EstatePlanning.com
The Speakers Bureau List
Contact us for more information regarding any of the speakers.| Name and Location | Topics or Specific Areas of Expertise |
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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 |
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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 |
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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 |
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Vincent E. Bonazzoli Lynnfield, MA |
Tax & Estate Planning |
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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 |
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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 |
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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 |
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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" |
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William A. Conway McLean, VA |
Most Estate Planning Topics, with emphasis on "Thriving in Estate Planning" |
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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 |
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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 |
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W. Edward Dean San Francisco, CA |
Multigenerational Tax Planning (GST) Charitable Tax Planning (CRTs, Lead Trusts, & Foundations) |
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Randy Gardner Leawood, KS |
Tax and Estate Planning Personal Financial Planning Social Security Planning Retirement Planning "Life By The Numbers" |
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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 |
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Carol Gonnella Jackson, WY |
Estate Planning Business law Asset Protection |
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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 |
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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 |
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Scott Gunderson Reno, NV |
Estate & Gift Taxation Basic & Advanced Estate Planning Charitable Planning Life Insurance Planning Business Succession Planning |
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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 |
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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 |
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Jason Havens Niceville, FL |
Charitable Planning The Use of Technology in Practice Practice Management |
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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 |
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Richard D. Hughes Denver, CO |
IRA Trust Planning Retirement Planning Trust Administration Elder Law Planning Medicaid Planning Income and Estate Tax Issues Pet Trusts |
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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 |
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Philip J. Kavesh Torrance, CA |
Estate Planning |
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Howard Krooks Boca Raton, FL |
Elder Law |
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Peter Lennington St. Paul, MN |
Estate Planning |
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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 |
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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 |
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Scott A. Makuakane Honolulu, HI |
Estate Planning Charitable Planning Asset Protection Planning Medicaid Planning Dispute Resolution Business Planning |
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Stephen Mancini San Diego, CA |
Tax & Estate Planning Business Planning Charitable Planning Practice Management Asset Protection Collaborative Endeavors |
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Stan Miller Little Rock, AR |
Tax & Estate Planning Business Planning Asset Protection |
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Darlynn Morgan Newport Beach, CA |
Trust Administration Marketing Your Practice Leaving a Legacy |
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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 |
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Peter J. Parenti San Antonio, TX |
Living Trust Estate Planning Asset Protection Estate Planning Family Limited Partnerships Business Entity Planning Charitable Estate Planning |
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Louis W. Pierro Albany, NY |
Elder Law Charitable Planning Planning for the Family Business Estate Planning |
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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" |
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Thomas J. Ray Arnold, MO |
Charitable Planning Retirement Planning |
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Christopher M. Riser Athens, GA |
Domestic and Offshore Trusts Planning for Physicians Asset Protection |
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Robert A. Ross Sturgeon Bay, WI |
IRA Trust Planning Charitable Planning Trust Administration Trust Owned Life Insurance |
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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 |
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James Ruggiero, Jr. Paoli, PA |
Trust Owned Life Insurance Elder Law Planning Special Needs Medicaid Planning Business Succession Planning Income and Estate Tax Issues |
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D. Scott Schrader Little Rock, AR |
Tax & Estate Planning Business Planning Probate & Trust Administration Trust & Estate Dispute and Litigation |
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Richard P. Schulze Reno, NV |
"Resolving Legal and Financial Issues in Elder Care" "Advanced LLC Issues" "Estate Planning Basics" |
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Marc Selden New York, NY |
Estate Planning Business Succession Planning Retirement Planning Captive Insurance Companies High Net-Worth Planning |
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Raymond P. Sheffield San Jose, CA |
Estate Planning |
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Cecil Smith Memphis, TN |
Estate Planning Business law Asset Protection |
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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 |
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Whitney L. Sorrell Scottsdale, AZ |
Tax Planning Estate Planning Business Planning Asset Protection |
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Richard Scott Stewart San Diego, CA |
Elder Law Planning Medicaid Planning Marketing Your Practice |
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Joseph Strazzeri San Diego, CA |
Tax & Estate Planning Business Planning Charitable Planning Practice Management Asset Protection Collaborative Endeavors |
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Alexandria Chris Streich Brookings, OR |
Retirement Planning Elder Law Planning Elder Abuse |
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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 |
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Rod Sutherland Virginia Beach, VA |
Estate Planning Taxation Aspect of Estate Planning and Retirement Planning Business Succession Planning Charitable Planning |
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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 |
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Kelly H. Swanson Las Vegas, NV |
Estate Planning Asset Protection Planning |
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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 |
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Carl R. Waldman Westlake Village, CA |
Most Estate Planning Topics Business Planning |
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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 |
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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 |
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Wayne Wilson Madison, WI |
Business Succession Planning Advanced Estate Planning Techniques Trust Administration Medicaid Planning Asset Protection Planning Business Planning |
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Daniel J. Wintz Omaha, NE |
Estate Planning for the Family Farm Estate Planning for Retirement Plans Social Security Elections to Retirement |
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Jim 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 |