The Speakers Bureau List

Contact us for more information regarding any of the speakers.

Name and LocationTopics or Specific Areas of Expertise
Karen Baim Reagler
Hot Springs, AR
IRA Trust Planning
Retirement Planning
Charitable Planning
Trust Administration
Elder Law Planning
Special Needs
Pet Trusts
Estate Basics
Needed Documents
Trust Administration
Lena S. Barnett
Bethesda, MD
IRA Trust Planning
Retirement Planning
Charitable Planning
Trust Administration
Trust Owned Life Insurance
Business Succession Planning
Marketing Your Practice
Revocable Living Trusts
General Estate Planning
Paul Bernstein
Salem, MA
Gift & Estate Taxation
High Net-worth Planning
Asset Protection Planning
IRA Distribution Planning
Business Succession & Exit Planning
Divorce & the Closely Held Business
Vincent E. Bonazzoli
Lynnfield, MA
Tax & Estate Planning
C. Dennis Brislawn, Jr.
Kirkland, WA
Revocable Living Trusts
Wills
Estate (Probate) & Trust Settlement
Asset Protection
Domestic & Offshore Trust Planning
Family Limited Partnerships & Family Limited Liability Companies
Incentive Trust Planning
Pet Trusts
Charitable Planning (Overview)
Business Exit Planning
Eden Rose Brown
Salem, OR
Wealth Preservation Strategies
Asset Protection
Family Legacy Design
Values-based Estate Planning
Estate Planning for Companion Animals (pet trusts)
Philanthropy
Daniel B. Capobianco, CPA
Boston, MA
Income Taxes
General Estate Planning
Business Planning 
Business Succession Planning
Buy-Sell Agreements & Planning
Charitable Planning
Sophisticated Estate Planning (GRATs, FLPs, & Defective Grantor Trusts)
How to Pay Large Life Insurance Premiums without incurring Gift Taxes
Jerry Simon Chasen
Miami, FL
"POWER Planning - A Workshop for Professional Advisors"
"Focusing Client Intentions: Passions, Processes & Planning"
"What's My LINE - a Presentation for Donors, Board Members and Volunteers"
William A. Conway
McLean, VA
Most Estate Planning Topics, with emphasis on "Thriving in Estate Planning"
William J. Cutchin
Mount Pleasant, SC
IRA Trust Planning
Retirement Planning
Trust Administration
Trust Owned Life Insurance
Family Limited Partnerships & Family Limited Liability Companies
Elder Law Planning
Special Needs
Medicaid Planning
Business Succession Planning
Income and Estate Tax Issues
Walt Dallas
Flowood, MS
IRA Trust Planning
Charitable Planning
Trust Administration
Trust Owned Life Insurance
Family Limited Partnerships & Family Limited Liability Companies
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
W. Edward Dean
San Francisco, CA
Multigenerational Tax Planning (GST)
Charitable Tax Planning (CRTs, Lead Trusts, & Foundations)
Sarah Maria Dreisbach
Calabasas, CA
International Estates
Estate Planning with Substantial Real Estate Assets
Estate Planning
Women and Wealth
Financial Health
Randy Gardner
Leawood, KS
Tax and Estate Planning
Personal Financial Planning
Social Security Planning
Retirement Planning
"Life By The Numbers"
Robert D. Gillen
Scottsdale, AZ
Domestic & Offshore Trusts
Family Limited Partnerships & Family Limited Liability Companies
Planning for Physicians
Income & Estate Tax Issues
Asset Protection Planning
Planning for Affluent Families
Carol Gonnella
Jackson, WY
Estate Planning
Business law
Asset Protection
Gale Graham Allison
Tulsa, OK
IRA Trust Planning
Estate Disputes and Settlements
Charitable Planning
Trust Administration
Trust Owned Live Insurance
Special Needs
Medicaid Planning
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Ronald G. Greening
Austin, TX
IRA Trust Planning
Trust Administration
Family Limited Partnerships & Family Limited Liability
Special Needs
Medicaid Planning
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Pet Trusts
Scott Gunderson
Reno, NV
Estate & Gift Taxation
Basic & Advanced Estate Planning
Charitable Planning
Life Insurance Planning
Business Succession Planning
George P. Guertin
North Haven, CT
IRA Trust Planning
Trust Owned Life Insurance
Domestic and Offshore Trusts
Elder Law Planning
Special Needs
Medicaid Planning
Business Succession Planning
Asset Protection Planning
Probate Administration
Hannon Ford
Windom, MN
Farm Succession & Estate Planning
LTC Planning
Charitable Planning
Trust Owned Life Insurance
FLPs & FLLCs
Elder Law Planning
Medicaid Planning
Business Succession Planning
Jason Havens
Niceville, FL
Charitable Planning
The Use of Technology in Practice
Practice Management
Gregory Herman-Giddens
Chapel Hill, NC
IRA Trusts
Asset Protection
Trust Administration
Special Needs Trusts
Education Trusts and 529 Plans
Gift and Estate Tax Planning for Non-Citizen Spouses
NFA Gun Trusts
Richard D. Hughes
Denver, CO
IRA Trust Planning
Retirement Planning
Trust Administration
Elder Law Planning
Medicaid Planning
Income and Estate Tax Issues
Pet Trusts
Derek W. Jensen
Seattle, WA
IRA Trust Planning
Retirement Planning
Charitable Planning
Trust Owned Life Insurance
Family Limited Partnerships & Family Limited Liability Companies
Elder Law Planning
Special Needs Planning
Medicaid Planning
Income and Estate Tax Issues
Trust Funding
Advanced Estate Planning
Philip J. Kavesh
Torrance, CA
Estate Planning
Howard Krooks
Boca Raton, FL
Elder Law
Peter Lennington
St. Paul, MN
Estate Planning
Howard M. Lang
Libertyville, IL
IRA Trust Planning
Retirement Planning
Charitable Planning
Trust Administration
Domestic and Offshore Trusts
Family Limited Partnerships & Family Limited Liability Companies
Elder Law Planning
Business Succession Planning
Income & Estate Tax Issues
Pet Trusts
Marketing Your Practice
Goldmine
M. Shane Lovingood, Esq., CPA
Dalton, GA
Charitable Planning
Trust Owned Life Insurance
Domestic and Offshore Trusts
Family Limited Partnerships & Family Limited Liability Companies
Planning for Physicians
Business Succession Planning
Scott A. Makuakane
Honolulu, HI
Estate Planning
Charitable Planning
Asset Protection Planning
Medicaid Planning
Dispute Resolution
Business Planning
Stephen Mancini
San Diego, CA
Tax & Estate Planning
Business Planning
Charitable Planning
Practice Management
Asset Protection
Collaborative Endeavors
Jeffrey Matsen
Costa Mesa, CA
Asset Protection Planning
Offshore Asset Protection Planning
Business Succession Planning
Estate Planning
Probate and Trust Administration
Business Entity Selection and Formation
Law Firm Practice Set Up, Development and Marketing
Ilene McCauley
Scottsdale, AZ
Revocable Living Trusts
Charitable Planning
Asset Protection
Trust and Probate Administration
Business and Business Succession Planning
End of Life Planning
Jonathan A. Mintz
Costa Mesa, CA
Income Tax Planning
Retirement Planning
Basic and Sophisticated Estate Planning
Charitable Planning
Integrated Planning
Advanced Planning with Life Insurance
Working Effectively with Allied Professionals
Stan Miller
Little Rock, AR
Tax & Estate Planning
Business Planning
Asset Protection
Darlynn Morgan
Newport Beach, CA
Trust Administration
Marketing Your Practice
Leaving a Legacy
Lori A. Palmatier
San Mateo, CA
IRA Trust Planning
Charitable Estate Planning
Trust Administration
Domestic and Offshore Trusts
Family Limited Partnerships
Elder Law Planning
Special Needs
Medicaid Planning
Planning for Physicians
Business Succession Planning
Pet Trusts
Marketing Your Practice
Peter J. Parenti
San Antonio, TX
Living Trust Estate Planning
Asset Protection Estate Planning
Family Limited Partnerships
Business Entity Planning
Charitable Estate Planning
Louis W. Pierro
Albany, NY
Elder Law
Charitable Planning
Planning for the Family Business
Estate Planning
John M. Preston
San Diego, CA
"Unique Marketing Methods for Estate Planning Attorneys and Financial Advisors"
"10 Steps for the Estate Planning Attorney and the Financial Advisor to Effectively & Lucratively Work Together"
"Protecting & Persevering the Estate for Generations"
Kevin D. Quinn
Easthampton, MA
Large and Complex Estates
Estate Tax Planning
Domestic and International Asset Protection Planning
Business Succession Planning
Multi-generational Planning
Wealth Preservation and Perpetuation
Thomas J. Ray
Arnold, MO
Charitable Planning
Retirement Planning 
Christopher M. Riser
Athens, GA
Domestic and Offshore Trusts
Planning for Physicians
Asset Protection
Robert A. Ross
Sturgeon Bay, WI
IRA Trust Planning
Charitable Planning
Trust Administration
Trust Owned Life Insurance
David A. Rubin
St. Louis, MO
IRA Trust Planning
Retirement Planning
Trust Administration
Elder Law Planning
Special Needs
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Pet Trusts
James Ruggiero, Jr.
Paoli, PA
Trust Owned Life Insurance
Elder Law Planning
Special Needs
Medicaid Planning
Business Succession Planning
Income and Estate Tax Issues
D. Scott Schrader
Little Rock, AR
Tax & Estate Planning
Business Planning
Probate & Trust Administration
Trust & Estate Dispute and Litigation
Richard P. Schulze
Reno, NV
"Resolving Legal and Financial Issues in Elder Care"
"Advanced LLC Issues"
"Estate Planning Basics"
Marc Selden
New York, NY
Estate Planning
Business Succession Planning
Retirement Planning
Captive Insurance Companies
High Net-Worth Planning
Raymond P. Sheffield
San Jose, CA
Estate Planning
Cecil Smith
Memphis, TN
Estate Planning
Business law
Asset Protection
Jeanne Smith
Corvallis, OR
IRA Trust Planning
Retirement Planning
Charitable Planning
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Non-Traditional Families
Basic Estate Planning
Health Care Directives
Non-Profit Law
Whitney L. Sorrell
Scottsdale, AZ
Tax Planning
Estate Planning
Business Planning
Asset Protection
Richard Scott Stewart 
San Diego, CA
Elder Law Planning
Medicaid Planning
Marketing Your Practice
Joseph Strazzeri
San Diego, CA
Tax & Estate Planning
Business Planning
Charitable Planning
Practice Management
Asset Protection
Collaborative Endeavors
Alexandria Chris Streich
 Brookings, OR
Retirement Planning
Elder Law Planning
Elder Abuse
Michael G. Stuart
Rolling Meadows, IL
Estate Planning
Financial Planning
Business Planning
Retirement Planning
Asset Protection
Trust Administration
Charitable Planning
Legacy Planning 
Exit Planning for Business Owners and Professionals
Rod Sutherland
Virginia Beach, VA
Estate Planning
Taxation Aspect of Estate Planning and Retirement Planning
Business Succession Planning
Charitable Planning
James B. Swain
Roswell, GA
Charitable Planning
Trust Administration
Trust Owned Life Insurance
Family Limited Partnerships & Family Limited Liability Companies
Elder Law Planning
Business Succession Planning
Income and Estate Tax Issues
Veterans’ Pension Benefits
Coordinating Estate Planning and VA Pension Planning
Implementing VA Pension Planning in an Estate Planning Practice
Implementing Elder Law in an Estate Planning Practice
Veterans Benefits an Elder Law or Estate Planning Attorney must plan for to prevent harm to their clients
Kelly H. Swanson
Las Vegas, NV
Estate Planning
Asset Protection Planning
Matt Tavrides
Orlando, FL
IRA Trust Planning
Charitable Planning
Family Limited Partnerships & Family Limited Liability Companies
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Marketing You Practice
Planning for Families in Agriculture
Tim Voorhees
Costa Mesa, CA
Income Tax Planning
Charitable Planning
Retirement Planning
Zero-Tax Planning
Business Tax Planning
Trust Funding
Wealth Counseling
Carl R. Waldman
Westlake Village, CA
Most Estate Planning Topics
Business Planning
Henry C. Weatherby
Bloomfield, CT
IRA Trust Planning
Retirement Planning
Charitable Planning
Trust Administration
Trust Owned Life Insurance
Domestic and Offshore Trusts
Family Limited Partnerships & Family Limited Liability Companies
Elder Law Planning
Special Needs
Medicaid Planning
Planning for Physicians
Business Succession Planning
Income and Estate Tax Issues
Joseph D. Welch
Hannibal, MO
Estate Planning in 2010 and Beyond
The Credit Shelter Trust
The Sexy S.N.R.T.
The ILIT
The TCLAT
The IRA Inheritance Trust
Stretch IRA Planning
Estate Planning for CPAs
Estate Planning for Insurance Professionals
Estate Planning for Financial Professionals
Estate Planning for Bank Trust Officers
Physicians Asset Protection
Business Owners Asset Protection
Planning for Charitable Giving
Special Needs - Special People, Special Planning
Business Succession Planning
Keeping the Family Farm
Wayne Wilson
Madison, WI
Business Succession Planning
Advanced Estate Planning Techniques
Trust Administration
Medicaid Planning
Asset Protection Planning
Business Planning
Daniel J. Wintz
Omaha, NE
Estate Planning for the Family Farm
Estate Planning for Retirement Plans
Social Security Elections to Retirement
James N. Voeller
San Antonio, TX
IRA Trust Planning
Retirement Planning
Family Limited Partnerships & Family Limited Liability Companies
Business Succession Planning
Income and Estate Tax Issues
Pet Trusts
Revocable Living Trusts
Irrevocable Trust Planning
Asset Protection