Douglass Lodmell (Attorney)

Company Name

Lodmell & Lodmell

Business Focus: Asset Protection, Estate Planning,

City, State: Phoenix AZ, Arizona

Born in Geneva, Switzerland, attorney Douglass S. Lodmell is an expert in estate planning, taxation and strategic asset protection for domestic and international clients. In addition to a Juris Doctorate from Cardozo School of Law, Douglass has a Bachelor of Science degree in finance as well as an advance law degree (LL.M.) in taxation from NYU School of Law.

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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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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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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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Russell C. Weigel, III (Attorney)

Company Name

Law Offices of Russell C. Weigel, III

Business Focus: Asset Protection, Corporate Law,

City, State: Miami FL, Florida

Mr. Weigel is the president of Russell C. Weigel, III, P.A and a securities lawyer with over 25 years of legal experience. His law firm’s securities transactional and litigation practice is focused on advising public and private company clients on capital raising transactions, preparing their SEC reports and registration statement filings, and defending clients involved in arbitrations and FINRA, SEC, and state securities enforcement matters.

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I. Michael Tucker (Attorney)

Company Name

Law Offices of I. Michael Tucker

Business Focus: Asset Protection, Estate Planning,

City, State: Altamonte Springs FL, Florida

B.B.A. in Marketing from the University of Miami (Coral Gables, Florida)
Juris Doctor California Western School of Law (San Diego, California)

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Michael A. Lewin (Investment Advisor Representative)

Company Name

Lewin & Associates, Inc.

Business Focus: Estate Planning, Financial Advisor, Financial Consulting and Investment, Legacy Building,

City, State: Clearwater FL, Florida

Lewin & Associates, Inc. was established in 1996 by President and founder Michael A. Lewin. Michael has worked in the financial services industry for over 25 years. Lewin & Associates, Inc. specializes in financial planning and mortgages.

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Laura Lavie (Attorney)

Company Name

Laura Lavie, P.A

Business Focus: Asset Protection, Estate Planning,

City, State: Aventura Fl, Florida

Laura Lavie has a J.D. and an LL.M., with over a decade of legal experience in estate planning and administration. She works with individuals and families on matters ranging from simple to complex. Ms. Lavie also incorporates and represents tax-exempt organizations such as private family foundations and public charities.

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Jaron J. Fulse (Advisor)

Company Name

Tangible Accounting, PLLC

Business Focus: Asset Protection, Certified Financial Planner, Financial Consulting and Investment, Tax Resolution,

City, State: West Palm Beach FL, Florida

Jaron J. Fulse is the founding partner at the West Palm Beach office of Tangible Accounting PLLC. Mr. Fulse leads the firm’s activities in the Florida, Arizona, Maryland, Virginia, and Washington, D.C. markets.

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