Recognized Trusts and Estates Leaders 2025

I am an estate planning attorney with an international background and over 20 years experience. I specialize in creating wills and trusts for families in California, including but not limited to revocable grantor trusts, living trusts, special needs trusts, irrevocable trusts, etc.

Mike is a senior wills and estates lawyer in British Columbia. He founded the firm Westcoast Wills & Estates in 2011. He regularly advises clients on estate planning and prepares Wills, Trusts, Representation Agreements and Powers of Attorney. He also advises and helps clients apply to court for probate orders. Mike earned a Bachelor of Arts degree from UBC in 2002 prior to earning his Bachelor of Laws degree from Dalhousie Law School in Halifax in 2006. A practicing lawyer, Mike is a member of the Law Society of British Columbia and the Canadian Bar Association’s Wills & Trusts and Elder Law subsections. He has earned the TEP designation as a member of the Society of Trust and Estate Practitioners (STEP Canada). He is a member of the Estate Planning Council of Vancouver. He is also a past board member of the Marineview Housing Society and sat on an advisory panel for the BC Cancer Agency. He regularly presents at continuing education courses and also frequently presents publicly on trusts and estate planning for financial institutions, charities and educational institutions around Vancouver. He has been interviewed and featured in numerous publications over the years.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

I am a business attorney focused on working with Dentists, DSO's, Physicians, Entrepreneurs, and Small Business Owners. I founded Odgers Law Group in 2013 in Del Mar, California, and have since opened up offices in Poway, Mission Valley, and Los Angeles. My firm, Odgers Law Group, helps professionals and business owners in each step of their business life cycle: Formation, Growing, Protecting, and Exiting and plans for wealth preservation and transfer through comprehensive trust based estate planning.

Jeff Burr has been recognized as one of the top tax and estate planning attorneys in Southern Nevada and has been practicing for over 40 years. Through his years of community service and continual hard work, his personal client list contains many of the most prominent families in southern Nevada. Under Jeff's leadership, the firm has received the highest and most prestigious AV rating from Martindale Hubbell. Jeff's community involvement includes having been elected to the Clark County School Board and serving on boards such as the Boys and Girls Clubs of Southern Nevada, KLVX Planned Giving, St. Rose Dominican Foundation, Nevada State College, The Giving Tree, LDS Philanthropies and others. Jeff has been named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

Tax Attorney and CPA, Former IRS Agent Host of TaxWhit's Wealth Protection Podcast Published Author and Presenter on Tax and Estate Planning Topics

Ryan Duffy is a North Carolina and South Carolina attorney who helps families protect what matters most through clear, practical estate planning. As the founder of Estate Planning of the Carolinas, he focuses on wills, trusts, probate, and incapacity planning, offering a streamlined, virtual-first experience that makes quality legal help easier to access. Ryan also maintains a personal-injury practice and advises clients through complex real-world problems. Outside of client work, he operates Legal Verb, a content and SEO service for law firms looking to grow through better online visibility.

Keith Morris, is your Texas Probate Attorney and Co-Host of the Before You Go Podcast with Stacy Kelly. Keith Morris is an experienced litigation attorney whose practice focuses on fiduciary and civil litigation, with an emphasis on estate, trusts and guardianship matters. He also has the privilege of representing athletes, musicians and other talent in negotiating and securing contracts. Keith has been repeatedly selected to be named as a Texas Super Lawyer by Texas Monthly and frequently speaks and writes on Estate, Trust and Guardianship topics, Sports and Entertainment Law and Jury Selection and Trial Strategy.

In 2010, Mr. Ford achieved the highest distinction available to an attorney practicing in the area of estate planning and probate in Texas. He became Board Certified by the Texas Board of Legal Specialization, which is a coveted recognition bestowed on only the few attorneys, less than 2% of all licensed attorneys in Texas, who have demonstrated special competence in this area of law and who have received recommendations from fellow attorneys and judges with whom they have worked. In 2009, Mr. Ford completed the required course-work to become certified to serve as a mediator. In pursuit of this distinction, Mr. Ford attended the world-renowned Straus Institute for Dispute Resolution at the Pepperdine University School of Law in Malibu, California. He attended this intensive course with the goal of being able to conduct mediations in probate and guardianship cases, as few mediators in Texas specialize in these areas. In 2006, Mr. Ford was appointed by the Chief Justice of the Supreme Court of Texas to serve on the Guardianship Certification Board, which is a 15-member board that creates policy and oversees the regulation of private professional guardians in the State of Texas. At the inaugural meeting of the GCB, Mr. Ford was elected as the Chair of the Rules Committee, where he has served with distinction since that time. Mr. Ford’s recent distinctions are reflective of a dedication to the areas of estate planning, probate, and guardianship that began early in his education. In law school, Mr. Ford was fortunate to be able to concentrate his education in estate planning and business planning, not unlike a major in undergraduate school. His concentration in estate planning and business planning involved a curriculum designed around an in-depth study of those areas. Mr. Ford graduated from Baylor University with degrees in Accounting and Law. He has also completed several post-graduate courses at Baylor in pursuit of a Masters in Taxation. Don was designated a Super Lawyer in 2025 by Thomson Reuters, is a fellow of the Houston Bar Foundation, has served as Commissioner since 2014 on the Texas Judicial Branch Certification Commission, and was Editorial Board Member, 1999 to 2010, for The Houston Lawyer Magazine. He is the founding attorney of Ford + Bergner LLP which celebrated it's 25th year in 2025.

Victoria Lozano is an estate and business planning attorney and the founder of Plan Forward Legal LLC, with offices serving clients in Illinois and South Carolina. She helps individuals, couples, and families build practical estate plans that protect loved ones and reduce conflict, including wills, revocable living trusts, irrevocable trusts, trust administration, and planning for long-term stability. Victoria is known for translating complex legal concepts into plain language so clients can make confident decisions about guardianship planning, beneficiary planning, and the legacy they want to leave. Victoria is affiliated with the Chicago Bar Association, the American Bar Association, and the Lesbian and Gay Bar Association of Chicago (LAGBAC). She earned her Juris Doctor from Chicago-Kent College of Law in 2022, and her academic background includes advanced study in English and teaching in higher education, including Women and Gender Studies.

Founder & Principal | Real Estate PR, IR & Placement Strategist Manou Estates is a boutique consulting firm offering integrated PR, Investor Relations, and Capital Placement solutions for real estate funds, land developers, GPs, and family offices.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

Rustin is an attorney and counselor at law. He is admitted to practice law in the State of Utah, is an instructor of business law and ethics for Weber State University, and has served as Chair for the Utah Bar’s Business Law Section. Rustin has taught numerous continuing education courses for attorneys and CPA's as well as universities, and is a volunteer with legislation committees on which he has participated in drafting and recommending a number of successful revisions to Utah statutes which are favorable to his clients.

My practice focuses on federal and state tax preparation, tax case resolution, and estate planning. I have been helping Utahans with tax issues since 2012.I also work as a tax subject matter expert for Canopy, Inc. Canopy provides best-in-class tax resolution and practice management software. Head to www.canopytax.com to request a free demo!

Charles M. Green is a Certified California Family Law Specialist and licensed CPA with over 27 years of experience representing clients in complex divorce, child custody, and asset division matters throughout Los Angeles County. As one of approximately 1,150 State Bar-certified family law specialists in California—and one of the few who also holds an active CPA license—Charles brings integrated legal and financial expertise to high-stakes cases involving business valuations, QDROs, retirement division, spousal support calculations, and forensic financial analysis. His firm, Charles M. Green, APLC, was among the first Los Angeles family law practices to build CPA financial benefits and Spanish-language services into its foundation, serving Latino communities since 1998. The firm also provides Korean-language support. Charles is available to comment on California divorce and custody law, high-net-worth asset division, gray divorce trends, fathers' rights, CA yax law, QDRO/retirement issues, and financial strategy in family law and tax controversy matters.' Credentials: - Certified Family Law Specialist, State Bar of California - Licensed CPA (California) - J.D. + former Big Four accounting experience

I am an attorney in the intellectual property group at Offit Kurman, P.A. a full service law firm. Offit Kurman handles all aspects of intellectual property, including, patent, trademark, trade dress and copyright matters.I have counseled a wide range of clients from around the world, including businesses in the fashion, apparel, computer technology, restaurant, entertainment, jewelry, luxury goods, furniture, cosmetics, retail and consumer goods industries.As part of my practice, I have represented clients in federal courts around the country, defending and prosecuting claims of trademark, trade dress and copyright infringement, and, when necessary, obtaining injunctive relief. I have also represented clients in Opposition and Cancellation proceedings before the U.S. Patent and Trademark Office and in proceedings under the Uniform Domain Name Dispute Resolution Policy (UDRP). My experience also includes negotiating license agreements, filing and prosecuting trademark applications before the U.S. Patent and Trademark Office and filing applications to register copyrights with the U.S. Copyright Office.I have given several presentations on internet related intellectual property issues, including domain name disputes, internet keywords and the Digital Millennium Copyright Act. I am also the author of a number of articles on these issues, including one that appeared in the New York Law Journal in February 2008. Further, I am the author of a chapter on trademark and trade dress which appears on the Second Edition of Fashion Law: A Guide for Designers, Fashion Executives, and Attorneys, and I have contributed to a chapter in a treatise on trademark anti-counterfeiting. I am a member of the New York State Bar Association.In some states LinkedIn is considered attorney advertising. Prior results do not guarantee a similar outcome. Communication with me through LinkedIn does not create an attorney-client relationship.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.