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Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Quynh is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California, and was selected as a Northern California Super Lawyer in 2014 and 2015. Quynh counsels executives, professionals, business owners, families and individuals on all aspects of sophisticated estate and wealth transfer planning.  From straightforward wills and trusts to the most complex tax-advantageous estate and gift planning, involving securities, real estate, and closely-held business interests, Quynh has assisted numerous clients with their estate and wealth transfer needs, and tailors each client’s planning to their individual situation.  Quynh also possesses extensive experience implementing complex limited partnership and LLC planning structures and advises on a myriad of transfer tax and California property tax issues relating to the ownership and transfer of California real property interests.. Quynh also advises clients on post mortem matters involving probate, trust and estate administration.. Quynh’s Exempt Organizations practice is a natural complement to her estate planning practice.  She counsels numerous clients on the optimum methods of attaining charitable giving goals, including establishing charitable trusts, public charities and private foundations.. Prior to establishing Bay Wealth Legal Group with her partner, Mary Lin, Quynh was a partner in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Jeana is an associate with the Wills and Estates team and her practice focuses on estate planning, probate and trust administration, and taxation.  Prior to joining Dunn Carney, Jeana practiced at Ball Janik LLP in Portland for four years.. In addition to being an attorney, Jeana holds an Oregon CPA license and has an LL.M. in Taxation.  Prior to law school, Jeana practiced as a CPA with Schultz & Crouse, CPAs in Portland for six years.  In her spare time Jeana enjoys traveling, reading, and spending time with family and friends.

As founder of the Law Offices of Samantha J. Fitzgerald, I understand the importance of providing clients with personal attention. I represents clients who are dealing with probate and estate planning issues. Knowing that there is no one-size-fits-all solution, I customize plans for clients' individual situations in order to meet their specific goals.. Having a solid background in the issues surrounding estate planning gives me the ability to develop a successful strategy for every case. Prior to earning a Master of Laws in taxation from the University of Miami School of Law in 2000, I graduated magna cum laude with a Juris Doctor from Nova Southeastern University Shepard Broad College of Law in 1999. I received a Bachelor of Science in accounting and graduated cum laude from Palm Beach Atlantic University in 1996.. Today, I spend my time guiding clients with compassion, focus and a commitment to each person's best interests. I stay on top of legal trends through my involvement with the Florida Lawyers Network, the Broward County Bar Association and The Florida Bar's Real Property, Probate and Trust Law sections.. My goal is to have clients for life, not just one transaction.

As founder of the Law Offices of Samantha J. Fitzgerald, I understand the importance of providing clients with personal attention. I represents clients who are dealing with probate and estate planning issues. Knowing that there is no one-size-fits-all solution, I customize plans for clients' individual situations in order to meet their specific goals.. Having a solid background in the issues surrounding estate planning gives me the ability to develop a successful strategy for every case. Prior to earning a Master of Laws in taxation from the University of Miami School of Law in 2000, I graduated magna cum laude with a Juris Doctor from Nova Southeastern University Shepard Broad College of Law in 1999. I received a Bachelor of Science in accounting and graduated cum laude from Palm Beach Atlantic University in 1996.. Today, I spend my time guiding clients with compassion, focus and a commitment to each person's best interests. I stay on top of legal trends through my involvement with the Florida Lawyers Network, the Broward County Bar Association and The Florida Bar's Real Property, Probate and Trust Law sections.. My goal is to have clients for life, not just one transaction.

Experienced Estate attorney serving clients in United States and surrounding areas.

Jennifer A. Cusack is a partner at Hinman, Howard & Kattell LLP and works out of the Albany office. She is a member of the Elder Law & Guardianship and Wills, Trusts, & Estates practice groups. Jen focuses her practice on Medicaid planning and estate planning and administration. She has extensive experience advising clients how to protect their assets in light of long term health care costs. Jennifer has prepared countless Medicaid applications to enable clients to qualify for Medicaid both in the community and in nursing homes. She assists clients with creating and administering Special Needs Trusts in order to enable disabled individuals to preserve government benefits and frequently works with the parents of disabled children on their estate plans. Jen also helps clients to qualify as the guardian of individuals with developmental and intellectual disabilities.. A life long resident of the Capital Region, Jennifer is an active member of the scholarship committee of the Holy Cross Club of Northeastern New York and serves as a member of the Board of Directors of The Arc of Rensselaer County.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

Matthew J. Linn graduated from the University of Wisconsin – Milwaukee (B.B.A. cum laude in Finance June 1999 and M.B.A. in Leadership and Technology May 2004), and the William Mitchell College of Law, in St. Paul, Minnesota (J.D. May 2007). At law school, Matt was recognized upon graduation for donating 50 or more legal hours to public service and was honored through the Minnesota Justice Foundation's Law School Public Service Program. His law school activities included participation in William Mitchell's nationally ranked clinic program where he represented non-profit entities and provided legal assistance to Minnesota prisoners. Matthew received the school's CALI Excellence for the Future Award and served as the LexisNexis Student Research Assistant.. Prior to enrolling in law school, Matthew was employed by the financial firm Thomson Reuters (FKA Thomson Financial), where he performed business analysis for system design and function of front-end and back office brokerage trading interfaces and their corresponding business applications. After law school, Matthew practiced as an attorney in Milwaukee, Wisconsin before moving to Arizona in 2009 and practicing law in Phoenix.  Matthew returned to Wisconsin in 2014 and practices in the areas of probate, estate planning, bankruptcy, guardianships, family law, real estate, business law and criminal defense.. Matthew's leisure time activities include traveling, as well as developing fluency in the Spanish language.

Experienced Estate attorney serving clients in United States and surrounding areas.

Ilene L. McCauley is a full time attorney with 40 years experience in estate, business and tax planning. She has been a member of the State Bar of Arizona since 1982 and has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She is a member of Wealth Counsel.. In her words, "I am a full time attorney and mother of a lovely 24 year old daughter. My husband passed away 17 years ago and I have seen first hand the importance of planning ahead.". Perhaps this explains that, along with her exemplary educational background and expertise, her clients receive something equally important; her warmth, enthusiasm and empathetic nature. This is evident in the fact that her clients are multi-generational and that she is regularly invited to the most important, intimate events in their lives. She is experienced in advising how to provide for children with special needs in your trust. And, oh yes, even how to include your pets whether they are a valuable race horse, or your dog, Spot!. Ms. McCauley was editor and contributor to the publication Conspectus Current, produced by the National Network of Estate Planning Attorneys. She is a Fellow of the Esperti-Peterson Institute for Advanced Estate Planning and has completed her second post-doctoral degree in advanced Tax and Estate Planning. She has served an appointment to the Tax Advisory Commission of the State Bar of Arizona and has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University.. Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. Some of her topics include: "Tax Planning for Small Business"; "Bridge the Gap; Basic Legal Skills"; "New Tax Legislation"; "The Charitable Remainder Trust as an Executive Benefit Tool"; "Goals and the Consultative Process"; and "Converting Stock Options to Other Employee Benefits". In addition she is certified to offer continuing education credits for insurance professionals and certified financial planners.. Ms. McCauley earned her BA from Binghampton University, her JD from Hofstra University School of Law, and her LLM (Master of Laws in Taxation) from DePaul University School of Law. She was named Arizona’s Outstanding Young Lawyer in 1991.

Experienced Estate attorney serving clients in United States and surrounding areas.

Family Legal Partners, P.C. is a law firm proudly created and founded by Attorney Amy M. Antonellis and Attorney Jason M. Carrozza. At Family Legal Partners, P.C., we believe that our clients deserve smooth sailing when faced with any legal issue involving their family, business, or estate. Our purpose is to empower our clients to make an informed legal decision steered towards peace of mind, protection, and the quality of life one desires. With FLP, we put our clients' family first and we partner with them to navigate life's unanticipated twists and turns. Through our client-centric approach, we deliver comprehensive legal solutions in the areas of estate planning, probate administration, business formation and family law with compassion, integrity, and knowledge. For more information about our firm and services, please visit our website at or call us at.

Attorney Peter C. Osman takes a relationship based approach to estate planning with his clients, taking the time to understand their unique situation and particular goals for themselves and their loved ones.  He believes in the importance of educating his clients about their estate planning options and then planning according to their specific direction based on what best suits their objectives.. His practice is based on comprehensive estate planning, which he feels is best  achieved by getting the entire picture of a client’s life and family.  To that end, he works closely with his clients’ advisors and other professionals in order to effectively coordinate the client’s estate plan.