Recognized Trusts and Estates Leaders 2025

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.

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

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.

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.

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!

Over 2 decades in the practice of law.

Practicing attorney focusing on estate planning

Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.

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.

Harold Wenger, Jr. a seasoned financial expert & a partner at Kingsview Partners has over four decades of experience in wealth management. Harold's holistic approach goes beyond traditional investments strategies which integrates elements like liability management, insurance and access to lenders that ultimately helps his clients reduce terms on liabilities and ensure that they achieve their desired financial goals. He also makes full use of the strengths of risk assessments and behavioral finance studies which provides his clients enough margin to easily sustain any unforeseen future challenges. Harold works closely with his clients to get to know their unique circumstances which helps him understand the importance of long term planning and actively assist those who wish to have a comprehensive and strategic approach towards their financial future. His unique approach & unmatched expertise in the world of financial management allows him to assist his clients achieve their financial goals while mitigating their risk exposure and securing sustainable financial futures.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Lauren A. Klein, a Florida native, focuses her practice on estate planning and elder law. Lauren holds both an LL.M. in Taxation from the University of Florida Levin College of Law and a Doctor of Law (J.D.) from St. Thomas University School of Law, where she graduated with honors. Lauren is licensed to practice law in the state of Florida and is a member of the Tax Section and Real Property, Probate and Trust Section of the Florida Bar, and an ACTEC Florida Fellow.

As Founder and CEO of Direction Inc., I architect organic search engine strategies driven by expert teams where technical excellence meets revenue acceleration. Our proven approach delivers an average 312% increase in quality leads, and 70% drop in patient acquisition costs for healthcare practices.Our mission at Direction? To create an organization where our team and customers thrive, delivering at least a 3x ROI within 12 months for our healthcare partners.Our values of Innovation, Value Creation and Elite Performance drive our operating system as we strive toward our vision of becoming the undisputed leader in healthcare SEO, helping practices attract 50-200+ new patient inquiries monthly.We engineer strategies to match intent at scale, creating sustainable inbound patient growth systems for dental practices, orthodontists, mental health providers, and plastic surgeons ready to be the leader their market.The Direction Difference:-Healthcare-Focused: Unlike broad-market SEO firms, we've targeted our expertise solely to healthcare SEO-Search Intelligence Architecture: We convert complex organic search and generative engine algorithms into revenue opportunities-Optimized Lead Acquisition Engineering: We building fast, sustainable growth frameworks with 61% lower cost per patient vs. paid ads-Market Dominance Blueprint: We transform websites into reliable lead and patient-acquisition powerhouses-Systematic Organization: We run on EOSMy obsession with business and digital marketing began early—from running an eBay business at nine, to coding my first website at 14, to buying and selling domain names, then going all-in on SEO since 2014. This foundation, combined with leading elite military intelligence teams through multiple overseas deployments, created a unique methodology:-Military precision and resilience into digital strategy and algorithm update intelligence, anticipating and capitalizing on search engine changes-Intelligence-driven market and competitor analysis, transforming search data into actionable strategies while identifying untapped market opportunities through systematic pattern recognition and prediction modeling-Team-centric leadership execution models forged in military intelligence operations, creating rapid-deployment SEO teams that adapt to algorithm shifts with military precision while maintaining focus on targetsReady to transform your digital presence from visible to unstoppable? Let's architect your path to practice growth with proven results that speak for themselves.

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.

For almost ten years, Josh Branch has been the Principal Attorney at The Law Office of Joshua W. Branch, LLC, a firm that provides professional legal representation for personal injury victims in Athens, Atlanta, Darien and throughout Georgia. He is licensed to practice law in both Georgia and Florida. Josh has a passion for helping individuals who have suffered serious injuries, or those who have lost a loved one, due to the negligence of others, whether individual or corporate defendants. He has successfully handled a wide variety of personal injury case types, including car accidents, medical malpractice, wrongful death, and more. He has also received multiple awards and honors for his excellence and dedication, such as multiple consecutive years as being named to the Super Lawyer's list, the Top 100 Trial Lawyers, and maintains an AV Peer Review Rating (the highest rating offered). Josh is committed to pursuing justice for his clients and giving back to his community through various charitable initiatives. Dedicated to Justice and Committed to Excellence.

I am a trial lawyer with the Johnson Injury Firm where I focus my practice solely on civil litigation and personal injury. My experience includes over 16 years at another personal injury firm that includes large results in auto, trucking and premises cases.After graduating from law school I worked at a general practice firm where I divided my time between civil litigation and serving as a Guardian Ad Litem for children in the City of Richmond. Prior to law school I worked on Capitol Hill with the House Commerce Committee, with Oversight and Investigations Subcommittee.

I am a lawyer from Long Island NY who has been practicing since 2003 with expertise in NY no-fault, personal injury, and employment discrimination.