American College of Trust and Estate Counsel
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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