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Nicole Loughlin
Boca Raton, FL Estate Planning Lawyer with 11 years of experience
(561) 921-5751
150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432
Free ConsultationEstate Planning, Insurance Claims, Personal Injury and Probate
St. Thomas University School of Law
Loughlin Law, P.A. is a boutique law firm in Boca Raton, offering personal injury, estate planning, and probate services throughout the state of Florida.
Attorney Nicole M. Loughlin earned her Juris Doctor from St. Thomas University School of Law, where she graduated Cum Laude and was among the top fifteen percent in her class. As an editor of the St. Thomas Law Review, Ms. Loughlin developed strong research and writing skills, which are invaluable to effective legal practice. Ms. Loughlin served as a judicial intern for a Senior United States District Judge and a United States Magistrate Judge for the...
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Camila Martin
Miami Lakes, FL Estate Planning Attorney
Estate Planning, Divorce, Domestic Violence and Family
Florida International University College of Law
I have been licensed to practice law in the State of Florida since 2016. I am also a Florida Supreme Court Certified Family Law Mediator and I am trained in Collaborative Divorce.
A Cuban immigrant, I came to the United States in 2002 and have resided in Miami since then. As both of my parents were attorneys in my native country of Cuba, it was always my goal to become an attorney in the United States. After going through a difficult and long divorce process myself, I decided to dedicate my career to helping other families struggling with similar situations.
I have...
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Kevin Andrew Pollock
Boca Raton, FL Estate Planning Attorney with 25 years of experience
Estate Planning, Business, Probate and Tax
New York University School of Law and Tulane University School of Law
Kevin A. Pollock is the managing member of The Pollock Firm LLC, a boutique law firm that focuses on Wills, Trusts & Estates. The Pollock Firm LLC has offices near Princeton, New Jersey and Boca Raton, Florida.
As head of the firm's estate planning department, Kevin has broad experience helping clients with business succession planning, special needs trusts, tax planning, asset protection planning, probate minimization strategies, and charitable giving.
Kevin graduated from Rutgers College, with a B.A. in History and a minor in Japanese. He was the recipient of the Henry Rutgers Research Scholarship and a member...
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Adam Ira Skolnik
Deerfield Beach, FL Estate Planning Attorney with 22 years of experience
(954) 900-1061
1761 West Hillsboro Bouelvard
Suite 201
Deerfield Beach, FL 33442
Estate Planning, Bankruptcy, Consumer and Real Estate
Brooklyn Law School
After graduating with honors from the University of Florida, Attorney Adam I. Skolnik attended Brooklyn Law School where he was a two year member of the National Trial Team and President of the Trial Lawyers Association. Upon Graduation the faculty awarded, Adam the Judge Doris A. Thompson and Judge Edward Thompson Award for Excellence in Trial Advocacy. After having practiced in New York City at a prestigious international law firm, Adam relocated to South Florida and established the Law Office of Adam I. Skolnik, P.A. in 2005 as a multi-service firm committed to client-focused, cost-effective legal services in...
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Mark Mastrarrigo
Hollywood, FL Estate Planning Attorney with 29 years of experience
Free ConsultationEstate Planning, Elder, Probate and Real Estate
St. Thomas University School of Law
For over 20 years, Mark has practiced in the areas of probate administration, estate planning, guardianship and elder law. Through his career, he has helped those clients who have the need for estate plans with very little or no assets but important goals to be accomplished for their loved ones and estate plans for clients with large financial estates with the need to protect their assets and plan for their loved ones financial care in the future. Mark has assisted those clients with the need for navigating through the probate and guardianship process at a time of loss and need...
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Gregory Glenn
Boynton Beach, FL Estate Planning Lawyer with 29 years of experience
Estate Planning, Elder, Nursing Home and Probate
University of Miami School of Law and Michigan State University
Legal services for the over 65 and disabled adults. Mr. Glenn has practiced elder law since 1995. Focusing specifically on Estate Planning (Wills & Trusts) and Medicaid eligibility asset protection; Special Needs Trusts for the disabled; Medicaid nursing home benefits eligibility planning; probate & trust administration, and nursing home abuse and neglect. Mr. Glenn is a Certified Elder Law Attorney by the National Elder Law Foundation. He is AV Rated by his peers with Martindale Hubbell.
Prior to law school Mr. Glenn was a staff accountant and business consultant with Cooper & Lybrand, CPA's. He also has a Bachelors in...
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Bradley H. Trushin
North Miami, FL Estate Planning Attorney with 36 years of experience
Estate Planning, Insurance Defense and Probate
University of Florida
Bradley H. Trushin is a co-founder of Chepenik Trushin LLP and leads the litigation department of the firm. Mr. Trushin is an AV preeminent rated attorney and has focused exclusively on litigation for over 30 years. Mr. Trushin is admitted to practice in all Florida state courts, as well as the U.S. District Courts for the Southern and Middle Districts of Florida, and the 1st, 3rd and 11th U.S. Circuit Courts of Appeals. He authors CLE materials, lectures and moderates panel discussions. In addition, he serves as a testifying expert witness on attorney's fees, professional malpractice and insurance issues state...
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Bart H. Chepenik
North Miami, FL Estate Planning Lawyer with 31 years of experience
Estate Planning, Elder, Probate and Tax
University of Miami School of Law and Shepard Broad Law Center, Nova Southeastern University
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Richard Alyn Schurr
Coral Gables, FL Estate Planning Lawyer with 30 years of experience
Estate Planning, Business, Divorce and Tax
University of Miami School of Law and Whittier Law School
Richard A Schurr is an attorney with 23 years of experience in family law, business, and civil litigation. Mr. Schurr also has experience as a forensic accounting, holds a Masters of Law Degree in Taxation, and is a Certified Financial Planner. He is a Harvard trained mediator and negotiator and is a Florida Supreme Court Certified Mediator. He is a SuperLawyer, is rated AV Preeminent (highest rating) by Martindale Hubbell, and is on Florida Trend Magazine's list of Legal Elite for 2018.
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Logan Sliva
Pensacola, FL Estate Planning Lawyer with 11 years of experience
Free ConsultationEstate Planning and Bankruptcy
University of Kansas School of Law
My name is Logan Francis Sliva. I have worked as an attorney at the Sliva Law Firm, LLC in Pensacola, FL for 10 years. I handle primarily consumer bankruptcy cases (Chapter 7 and Chapter 13). I have personally handled over 2,000 bankruptcy cases. I work hard to help my clients achieve their financial goals by eliminating their debt and/or coming up with a plan to manage their debt that fits their individual needs. I offer a FREE consultation where we can discuss what is best for you and your family. You have nothing to lose by giving me a...
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Robert Marc Kesten
Boca Raton, FL Estate Planning Attorney with 34 years of experience
(561) 832-8288
2300 NW Corporate Boulevard
Suite 215
Boca Raton, FL 33431
Free ConsultationEstate Planning, Business and Real Estate
Brooklyn Law School
I have been a practicing attorney since 1990. I practiced in NY commencing in 1990 until moving to Florida in the fall of 2001. In 2001 I began my Florida practice and continue to offer legal services in Florida and New York. My primary areas of practice are Real Estate Law, Corporate Law and Transactional Law. I am approved to give the Condominium Board Certification course by the FL DBPR. Prior to moving to Florida I served as a judge in NY for almost 8 years.
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Matthew Alan Linde
Fort Myers, FL Estate Planning Attorney with 31 years of experience
Estate Planning, Elder, Probate and Tax
Golden Gate University School of Law and University of Wisconsin Law School
Matthew A. Linde is passionate about justice in contested probate, guardianship and trust litigation matters. Mr. Linde is one of only a few attorneys in Florida who have attained Board Certification by the Florida Bar in Elder Law and also in Wills, Trusts and Estates. Certification is the Florida Bar’s highest evaluation of an attorney's competency, experience and professionalism in the areas of law approved for specialization. Do you need an Expert in Elder Law and Wills, Trusts and Estates? If so Matthew A. Linde has been evaluated for professionalism and tested for expertise!
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Natalie Giachos
Lake Worth, FL Estate Planning Attorney with 18 years of experience
Estate Planning, Insurance Claims and Personal Injury
Nova Southeastern University
I founded The Solution Law Firm because I wanted to change the way law firms and clients interact. At The Solution Law Firm, our mission is to not only provide you with exceptional legal service, but to also provide you with exceptional CLIENT SERVICE.
We take the time to get to know you, your legal matter, and to find the best possible solution for YOUR needs.
We consider our clients like family and hope to build life long relationships them.
Education:
B.A. in Political Science from Florida Atlantic University
Juris Doctorate from Nova Southeastern University, Shepard Broad College of Law
Activities:
Coach/Judge: NSU...
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Charles David
Gainesville, FL Estate Planning Lawyer with 14 years of experience
PO Box 141135
Gainesville, FL 32614
Free ConsultationEstate Planning and Probate
Stetson University College of Law
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Marcus Thompson
Saint Augustine, FL Estate Planning Lawyer with 11 years of experience
Estate Planning, Business, Probate and Real Estate
Stetson University College of Law
Marcus Thompson attended the University of Georgia, where he earned a bachelor’s degree in Journalism/Advertising. During his senior year, Marcus studied international media and history at Oxford University. He attained his Juris Doctor from Stetson University College of Law in Gulfport, Florida. During law school, Marcus clerked at a St. Petersburg law firm and gained a wide variety of experience handling cases in the areas of personal injury, criminal defense, business litigation, family law, and civil litigation. After law school and his admission to the Florida Bar, Marcus returned to his hometown of St. Augustine to build his...
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Casey C Harrison
Gainesville, FL Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of Florida Levin College of Law
Attorney Casey C. Harrison is a sympathetic and savvy probate attorney with nearly a decade of experience first working within, and later arguing in front of, Florida’s circuit and appellate courts. He applies this versatile background and inside-out understanding of Florida litigation to assist you with your most complicated probate matters in a comprehensive fashion.
Attorney Harrison joined his brother Attorney McCabe Harrison in the family practice in 2020. Before that, he spent seven years working for a litigation firm in Clearwater, Florida, honing his ability to take cases to court and win arguments before judges. He has a range of...
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Kimberly Erwin
Ft. Myers, FL Estate Planning Attorney with 19 years of experience
Estate Planning, Divorce, Domestic Violence and Family
Nova Southeastern University and Florida State University College of Law
Kimberly Erwin attended Bishop Verot High School and was admitted to the Florida Bar in 2006, after attending Florida State University and Florida Gulf Coast University, graduating cum laude with a B.S. in Forensic Psychology. Honors included Moot Court Honor Society, Phi Alpha Delta, the Family Law Clinic and the Order of the Barristers Award. After graduating from Nova Southeastern University School of Law, she began her practice in insurance defense and criminal law. As a prosecutor, Kimberly gained extensive trial experience and became the court chief of the juvenile division and head of the special victims unit, prosecuting cases...
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A. Leigh Cangelosi
Gainesville, FL Estate Planning Lawyer
Estate Planning, Business, Probate and Real Estate
University of Florida
A. Leigh Cangelosi is an attorney with the Gainesville, Florida law firm, Bogin, Munns & Munns. Ms. Cangelosi's areas of practice include Estate Planning, Probate, Guardianship, Business Law, and Real Estate. She received her B.S. in Business Administration from the University of Florida - Warrington College of Business in 1995, and her J.D from University of Florida, Fredric G. Levin College of Law in 2000.
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Howard M. Rosenblatt
Gainesville, FL Estate Planning Lawyer with 42 years of experience
Estate Planning, Business, Elder and Probate
University of Florida Fredric G. Levin College of Law
Howard Rosenblatt is an Estate Planning and Probate attorney. He is based out of Gainesville and is versed in all matters of Estate Planning, including Wills and Trusts.
Mr. Rosenblatt graduated with his law degree from the University of Florida, Fredric G. Levin College of Law in 1981, and has been recipient of numerous legal and community-based awards and honors, including The Florida Bar Pro Bono Award (2019). NAIFA-Florida's Advisor of The Year Award (2018), Florida Jaycees speaker of the year award (1984). He is a Life member of the Million Dollar Round Table, a Fellow of The Florida...
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Lauren Nagel Richardson
Gainesville, FL Estate Planning Attorney with 28 years of experience
Free ConsultationEstate Planning, Elder, Nursing Home and Probate
Florida State University College of Law
Lauren Richardson moved to Gainesville in 1993 to complete an LLM in Taxation at UF Law. Since then, she has focused her practice on protecting families and property through estate planning, guardianship, probate, special needs, and elder law. She also serves as co-counsel on wrongful death, personal injury and probate and trust litigation cases. Lauren's probate practice is Statewide. All other areas are throughout North Florida. Free phone consult. Reasonable fees.
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Richard Milton Knellinger
Gainesville, FL Estate Planning Lawyer with 50 years of experience
(844) 373-3334
2815 NW 13th St
Bank of America Building, Suite 305
Gainesville, FL 32609
Estate Planning, Divorce, Elder and Probate
University of Florida Levin College of Law
Legal Practice Areas: Family Law Business Law Estate Planning Probate Civil Appeals (Appellate Law) Intellectual Property Trademarks Pet Trust Guardianships Bar Admissions: Florida, 1974 Education: University of Florida College of Law Gainesville, Florida J.D. – 1974 University of Florida Gainesville, Florida B.A. – 1971 St Petersburg Junior College Clearwater, Florida A.A. – 1969 Representative Clients: SunTrust Bank Honors and...
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Eric S Olson
Naples, FL Estate Planning Lawyer with 12 years of experience
Estate Planning, Business, Construction and Personal Injury
University of Miami School of Law and University of Miami School of Law
Eric is a Naples Personal Injury Attorney and the founder of Cardinal Law, P.A. Having lived in Southwest Florida since 1991, Eric has deep roots in the community, a love for and understanding of the area, and a passion for helping those in need. Before starting his own firm, Eric was a litigator at the world’s largest law firm — Dentons— and spent almost a decade fighting over complex business, construction, commercial, and real estate disputes.
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Daniel F. Bachman
North Miami, FL Estate Planning Attorney with 13 years of experience
Estate Planning, Business, Nursing Home and Probate
University of Miami School of Law
Mr. Bachman is a key member of Chepenik Trushin LLP’s probate and trust litigation department. Mr. Bachman is particularly experienced in the areas of probate and trust litigation, complex commercial litigation and insurance defense. He is familiar with the latest developments in Florida law relevant to challenging and defending wills and trusts, and is a key player in the firm’s many complex probate litigation cases, including those involving claims of lack of capacity, undue influence, insane delusion and tortious interference with expected inheritance.
In his free time, he likes to travel and play with his dog, Stink, and cat, The Babadook.
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Ira Markowitz
Deerfield Beach, FL Estate Planning Lawyer with 51 years of experience
(954) 755-8501
1645 SE 3rd Court The Cove Admiral Building
Suite 204
Deerfield Beach, FL 33441
Free ConsultationEstate Planning, Divorce, Family and Probate
University Of Miami
I have been a Florida practicing attorney since 1974 with extensive background and experience for the past 46 years.
I am a former Assistant State Attorney (Dade County) having worked for Richard Gerstein then Janet Reno (former U.S. Attorney).
I have worked for Servicios Legales De Miami (Legal Services of Greater Miami) manager of the Wynwood office with numerous Family cases and later working for Courshon & Berk P.A. in real estate litigation.
I currently practice Family Law, Real Estate Litigation Wills and Trusts and Probate.
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Marlon A. Onias
Fort Lauderdale, FL Estate Planning Lawyer with 11 years of experience
(754) 209-2417
1451 W. Cypress Creek Road
Suite 300
Fort Lauderdale, FL 33309
Free ConsultationEstate Planning, Business and Employment
Florida A&M University College of Law
My name is Attorney Marlon A. Onias, and I am a proud U.S. Veteran, former police detective, and ardent attorney.
There is an old proverb that says "First count the cost before you do the work." Preparing to make any decisions regarding a legal matter, from purchasing a business, drafting a will or engaging in litigation can be a life changing decision that must be handled with care, and grace.
As a former police detective, and Veteran my number one goal is to make sure my client's are protected and secure in representation.
As a kid raised in the...
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Alexa Nicole Wolff
Plantation, FL Estate Planning Attorney with 2 years of experience
Free ConsultationEstate Planning
New York Law School
Alexa Wolff is the Founder and Managing Partner of TrustWorks. After earning her Juris Doctor degree as a Full Merit Trustee Scholar from New York Law School, Alexa returned to her hometown to become a licensed estate planning attorney in Florida. Her passion for making a positive impact led her to focus on estate planning in South Florida. Driven by a commitment to innovation and client-centric service, she founded TrustWorks to revolutionize estate planning by offering personalized services nationwide from local offices.
At TrustWorks, Alexa's mission is to empower individuals by providing the tools and knowledge necessary to protect their loved...
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Patrick Jean-Gilles
Aventura, FL Estate Planning Attorney with 14 years of experience
Free ConsultationEstate Planning and Personal Injury
Florida International University College of Law
Patrick Jean-Gilles is a Florida-licensed Attorney and counselor at law. His general practice includes the preparation of wills and probate administration, civil, traffic among other areas.
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Eric S Kane
Aventura, FL Estate Planning Attorney with 21 years of experience
Estate Planning and Probate
University of Miami School of Law and University of Miami School of Law
Mr. Kane graduated cum laude with a J.D. and L.LM from the University of Miami School of Law in Coral Gables, Florida and earned a B.A. in Government and Latin American Studies, cum laude from Franklin and Marshall College in Lancaster, Pennsylvania. Mr. Kane was raised in South Florida and attended Ransom Everglades High School. Mr. Kane has received the following honors, The National Advocates Florida: Top 100 "Wills, Trusts and Estates" which is awarded to Florida lawyers who exemplify superior qualifications of leadership, reputation, influence and performance in their area of specialty. Super Lawyers, Florida Rising Stars "Estate Planning...
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Andy Wayne Williamson
MIramar Beach, FL Estate Planning Attorney with 27 years of experience
Estate Planning, Elder, Probate and Real Estate
Regent University School of Law
Andy Wayne Williamson is a life long resident of the Florida Panhandle. Wayne was born in Marianna, Florida. Wayne lived in Bonifay, Florida until 1981 when His Family moved to DeFuniak Springs. Wayne graduated from Walton Senior High School in 1987. Wayne attend Okaloosa Walton Community College (Now NW Florida State College) and graduated with two degrees. Wayne then attended Florida State University and graduated in 1993. Wayne attended Regent University School of Law in Virginia Beach, Virginia and graduated in 1997 with a Juris Doctorate degree. Wayne's primary office is located South...
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Randy Allen Bryant
Miami, FL Estate Planning Attorney with 26 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law and University of Miami
Bryant Law Firm focuses its practice on Probate and Guardianship, handling both administration and litigation matters. Mr. Bryant is admitted to practice law throughout the State of Florida and also in the federal courts of the Southern and Northern Districts of the United States District Courts.
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Cesar Mejia Duenas
Miami, FL Estate Planning Attorney with 14 years of experience
Estate Planning, Business, Probate and Securities
University of Miami School of Law, University of Miami School of Law, Brooklyn Law School and Universidad Tecnológica de Honduras
Cesar is an International Attorney specialized in business law, litigation, and cross-border investments. He assists start-ups and seasoned investors to structure their business efficiently, reducing risk and setting them up for success. His experience in dispute resolution and litigation allows him to provide comprehensive and top-notch advise zealously protecting the interest of his clients.
He holds a J.D. and International Arbitration LL.M. from the University of Miami School of law, an LL.M. for Foreign-Trained Lawyers from Brooklyn Law School, and a Licenciatura en Derecho “Cum Laude” from the Universidad Tecnológica de Honduras. He is admitted to practice law in the states...
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Deborah L. Schwartz
Coral Gables, FL Estate Planning Lawyer with 14 years of experience
Estate Planning and Probate
Shepard Broad Law Center, Nova Southeastern University
Deborah Schwartz has been working in various capacities in securities arbitration since 2004; first as a securities paralegal, and then as a Claimants’ securities arbitration attorney upon bar admission in 2010. She has been with KlaymanToskes since 2018. Deborah also has experience in matters of estate and special needs planning, special education advocacy, family matters, and business contracts. She is also a Florida Supreme Court Certified Mediator in the area of family law.
Deborah earned her Bachelor of Arts degree, magna cum laude, in Psychology from the State University of New York at Stony Brook. She then went on to earn...
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Eliot Brais
Miami, FL Estate Planning Lawyer with 37 years of experience
Free ConsultationEstate Planning, Business, Criminal Defense and Insurance Claims
New England Law | Boston
Eliot T. Brais is the sole and managing shareholder in his North Attleboro, Massachusetts office. He began his law career in 1988, joining his father, Ronald A. Brais, who had enjoyed a 40 year practice primarily concentrating on estate planning and small business law.
In his father’s footsteps, Eliot T. Brais’ areas of expertise include estate and business planning. Over the years, Eliot’s practice areas expanded to include real estate, real estate development and criminal law having handled in excess of 1,000 criminal cases and 50 trials.
Eliot T. Brais’ representation of clients’ interests goes well beyond the award of monetary sums...
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Thomas R Walser
Boca Raton, FL Estate Planning Attorney
Free ConsultationEstate Planning and Probate
New York University School of Law
Thomas was born in Boca Raton, FL and grew up in the south Florida area. He obtained a Bachelors in Business Administration (B.B.A.) in Finance from the University of Miami in 2010, and a Juris Doctor (J.D.) from the New York University School of Law in 2013, with a concentration in the area of Trust & Estates. Thomas has passed the bar exam in both New York and New Jersey, and his score qualified him to waive into two additional jurisdictions, Washington D.C. and Minnesota. He also passed the Florida bar exam in February of 2015.
Thomas previously worked in the...
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Samuel Scott Critzer
MIRAMAR BEACH, FL Estate Planning Lawyer with 31 years of experience
Free ConsultationEstate Planning, Business, Probate and Real Estate
Georgia State University College of Law
Scott Critzer began working in the construction and real estate business more than 30 years ago, after graduating from Virginia Tech’s top ranked Department of Civil and Environmental Engineering with a Bachelor of Science in Civil Engineering. Scott worked first as an engineer for a commercial developer and later as a development project manager. Continuing his education, Scott graduated from Georgia State University College of Law in 1993, and has been a member of the State Bar of Georgia since that time. The Critzer Law Firm opened in Atlanta where Scott worked litigating real estate cases and performed real...
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Kristen Marks
Pensacola, FL Estate Planning Attorney with 29 years of experience
Estate Planning and Probate
University of Alabama - Tuscaloosa
Kristen Marks, founder of My Pink Lawyer®, has worked with women & families for over 20 years helping them with their Wills, Trusts, Estates & Guardianship needs. Kristen understands that many women often feel intimidated or overwhelmed when it comes to legal matters. Never intimidating nor stuffy, Kristen prides herself on being a lawyer for “wise women.” You don't have to be rich to benefit from practical and effective estate planning, including Wills, Trusts and naming guardians for your kids. EVERYONE has an estate plan whether you know it or not. A written estate plan custom designed for your...
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Amy Logan Sliva
Pensacola, FL Estate Planning Lawyer with 41 years of experience
Free ConsultationEstate Planning and Bankruptcy
University of Kansas
I handle Chapter 7 and Chapter 13 bankruptcy cases for debtors. I also handle probate and estate planning, wills, trusts and power of attorneys. I have practiced in Pensacola, Florida for over 30 years.
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Alexandra Sierra-De Varona
Boca Raton, FL Estate Planning Attorney with 25 years of experience
Free ConsultationEstate Planning, Business and Probate
University of Florida
After graduating from law school, I joined an insurance defense firm where I managed cases related to constitutional, employment, and personal injury issues. I successfully handled multiple appellate matters and frequently managed to prevent liability for my clients in numerous cases. Subsequently, I have represented both plaintiffs and defendants in various legal areas including business, probate, constitutional, and construction litigation, handling matters through both trial and appeal stages. My efforts have resulted in multi-million dollar settlements and verdicts for several of my clients, and I have consistently managed to prevent liability for defendants on many occasions.
My courtroom successes have led...
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Alexandra Lopez
Miami Lakes, FL Estate Planning Attorney with 11 years of experience
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Personal Injury
St. Thomas University School of Law
I’m an experienced Florida bankruptcy lawyer and represent clients in all types of cases, including Chapter 7 and Chapter 13 bankruptcy, debt negotiation, foreclosure prevention, and estate planning matters. I provide personal attention to each of my clients and will fight for your rights throughout your case.
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David Neufeld
Boca Raton, FL Estate Planning Lawyer with 41 years of experience
Estate Planning, Probate and Tax
New York University School of Law and New York Law School
David S. Neufeld has practiced law for over 40 years, advising individuals on sophisticated wealth planning (encompassing income tax, estate tax, state residency tax planning, asset protection, and the legal aspects of insurance and investment planning) and fiduciary due diligence. He also advises insurance and wealth management institutions on programs, including “private placement life insurance” and captive insurance companies, that deliver to their clients cost-efficient risk mitigation along with tax-efficient investment opportunities. In addition, David is highly sought after to consult with taxpayers and their legal and accounting advisors on “aggressive tax planning gone bad,” including Form 8886 filings...