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.

Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association. Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time. Brad maintains an Indiana CPA license and has taught estate and tax planning to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, entitled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States. Brad is also the author of several books, including: Intentionally Defective Grantor Trusts Line By Line, Family Limited Partnership Agreement Line By Line, Family LLC Operating Agreements Line By Line, and is co-author of Disinherit The IRS, Don’t Die Until You’ve Read This Book, The Four Corners: Where Your Estate Plan Becomes A Living Legacy, and The Florida Domicile Handbook.

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.

Greg Reese is the Founder, President, and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. With more than 25 years of experience in estate planning, he specializes in helping individuals and families protect their assets, preserve wealth, and create comprehensive legacy strategies. Through AmeriEstate, Greg has built a national network dedicated to making estate and asset protection planning accessible and effective. At Reef Point, he focuses on advanced planning solutions and tax-efficient strategies designed to help clients structure and transition highly appreciated assets. Greg is recognized for his expertise in estate planning, asset protection, and wealth preservation, and is a frequent speaker on trust strategies and long-term financial planning.

I’m Paul Deloughery (also known as Paul E. Deloughery), an estate planning attorney and Certified Family Wealth Advisor with over 25 years of experience helping families protect their wealth and legacy. Based in Phoenix, Arizona, I specialize in creating customized estate plans and family governance strategies to prevent family disputes, protect autonomy, and preserve harmony across generations.Want to discuss how to protect your family’s legacy? Feel free to reach out!

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

Attorney John D. Sarai is an experienced and well-versed attorney specializing in the fields of bankruptcy, consumer protection and debt relief for consumers and businesses. He has filed thousands of successful bankruptcies and discharged millions of dollars for individuals and businesses struggling with debt. His clients have received fresh starts, clean slates, and a second chance and rebuilding and reestablishing credit without being burdened by debt. He has stopped and prevented foreclosures, repossessions, wage garnishments, bank levies, IRS levies, and other collection actions from creditors and collection agents. He has obtained countless dollars in settlements and judgments for personal injury clients involved in car accidents, truck accidents, motorcycle accidents, pedestrian accidents, premises liability, dog bites, and slip and fall accidents. He also represents clients with claims against government agencies for injuries on public property and on other buses and public transportation, as well as accidents involving ridesharing companies like Uber and Lyft. John has also discharged millions of dollars through thousands of successful business and consumer bankruptcies. He has helped clients eliminate their debts and save their homes and businesses, all resulting in brand new credit, high credit scores, and bright financial futures.  Additionally, John advocates for clients being harassed by creditors and collection agencies. He has procured hundreds of thousands of dollars for clients against creditors who violated the Telephone Consumer Protection Act and the Fair Debt Collections Practices Act.

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.

James A. Kraehenbuehl is an experienced business attorney, tax lawyer, and executive who has represented hundreds of clients, from individuals with simple tax preparation to global companies with complex legal issues. He started his own firm, Mid-Atlantic Law and Tax, so that he may partner with clients to help them grow and achieve their goals by addressing the annual need for tax preparation, assisting clients in mitigating and managing legal risk, and using financial data to help clients manage and improve their businesses. James’ experiences and the foundation of his family’s accounting business, which has prepared taxes for clients and advised clients on tax issues for over forty years, have enabled him to become this strategic and valuable partner. As a tax attorney, he has worked with clients to prepare simple to complex returns as well as resolve various inquiry letters or tax audits from the IRS and state equivalents. Moreover, in his prior experience as general counsel and executive for a U.S. defense prime contractor, Fincantieri Marine Group, James has directly managed and assisted his clients manage the wide variety of legal risks that businesses face. This includes issues such as managing contracting risk through negotiation and building good templates, investigating and resolving personnel-related risks, managing corporate structures and formalities, as well as managing environmental issues identified in industrial manufacturing settings. James started practicing law at Boies Schiller and Flexner LLP, a nationally known and respected litigation firm. Here, he represented a variety of individuals and major corporations in matters before regulatory agencies and litigated commercial and governmental disputes before a variety of state and federal courts. Prior to the law firm, James served as a law clerk to Judge D. Brooks Smith of the U.S. Court of Appeals for the Third Circuit. He graduated from the University of Chicago Law School with Honors and of the Order of the Coif. While there, he served as Managing Editor of the University of Chicago Law Review and won the school’s moot court competition.

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.

Schepisi & McLaughlin, P.A. Whether you are forming a new company, involved in a construction dispute, facing divorce or seeking proper protection in the purchase or sale of commercial or residential real estate, you want to know that the lawyer by your side has been there before and he or she knows how to handle the situation. Schepisi & McLaughlin, P.A., in Englewood Cliffs, New Jersey, has established itself as a provider of trusted, experienced, customer-focused legal counsel. The firm has served clients in Bergen County and throughout northern New Jersey since 1978. Founder and firm President John A. Schepisi has practiced law for more than 50 years and Senior Partner Silvana D. Raso has more than 25 years of experience. They lead a team of knowledgeable attorneys and support staff that places a premium on every client’s experience. You Are Family. At Schepisi & McLaughlin, P.A., we treat every case as if we were handling it for a family member. Mr. Schepisi and Ms. Raso review every case the firm handles. We have strong relationships with real estate valuators, business strategists, financing specialists, forensic accountants and others who play an important role in the positive results we produce for our clients.

I’m a fee-only fiduciary financial adviser, chief investment officer and founder of Cedar Point Capital Partners, where I help executives, business owners, and affluent families navigate complex financial decisions with clarity and discipline. I regularly comment on investment strategy, retirement planning, tax-aware wealth management, and how households actually manage cash, risk, and returns in real-world markets. My perspective centers on long-term thinking, realistic return expectations, and minimizing the practical risks that often drive outcomes during periods of market stress or transition. I’ve been featured in national and regional media on topics including retirement policy, savings strategies, and fiduciary excellence. As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here or in any media I provide commentary in are general in nature and not intended as individualized investment advice. For more information, please visit: https://www.cedarpointcap.com/disclaimers-disclosures/