryan Hicks Cumpton & Cumpton LLP   2001 - Present
American Academy of Estate Planning Attorneys   1996 - Present
National Academy of Elder Law Attorneys  1996 - 2015
Ryan Law Firm   1989 - 2001
Hamilton & Ryan   1987 - 1989
Simpson, Hamilton & Ryan   1984 - 1987
Ryan & Robins   1980 - 1984
Lammons, Bell & Sneed   1979 - 1980

Skills
Probate, Wills, Estate Planning, Powers of Attorney, Trusts, Conservatorships, Guardianships, Elder Law, Elder Abuse, Adoptions, Corporate and Business..., Business Succession..., Probation, Guardianship, Succession Planning, Commercial Litigation, Adoption, Asset Protection, Corporate Law, Medicaid, Retirement Planning, Torts, Prenuptial Agreements, Mediation, Automobile Accidents, Estate Administration, Trial Practice, Estate Tax Planning, Wrongful Death, IRAs, LLC, Business Formation, Criminal Law, Estate Law, Medicare, Tax Law

Education
University of Alabama   1970 — 1978
J.D.; B.S., Law; Psychology/English

University of Alabama   1970 — 1975
B.S., Psychology

Katherine Lantz Katherine Lantz Greater Boston Area Details
Katherine Lantz's American Academy of Estate Planning Attorneys Experience 1998 - Present
Job Trusts & Estates Attorney
Industry Legal Services
Experience
Lantz Law, Inc.   January 2005 - Present
American Academy of Estate Planning Attorneys   1998 - Present
The Lantz Law Firm, Inc.   February 1999 - December 2004
Freedom Equity Group  2002 - November 2004

Skills
Estate Planning, Asset Protection, Trusts, Probate, Estate Administration, Estate Tax Planning, Wills, Elder Law, Tax, Succession Planning, Powers of Attorney, LLC, Tax Law, Retirement Planning, Real Estate, Living Wills, Wealth Management, Real Estate Transactions, Living Trusts, Insurance, Small Business, Wealth Transfer, Retirement, Inheritance Tax Planning, Charitable Giving

Education
Franklin Pierce Law Center   1995 — 1998
JD

University of Massachusetts, Amherst   1991 — 1995
BA, Psychology

Randall J Holmgren Randall J Holmgren Greater Salt Lake City Area Details
Randall J Holmgren's American Academy of Estate Planning Attorneys Experience October 1995 - Present
Job Estates & Trusts Attorney at Jones Waldo Law Firm
Industry Legal Services
Experience
Jones Waldo Holbrook & McDonough, P.C.   August 2006 - Present
Homecare Assistance (HCA)   August 2011 - Present
American Academy of Estate Planning Attorneys   October 1995 - Present
Jones Waldo  2006 - Present
Holmgren & Mitton Law Firm   October 1985 - August 2006
Shields, Shields & Holmgren Law Firm   1983 - 1985

Skills
Estate Planning, Wills, Estate Administration, Trusts, Estate Tax Planning, Powers of Attorney, Conservatorships, Asset Protection, Estate Law, Guardianship, LLC, Business Formation, Business Transactions, Courts, Mediation, Corporate Law, Committed to..., Influential Communicator, Family Law, Special Needs Trusts

Education
Pepperdine University School of Law   1980 — 1983
Juris Doctorate, Law

Brigham Young University   1976 — 1980
Bachelor of Arts, American Studies - Pre Law

Bear River High School   1971 — 1973

Adam Elmore Adam Elmore Kansas City, Missouri Area Details
Adam Elmore's American Academy of Estate Planning Attorneys Experience 1999 - 2002
Job Sr. Team Lead, CTS Infrastructure Delivery
Industry Medical Devices
Experience
Cerner Corporation  April 2012 - Present
Standard Tel Networks  2005 - April 2012
Arcis Networks   2004 - 2005
The Home Service Store, Inc.   2002 - 2004
American Academy of Estate Planning Attorneys   1999 - 2002

Skills
Telecommunications, VoIP, Unified Communications, IP, Managed Services, Cisco Technologies, SIP, VMware, Telephony, Networking, Data Center, WAN, LAN-WAN, TCP/IP, Windows Server, Network Administration, Switches, CCNA, Firewalls, Computer Network..., Routers, Active Directory, IT Management, Cisco IOS, Servers, DNS, IT Operations, Cisco Routers, VMware ESX, Microsoft Certified..., Windows 7, DHCP, Operating Systems, Network Engineering, MPLS, Cloud Computing, Call Center, SaaS, Solution Selling, Cisco Call Manager, Network Design, Network Architecture, Wireless, Wireless Networking, Routing, Disaster Recovery, Avaya, Ethernet, Cabling, Routing Protocols

Education
San Diego State University-California State University   1996 — 2002
Computer Science

Pablo C. Palomino Pablo C. Palomino Greater San Diego Area Details
Pablo C. Palomino's American Academy of Estate Planning Attorneys Experience 2004 - Present
Job Attorney & Counselor At Law at Legacy, APC
Industry Law Practice
Experience
Legacy APC   August 2006 - Present
American Academy of Estate Planning Attorneys   2004 - Present
San Diego County Bar Association  2003 - Present
State Bar of California  November 2002 - Present

Skills
Probate, Wills, Trusts, Estate Planning, Powers of Attorney, Asset Protection, Corporate Law, Succession Planning, Estate Administration, Estate Law, Litigation, Elder Law, Legal Assistance, Guardianship, Estate Tax Planning, Corporations, Conservatorships, Tax, Special Needs Trusts, LLC, Trust, Legal Issues, Tax Law, Legal Writing, Trial Practice, Courts

Education
USC Gould School of Law   1999 — 2002
JD, Law

University of California, Berkeley   1993 — 1998
B.A., Rhetoric & Economics

La Jolla High School   1989 — 1993
High School Diploma

Lillian Valdez Lillian Valdez Greater San Diego Area Details
Lillian Valdez's American Academy of Estate Planning Attorneys Experience September 2013 - Present
Job Coach Estate Planning Attorneys to Build Profitable Practices with Practice Management & Legal Marketing Advice
Industry Legal Services
Experience
American Academy of Estate Planning Attorneys   September 2013 - Present
American Academy of Estate Planning Attorneys   January 2003 - Present
Scientific Learning  1998 - 2000

Skills
Strategic Planning, Business Coaching, Practice Management, Marketing, Legal Marketing, Seminar Marketing, Advertising, Hiring Practices, Financial Analysis, Revenue Goal/Growth..., Estate Planning, Trusts, Wills, Business Efficiency, Asset Protection, Elder Law, Medicaid, Special Needs Trusts, Estate Administration, Estate Law, Revocable Trusts, Estate Tax Planning, Powers of Attorney, Business Formation, Veterans Benefits, Wealth, Legal Assistance, Guardianship, Tax Law

Education
University of California, Berkeley   1996 — 2001
BA, Interdisciplinary Field Studies

Holtville High School   1992 — 1996

Bill Greenhalgh Bill Greenhalgh Baraboo, Wisconsin Details
Bill Greenhalgh's American Academy of Estate Planning Attorneys Experience March 1998 - May 2011
Job Experienced estate planning attorney
Industry Legal Services
Experience
WealthCounsel, LLC  June 2011 - Present
Greenhalgh Legal Services   1984 - Present
American Academy of Estate Planning Attorneys   March 1998 - May 2011

Skills
Estate Administration, Elder Law, Medicaid, Powers of Attorney, Estate Planning, Trusts, Estate Tax Planning, Wills, LLC, Mediation, Guardianship, Conservatorships, Legal Assistance, Estate Law, Business Formation, Real Estate, Tax Law, Inheritance Tax Planning, Gift Tax, Asset Protection, Special Needs Trusts

Education
UCLA   1976 — 1979
Juris doctor, Law

Princeton University   1972 — 1976
Bachelors, History

Colleen Prosser Colleen Prosser Baltimore, Maryland Area Details
Colleen Prosser's American Academy of Estate Planning Attorneys Experience April 1995 - Present
Job Member at American Academy of Estate Planning Attorneys
Industry Law Practice
Experience
SinclairProsser Law, LLC  October 1996 - Present
American Academy of Estate Planning Attorneys   April 1995 - Present

Skills
Estate Planning, Elder Law, Estate Administration, Guardianship, Powers of Attorney, Retirement Planning, Estate Law, Medicaid, Wealth, Special Education, Financial Planners, Estate Tax Planning, Wills, Trusts, Business Formation, LLC, Gift Tax, Conservatorships, Asset Protection, Special Needs Trusts, Tax Law, Business Transactions

Education
University of Maryland College Park   1991 — 1995
BS, Textiles and Consumer Economics

The Catholic University of America, Columbus School of Law   1986 — 1990
Doctor of Law (J.D.), Law

Steve Hartnett Steve Hartnett San Diego, California Details
Steve Hartnett's American Academy of Estate Planning Attorneys Experience 2001 - Present
Job I Mentor and Provide Legal Education to Estate Planning and Elder Law Attorneys
Industry Law Practice
Experience
American Academy of Estate Planning Attorneys   2001 - Present
Armstrong Teasdale LLP  1997 - 2001

Skills
Elder Law, Trusts, Estate Tax Planning, Estate Planning, Wills, Powers of Attorney, Estate Administration, Tax Law, Medicaid, Public Speaking, Estate Law, Real Estate, Guardianship, Veterans Benefits, Asset Protection, Special Education, Legal Research, LLC, Special Needs Trusts, Conservatorships, Legal Writing, Business Formation, Family Law, Mediation, Corporate Law, Bankruptcy, Alternative Dispute..., Gift Tax, Legal Issues, Appeals, Litigation, Hearings

Education
New York University School of Law   1996 — 1997
LL.M., in Taxation

The Catholic University of America, Columbus School of Law   1983 — 1986
J.D., Law

Grinnell College   1979 — 1983
A.B., Political Science

Craig Reaves Craig Reaves Kansas City, Missouri Area Details
Craig Reaves's American Academy of Estate Planning Attorneys Experience 1994 - 2011
Job President at Reaves Law Firm, PC
Industry Law Practice
Experience
National Academy of Elder Law Attorneys (NAELA)   2009 - Present
Special Needs Alliance  2003 - Present
National Academy of Elder Law Attorneys  1993 - Present
Reaves Law Firm, PC   1988 - Present
Kansas City Estate Planning Symposium   2012 - 2014
Kansas City Estate Planning Symposium   2012 - 2014
Kansas City Estate Planning Symposium   2012 - 2014
American Academy of Estate Planning Attorneys   1994 - 2011

Skills
Special Needs Planning, Elder Law, Estate Planning, Probate, Trusts, Wills, Estate Administration, Powers of Attorney, Estate Tax Planning, Living Trusts, Living Wills, Long-term Care, Conservatorships, Medicaid, Deeds, Guardianship, Trust, Inheritance Tax Planning, Estate Law, LLC, Veterans Benefits, Disability Insurance, Special Needs Trusts, Litigation, Legal Research, Mediation, Business Formation, Wealth, Courts, Elder Care, Attorneys, Special Education, Disability Law, Civil Litigation, Appeals, Corporate Law, Retirement Planning, Family Law, Asset Protection, Legal Assistance, Gift Tax, Financial Advisory, Tax Law, Commercial Litigation, Charities, Legal Writing

Education
University of Kansas School of Law   1975 — 1978
Juris Doctor, Law

The University of Kansas   1970 — 1975
BS in Business Administration with concentration in Political Science, Business Administration

Vera Johnson Vera Johnson Greater San Diego Area Details
Vera Johnson's American Academy of Estate Planning Attorneys Experience January 2011 - December 2011
Job Hey, I just met you. And this is crazy. But here's my profile. So call me maybe.
Industry Marketing and Advertising
Experience
YMCA of San Diego County  June 2014 - Present
Hilton San Diego Bay Resort and Spa  January 2012 - June 2014
American Academy of Estate Planning Attorneys   January 2011 - December 2011
DR Systems  June 2008 - June 2010
Search Optics, Inc.   2010 - 2010

Skills
PPC, SMO, Analytics, Database Admin, Vendor Management, Social Media Marketing, SEO, Social Media, Email Marketing, Online Advertising, Google Adwords, SEM, Google Analytics, Digital Marketing, Marketing Communications, Landing Page..., Search Advertising, Affiliate Marketing, Mobile Marketing, Lead Generation, WordPress, Marketing Strategy, Online Marketing, Advertising, Facebook, Public Relations, Web Marketing, Social Media Measurement, Competitive Analysis, Marketing, Management, Sales, Content Strategy, Strategy

Education
San Diego State University-California State University   2005 — 2009
B.A., Journalism with Specialization in Media Studies

San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism

Jessica Goins Jessica Goins Dallas/Fort Worth Area Details
Jessica Goins's American Academy of Estate Planning Attorneys Experience August 2013 - November 2013
Job Freelance Business Consultant
Industry Management Consulting
Experience
Independent Contractor  January 2015 - Present
American Academy of Estate Planning Attorneys   August 2013 - November 2013
Quero Residence   November 2012 - June 2013
Cozy Cottage   February 2011 - October 2012
Restoration Hardware  February 2010 - February 2011
Anderson's Furniture  September 2009 - February 2010

Skills
Leadership, Human Resources, Customer Service, Microsoft Office, Facebook, Advertising, Social Media Marketing, Sales Management, Creative Writing, Small Business, Retail, Organization, Self-starter, Communication, Computer Proficiency, QuickBooks, Business Development, Management, Training, Project Management, Sales, Event Planning, Microsoft Excel, Team Building, Employee Training, Time Management, Customer Satisfaction, Microsoft Word, Operations Management, Problem Solving, New Business Development, Public Speaking, Account Management, Management Consulting

Education
Ashford University   2011 — 2013
Bachelor of Arts Degree, Entrepreneurship

University of North Texas   2008 — 2010
Bachelor of Science (BS), Entrepreneurial and Small Business Operations

Azle High School
High School Diploma, General Studies, 4.0

Michael Bonfrisco Michael Bonfrisco Greater Philadelphia Area Details
Michael Bonfrisco's American Academy of Estate Planning Attorneys Experience January 2010 - Present
Job Entrepreneur Pioneering the Integration of Estate Planning & Investment Managment
Industry Law Practice
Experience
Modern Wealth   December 2012 - Present
American Academy of Estate Planning Attorneys   January 2010 - Present
The Bonfrisco Law Firm, LLC   January 1998 - Present

Skills
Estate Planning, Elder Law, Trusts, Estate Administration, Estate Law, Wills, Powers of Attorney, Estate Tax Planning, Inheritance Tax Planning, Wealth, High Net Worth..., Asset Protection

Education
Widener University School of Law   1994 — 1997
J.D., Law

Rutgers, The State University of New Jersey-Camden   1989 — 1994
B.S, Accounting

Philip Corson Philip Corson Fort Mill, South Carolina Details
Philip Corson's American Academy of Estate Planning Attorneys Experience 2008 - 2015
Job Estate Planning & Elder Law Attorney
Industry Law Practice
Experience
Legacy Law Firm: Your Estate Planning & Elder Law Advisors   January 2014 - Present
American Academy of Estate Planning Attorneys   2008 - 2015
Haselden Owen Boloyan & Corson LLC   July 2002 - December 2013

Skills
Estate Planning, Elder Law, Veterans Benefits, Estate Administration, Wills, Estate Tax Planning, Powers of Attorney, Trusts, Guardianship, Estate Law, Tax Law, Business Formation, Legal Research, Legal Writing

Education
Ohio Northern University—Claude W. Pettit College of Law   1999 — 2002
Doctor of Law (JD), Estate Planning / Elder Law

Winthrop University   1993 — 1995
BA, Philosophy and Religion

Catherine Chaney Bowman Catherine Chaney Bowman Greater Denver Area Details
Catherine Chaney Bowman's American Academy of Estate Planning Attorneys Experience July 1994 - July 1997
Job Public Relations and Marketing Communications Professional
Industry Public Relations and Communications
Experience
Supersuasion Marketing, LLC   August 1997 - Present
Advocates for Children  2001 - 2009
American Academy of Estate Planning Attorneys   July 1994 - July 1997
Life Partners Group  December 1991 - August 1993
E. F. Hutton Life Insurance Co., later known as First Capital Life   May 1985 - February 1991
Chaney and Associates   January 1984 - May 1985
San Diego Gas & Electric  February 1981 - January 1984

Skills
Marketing Communications, Social Media, Public Speaking, Marketing Strategy, Corporate Branding, Public Relations, Community Relations, Promotions, Fundraising, Graphic Design, Writing, Social Media Marketing, Event Management, Media Relations, Advertising, Copywriting, Keynote, Special Events, Press Releases, Newsletters, Event Planning, Photoshop, Illustrator, QuarkXPress, Email Marketing, Strategic Planning, Brand Development, Social Networking, Non-profits, Online Marketing, Art Direction, New Business Development, SEO, Integrated Marketing, Brochures, Internal Communications, Facebook, B2B, Strategic Communications, Corporate Communications, Management, Blogging, Copy Editing, Multimedia Marketing..., Voiceovers, Film Editing, Final Cut Pro, Creative Direction, Marketing

Education
San Diego State University-California State University   1977 — 1983
BA, English, with emphasis in Creative Writing

Grossmont College   1973 — 1977
AS, Graphic Communications

Granite Hills High School

Tiffany Vien-Sanchez Tiffany Vien-Sanchez Greater San Diego Area Details
Tiffany Vien-Sanchez's American Academy of Estate Planning Attorneys Experience September 2015 - Present
Job Member Services Project Manager at American Academy of Estate Planning Attorneys
Industry Legal Services
Experience
American Academy of Estate Planning Attorneys   September 2015 - Present
American Academy of Estate Planning Attorneys   November 2013 - October 2015
Autism Comprehensive Educational Services  July 2012 - January 2014
American Academy of Estate Planning Attorneys   January 2013 - November 2013
Autism Intervention Research Program   June 2012 - September 2012
Cafe Ventanas, UCSD   August 2011 - August 2012
Lincoln High School  January 2010 - April 2010

Skills
Event Planning, Customer Service, Training, Planning & Organizing..., Travel Arrangements, Public Speaking, Scheduling Management, Microsoft Office, Program Development, PowerPoint, Facebook, Teaching, Microsoft Word

Education
University of California, San Diego   2007 — 2012
Bachelor of Arts (B.A.), Psychology; Human Development

UCEAP, UC Center Rome   2010 — 2010
Art History

Liz Eaton Liz Eaton Rancho Santa Margarita, California Details
Liz Eaton's American Academy of Estate Planning Attorneys Experience November 2009 - May 2010
Job Marketing Specialist at Cox Business
Industry Telecommunications
Experience
Cox Business  August 2012 - Present
SDG&E Sempra Energy   August 2011 - August 2012
Reuben H. Fleet Science Center  January 2011 - May 2011
American Academy of Estate Planning Attorneys   November 2009 - May 2010

Skills
Press Releases, Facebook, Media Relations, Blogging, Public Relations, Social Media Marketing, Event Planning, Press Kits, Cision, Crisis Communications, Strategic Communications, Ap Style, Copy Editing, Event Management, Editing, Community Outreach, Marketing Communications, Newsletters, Wordpress, Corporate Communications, Internal Communications, Copywriting, Social Networking, Speech Writing, AP Style

Education
San Diego State University-California State University   2006 — 2011
Bachelor of Arts (B.A.), Journalism with an emphasis in Public Relations

Jessica Kaplin Jessica Kaplin San Francisco Bay Area Details
Jessica Kaplin's American Academy of Estate Planning Attorneys Experience November 2013 - November 2014
Job Recruiter at Swing Talent, Inc.
Industry Staffing and Recruiting
Experience
Swing Talent, Inc.   2014 - Present
American Academy of Estate Planning Attorneys   November 2013 - November 2014
Creative Love   January 2013 - November 2013
Sand and Sea Realty   May 2011 - July 2012
FUMI, Inc.   May 2008 - 2012
Looie's   January 2005 - January 2010
Bozeman High School  2007 - 2008

Skills
Customer Service, Training, Team Building, Social Networking, Sales Management, Coaching, Marketing, Strategic Communications, Teaching, Business Systems..., Awesomeness, Training & Development, Account Management, Brand Development, Sales, Strategic Planning, Social Media, Administrative..., Event Planning, Networking, Public Speaking, Recruiting, Talent Acquisition, Strategic Sourcing, Cold Calling, Lead Generation, Interviews, Estate Planning, Business Coaching

Education
Montana State University   2004 — 2006
Social Studies Broadfield (Teaching Cert), Minor History, Emphasis Psychology, Psychology

Northern Illinois University   2003 — 2004
Psychology

Harper College   2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Victoria Ngo Victoria Ngo San Diego, California Details
Victoria Ngo's American Academy of Estate Planning Attorneys Experience November 2013 - Present
Job Peak Performers Project Manager at American Academy of Estate Planning Attorneys
Industry Legal Services
Experience
American Academy of Estate Planning Attorneys   November 2013 - Present
American Academy of Estate Planning Attorneys   November 2012 - November 2013

Skills
Program Management, Public Speaking, Editing, Event Planning, Public Relations, Social Media, Event Management, Newsletters, Marketing Communications, Blogging, Press Releases, Facebook, Email Marketing, Media Relations, Strategic Communications, Wills, Social Media Marketing, Estate Administration, Microsoft Office

Education
Boston University   2005 — 2009
Bachelor of Arts, International Relations

Allen Harris Allen Harris Louisville, Kentucky Area Details
Allen Harris's American Academy of Estate Planning Attorneys Experience 2006 - January 2012
Job Senior Consultant/General Counsel at White Clay Consulting
Industry Financial Services
Experience
White Clay Consulting   June 2012 - Present
Alzheimer's Association  July 2010 - Present
Kentucky Shakespeare Festival  January 2007 - August 2014
Gersh Law Offices, PSC   March 2006 - June 2012
American Academy of Estate Planning Attorneys   2006 - January 2012
D'Ambrosio & Associates, PSC   October 2001 - March 2006

Skills
Estate Administration, Trusts, Elder Law, Wills, Irrevocable Life..., Small Business..., Estate Planning, Estate Law, LLC, Asset Protection, Powers of Attorney, Estate Tax Planning, Medicaid, Business Formation, Small Business, Tax, Guardianship, Succession Planning, Nonprofits, Strategic Planning

Education
The George Washington University Law School   1998 — 2001
JD, Law

University of Kentucky   1993 — 1998
BA/BS, History/Accounting

duPont Manual High School   1989 — 1993
MST

Jeff Molever Jeff Molever Greater Minneapolis-St. Paul Area Details
Jeff Molever's American Academy of Estate Planning Attorneys Experience 1996 - Present
Job Tax and Estate Planning Attorney/Owner at The Molever Law Firm
Industry Legal Services
Experience
The Molever Law Firm   1996 - Present
American Academy of Estate Planning Attorneys   1996 - Present
Parsinen, Bowman, Rosberg and Levy   1995 - 1996
Sanger and Molever   1986 - 1995

Skills
Plannning, Elder Law, Powers of Attorney, Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Asset Protection, Wills, Guardianship, LLC, Retirement Planning, Estate Law, Tax Law, Special Needs Trusts, Medicaid, Wealth, Special Education, Gift Tax, Charities, Tax, Family Law, Business Formation, Veterans Benefits, Strategic Financial..., Probation, Conservatorships

Education
Washington School of Law, Washington Institute   1988 — 1989
LL.M., Taxation

University of California, Los Angeles - School of Law   1979 — 1982
JD, Law

Arizona State University   1969 — 1973
BS, Business Administration/Accounting

Anne McElvain, MBA Anne McElvain, MBA Greater San Diego Area Details
Anne McElvain, MBA's American Academy of Estate Planning Attorneys Experience June 1993 - March 2005
Job Consultant, Learning Technologies at CareFusion, now part of BD
Industry Medical Devices
Experience
BD (CareFusion is now a part of BD)   December 2009 - Present
The Hinges   April 2001 - May 2009
Real Creative Enterprises   April 2005 - April 2009
American Academy of Estate Planning Attorneys   June 1993 - March 2005
South Bay Community Services  April 2000 - May 2002
TeleMagic  April 1989 - March 1992

Skills
Software Documentation, Training, Leadership, Management, Public Speaking, Project Planning, Microsoft Office, Project Management, CRM, Microsoft Excel, Marketing, Coaching, Customer Service, Technical Writing, Team Building, Testing, Program Management, Team Management, Problem Solving, Social Media, Visio, Social Networking, Microsoft Word, Organizational..., Data Analysis, Process Improvement, Databases, Voice Acting, Windows, Business Planning, Quality Assurance, Cross-functional Team..., Sales, Team Leadership, System Administration, Healthcare, Outlook, Leadership Development, E-Learning, Human Resources, Business Analysis, Change Management, Software Development, Camtasia, Instructional Design, Excel, Writing, Voice Over, SharePoint 2010, HTML5 and CSS

Education
Concord Law School - Kaplan University   2006 — 2007
N/A, Law School

University of Phoenix   1994 — 1997
MBA, Technology Management

University of California, San Diego   1979 — 1985
BA, Psychology

Michele A. Tutoli Michele A. Tutoli Greater San Diego Area Details
Michele A. Tutoli's American Academy of Estate Planning Attorneys Experience 1995 - Present
Job Armstrong,Fisch & Tutoli
Industry Law Practice
Experience
AF&T Financial Group   January 2002 - Present
Armstrong,Fisch & Tutoli   January 1995 - Present
American Academy of Estate Planning Attorneys   1995 - Present

Skills
Trusts, Asset Protection, Probate, Estate Planning, Estate Administration, Wills, Powers of Attorney, Succession Planning, Tax, Estate Tax Planning, Living Trusts, Living Wills, Retirement Planning

Education
Brooklyn Law School   1974 — 1978

Georgetown University

Erica Johnson Erica Johnson Greater Denver Area Details
Erica Johnson's American Academy of Estate Planning Attorneys Experience 2004 - 2010
Job Attorney at Ambler & Keenan, LLC
Industry Law Practice
Experience
Ambler & Keenan, LLC   June 2004 - Present
American Academy of Estate Planning Attorneys   2004 - 2010
Hart's Diamond Jewelers   1993 - 1997

Skills
Conservatorships, Guardianship, Estate Administration, Powers of Attorney, Wills, Trusts, Estate Planning

Education
University of Denver - Sturm College of Law   1997 — 2000
JD

Northern Arizona University   1986 — 1989
BS, Broadcasting Management

Concordia College   1985 — 1986

Gerald Dunworth Gerald Dunworth Greater New York City Area Details
Gerald Dunworth's American Academy of Estate Planning Attorneys Experience 1996 - 2011
Job Partner at Gibney, Anthony & Flaherty, LLP
Industry Law Practice
Experience
Gibney, Anthony & Flaherty, LLP   1979 - Present
American Academy of Estate Planning Attorneys   1996 - 2011

Skills
Probate, Estate Planning, Tax, Special Needs Planning, Trusts, Wills, Estate Administration, Powers of Attorney, Living Trusts, Contract Negotiation, Tax Law, Estate Tax Planning, Living Wills, Real Estate Transactions, Asset Protection, Non-profits, Public Speaking, Succession Planning, Civil Litigation, Elder Law, Nonprofits, Estate Law, LLC, Legal Research, Probation

Education
New York University School of Law   1978 — 1979
LLM, Taxation

Fordham University School of Law   1975 — 1978
JD, Law

Niagara University   1966 — 1970
BS

Stephen Waltar Stephen Waltar Greater Seattle Area Details
Stephen Waltar's American Academy of Estate Planning Attorneys Experience 2006 - Present
Job Owner, Stephen M. Waltar, PS
Industry Law Practice
Experience
American Academy of Estate Planning Attorneys   2006 - Present
Stephen M. Waltar, PS   November 2000 - Present
Cascade Fellows   2014 - 2015
Bellevue Presbyterian Church  1995 - 2015
Bellevue Presbyterian Church  1995 - 2015
Bellevue Breakfast Rotary Club   1998 - February 2014
Evergreen Hospital Medical Center  2001 - 2006

Skills
Estate Planning, Estate Tax Planning, Elder Law, Wills, Trusts, Powers of Attorney, Estate Law, Estate Administration, Medicaid, Business Formation, Prenuptial Agreements, LLC, Tax Law, Public Speaking, Asset Protection, Probation, Mediation, Litigation, Guardianship, Small Business, Strategic Planning, Legal Research, Nonprofits

Education
Seattle University School of Law   1991 — 1993
Juris Doctorate, Law

Princeton Theological Seminary   1984 — 1988
M.Div., Religion and Theology

Seattle Pacific University   1980 — 1984

Jerry Shiles Jerry Shiles Oklahoma City, Oklahoma Area Details
Jerry Shiles's American Academy of Estate Planning Attorneys Experience 1993 - Present
Job Managing Attorney at Parman & Easterday
Industry Law Practice
Experience
Parman & Easterday   August 2004 - Present
National Academy of Elder Law Attorneys  1999 - Present
American Academy of Estate Planning Attorneys   1993 - Present
Brown & Associates, PLLC   December 1998 - August 2004

Skills
Powers of Attorney, Estate Planning, Elder Law, Medicaid, Veterans Benefits, Trust Administration, Estate Administration, Probate, Guardianship, Special Needs Planning, Disability Planning, Trusts, Probation, Estate Tax Planning, Business Formation, Conservatorships, Wills, Wealth, Estate Law, Disabilities, LLC, Asset Protection, Adoption, Entity Extraction, Gift Tax, Business Transactions, Small Business, Revocable Trusts, Prenuptial Agreements, Tax Law, Financial Planners, Charitable Trusts, Preparation of Wills, Family Law, Advance Directives, Mediation, Irrevocable Life..., Social Security..., Disability Law, Fiduciary, Special Education, Living Will, Paternity, Buy-sell Agreements, Domestic Relations, Attorneys, Limited Partnerships, Chapter 7, Wrongful Death, Hearings

Education
U. S. Army War College   1998 — 1999
Masters degree, Military and Strategic Leadership

Judge Advocate General's School, Army   1983 — 1984
Master of Laws (LLM), Military Law

The University of Connecticut   1978 — 1978
Certificate in German, German Language and Literature

University of Utah S.J. Quinney College of Law   1971 — 1974
Doctor of Law (JD), Law

University of Nevada-Las Vegas   1964 — 1971
Bachelor of Science (BS), Business & Economics

Marianne Flood Marianne Flood Greater Philadelphia Area Details
Marianne Flood's American Academy of Estate Planning Attorneys Experience 2000 - 2010
Job managing partner at Flood & Masiuk, LLP
Industry Law Practice
Experience
Flood & Masiuk, LLP   February 1986 - Present
American Academy of Estate Planning Attorneys   2000 - 2010

Skills
Powers of Attorney, Wills, Elder Law, Estate Administration, Estate Law, Courts, Estate Planning, Guardianship, Appeals, Estate Tax Planning, Trusts, Business Formation, Conservatorships, Tax Law

Education
University of Maryland Francis King Carey School of Law   1973 — 1976
JD

Juliet Fisher, SPHR-CA Juliet Fisher, SPHR-CA Greater San Diego Area Details
Juliet Fisher, SPHR-CA's American Academy of Estate Planning Attorneys Experience May 1997 - May 2000
Job Human Resources Manager at The Law Offices of Thomas Rutledge
Industry Mechanical or Industrial Engineering
Experience
The Law Offices of Thomas Rutledge   April 2015 - Present
None  June 2013 - April 2015
Exp U.S. Services   May 2000 - June 2013
American Academy of Estate Planning Attorneys   May 1997 - May 2000
Bruno Mack & Barclay   March 1996 - May 1997

Skills
Employee Benefits, Taleo, Employee Relations, Performance Management, Recruiting, Microsoft Office, Internal Communications, Strategic Planning, Change Management, Project Management, Training, Leadership, Human Resources, Deferred Compensation, Interviews, Employment Law, Onboarding, Policy, Organizational..., FMLA

Education
San Diego State University-California State University   1992 — 1994
BA, Psychology

Philip Keenan Philip Keenan Greater Denver Area Details
Philip Keenan's American Academy of Estate Planning Attorneys Experience 2001 - Present
Job Attorney at Law at Ambler & Keenan
Industry Legal Services
Experience
American Academy of Estate Planning Attorneys   2001 - Present
Ambler & Keenan, LLC   1997 - Present
Planned Giving Roundtable   2006 - 2010
Colorado Planned GIving Roundtable   2005 - 2010

Skills
Estate Planning, Elder Law, Trusts, Wills, Powers of Attorney, Estate Tax Planning, Guardianship, Business Formation, Conservatorships, LLC, Asset Protection, Medicaid, Gift Tax, Tax Law, Special Needs Trusts, Wealth, Estate Law, Fiduciary, High Net Worth..., Inheritance Tax Planning, Trust Services, Charitable Trusts, Limited Partnerships, Preparation of Wills, Prenuptial Agreements, Trust Management, Estate Administration

Education
University of Denver - Sturm College of Law   1994 — 1997
Juris Doctor, Law

State University of New York - System
BS, Accounting

The University of Kansas
BA, Political Science

Charlie Amen Charlie Amen Greater St. Louis Area Details
Charlie Amen's American Academy of Estate Planning Attorneys Experience 1999 - Present
Job Owner, Amen, Gantner & Capriano Attorneys ar Law, Your Estate Matters, L.L.C.
Industry Law Practice
Experience
American Academy of Estate Planning Attorneys   1999 - Present
Amen, Gantner & Capriano - Attorneys at Law, Your Estate Matters, L.L.C.   January 1996 - Present

Skills
Estate Planning, Elder Law, Asset Protection, Guardianship, Veterans Benefits, Medicaid, Plannning, Tax, Estate Law, Wealth, Retirement Planning, Management, Strategic Financial..., Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Business Formation, IRAs, Estate Tax Planning

Education
University of California, Hastings College of the Law   1979 — 1982
Juris Doctrate

US Coast Guard Academy   1970 — 1974
B.S., History, Government

Lindbergh High School   1967 — 1970
Diploma

Denise Ananian Denise Ananian Greater San Diego Area Details
Denise Ananian's American Academy of Estate Planning Attorneys Experience July 2012 - Present
Job Accounting Manager at American Academy of Estate Planning Attorneys
Industry Accounting
Experience
American Academy of Estate Planning Attorneys   July 2012 - Present
Next Proteins  June 2010 - August 2012
Roger Dunn Golf Shops - Fresno/Stockton   April 2004 - March 2010
Bart J. Carlson, CPA   July 2008 - December 2008
State Compensation Insurance Fund  May 2003 - July 2008
Professional Exchange Services Corporation   March 2002 - July 2003
Sierra Pacific Home Loans   November 2000 - December 2001
Heberger & Company   November 1993 - November 2000

Skills
Internal Audit, Accounts Receivable, QuickBooks, Payroll, Internal Controls, Budget, Financial Analysis, Mas 90, Customer Service, Bookkeeping, Budgets

Education
California State University, Fresno   1994 — 2000
Bachelor's, Accounting

Fresno City College   1993 — 1994
Accounting

College of the Sequoias   1991 — 1993
Accounting and Business/Management

Jeff Fleming Jeff Fleming Altoona, Pennsylvania Area Details
Jeff Fleming's American Academy of Estate Planning Attorneys Experience March 2003 - Present
Job Estate Planning and Elder Law Attorney
Industry Law Practice
Experience
Hippo, Fleming & Pertile Law Office   January 2004 - Present
V.I.P. Tax Matters, LLC   January 2013 - Present
American Academy of Estate Planning Attorneys   March 2003 - Present
ElderCareChannel.com   January 2013 - March 2015
NAIFA-PA   2008 - 2011
Fleming Law Offices   January 1992 - December 2003

Skills
Estate Planning, Elder Law, Trusts, LLC, Estate Tax Planning, Asset Protection, Estate Law, Wills, Estate Administration, Guardianship, Powers of Attorney, Corporate Law, Tax, Insurance, Small Business, Business Formation, Medicaid, Special Needs Trusts, Tax Law, Gift Tax, Charitable Trusts

Education
Duquesne University School of Law   1997 — 2000
JD, Law

Washington and Jefferson College   1979 — 1983
BA, Political Science; East European & Russian Affairs

Jamay Gunsolley Jamay Gunsolley Greater San Diego Area Details
Jamay Gunsolley's American Academy of Estate Planning Attorneys Experience December 2002 - May 2003
Job Professional Accountant
Industry Financial Services
Experience
Hi-Z Technology, Inc.   April 2011 - August 2012
The Sagres Company   July 2006 - March 2010
The Sagres Company   May 2003 - March 2006
American Academy of Estate Planning Attorneys   December 2002 - May 2003
American Academy of Estate Planning Attorneys   July 1999 - July 2002
George G Glenner Alzheimer's Family Centers   October 1995 - July 1999

Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Cash Flow

Education
University of Phoenix   2001 — 2002
MBA, Business

San Diego Mesa College   1992 — 1994
AA, Accounting

San Diego State University-California State University   1977 — 1979
BA, Environmental Design

Corey Grondin Corey Grondin Greater San Diego Area Details
Corey Grondin's American Academy of Estate Planning Attorneys Experience November 2014 - Present
Job Web Developer
Industry Information Technology and Services
Experience
American Academy of Estate Planning Attorneys   November 2014 - Present

Skills
Teamwork, Time Management, PHP, Java, HTML, NetBeans, C#, phpMyAdmin, MySQL, Eclipse, JavaScript, CSS, Public Speaking, Social Media, Customer Service, Drupal, LINQ, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Political Science, Philosophy, Political Philosophy, Writing, Rhetoric, WordPress, jQuery, AJAX, Photoshop, Object Oriented Design

Education
Coleman College   2013 — 2014
Computer and Information Sciences, General

California State University-San Marcos   2004 — 2010
Bachelor of Arts (B.A.), Political Science and Government

Leo T. McGrath Leo T. McGrath Brewster, New York Details
Leo T. McGrath's American Academy of Estate Planning Attorneys Experience 2011 - 2013
Job Estate Planning and Elder Law Attorney Helping Families Avoid Probate, and Protect/Preserve Their Legacy
Industry Law Practice
Experience
McGrath Law; Estate Planning and Elder Law   1988 - Present
American Academy of Estate Planning Attorneys   2011 - 2013

Skills
Elder Law, Estate Planning, Guardianship, Wills, Estate Administration, Trusts, Powers of Attorney, Business Formation, Estate Tax Planning, Conservatorships, Estate Law, Asset Protection, Special Needs Trusts, LLC, Long-term Care, Family Law

Education
Pace University School of Law   1984 — 1987
JD

Richard Gershberg Richard Gershberg Baltimore, Maryland Area Details
Richard Gershberg's American Academy of Estate Planning Attorneys Experience 2008 - 2011
Job Attorney at Gershberg & Associates, LLC
Industry Law Practice
Experience
Gershberg & Associates, LLC   April 1985 - Present
American Academy of Estate Planning Attorneys   2008 - 2011

Skills
Elder Law, Powers of Attorney, Estate Administration, Trusts, Wills, Estate Planning, Guardianship, Business Formation, Estate Tax Planning, Gift Tax, Special Needs Trusts, LLC, Family Law, Corporate Law, Estate Law, Conservatorships, Small Business, Tax Law, Asset Protection, Commercial Litigation, Litigation, Business Transactions, Mediation, Immigration Law, Civil Litigation, Appeals

Education
University of Baltimore School of Law   1976 — 1979
Juris Doctor

Washington University in St. Louis   1972 — 1976
Bachelor of Arts (BA), Economics, Honors

Milford Mill

Marv Frank Marv Frank Indianapolis, Indiana Area Details
Marv Frank's American Academy of Estate Planning Attorneys Experience June 1962 - Present
Job Frank & Kraft, A Professional Corporation
Industry Consumer Services
Experience
Frank & Kraft, A Professional Corporation   June 1962 - Present
American Academy of Estate Planning Attorneys   June 1962 - Present
TapeRelief, LLC   2010 - 2012
Frank & Kraft   1990 - 2011

Skills
Elder Law, Powers of Attorney, LLC, Estate Planning, Trusts, Wills, Medicaid, Estate Tax Planning, Guardianship, Tax Law, Asset Protection, Estate Law, Estate Administration, Conservatorships, Gift Tax, Business Formation

Education
Indiana University Bloomington   1958 — 1966
BS, JD, Accounting, Law