American College of Trust and Estate Counsel

Description

The American College of Trust and Estate Counsel was established in 1949. It is a professional organization of lawyers, judges and law professors. Members of ACTEC are also known as 'Fellows'.

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American College of Trust and Estate Counsel Employees

Employee
Years
Job
Industry
Clark Byam Clark Byam Pasadena, California Details
Clark Byam's American College of Trust and Estate Counsel Experience 1991 - Present
Job Partner at Hahn & Hahn LLP
Industry Law Practice
Experience
Hahn & Hahn LLP  1972 - Present
American College of Trust and Estate Counsel   1991 - Present

Skills
Fiduciary Litigation, Conservatorships, Wills, Fiduciary, Litigation, Estate Planning, Trusts, Legal Writing, Courts, Appeals, Civil Litigation, Trials

Education
University of California, Hastings College of the Law
Doctor of Law (JD)

Wesleyan University
Bachelor of Arts (BA)

Patricia Annino Patricia Annino Greater Boston Area Details
Patricia Annino's American College of Trust and Estate Counsel Experience 2009 - Present
Job Attorney, Professional Speaker and Author
Industry Law Practice
Experience
Prince Lobel Tye LLP  1995 - Present
American College of Trust and Estate Counsel   2009 - Present
Patricia Annino, Author, Speaker   January 1988 - Present
Indiana University Center of Philanthropy, Womens Philanthropy Institute   2010 - Present
The Family Firm Institute  2008 - 2013
Suffolk University  2011 - 2012

Skills
Honors and Awards, "Best in Wealth..., Estate Planner of the..., Top 50 Female..., "Best Lawyer in..., Distinguished Alumni..., Distinguished Alumnae..., Business Strategy, Legal Research, Public Speaking, Business Development, Fundraising, Corporate Law, Estate Planning, Intellectual Property, Litigation, Finance, Start-ups, Trusts, Non-profits, Small Business, Published Author, Investments, Tax, Strategic Financial..., Strategic Planning, Personal Finance, Legal Writing, Wealth Management, Philanthropy, Nonprofits, Wealth, Entrepreneurship, Wills, Due Diligence, Mergers & Acquisitions, Leadership

Education
Boston University School of Law   1981 — 1982
Master of Laws (LLM)

Suffolk University Law School   1979 — 1981
J.D.

Smith College   1974 — 1978
A.B.

Williams College   1976 — 1977
Twelve College Exchange Student

Newton Country Day School of the Sacred Heart   1970 — 1974
High School Diploma

Mark B. Weinberg Mark B. Weinberg Washington D.C. Metro Area Details
Mark B. Weinberg's American College of Trust and Estate Counsel Experience 2002 - Present
Job Senior Partner at Weinberg, Jacobs & Tolani, LLP
Industry Law Practice
Experience
American College of Trust and Estate Counsel   2002 - Present
Weinberg, Jacobs & Tolani, LLP   February 1988 - Present
Tax Exempt Solutions, PLLC   March 2013 - Present
Friends of the University of KwazuluNatal   1990 - Present
Weinberg, Jacobs & Tolani, LLP   1981 - Present
EO Lunch Group   2011 - 2011
Weinberg & Jacobs, LLP   February 1988 - December 2010
CHF  2001 - 2006
NMCF USA   1995 - 2006
Mark B. Weinberg, P.C.   February 1985 - January 1988

Skills
IRS Audits of Nonprofits, Corporate Law for..., Estate Planning, Non-profits, Corporate Governance, Tax, IRS, Corporate Law, Nonprofits, Estate Tax Planning, Trusts, Due Diligence, Tax Law, Charities, Wills, Legal Research, Fundraising, Grants, Business Formation, Legal Advice, Powers of Attorney, Business Transactions, Estate Administration, Legal Issues, Legal Assistance, Civil Rights, Administrative Law, International Law, Joint Ventures, LLC, Appeals, Gift Tax, Art

Education
University of Chicago Law School   1967 — 1970
JD, Law

Arizona State University   1963 — 1967
BA, History

Sutherland Elementary School   1954 — 1960

Kevin Bo Beaugez Kevin Bo Beaugez Washington D.C. Metro Area Details
Kevin Bo Beaugez's American College of Trust and Estate Counsel Experience May 2012 - July 2012
Job ERS Consultant
Industry Financial Services
Experience
Deloitte  2015 - Present
Brown & Brown  August 2014 - 2015
National Conference of State Legislatures  May 2013 - July 2013
American College of Trust and Estate Counsel   May 2012 - July 2012
U.S. Congress   May 2011 - July 2011

Skills
Microsoft Office, Microsoft Excel, Accounting, Community Outreach, Budgets, Finance, QuickBooks, Management, Financial Analysis, PowerPoint, Microsoft Word, Data Analysis, Leadership, Time Management, Research, Public Speaking, Teamwork, Analysis, Legislation

Education
Stetson University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.85, Magna Cum Laude

Charles Thomas Nkoho Mveng Charles Thomas Nkoho Mveng Washington D.C. Metro Area Details
Charles Thomas Nkoho Mveng's American College of Trust and Estate Counsel Experience July 2014 - January 2015
Job Accounting Specialist
Industry Financial Services
Experience
RapidAdvance  September 2015 - Present
NeighborWorks America  May 2012 - Present
RedPeg Marketing  September 2011 - Present
Charles Global Investment Fund   June 2011 - Present
Advocates for Survivors of Torture and Trauma  February 2009 - Present
American College of Trust and Estate Counsel   July 2014 - January 2015
Le Pain Quotidien  2008 - 2012
Le Pain Quotidien  2008 - 2012
Mason Small Business Development Center   September 2010 - December 2010

Skills
Customer Service, Direct Sales, Financial Analysis, Interpretation, Accounting, Research, Public Speaking, Market Research, Microsoft Office, PowerPoint, Management, Microsoft Word, Facebook, Budgets, Finance, Nonprofits, Access, Microsoft Excel, Marketing, Event Planning, Strategic Planning, Data Analysis, Event Management, Teamwork, Spanish, Social Media, Social Media Marketing, Fundraising, Social Networking, Project Management, Marketing Communications

Education
The Johns Hopkins University - Carey Business School   2014 — 2015
Graduate Certificate in Investments, Investments and Securities

University of Maryland College Park   2013 — 2015
Master of Professional Studies, Applied Economics

The Johns Hopkins University - Carey Business School   2010 — 2012
Bachelor of Science Degree, Finance

Montgomery College   2008 — 2010
Associate of Science Degree, Business Administration

lycee leclerc

Robert Fleming Robert Fleming Tucson, Arizona Details
Robert Fleming's American College of Trust and Estate Counsel Experience 1997 - Present
Job Partner in the Tucson, Arizona, law firm Fleming & Curti, PLC
Industry Law Practice
Experience
Stetson University College of Law  September 2011 - Present
CFP Board  January 2010 - Present
Elder Law Alliance   2004 - Present
Special Needs Alliance  2001 - Present
American College of Trust and Estate Counsel   1997 - Present
Fleming & Curti, PLC   August 1994 - Present
National Elder Law Foundation   May 2008 - May 2011
National Academy of Elder Law Attorneys  2006 - 2008
National Academy of Elder Law Attorneys  1988 - 2008
Pima County Public Fiduciary   May 1981 - January 1986

Skills
Elder Law, Conservatorships, Estate Planning, Guardianship, Special Education, Personal Injury, Estate Administration, Special Needs Trusts, Appeals, Fiduciary, Wills, Powers of Attorney, Mediation, Courts, LLC, Litigation, Elder Care, Medicaid, Disability Law, Long-term Care, Legal Assistance, Public Speaking, Trusts, Asset Protection, Tax Law, Estate Law, Estate Tax Planning, Retirement Planning, Civil Litigation, Trust, Legal Writing, Legal Issues, Hearings, Dispute Resolution, Legal Research, Arbitration, Alternative Dispute..., Commercial Litigation, Trial Practice, Property Law

Education
University of Arizona, James E. Rogers College of Law   1973 — 1976
J.D., Law

Utah State University   1969 — 1973
B.S., Political Science, Chemistry

University of Wyoming summer program 1968

Marc Sallus Marc Sallus Greater Los Angeles Area Details
Marc Sallus's American College of Trust and Estate Counsel Experience 2011 - Present
Job Partner at Oldman, Cooley, Sallus, Birnberg & Coleman, LLP
Industry Law Practice
Experience
American College of Trust and Estate Counsel   2011 - Present
California State Bar Trust and Estate Section Executive Committee   2008 - Present
Oldman, Cooley, Sallus, Gold, Birnberg & Coleman, LLP   2000 - Present
Oldman, Cooley, Sallus, Birnberg, & Coleman LLC   2000 - Present
Conference of California Bar Associations  1990 - Present
Executive Committe Trust and Estate section of the California State Bar   2008 - 2012
American Bar Association  2003 - 2010
Weinstock, Manion, Reisman, Shore & Neumann   1989 - 2000
Brobeck, Phleger & Harrison   April 1987 - December 1988
Overton, Lyman & Prince   1980 - 1987

Skills
Litigation, Probate, Business Litigation, Conservatorships, Civil Litigation, Legal Research, Courts, Legal Writing, Commercial Litigation, Trials, Estate Planning, Dispute Resolution, Arbitration, Legal Assistance, Wills, Westlaw

Education
University of California, Hastings College of the Law   1976 — 1979
JD, Law

Claremont McKenna College   1972 — 1976
BA, Economics and History

Amos Goodall Amos Goodall State College, Pennsylvania Area Details
Amos Goodall's American College of Trust and Estate Counsel Experience October 2004 - Present
Job President at Goodall & Yurchak PC
Industry Law Practice
Experience
American College of Trust and Estate Counsel   October 2004 - Present
Special Needs Alliance  January 2004 - Present
Goodall & Yurchak P.C.   2004 - Present
National Academy of Elder Law Attorneys  January 1990 - Present
Goodall & Yurchak, PC   April 1987 - Present
National Academy of Elder Law Attorneys  1999 - 2014
National Academy of Elder Law Attorneys  1999 - 2014
National Academy of Elder Law Attorneys  1999 - 2014
Cccf   2009 - 2011
Goodall & Associates   April 1987 - January 2001

Skills
Estate Administration, Elder Law, Estate Planning, Estate Tax Planning, Asset Protection, Trusts, Powers of Attorney, Elder Care, Guardianship, Special Needs Trusts, Estate Law, Medicaid, Appeals, Litigation, Legal Assistance, Wills, Commercial Litigation, Mediation, Special Education

Education
Stetson University College of Law   2007 — 2009
LL.M., Elder Law

Fordham University School of Law   1971 — 1974
JD, Law

Franklin & Marshall College   1967 — 1970
BA, International Relations

Julia Meister Julia Meister Cincinnati Area Details
Julia Meister's American College of Trust and Estate Counsel Experience 2011 - Present
Job Litigation, Private Client, and Health Care Partner at Taft, Stettinius & Hollister LLP
Industry Law Practice
Experience
American College of Trust and Estate Counsel   2011 - Present
Cincinnati Opera  2008 - Present
YWCA of Greater Cincinnati  2005 - Present
Taft, Stettinius & Hollister LLP   1995 - Present
Taft Stettinius & Hollister LLP  1995 - Present

Skills
Commercial Litigation, Probate, Trusts, Non-profits, Litigation, Healthcare, Estate Planning, Risk Management, Banking, Nonprofits, Fundraising, Product Liability, Legal Writing, Leadership, Community Outreach, Civil Litigation, Appeals, Courts, Arbitration, Trade Secrets, Legal Research, Guardianship, Corporate Law, Mediation, Alternative Dispute..., Wills, Legal Issues, Intellectual Property, Legal Advice, Trials, Class Actions, Business Litigation, Trial Practice

Education
University of Notre Dame Law School   1992 — 1995
JD, Law

Xavier University   1988 — 1991
B.A.U.S., English, Business Administration

Notre Dame Academy   1983 — 1987

Diane V. Perrin Diane V. Perrin Houston, Texas Area Details
Diane V. Perrin's American College of Trust and Estate Counsel Experience January 1999 - Present
Job Partner at Farner & Perrin, LLP; Estate Planning and Probate Attorney, Houston and The Woodlands
Industry Law Practice
Experience
Farner & Perrin, LLP   January 2000 - Present
American College of Trust and Estate Counsel   January 1999 - Present

Skills
Trusts, Estate Planning, Wills, Tax, Tax Law, Wealth Management, Estate Tax Planning, Estate Administration

Education
South Texas College of Law   1980 — 1983
J.D., law

University of St. Thomas (TX)   1975 — 1978
B.A., mathematics

Felicia (Der) Engdahl Felicia (Der) Engdahl Washington D.C. Metro Area Details
Felicia (Der) Engdahl's American College of Trust and Estate Counsel Experience January 2014 - August 2015
Job Support Manager at American Technology Services, Inc.
Industry Events Services
Experience
American Technology Services, Inc.   August 2015 - Present
Northern Virginia Community College  August 2015 - Present
Elegant Beginnings Professional Event Coordinators   January 2008 - Present
American College of Trust and Estate Counsel   January 2014 - August 2015
Meeting and Events Planner   August 2013 - December 2013
SRA International  May 2012 - August 2013
Four Seasons Hotels and Resorts  January 2012 - May 2012
Mason SBDC  July 2010 - December 2011
Montclair Country Club  March 2010 - May 2010
Branch Banking and Trust Bank   December 2009 - March 2010

Skills
Event Management, Event Planning, Public Speaking, Microsoft Office, Customer Service, Meeting Planning, Social Media, Microsoft Excel, Corporate Events, PowerPoint, Hospitality, Strategic Planning, Wedding Planning, Non-profits, Trade Shows, Sales, Budgets, Nonprofits

Education
George Mason University   2010 — 2012
Bachelors, Tourism and Events Management

Northern Virginia Community College   2007 — 2009
A.S, Social Sciences

Northern Virginia Community College   2006 — 2009
Associates, Social Science

Forest Park Senior High School2006   2002 — 2006
High School Diploma

Hollins University

Gideon Rothschild Gideon Rothschild Greater New York City Area Details
Gideon Rothschild's American College of Trust and Estate Counsel Experience 2000 - Present
Job Estate Planning and Asset Protection
Industry Legal Services
Experience
Real Property Trust & Estate Law Section of the American Bar Assn   August 2015 - Present
Society of Trust & Estate Practitioners (STEP)   2001 - Present
Moses & Singer LLP  October 1997 - Present
American College of Trust and Estate Counsel   2000 - Present
Anti-Defamation League  1995 - Present

Skills
Asset Protection, Estate Planning, Estate Administration, Trusts, Wills, Tax Law, Estate Tax Planning, Tax, International Tax, Protection, Tax Advisory, Succession Planning, Estate Law, High Net Worth..., Wealth, Litigation, Corporate Governance

Education
New York Law School   1976 — 1980
JD, Law

Baruch College, City University of New York (CUNY)   1968 — 1973
BBA, Accounting

Liza Kabariti, Esq. Liza Kabariti, Esq. Brooklyn, New York Details
Liza Kabariti, Esq.'s American College of Trust and Estate Counsel Experience January 2011 - May 2012
Job Associate at Aini & Associates PLLC
Industry Law Practice
Experience
Aini & Associates PLLC   December 2012 - Present
Appellate Division, Second Department  September 2012 - December 2012
American College of Trust and Estate Counsel   January 2011 - May 2012
Cohen & Schwartz, LLP   February 2011 - August 2011
Honorable Robert J. Gigante, Richmond County Surrogate   June 2010 - August 2010
Honorable Richard Hoffmann   June 2010 - August 2010

Skills
LexisNexis, Westlaw, Probate, Legal Research, Legal Writing, Trusts, Litigation, Appellate Practice, Family Law

Education
Hofstra University School of Law   2009 — 2012
JD

City University of New York-Brooklyn College   2005 — 2009
Bachelor of Science

Jan Myskowski Jan Myskowski Concord, New Hampshire Details
Jan Myskowski's American College of Trust and Estate Counsel Experience November 2012 - Present
Job Member at Myskowski & Matthews, PLLC
Industry Law Practice
Experience
Myskowski & Matthews, PLLC   May 2015 - Present
JP Myskowski Photography   June 2014 - Present
American College of Trust and Estate Counsel   November 2012 - Present
Best Lawyers, LLC  January 2011 - Present
Super Lawyers, a Thomson Reuters Business  October 2013 - Present
Circle Program   January 2012 - Present
Cleveland, Waters and Bass, P.A.   January 2014 - April 2015
Gallagher, Callahan & Gartrell, P.C.   December 2008 - January 2014
Granite State Independent Living (GSIL)   2009 - October 2012
New Hampshire Estate Planning Council   May 2006 - May 2011

Skills
Guardianship, Estate Tax Planning, Estate Law, Special Needs Trusts, Medicaid, Elder Law, Estate Administration, Wills, Trusts, Estate Planning, Legal Writing, Succession Planning, Plannning, Litigation, Wealth, Courts, Appeals

Education
William & Mary   1989 — 1992
JD, Law

Massachusetts College of Liberal Arts   1984 — 1987
BA, English

Lorraine Cavataio Lorraine Cavataio Greater St. Louis Area Details
Lorraine Cavataio's American College of Trust and Estate Counsel Experience 2011 - Present
Job Shareholder at Sandberg Phoenix & von Gontard P.C., 475 Regency Park, Suite 175, O'Fallon, Illinois 62269
Industry Law Practice
Experience
Greater Belleville Chamber of Commerce   January 2013 - Present
Sandberg Phoenix & von Gontard P.C.   April 2012 - Present
American College of Trust and Estate Counsel   2011 - Present
Girl Scouts of Southern Illinois  2009 - Present
Illinois Institute for Continuing Legal Education  2008 - Present

Skills
Estate Planning, Real Estate, Trusts, Probate, Mergers, Civil Litigation, Commercial Litigation, Elder Law, Living Trusts, Special Needs Planning, Estate Settlement, Public Speaking, Mergers & Acquisitions, Tax, Legal Advice, Litigation, Corporate Law, Legal Research, Personal Injury, Special Education, Pleadings, Appeals, Small Business, Nonprofits, Legal Writing, Arbitration, Mediation, Wills, Estate Law, Courts, Product Liability, Estate Administration, Hearings

Education
Washington University   1992 — 1995
J.D

Washington University in St. Louis School of Law   1992 — 1995
JD, Law

The University of Kansas   1987 — 1991
BS Business and Accounting, Accounting and general business

University of Kansas   1987 — 1991
B.S, Accounting and Business Administration

Althoff Catholic High School   1983 — 1987

Mary Cascino Mary Cascino Greater Chicago Area Details
Mary Cascino's American College of Trust and Estate Counsel Experience October 2011 - Present
Job Counsel at Strauss & Malk LLP
Industry Law Practice
Experience
Strauss & Malk LLP  September 2014 - Present
Estate Planning and Probate Attorney   January 2014 - Present
John Marshall Law School  May 2013 - Present
2013 Super Lawyer   January 2013 - Present
American College of Trust and Estate Counsel   October 2011 - Present
Martindale Hubbell  May 2011 - Present
AVVO  January 2011 - Present
Handler Thayer, LLP  2009 - August 2014
Cascino & Associates, P.C.   2009 - 2011
ISBA  2002 - 2011

Skills
Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Wills, Powers of Attorney, Legal Writing, Estate Law, Asset Protection, Charitable Trusts, Gift Tax, Strategic Financial..., High Net Worth..., Wealth, Tax Law, Courts, Mediation, Corporate Governance, Financial Planners, Guardianship, Legal Research, Corporate Law, Insurance, Arbitration, Litigation Support, Intellectual Property, Trials, Commercial Litigation, Litigation, Elder Law, Special Needs Trusts, Alternative Dispute..., Charities

Education
Loyola University Chicago School of Law   1991 — 1994
J.D.

Academy of Our Lady Chicago

St. Barnabas

University of Chicago
M.A.

John John A Warnick John John A Warnick Greater Denver Area Details
John John A Warnick's American College of Trust and Estate Counsel Experience December 1993 - Present
Job Purposeful Planning Institute Founder; Collaborator and Multiplier; Initiator of the Paradigms of Purposeful Planning
Industry Law Practice
Experience
Family Wealth Transitions & Solutions   February 2010 - Present
Purposeful Planning Institute  January 2010 - Present
Law Office of John A. Warnick   2010 - Present
Purposeful Planning Institute  2009 - Present
American College of Trust and Estate Counsel   December 1993 - Present
International Association of Advisors In Philanthropy   April 2010 - May 2013
Go For It! Foundation   2005 - 2012
Holme Roberts & Owen LLP  January 1999 - February 2010
American College of Trust & Estate Counsel   1994 - 2010
Brown, Drew, Massey & Sullivan   1991 - 1998

Skills
Purposeful Planning, Purposeful Trust Design, Tax Law, Estate Planning, Trusts, Philanthropy, Non-profits, Public Speaking, Charities, Tax, Succession Planning, Wills, Retirement Planning, Nonprofits, Legal Assistance, High Net Worth..., Estate Tax Planning, Leadership, Strategic Planning, Retirement, Asset Protection, Small Business, Joint Ventures, Trust, Wealth, Business Planning, Estate Administration, LLC, Investments, Legal Writing, Estate Law, Purpose, Social Entrepreneurship, Guardianship, Training, Entrepreneurship, Legal Advice, Powers of Attorney, Consulting, Business, Personal Finance

Education
The George Washington University Law School   1975 — 1978
J.D. with Honors, Law

Brigham Young University   1969 — 1974
BA, Political Science

P. K. Yonge Laboratory School   1956 — 1969
High School Diploma

Gary Mazart Gary Mazart Greater New York City Area Details
Gary Mazart's American College of Trust and Estate Counsel Experience July 2000 - Present
Job Partner, Schenck, Price, Smith & King, LLP
Industry Law Practice
Experience
Schenck, Price, Smith & King, LLP   February 1999 - Present
American College of Trust and Estate Counsel   July 2000 - Present
National Academy of Elder Law Attorneys  1988 - Present
Hannoch Weisman  April 1990 - February 1999
Alzheimer's Association  1992 - 1997

Skills
Estate Administration, Guardianship, Powers of Attorney, Wills, Trusts, Appeals, Estate Tax Planning, Courts, Estate Planning, Asset Protection, Legal Research, Legal Writing, Tax, Special Education, Estate Law, Tax Law, Conservatorships, Disability Law, Medicaid, Special Needs Trusts

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1980 — 1983
Juris Doctorate, Law

Binghamton University, Harpur College   1976 — 1980
Bachelor of Arts (B.A.), History

Jonathan Both Jonathan Both Washington D.C. Metro Area Details
Jonathan Both's American College of Trust and Estate Counsel Experience May 2010 - September 2011
Job American Federation of Teachers
Industry Business Supplies and Equipment
Experience
American Federation of Teachers  August 2013 - Present
The Mighty Pint   August 2012 - May 2013
American College of Trust and Estate Counsel   May 2010 - September 2011
Sharp Business Systems, Inc.   July 2009 - September 2010

Education
The Catholic University of America   2011 — 2015
Social Work

American University