ElderCounsel, LLC
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ElderCounsel, LLC Employees
ElderCounsel, LLC 2008 - Present
Maine Center for Elder Law, LLC June 2007 - Present
Maine State Bar Association January 2010 - January 2012
Bergen & Parkinson, LLC February 2004 - June 2007
Womer Law Firm, LLC October 1999 - February 2004
Maine Land Use Regulation Commission September 1997 - September 1999
University of Maine School of Law August 1994 - May 1997
Maine State Housing Authority June 1995 - August 1995
Coastal Mountains Land Trust September 1990 - August 1994
Ann Keefe Real Estate August 1986 - August 1990
Skills
Elder Law, Estate Planning, Guardianship, Estate Administration, Trusts, Wills, Medicaid, Powers of Attorney, Long-term Care, Special Needs Trusts, Conservatorships, Asset Protection, Estate Law, Gift Tax, Tax Law, Legal Writing, Veterans Benefits, Elder Care, Legal Assistance, Probate, Long Term Care, Special Needs Planning, Living Wills, Living Trusts
Education
University of Maine School of Law 1994 — 1997
JD, Law
Colby College 1971 — 1975
BA, Chemistry
Darien High School 1968 — 1971
College Preparatory, College Preparatory
Blustein, Shapiro, Rich, & Barone, LLP March 2002 - Present
Community Foundation of Orange and Sullivan County January 2013 - Present
Wallkill East Rotary 1999 - Present
WealthCounsel September 2011 - Present
ElderCounsel, LLC January 2007 - Present
Hudson Valley Estate Planning Council 2006 - Present
InKnowVision, LLC 2006 - 2010
Orange Regional Medical Center 1999 - 2010
Shapiro & Shapiro, LLP 1992 - 2001
Porter, Right, Morris & Arthur 1990 - 1991
Skills
Elder Law, Business Planning, Estate Planning, Asset Protection, LLC, Probate, Trusts, Estate Administration, Wills, Medicaid, Succession Planning, Special Needs Trusts, Estate Tax Planning, Commercial Litigation, Long-term Care, Small Business, Mediation, Real Estate, Estate Law, Business Formation, Conservatorships, Gift Tax, Powers of Attorney, Tax Law, Guardianship
Education
University of Pennsylvania Law School 1985 — 1988
J.D., Law
Cornell University 1981 — 1985
B.S., Communications
ElderCounsel, LLC, Portland, OR May 2009 - Present
ElderCounsel, LLC 2009 - 2015
ElderCounsel, LLC 2009 - 2015
Franchise Development Partners, LLC 2005 - 2010
Café Yumm! / 1 to 1 Franchise Advisors, LLC 2004 - 2009
Taco Time International, Inc. January 2000 - January 2004
Taco Time International, Inc 1988 - 2000
Skills
Licensing, Franchising, Negotiating Contracts, Mediation, Entrepreneurship, Franchise Consulting, Franchise Relations, Sales Management, Sales Coach, Turnaround Specialist, Contract Negotiation, Sales, Elder Law, Business Growth, Franchise Development, Strategic Planning, Marketing, Staff Leadership, Staff Training and..., Client Relationship..., Customer Service, Analysis and..., Leadership, Estate Planning, Litigation, Real Estate, Small Business, Training, Management, Trusts, Corporate Law, LLC, Joint Ventures, Wills, Trademarks, Recruiting, Customer Oriented, Program Management, Start-ups, Public Speaking, Strategy, Business Development, Mergers & Acquisitions
Education
University of Oregon 1984 — 1987
J.D., Law, Top Tier
University of Puget Sound 1978 — 1982
BA, Economics & Int'l Business
Nyenrode Business University 1980 — 1981
Int'l Diploma, Int'l Business
Estate Planning and Legacy Law Center, PLC January 1984 - Present
NAIFA August 2007 - Present
The Advisor's Forum January 2008 - Present
ElderCounsel, LLC 2007 - Present
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Skills
Preparation of Wills, Living Trusts, Life Insurance Trusts, Charitable Remainder..., Generation Skipping..., Asset Protection..., Business Succession..., Family Limited..., Medicaid Planning, Probate and Trust..., Guardianships, Asset Protection, Business Formation, Trusts, Succession Planning, Estate Planning, Guardianship, Elder Law, Medicaid, Limited Partnerships, Estate Tax Planning, Irrevocable Life..., Estate Administration, Wills, Civil Litigation, Estate Law, Powers of Attorney, Trust, LLC, Entity Extraction, Special Needs Trusts, Conservatorships, Wealth, Tax Law, Business Transactions, Domestic Relations, Prenuptial Agreements
Education
University of Florida - Fredric G. Levin College of Law 1980 — 1981
LLM, Tax
Nova Southeastern University—Shepard Broad Law Center 1977 — 1980
JD, Law
University of South Florida 1966 — 1970
BS, Natural Science
Woodbridge High School 1964 — 1966
High School
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
Pierro, Schaeffer & Connor, LLC 1999 - Present
Pierro & DiGiorgio, LLC April 2015 - Present
Advocates Trust Group LLC 2012 - Present
LifeHappens Radio June 2010 - Present
ElderCounsel, LLC 2007 - Present
Rainmakers Forum 1998 - 2015
Skills
Estate Planning, Elder Law, Wills, Trusts, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Medicaid Planning, Long-term Care, Problem Solving, Emergency Planning, Inheritance Tax Planning, Estate Tax Planning, Estate Administration, Special Needs Trusts, Trusted Advisor, Trust Management, Asset Protection, Asset Planning, Guardianship, Business Succession..., Family Wealth Planning, Intergenerational..., Financial Planners, Medicaid, Powers of Attorney, Succession Planning, Wealth Management..., Appeals, Estate Law, Tax, Business Formation, Tax Law, Wealth
Education
Albany Law School of Union University
Juris Doctor
Lehigh University
Bachelor of Arts (B.A.)
ElderCounsel, LLC 2011 - Present
WealthCounsel, LLC 2005 - Present
The Chubb Law Firm 1996 - Present
Perssonal Family Lawyers 2008 - 2010
Trimble Sherinian & Varanini 1997 - 1999
Downey Brand LLP 1994 - 1995
EIP Associates 1993 - 1994
Beak Consultants 1991 - 1993
McLaren Hart Environmental Engineering 1986 - 1991
Skills
Veterans Benefit advocat, Medi-Cal Pre-planning, Elder Law and Elder..., Estate Planning, Conservatorships, Medi-Cal, Elder Law, Wills, Estate Tax Planning, Trusts, Asset Protection, Powers of Attorney, Guardianship, Estate Administration, Mediation, Long-term Care, Inheritance Tax Planning, LLC, Appeals, Business Formation, Special Needs Trusts, Gift Tax, Courts, Litigation, Arbitration, Family Law, Tax Law
Education
University of the Pacific - McGeorge School of Law 1991 — 1995
Juris Doctorate, Law
University of Maine 1981 — 1985
Bachelor of Science, Chemical Engineering
ElderCounsel, LLC August 2015 - Present
ElderCounsel, LLC February 2015 - Present
Hilton Worldwide February 2014 - February 2015
Hilton Worldwide October 2012 - February 2014
Orange Lake Resort December 2011 - October 2012
Target November 2009 - December 2011
Loews Hotels June 2008 - October 2009
Loews Hotels May 2006 - June 2008
The Peabody Orlando September 2005 - May 2006
Skills
Epitome, Property Management..., Front Office, Hospitality Management, Hotels, Hospitality, Hotel Management, Hospitality Industry, Concierge Services, Resorts, Food & Beverage, Revenue Analysis, Customer Satisfaction, Micros, Guest Service Management, Rooms Division, Banquets, Catering
Education
University of Central Florida 2004 — 2008
Bachelor of Science, Hospitality Management
ElderCounsel, LLC April 2013 - August 2015
The Ehrhardt Elder Law Offices, PA October 2010 - February 2013
The Nature Coast Law Offices of Gay & Ehrhardt, PA September 2004 - October 2010
Frosted Imagination, LLC December 2008 - January 2010
FSU Musuem of Fine Art August 2003 - May 2004
Skills
Elder Law, Estate Planning, Guardianship, Trusts, Asset Protection, Wills, Powers of Attorney, Business Formation, Medicaid, Courts, Estate Law, Estate Administration, Appeals, Trial Practice, Estate Tax Planning, Personal Injury..., Long-term Care, Medicaid Planning, Veterans Affairs..., Probate, Fondant Art, Practice Management, Office Administration, Office Management, Back Office, Team Building, Team Leadership, Team Management, Marketing Strategy, Relationship Management, Relationship Building, Return on Investment..., Business Strategy, Business Planning, Business Process, Business Process..., proces, Conference Speaking, Litigation
Education
Florida State University College of Law 2001 — 2004
JD, Law
Florida State University 1997 — 2001
BA, BA/Classics, BA/Military History
HCA, Brandon Regional Hospital January 2015 - Present
HCA, Northside Hospital October 2013 - December 2014
Oncure Medical Corp February 2012 - October 2013
ElderCounsel, LLC October 2010 - February 2012
Amaden Engineering, LLC June 2008 - July 2010
Morgan & Morgan LLC August 2007 - April 2008
Raymond James Stadium August 2004 - September 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Employee Relations, PowerPoint, Payroll, Accounts Payable, Training, Office Management, Management, Time Management, Leadership, Sales, Budgets, Recruiting, Event Planning, Team Building, System Administration, Supervisory Skills, Nonprofits, Team Leadership, Policy
Education
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
Hillsborough Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
The University of Texas at Austin September 2015 - Present
The University of Texas at Austin May 2015 - Present
ElderCounsel, LLC July 2013 - October 2014
Under a Tree, LLC dba Amy McDonald & Associates July 2008 - June 2013
Sacred Space Designs, LLC January 2008 - June 2013
Edge of Seven April 2012 - September 2012
Particle Measuring Systems April 2008 - December 2008
SpiritWalk Journeys January 2001 - December 2004
Rifle Area Chamber of Commerce November 2003 - August 2004
Skills
Sustainability, Strategic Planning, Public Speaking, Non-profits, Project Management, Research, Microsoft Office, Sustainability..., Event Planning, Interior Design, Green Building, Photoshop, Social Media, Sustainable Design, Program Management, LEED AP, Training, Public Relations, Leadership, Fundraising, Proposal Writing, Marketing Strategy, Business Development, Salesforce.com, Market Research, Marketing, Budgets, Newsletters, Social Media Marketing, Analysis, Marketing Communications, Event Management, Strategic Communications, Community Development, Nonprofits
Education
Naropa University 2013 — 2013
Authentic Leadership Certification Program, Organizational Leadership
Rocky Mountain College of Art & Design 2004 — 2007
BA, Interior Design
Florida International University 1988 — 1992
BA, Psychology
Huck Bouma, April 2013 - Present
WealthCounsel, LLC 2004 - Present
ElderCounsel, LLC 2007 - Present
DuPage County Bar Association 1977 - Present
Huck & Brisske, LLC May 1999 - March 2013
Greene, Jones & Brisske July 1978 - May 1999
Murphy, Jones & Brisske 1977 - 1978
Hinshaw & Culbertson May 1974 - July 1977
Skills
Gift Tax, Estate Law, Estate Planning, Estate Tax Planning, Elder Law, Medicaid Planning, VA Pension Planning, Asset Protection..., Special Needs Trusts, Tax Law, Charitable Trusts, LLC, Preparation of Wills, Prenuptial Agreements, Elder Care, High Net Worth..., Asset Protection, Charitable Gift Planning, Family Business, Medicaid, Buy-sell Agreements, Veterans Benefits, Wealth Management..., Limited Partnerships, Estate Administration
Education
John Marshall Law School 1994 — 1997
L.L.M., Taxation
Duke University School of Law 1971 — 1974
J.D., Law
Monmouth College 1967 — 1971
A.B., Economics, German
Sheri R. Abrams PLLC June 2015 - Present
Virginia Academy of Elder Law Attorneys (VAELA) June 2013 - Present
Virginia Hospital Center 2014 - Present
National MS Society 2010 - Present
WealthCounsel, LLC January 2010 - Present
ElderCounsel, LLC January 2010 - Present
Needham Mitnick & Pollack PLC January 2012 - May 2015
National Organization of Social Security Claimants’ Representatives (NOSSCR) 2011 - 2013
Needham Mitnick & Pollack PLC January 2010 - December 2011
Sheri R. Abrams, P.C. May 1995 - December 2009
Skills
Wills, Powers of Attorney, Estate Planning, Social Security..., Special Needs Trusts, Legal Research, Social Security, Guardianship, Trusts, Medicaid, Elder Law, Disability Law, Courts, Attorneys, Appeals, Social Security Law, Legal Assistance, Legal Advice, Estate Administration, Medicare, Administrative Law, Litigation, Legal Documents, Conservatorships, Legal Issues, Disability Benefits, Trials, Probate, Special Needs Planning, Living Wills, Special Needs, Hearings, Estate Law, Asset Protection, Legal Writing, Long-term Care
Education
The George Washington University Law School 1991 — 1994
Juris Doctor (J.D.), Law
Boston University 1985 — 1989
Bachelor's Degree, Business Management, Cum Laude
The Law Offices of Bradley J Frigon 2001 - Present
Stetson University College of Law, Masters of Elder Law Program January 2010 - Present
ElderCounsel, LLC 2012 - Present
Skills
Special Education, Long-term Care, Civil Litigation, Mediation, Medicare, Customer Service, Expert Witness, Special Needs Trusts, Estate Planning, Tax
Education
University of Denver
Master of Laws (LLM), Tax Law/Taxation
University of Kansas
Bachelor of Arts (B.A.), Political Science and Government
Russo Law Group, P.C. October 1985 - Present
Theresa Alessandra Russo Foundation January 1991 - Present
Academy of Special Needs Planners April 2006 - Present
ElderCounsel LLC October 2007 - Present
National Academy of Elder Law Attorneys 1991 - 1992
Skills
Estate Planning, LLC, Special Needs Planning, Financial Planning, Guardianship, Wills, Probate, Trusts, Elder Law, Real Estate, Living Trusts, Powers of Attorney, Tax, Public Speaking, Estate Tax Planning, Estate Administration, Writing, Succession Planning, Non-profits, Strategic Financial..., Asset Protection, Special Education, Business Formation, Trust, Legal Assistance, Elder Care, Estate Law, Probation, Corporate Law, Special Needs Trusts, Bankruptcy, Gift Tax, Medicaid, Litigation, Courts, Civil Litigation, Legal Research, Long-term Care, Nonprofits, Tax Law, Conservatorships, Legal Writing, Legal Issues, Mediation, Engaging Public Speaker, Attorneys, Small Business, Business Transactions, Trials, Wealth
Education
Boston University School of Law 1978 — 1979
LLM in Taxation, Taxation
Fordham University School of Law 1975 — 1978
Juris Doctor
Boston College 1971 — 1975
Bachelor of Science / Accounting, Business
Amoruso & Amoruso, LLP 2001 - Present
ElderCounsel LLC 2006 - Present
Skills
Wills, Estate Administration, Trusts, Powers of Attorney, Elder Law, Guardianship, Estate Tax Planning, Estate Planning, Business Formation, Estate Law, Litigation, Asset Protection, Gift Tax, Tax Law, Medicaid, Long-term Care, Special Needs Trusts, Conservatorships
Education
Boston College 1991 — 1994
JD, Law
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Honors Program, Liberal Arts and Sciences/Liberal Studies