Thursday, April 26, 2012

John F. Bergner • Winstead PC • Dallas, TX
Mr. Bergner has been with Winstead PC for more than 25 years and serves as chairman of the wealth preservation practice group. He is a visiting adjunct professor at the University of Miami Law School. He earned a B.B.A. and J.D. from Washburn University and an M.L.T. from Georgetown University Law Center.

Bernard A. Krooks • Littman Krooks LLP • New York, New York
Mr. Krooks is a founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department. Mr. Krooks is past Chair of the Elder Law Section of the New York State Bar Association (NYSBA) and past Editor-in-Chief of the Elder Law Attorney, the newsletter of the NYSBA Elder Law Section. He is Past President of the National Academy of Elder law Attorneys (NAELA) and the Special Needs Alliance.

Charles D. “Skip” Fox IV • McGuireWoods LLP• Charlottesville, Virginia
Charles D. “Skip” Fox IV is a partner in the Charlottesville, Virginia office of McGuire Woods LLP and head of the firm’s Private Wealth Services Industry Group.

Richard E. Warner • Law Offices of Richard E. Warner, P.A. • Marathon, Florida
Richard E. Warner is the sole shareholder of Richard E. Warner P.A. in Marathon. Since 2008, he has served on the CCH Tax Advisory Committee for Commerce Clearing House Publications and in 2010 was appointed as Court Magistrate for the 16th Judicial Circuit for Monroe County, Florida. He has also served as lay pastor and officer at three Lutheran churches in South Florida and the Keys.

12:10 PM

Richard E. Warner • Law Offices of Richard E. Warner, P.A. • Marathon, Florida

Charles A. “Clary” Redd • Stinson Morrison Hecker LLP • St. Louis, Missouri
Charles A. (“Clary”) Redd is a partner in the Tax, Trusts and Estates Division at the law firm of Stinson Morrison Hecker LLP and conducts his practice primarily from the firm’s St. Louis, Missouri office. Clary is a Regent and Fellow of the American College of Trust and Estate Counsel, an Elected Member of the American Law Institute and an adjunct professor of law at Northwestern University School of Law.

Melvin A. Warshaw • Financial Architects Partners • Boston, Massachusetts
Mr. Warshaw is currently the General Counsel of Financial Architects Partners, LLC, a Boston-based national life insurance boutique firm that focuses on life insurance port folios for wealthy families. He is the Chair of the American Bar Association Task Force on Policy Valuation and is a member of the editorial board of Trusts & Estates magazine.

Professor Stanley M. Johanson • Professor of Law, School of Law The University of Texasat Austin • Ausin, Texas
Stanley M. Johanson is the James A. Elkins Centennial Chair in Law and the University Distinguished Teaching Professor at the University of Texas School of Law. He is the author of Wills, Trusts and Estates (7th ed.2005), which is used at over 120 law schools. He is also the author of Gilbert’s Law Summary on Wills (2010).

Friday, April 27, 2012

Randall W. Roth • Randall W. Roth • Regents’ Excellence in Teaching Award, Robert W. Clopton Distinguished Community Service Award, University of Hawaii at Mãnoa,William S. Richardson School of Law • Honolulu, HI
Randall W. Roth is a professor at the University of Hawaii Law School, an academic fellow of the American College of Trusts and Estates Counsel, and associate reporter for the Restatement (Third) of the Law of Trusts. He has served as President of the Hawaii State Bar Association, and has been named Professor of the Year at three different law schools.

Louis S. Harrison • Harrison & Held, LLP • Chicago, Illinois
Louis Harrison is the Illinois State Chair of the American College of Trusts and Estate Counsel and has been an adjunct professor at Northwestern University School of Law, DePaul University College of Law and Chicago-Kent College of Law. He has chaired the Estate and Gift Tax Committee of the Chicago Bar Association. Before joining Harrison & Held, LLP, Lou was the partner in charge of the Lord, Bissell & Brook Wealth Preservation Group.

Stephen R. Akers • Bessemer Trust Company • Dallas, Texas
Stephen R. Akers is Managing Director and Associate Fiduciary Counsel, Bessemer Trust Company, N.A. in Dallas, Texas. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning, and a Fellow of the American College of Trust and Estate Counsel.

Cynthia W. Krause • Vice President, Gift Planning, Baylor Health Care System Foundation • Dallas, Texas
Cynthia Krause has worked in the field of charitable gift planning with nonprofit organizations, individuals, families and family foundations for 25 years. Ms. Krause has served on the faculty of The College of William & Mary National Planned Giving Institute and is a former member of the board of directors of the National Committee on Planned Giving.

Louis S. Harrison • Harrison & Held, LLP • Chicago, Illinois

Eric A. Manterfield • Krieg DeVault LLP • Indianapolis, Indiana
Eric A. Manterfield is a partner in Krieg DeVault LLP. In 2009, Worth magazine named him among the top 100 estate planning attorneys in the U.S. He authored Critical Elements of Estate Planning With Forms, Fourth Edition (2009).

Christopher R. Hoyt • Professor of Law, University of Missouri – Kansas City School of Law • Kansas City, Missouri
Professor Hoyt teaches courses in the areas of federal taxation, business organizations, retirement plans and tax-exempt organizations. He is currently the chair of the American Bar Association’s Committee on Lifetime and Testamentary Charitable Gift Planning (Section of Probate and Trust) and serves on the editorial boadr of Trusts and Estates magazine

Samuel A. Donaldson • Associate Dean and Professor, University of Washington School of Law, Seattle • Seattle, Washington
Samuel A. Donaldson is an Associate Dean, Professor and Director of the Graduate
Program in Taxation at the University of Washington School of Law. He is a three-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association.