Practice Area Charitable Sector Tax Trusts & Estates Legal Expertise Representation of individuals and families on estate planning and tax planning in connection with investment activities. Representation of charitable organizations
William Lipkind, chair of Wilson Elser’s Tax Planning & Controversies practice, concentrates his practice in the areas of wealth preservation, asset protection, and state and federal income taxation. He is
Managing Partner, Matsen Voorhees Mintz LLP, and President Family Office Services. National lecturer, trainer, and author. 36 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates
After starting his career in New York City with a prominent Wall Street law firm, John relocated to Southern California where he has been practicing for over 30 years. In
Matt Brown is a partner with the Orange County, California law firm of Brown & Streza LLP, where he counsels business owners and philanthropists on income tax and estate tax
Colleen Barney became the youngest Certified Specialist in Estate Planning, Trust and Probate Law in 1996. She is a graduate of Central Michigan University, magna cum laude, and the University
Richard J. Albrecht, the founding partner of the firm, is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.
Steven J. Oshins is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory. He is
Prior to forming the Law Office of Bradley N. Etter, APC, Mr. Etter was a principal in the Estate & Trust Services group at myCFO, Inc, (“myCFO”), a full service
Steve Driscoll holds a Master’s Degree in Taxation. Mr. Driscoll is also a Certified Public Accountant. Mr. Driscoll was formerly a partner with the law firm of Hart, King &