We give WealthCounsel members a voice.

Our Principals

Our principals are expert estate planning attorneys and professionals who are deeply connected to our membership. Their role is to listen to and partner with WealthCounsel members to help produce the highest quality tools and programs. In giving voice to our community, our dedicated principals ensure that you are heard–and that you receive the best of everything WealthCounsel has to offer.

C. Dennis Brislawn, Jr, JD — WealthCounsel Principal
Oseran Hahn Spring Straight & Watts, P.S.; Kirkland, Washington

        • Expertise: Wealth planning, estate and gift tax planning, estate and gift tax audits, asset protection, business planning, operations and succession, charitable planning
        • Service: U.S. Armed Forces, former member; Airborne-Ranger and French Army Commando qualifications
        • Education: University of Washington School of Law and Gonzaga University
        • Noteworthy: Hosted KVI-570 AM radio talk show, “The Real Wealth Network”

William A. Conway, JD — WealthCounsel Principal
Conway & Pannell, PPLC; McLean, Virginia

        • Expertise: Tax law, investment banking, legal education, estate planning, wealth preservation for attorneys, financial planning
        • Media: Guest, PBS’ “The Money Makers”; Creator/host, Washington Business Radio’s “Legacy,” and Host, “Money Talk–Family Fortunes;” Editorial Board member, Wealth Management Business
        • Certification: Commonwealth of Virginia, District of Columbia, State of Maryland bar member
        • Noteworthy: Co-author of WealthCounsel’s Irrevocable Trust Compendium

W. Edward Dean, JD, LLM (Taxation), MBA — WealthCounsel Principal
W. Edward Dean, P.C; San Francisco, California

        • Expertise: Tax law, estate law, wealth protection, income and charitable tax planning
        • Credentials: Certified tax specialist; Member, San Francisco Estate Planning Council and Northern California Planned Giving Counsel
        • Education: BA and MBA, magna cum laude, Phi Beta Kappa, Dartmouth College; JD, University of Virginia; LLM (Taxation), New York University
        • Noteworthy: Former editor, Virginia Law Review, Virginia Journal of International Law, and New York University Tax Law Review

Lewis W. Dymond, Jr., JD — WealthCounsel Principal
Instructor and Principal, WealthCounsel; Frisco, Colorado

        • Expertise: Estate planning, wealth preservation, charitable planning, FLP & LLC planning, affluent family planning, wills and trusts
        • Credentials:Recipient, American Jurisprudence Award; Colorado Bar Association Past Board of Directors; Aurora Bar Association Past President;Commercial Pilot’s License
        • Education: JD, University of Denver; BA, University of Colorado at Boulder
        • Noteworthy: Original architect, Wealth Docx

Stan Miller, JD — WealthCounsel Principal
Miller Law Group, PLLC; Little Rock, Arkansas

        • Expertise: Wills and trusts, estate planning, trust administration, corporate and partnership law, charitable giving, private foundations, life insurance and taxation, family-owned business, succession planning
        • Credentials: Licensed to practice before the U.S. Tax Court, Eighth Circuit Court of Appeals and before all Arkansas Courts
        • Education: JD, Vanderbilt Law School; BA, Arkansas Polytechnic University
        • Noteworthy: Co-author, WealthCounsel’s Family Limited Partnership System, Revocable Trust System and Irrevocable Trust System

Peter J. Parenti, JD, LLM (Taxation) — WealthCounsel Principal
Ramirez & Parenti, LLC; San Antonio, Texas

        • Expertise: Advanced wealth strategies planning, estate planning, probate and tax law, real estate transactions, business and family law, charitable giving, design and asset protection
        • Credentials: Board certified specialist in tax law and estate planning and probate law by the State Bar of Texas Board of Legal Specialization
        • Education: JD, St. Mary’s University School of Law; LLM (Taxation), New York University School of Law
        • Noteworthy: Adjunct Professor of tax law, St. Mary’s University School of Law; professional lecturer and speaker

Thomas J. Ray, Jr., JD. — WealthCounsel Principal
Arnold, Missouri

        • Expertise: Planned giving, charitable tax and gift planning, remainder trusts, lead trusts, private foundations and supporting organizations
        • Credentials: Member, Missouri and Oklahoma bars; Licensed to practice before the United States Supreme Court and the United States Tax Court
        • Education: JD and BA, Oklahoma City University
        • Noteworthy: Author of the ABA bestseller, Charitable Gift Planning: A Practical Guide for the Estate Planner; Co-Author of WealthCounsel’s Charitable Planning System

D. Scott Schrader, JD — WealthCounsel Principal
Little Rock, Arkansas

        • Expertise: Estate planning and post-death administration, as well as estate litigation and disputes. Mr. Schrader advises clients with respect to a wide range of issues relating to wills and trusts, estate planning, trust administration, charitable giving, life insurance, and taxes
        • Credentials: Licensed to practice before the Arkansas Supreme Court, the United States District Courts for the Eastern and Western Districts of Arkansas, the United States Appellate Court, Eighth Circuit, and the United States Tax Court
        • Education: JD, University of Arkansas at Little Rock; BA in Business Administration & Accounting from Ouachita Baptist University

Roberta Trudeau-Epifanio — WealthCounsel Principal
Reno, Nevada

        • Experience: WealthCounsel’s first Executive Director, also served as Sales Director and Member Services Director
        • Expertise: Securities, sales and marketing, financial services, legal education, technology industries, investments and legal support
        • Noteworthy: A founder of WealthCounsel, Advisors Forum and ElderCounsel

Carl R. Waldman, JD — WealthCounsel Principal
Waldman Law; Westlake Village, California

        • Expertise: Business and executive tax and estate planning, trust and estate administration law
        • Credentials: Member, State Bar of California, American Bar Association Section of Taxation, Beverly Hills Bar Association, Los Angeles County Bar association
        • Education: JD, University of California, Los Angeles; BA, History, Pomona College
        • Noteworthy: Guest lecturer, California State University at Northridge; Adjunct professor, National University; Consultant, Richard M. Nixon Library and Birthplace; Co-Author of WealthCounsel’s Family Limited Partnership System and Living Trust Practice System