James O. Roberson Jr. (Attorney)

Company Name

The Roberson Law Group, P.C.

Business Focus: Asset Protection, Business Law, Charitable Giving, Estate Planning, Tax Law, Trusts, Wealth Preservation,

City, State: SIlver Spring, Maryland

Mr. Roberson practices law in Maryland focusing on tax law, business law, wealth preservation, asset protection, trust & estates and charitable giving.  

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Gregory Herman-Giddens, J.D., LL.M., TEP, CFP® (Attorney)

Company Name

TrustCounsel

Business Focus: Asset Protection, Estate Planning, Probate Law, Tax Law, Trusts,

City, State: Chapel Hill NC, Florida

Greg Herman-Giddens is the founder and principal of TrustCounsel Law Firm, with offices in North Carolina, Miami and New York City. He has been practicing law for over 30 years, and is a Board Certified Specialist in Estate Planning and Probate Law (NC) as well as a Certified Financial Planner.

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John Bielski (Attorney)

Company Name

The Bielski Law Office, LTD

Business Focus: Asset Protection, Business Formation, Business Succession Planning, Estate Planning, Guardianship, Probate Law, Special Needs Planning, Trusts,

City, State: Chicago, Illinois

John Bielski began his career in 1997 with an eleven-attorney firm based in Wheaton, Illinois. John’s time with that firm was invaluable because that experience allowed him to practice in many areas of the law, in various federal, state, and administrative courts.

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James F. Malinowski (Attorney)

Company Name

James F. Malinowski, Attorney at Law

Business Focus: Asset Protection, Elder Law, Estate Planning, Probate Law, Trusts, Veterans Benefits Planning, Wills,

City, State: Canton MI, Arizona

Jim received a Bachelor of Mechanical Engineering in 1968 from Kettering University, (formerly General Motors Institute) in Flint Michigan. While at GMI, he was a member and officer of the Phi Delta Theta fraternity and served on the Student Government Council. He received a Juris Doctor in 1973 from Michigan State University Law School (formerly Detroit College of Law).

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Tiffany O’Connell (Attorney)

Company Name

O'Connell Law, LLC

Business Focus: Asset Protection, Elder Law, Estate Planning, Probate Law, Trusts, Veterans Benefits Planning,

City, State: Natick MA, Massachusetts

Tiffany is the principal of O’Connell Law LLC. Tiff focuses her practice on estate planning, Medicaid and veterans benefits planning, trust and probate administration, business succession planning, charitable planning, and retirement and wealth strategies.

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Scott Smith (Attorney)

Company Name

Royal Legal Solutions

Business Focus: Asset Protection, Corporate Law, Estate Administration, Estate Planning, Financial Consulting and Investment, Real Estate Law, Trusts,

City, State: Austin TX, Texas

Scott Royal Smith is a real estate investor and asset protection attorney in Austin, TX. He graduated from Albany Law School and began his career in high-stakes corporate litigation. Scott learned the key secret he now uses to defeat lawsuits: that they are a business.

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Jeff Knapp (Attorney)

Company Name

The Knapp Law Firm, LLC

Business Focus: Asset Protection, Business Planning, Elder Law, Estate Planning, Legacy Building, Trusts,

City, State: Basking Ridge NJ, New Jersey

Jeffrey L. Knapp is one of only four New-Jersey based Estate Planning Law Specialists, an exam-tested national credential that has been available for more than 20 years.

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Lizette V. Sundvick (Attorney)

Company Name

Sundvick Legacy Center

Business Focus: Asset Protection, Estate Planning, Legacy Building, Trusts,

City, State: Henderson NV, Nevada

Lizette Sundvick’s practice focuses on helping families enhance their lives today and secure their futures for tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals.

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Kyron L. Johnson (Attorney)

Company Name

Camarillo Asset Protection

Business Focus: Asset Protection, Estate Planning, Real Estate Law, Trusts,

City, State: Camarillo CA, California

Kyron Johnson is licensed to practice law in the State of California and before the United States Central District Court.

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Nina Whitehurst (Attorney)

Company Name

Shasta Legacy Law Center

Business Focus: Asset Protection, Business Law, Elder Law, Estate Planning, Real Estate Law, Trusts,

City, State: Montague CA, California

As the founder and owner in the Siskiyou County law firm of Shasta Legacy Law Center, Nina Whitehurst oversees a practice devoted to providing clients with the best in estate planning.

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James J. Ruggiero, Jr. (Attorney)

Company Name

Ruggiero Law Offices, LLC

Business Focus: Business Law, Elder Law, Estate Planning, Real Estate Law, Trusts,

City, State: Center Valley PA, Pennsylvania

Jim Ruggiero founded the Ruggiero Law Offices in 1990 to offer personalized guidance to residents in Philadelphia and Lehigh Valley area to protect their life’s work and utilize resources available to remain independent and enjoy the golden years.

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Maura Curran (Attorney)

Company Name

The Curran Law Firm

Business Focus: Asset Protection, Elder Law, Estate Planning, Real Estate Law, Trusts,

City, State: Jupiter FL, Florida

Maura has been practicing for the past 2 decades in estate planning, asset protection, real estate and estate administration. After graduating from law school, she worked as a law clerk for Ohio’s largest probate court in Cleveland. She saw the downside when people did not have an estate plan in place, or had a poor plan in place.

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Joe Breshears (Attorney)

Company Name

Breshears Law

Business Focus: Asset Protection, Estate Planning, Legacy Building, Trusts,

City, State: Fort Worth TX, Texas

Founding Attorney Joe Breshears’ estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. Joe excels inguiding his clients through the complex maze of financial and legal decisions to create plans that ensure their family’s well-being by preserving their property saved in a lifetime of hard work and protecting the ones they love.

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Benjamin J. Sowards (Attorney)

Company Name

Sowards Law Firm

Business Focus: Asset Protection, Corporate Law, Elder Law, Estate Planning, Probate Law, Special Needs, Trusts,

City, State: Campbell CA, California

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates.

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I. Mark Cohen, J.D., LL.M, CFP ® (Attorney)

Company Name

Optifour Integrated Wealth Management

Business Focus: Asset Protection, Business Planning, Certified Financial Planner, Estate Planning, Trusts,

City, State: Mclean VA, Virginia

Mark Cohen is the founding partner and visionary for both OptiFour Integrated Wealth Management,LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as the co-author of Lessons to My Children: Simple Life Lessons for Financial Success, Wealth andAbundance.

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Andrew C. Sigerson (Attorney)

Company Name

Legacy Design Strategies

Business Focus: Asset Protection, Business Planning, Estate Planning, Legacy Building, Trusts,

City, State: Omaha NE, Nebraska

The founding member of the firm, Andrew is a lifelong resident of Omaha, Nebraska. He has nearly 20 years of legal experience and has focused his practice on estate and business planning since 1999. He has lectured across the country on an array of estate planning and business law topics, in addition to co-authoring several books on estate, business, and farm planning.

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Daniel P. Stuenzi (Director of Strategic Development)

Company Name

Legacy Design Strategies

Business Focus: Asset Protection, Estate Planning, Legacy Building, Trusts,

City, State: Omaha NE, Nebraska

Dan is a retired Illinois attorney who founded Stuenzi & Associates, a boutique estate and business planning firm in the Chicago area.

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Gary W. Holmes (Attorney)

Company Name

Holmes and Ells, PLLC

Business Focus: Asset Protection, Business Planning, Elder Law, Estate Planning, Legacy Building, Real Estate Law, Special Needs, Trusts,

City, State: Hampton NH, New Hampshire

A founding partner in the Hampton firm of Holmes & Ells, PLLC, Gary has for the past 20 years limited his practice to helping his clients with wealth transfer strategies which include Asset Protection, Tax, Special Needs, and Charitable planning.

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Kevin P. Shay (Attorney)

Company Name

The Law Office of Kevin P. Shay

Business Focus: Asset Protection, Business Planning, Estate Planning, Probate Law, Trusts,

City, State: San Antonio TX, Texas

Kevin P. Shay is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a C.P.A. He works with individuals and small business owners with the planning of their estates, including providing for the management of his client’s financial affairs in the event they become incapacitated.

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Ian S. Giovinco (Attorney)

Company Name

Ian S. Giovinco, P.A.

Business Focus: Asset Protection, Estate Planning, Trusts,

City, State: Tampa FL, Florida

Ian Giovinco was born and raised in Tampa, FL. He graduated from Jesuit High School in 1984 and Florida State University in 1989 where he attained a double major in Political Science and Economics.

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Scott C. Berryman ( Of Counsel )

Company Name

Legacy Design Strategies

Business Focus: Asset Protection, Estate Planning, Legacy Building, Trusts,

City, State: Omaha NE, Nebraska

Scott has worked in private practice, government practice and done significant pro bono work in the nonprofit world.  He has been a solo practitioner, worked in a Midwest mega-firm, and has found the right size in a boutique firm.

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J.R. Hastings (Attorney)

Company Name

Law Offices of J.R. Hastings

Business Focus: Asset Protection, Estate Planning, Probate Law, Special Needs, Trusts,

City, State: San Rafael CA, California

Attorney J.R. Hastings has practiced law in California for more than 35 years. He is a former Air Force pilot for the U.S. military and served in Vietnam. After his active duty military service, and while serving in the reserves, he continued to fly as a certified commercial pilot, and established his full-time estate planning law practice.

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