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Estate Planners in US

DC Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in DC.

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39 results found

Karen Loulakis Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Estate Planner at Pesner Kawamoto Conway
Location:
Washington D.C. Metro Area
Industry:
Legal Services
Work history:
Pesner Kawamoto Conway Estate Planner
Full Profile

Gwen D'souza Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Trial Lawyer • Lawyers • Advisor • Supporting Member • Team Member • Senior Associate

Experience & Education

Position:
Trial Attorney and Estate Planner at D'Souza Law Office, LLC
Title:
Owner, D'Souza Law Office, LLC
Location:
Washington D.C. Metro Area
Industry:
Legal Services
Work history:
D'Souza Law Office, LLC Trial Attorney and Estate Plannersince Nov 1996Lippman Semsker & Salb, LLC Senior AssociateMar 2007 - Aug 2008
Full Profile

Caroline Bonaviri Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Legal Intern • Lawyers • Student Lawyer • Financial Manager

Experience & Education

Position:
Attorney at Stein Sperling
Title:
Estate Planning Attorney at Stein Sperling Bennett De Jong Driscoll PC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Stein Sperling - Rockville, MDAttorneysince Jun 2010American Cancer Society Legal InternFeb 2010 - May 2010
Full Profile

Susan Sanders Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Lawyers • Law Specialist

Experience & Education

Position:
Owner at Law Offices of Susan L. Sanders
Title:
Owner Law Offices of Susan L. Sanders
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Law Offices of Susan L. Sanders Ownersince Dec 1988
Full Profile

Dave Spence Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Founder • Director • Chairperson • Board Member • Financial Manager • Founding Member • Chief Executive • Operations Manager • Management Team Executive • Financial Analyst • Sales Representative • IT Specialist

Experience & Education

Position:
LPL Investment Advisor Representative, Rollover IRA Expert, CFP®, CPA and Founder at Palladium...
Title:
CPA & CFP®| Fee Only Investment Advice | IRA Rollover Expert | Estate Planning | Business Succession Planning
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Palladium Wealth Management - Northern VirginiaLPL Investment Advisor Representative, Rollover IRA Expert, CFP®, CPA and Foundersince 2006Omega Systems Group Incorporated - Washington, D.C. areaDirector, Enterprise Risk Management Consultingsince 1995
Skills:
Retirement Planning, 401 K Rollovers, Retirement Plan Distribution, Charitable Giving, Wealth...
Certifications:
CPA - Certified Public Accountant, Virginia Society of CPAs
CFP® - Certified Financial Planner, CFP Board of Standards
Estate Planner at AXA Advisors
Full Profile

Laurie Zook Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Community Organizer • Community Organization Worker • Doctor of Medicine • Social Workers • Planner • Corporate Executive • Chief Executive • Financial Manager • Independent Business Owners

Experience & Education

Position:
MISSION:Transition LLC, Life Changes, We Handle the Details! at MISSION:Transition LLC
Title:
MISSION:Transition & The Great Estate RE-Cycle, Seniors, Boomers & Estates, Transitions, Estate Sales, Staging
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
MISSION:Transition LLC MISSION:Transition LLC, Life Changes, We Handle the Details!since Jan 1999Frederick Urban Growers, The PLANT NATION COMMUNITY ORGANIZERMar 2009 - Mar 2013
Skills:
Process Scheduler, Product Development, Sustainable Design, Space-planning, Property Management,...
Estate Planner Legal Network
Full Profile

J. Barger Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • General Counsel • Law Specialist • Fiduciary • Of Counsel • Jurist • Legal Counsel • Lawyers • Trust Law Attorney • Speaker • Guide • Spokesperson • Representative • Tour Guide • Financial Manager • Operations Manager

Experience & Education

Position:
Chair, Estate Planning and Probate Practice at General Counsel, P.C., Senior Counsel at Ackerman...
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
General Counsel, P.C. Chair, Estate Planning and Probate Practicesince Apr 2010Ackerman Legal PLLC Senior Counselsince Mar 2010
Skills:
Estate planning for unmarried couples and their families, the marital deduction, elective share and ...
Estate Planner Legal Network
Full Profile

David Torchinsky Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Of Counsel • Law Specialist • Jurist • Legal Counsel • Lawyers • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager

Experience & Education

Position:
Of Counsel, Attorney at Stein, Sperling, Bennett, De Jong, Driscoll & Greenfeig, P.C.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Stein, Sperling, Bennett, De Jong, Driscoll & Greenfeig, P.C. Of Counsel, Attorneysince May 2010Law Offices of Binstock, Torchinsky and Associates, P.C. Attorney-CPASep 1994 - Apr 2010
Skills:
Mr, Torchinsky is a leader in the areas of living trusts, wills, family limited partnerships,...
Estate Planner Legal Network
Full Profile

Jared Hughes Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Philanthrope • Moderator • Office Runner • Non-Profit • Advisor • Courier • Certified Nurse Aide • Hospital Care Professional • Nurse • Nurse Practitioner • Health Professional • Health Practitioner • Director of Business Development • Business Development Manager • Operations Manager • Supporting Member • Leadership Think Tank • Pastoral Worker • Media Relations Specialist • Media Specialist • Media Professional • Team Member • Analysts • Clergy • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Student Worker • HR Manager • Chief Executive • Financial Manager • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • School Administrator • Educational Manager • Vocalist • Singer

Experience & Education

Position:
Major Gifts Officer at Compassion & Choices
Title:
Philanthropy Facilitator and Inspirational Catalyst
Location:
Washington D.C. Metro Area
Industry:
Hospital & Health Care
Work history:
Compassion & Choices - Washington D.C. Metro AreaMajor Gifts Officersince Sep 2010The M&A Advisor Director of Business DevelopmentOct 2009 - Sep 2010
Skills:
Fundraising, Board Development, Grants, Event Planning, Philanthropy, Social Networking,...
Full Profile

Arthur Hyland Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Development Director • Operations Manager • HR Manager • Recognition • Deputy Manager • Chief Executive • Financial Manager • Philanthrope • Organization Management • Team Member • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Director, Clinical Care and Research at The George Washington University Medical Center
Location:
Washington D.C. Metro Area
Industry:
Fund-Raising
Work history:
The George Washington University Medical Center Director, Clinical Care and Researchsince Jun 2010National Gallery of Art Senior Development Officer for Major Gifts and Planned GivingJun 2008 - Jun 2010
Skills:
Fundraising, Special Events, Annual Giving, Planned Giving, Grants, Non-profits, Stewardship,...
Full Profile

Steven Sigsbury Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Tax Assessor • Revenue Agent • Independent Business Owners • Independent Contractor • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Judicial Law Clerk • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager

Experience & Education

Position:
Associate Attorney at Jackson & Campbell, P.C.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Jackson & Campbell, P.C. - Washington, D.C.Associate Attorneysince 2011Reid & Scheffel, P.C. - Parker, ColoradoAssociate AttorneyNov 2009 - May 2011
Skills:
Estate Planning, Trusts, Estate Tax Planning, Estate Administration, Legal Research, Legal Writing, ...
Estate Planner Legal Network
Full Profile

Susan Toplinked Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Financial Manager • Receptionist • Front Desk Clerk • Guide • Organization Management • Non-Profit • Front Office Receptionist • Tour Guide • Entertainment Professional • Entertainer • Lawyers • Sports Trainer • Sports Trainers • Auctioneer • Sales Representative • Advertising Professional • Advertising Sales Agent • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Director of Social Networking Online Auctions at Rasmus Auctioneers, Rasmus.com Online only...
Title:
Director of Social Networking Rasmus Auctioneers, Rasmus.com, TOPLINKED, LION
Location:
Washington D.C. Metro Area
Industry:
Internet
Work history:
Rasmus Auctioneers, Rasmus.com Online only Commercial Assets Director of Social Networking Online Auctionssince Sep 2007Auction Benefits, Inc. Presidentsince 1998
Skills:
Specializing in innovative, event based, online liquidations and commercial auctions in North...
Full Profile

Christine Buckley Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Advisor • Philanthrope • Non-Profit • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Community Service Manager • Judicial Law Clerk

Experience & Education

Position:
Director of Professional Advisor Services at Community Foundation for the National Capital Region
Title:
Director of Professional Advisor Services for the Community Foundation for the National Capital Region
Location:
Washington D.C. Metro Area
Industry:
Philanthropy
Work history:
Community Foundation for the National Capital Region - Washington D.C. Metro AreaDirector of Professional Advisor Servicessince Jun 2012Lerch, Early & Brewer - Bethesda, MarylandAttorneyAug 2009 - May 2012
Skills:
Estate Planning, Estate Administration, Tax, Probate, Legal Research, Wills
Estate Planner Legal Network
Full Profile

Susan Toplinked Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Financial Manager • Receptionist • Front Desk Clerk • Guide • Organization Management • Non-Profit • Front Office Receptionist • Tour Guide • Entertainment Professional • Entertainer • Lawyers • Sports Trainer • Sports Trainers • Auctioneer • Sales Representative • Advertising Professional • Advertising Sales Agent • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Director of Social Networking Online Auctions at Rasmus Auctioneers, Rasmus.com Online only...
Title:
Director of Social Networking Rasmus Auctioneers, Rasmus.com, TOPLINKED, LION
Location:
Washington D.C. Metro Area
Industry:
Internet
Work history:
Rasmus Auctioneers, Rasmus.com Online only Commercial Assets Director of Social Networking Online Auctionssince Sep 2007Auction Benefits, Inc. Presidentsince 1998
Skills:
Specializing in innovative, event based, online liquidations and commercial auctions in North...
Full Profile

Jack Levengard Washington, DC

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Intelligence Professional • Business Consultant • Advisor • Account Manager • Customer Service • Bookkeeper

Experience & Education

Position:
Senior Relationship Manager at Leadership Directories, Inc.
Location:
Washington D.C. Metro Area
Industry:
Information Services
Work history:
Leadership Directories, Inc. Senior Relationship Managersince Jul 2013LexisNexis Account Manager - Federal Courts/Federal DefendersFeb 2000 - Jun 2013
Estate Planner at Merrill Lynch
Full Profile

Rixon Rafter Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Program Director • Operations Manager • Counselor • Advisor • Attorney At Law • Law Specialist • Trial Lawyer • Lawyers • Financial Manager • Defense Attorney

Experience & Education

Position:
Director, Business Development; Senior Program Manager at Edaptive Computing, Inc., Trial Attorney...
Title:
Director, Business Development; Senior Program Manager, Edaptive Computing, Inc.; Attorney and Counselor at Law.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Edaptive Computing, Inc. - Reston, VADirector, Business Development; Senior Program Managersince Nov 2012Law Offices of Rixon C. Rafter Trial Attorneysince Apr 2005
Skills:
Admitted to Practice Before:, United States Federal District Court (E.D. VA), Unites States Court...
Estate Planner Legal Network
Full Profile

Chris Allen Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Doctor of Medicine • Non-Profit

Experience & Education

Position:
Financial Advisor, CRPC, An Ameriprise Platinum Financial Services practice at Ameriprise Financial ...
Title:
Financial Advisor, CRPC, at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CRPC, An Ameriprise Platinum Financial Services practicesince Aug 2001
Estate Planner Legal Network
Full Profile

Eileen Swicker Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Law Specialist • Associate Attorney • Lawyers • International Affairs • Financial Manager

Experience & Education

Position:
Principal at Law Office of Eileen Guerin Swicker (Sole Proprietorship)
Title:
Principal at Law Office of Eileen Guerin Swicker
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Law Office of Eileen Guerin Swicker - Leesburg, VirginiaPrincipalsince Nov 2010Michele H. Wright & Associates Associate AttorneyDec 2007 - Nov 2010
Skills:
Estate Planning, Estate Administration, Small Business, Trusts, Probate, Wills, Powers of Attorney, ...
Languages:
English, French, Spanish
Estate Planner Legal Network
Full Profile

Benjamin Schenker Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Editor • Law Specialist • Lawyers • Supporting Member • Team Member • Judicial Law Clerk • Volunteer • Non-Profit • Income Tax Preparer • Tax Accountant • Research Assistant • Researcher • Survey Researcher • Juris Doctor • Government Administration Professional • Chief Executive • Financial Manager • Community Service Manager

Experience & Education

Position:
Contract State Tax Law Editor at Bloomberg BNA
Title:
Contract Tax Law Editor at Bloomberg BNA
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Bloomberg BNA - Arlington, VirginiaContract State Tax Law Editorsince Feb 2013LowranceLaw Tax AssociateOct 2011 - Feb 2013
Skills:
Income Tax, Estate Planning, Tax Preparation, Italian languages, Tax, Trusts, Legal Writing, Tax...
Full Profile

Todd Sigety Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Partner • Chief Executive • Appraiser • Estimator • Financial Analyst • Instructor • Pedagogue • Treasurer • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Counselor • Business Administrator • Spokesperson • Representative • Advisor • Bachelor of Science • Web Developer • User Interface Designer • Software Developers • Sales Representative

Experience & Education

Position:
Owner at WSA Appraisals, Partner at Appraiser Workshops, Owner at Washington Square Antiques
Location:
Washington D.C. Metro Area
Industry:
Fine Art
Work history:
WSA Appraisals OwnerAppraiser Workshops Partnersince 2007
Skills:
Retail - Antique, Authentication, Broker, Consultant, Damage, Claims, Divorce Settlements,...
Full Profile

Elizabeth Gray Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Partner at Matsen, Miller, Cossa & Gray, PLLC, Member at Special Needs Alliance
Title:
Partner at Matsen, Miller, Cossa & Gray, PLLC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Matsen, Miller, Cossa & Gray, PLLC - 4000 Legato Road, Suite 1100, Fairfax, Virginia 22033Partnersince Jul 2012Special Needs Alliance Membersince 2010
Estate Planner Legal Network
Full Profile

Jay Reiner Washington, DC

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Non-Profit • Certified Public Accountant • Accounting Clerk • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Full Service Accounting & Tax Services at Jay E Reiner CPA PLLC
Title:
CPA-Your Trusted Advisor
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Jay E Reiner CPA PLLC Full Service Accounting & Tax Servicessince 1992Various CPA Firms Staff Accountant1981 - 1991
Skills:
Non-profits, Trusts, Small Business, Accounting, Income Tax, Tax, Corporate Tax, Tax Preparation,...
Estate Planner Legal Network
Full Profile

Joann Wood Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive • Financial Manager • Team Member

Experience & Education

Position:
Attorney at The Law Office of Joann M. Wood, LLC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
The Law Office of Joann M. Wood, LLC - California, MarylandAttorneysince Jan 2012Dugan, McKissick, Wood & Longmore, LLC PartnerDec 1998 - Dec 2011
Estate Planner Legal Network
Full Profile

Nathania Ustun Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Legal Intern • Student Lawyer • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Advisor • Analyst • Security • Analysts • Public Information Officer • Director • Operations Manager • Financial Manager • Researcher • Survey Researcher • Student Worker • IT Manager

Experience & Education

Title:
Legal Professional
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
New York Life Insurance Company - Greater Boston AreaFinancial Services ProfessionalAug 2008 - Dec 2010Fortress Law International, LLC. AttorneyMay 2008 - Aug 2008
Skills:
Legal Research, Legal Writing, Politics, International Relations, Mediation
Languages:
French, Arabic, Spanish, Turkish
Full Profile

David Wilks Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Juris Doctor • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Shareholder at Vanderpool, Frostick & Nishanian, P.C.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Vanderpool, Frostick & Nishanian, P.C. - Lake Ridge, VirginiaShareholdersince Apr 2013Quinto & Wilks, PC PrincipalApr 1996 - Mar 2013
Skills:
Estate Planning, LLC, Civil Litigation, Commercial Litigation, Corporate Law, Litigation, Trusts,...
Estate Planner Legal Network
Full Profile

Jim Haight Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Patent Attorney • Lawyers • Juris Doctor • Government Administration Professional • Financial Manager • Community Service Manager

Experience & Education

Position:
Attorney at Law at James C. Haight, J.D.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
James C. Haight, J.D. Attorney at Lawsince 2001NIH Office of Technology Transfer Senior Patent AttorneyJul 1989 - Mar 2006
Full Profile

Bob Beatson Washington, DC

Professions & Specialties

Computer Technician • Computers Specialist • Computer Specialist • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Principal at Law Offices of Robert Beatson II
Title:
Tax, Business Law, Computer/High Tech/Biotech Law, IP, Trusts/Estates/Wills, Litigation,Law Offices of Robert Beatson II
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Law Offices of Robert Beatson II Principalsince Sep 1988Freddie Mac Senior Tax CounselSep 1988 - Sep 1999
Skills:
Estate Planning, Trusts, Commercial Litigation, Wills, Probate, Civil Litigation, Tax, Real Estate, ...
Estate Planner Legal Network
Full Profile

Anthony Carducci Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Founder • Team Leader • Founding Member • Chief Executive • Project Managers • Operations Manager • Project Manager • Financial Manager • Advertising Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney and Founder at Law Office of Anthony Carducci, PC, Attorney & Project Manager at Legal ...
Title:
Attorney and Founder at Law Office of Anthony Carducci, PC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Law Office of Anthony Carducci, PC - Chevy Chase, MarylandAttorney and Foundersince Jan 2008Legal Professional Attorney & Project Managersince Jan 2003
Skills:
Document Review
Estate Planner Legal Network
Full Profile

Lisa Hayes Baltimore, MD

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Planner • Team Member • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers

Experience & Education

Position:
SVP / Senior Wealth Planner at PNC Wealth Management
Title:
Senior Vice President / Senior Wealth Planner at PNC Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Banking
Work history:
PNC Wealth Management SVP / Senior Wealth Plannersince Mar 2007Mercantile-Safe Deposit & Trust Company - Baltimore, Maryland AreaVice President - Estate PlannerMar 1996 - Mar 2007
Certifications:
Certified Public Accountant, North Carolina State Board of Certified Public Accountant Examiners
Juris Doctor, Maryland Court of Appeals
Full Profile

George Cundiff Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
CPA-PRESIDENT at Cundiff & Associates, CPA, P.C.
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Cundiff & Associates, CPA, P.C. CPA-PRESIDENTsince Jan 1981Manassas, VA Surles and Associates, CPAApr 1975 - May 1979
Estate Planner Legal Network
Full Profile

Brian Hundertmark Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Juris Doctor • Spokesperson • Representative • Financial Manager

Experience & Education

Position:
Senior Counsel at Garson Claxton LLC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Garson Claxton LLC Senior Counselsince Jan 2004
Skills:
Focus:, Intellectual Property, Trademarks, Copyright, Technology, Business Succession Planning, Bar ...
Full Profile

William Kovatch Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Attorney At Law • Law Specialist • Lawyers • Financial Manager • Community Service Manager • Jurist • Legal Counsel

Experience & Education

Position:
Owner at William J. Kovatch, Jr., Attorney at Law, PLLC
Title:
Owner, William J. Kovatch, Jr., Attorney at Law, PLLC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
William J. Kovatch, Jr., Attorney at Law, PLLC Ownersince Jul 2008U.S. Department of Commerce Senior AttorneyAug 2000 - Jul 2008
Skills:
Estate Planning, Estate Administration, Immigration Law, Elder Law, Special Needs Trusts, deferred...
Estate Planner Legal Network
Full Profile

Taj Mccree Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Trial Lawyer • Lawyers • Screenwriter • Author • Editing Professional • Writing and Editing Professional • Writer and Editor • District Attorney • Paralegal • Litigation Support Specialist • Defense Attorney • Diver • Air Transportation Worker • Captain • Juris Doctor • Bachelor of Science • Chief Executive • Financial Manager

Experience & Education

Position:
Playwright at DC, Attorney at Government
Title:
Experienced Trial Attorney
Location:
Washington D.C. Metro Area
Industry:
Legal Services
Work history:
DC Playwrightsince 2012Government Attorneysince Oct 2004
Skills:
Criminal Law, Criminal Defense, Litigation, Legal Research, Civil Litigation, Defense, Military...
Full Profile

Ann Jakabcin Washington, DC

Professions & Specialties

Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Principal at Stein Sperling
Title:
Estate Planning Attorney, Stein Sperling Bennett De Jong Driscoll PC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Stein Sperling - Rockville, MDPrincipalsince Jan 1985
Skills:
Estate Planning, Personal Trust Administration, Wealth Preservation Planning, Charitable Gift...
Estate Planner Legal Network
Full Profile

Holly Sowell Washington, DC

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Title:
Greater Washington/Baltimore Market Talent Scout at PNC Financial Services
Location:
Washington D.C. Metro Area
Industry:
Human Resources
Estate Planner Legal Network
Full Profile

Diane Kuwamura Washington, DC

Professions & Specialties

School Principal • School Administrator • Educational Manager • Supporting Member • Team Member • Law Clerk • Law Specialist • Judicial Law Clerk • Lawyers

Experience & Education

Position:
Principal at Feeney & Kuwamura, P.A.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Feeney & Kuwamura, P.A. Principalsince Sep 2003
Skills:
Estate Tax Planning, Estate Planning, Trusts, Estate Administration, Wills, Tax, Wealth Management, ...
Estate Planner Legal Network
Full Profile

Ed Marin Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Juris Doctor • Law Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal-Head of Trust and Estates Department at Meyers, Rodbell & Rosenbaum
Title:
Principal at Meyers, Rodbell & Rosenbum
Location:
Washington D.C. Metro Area
Industry:
Legal Services
Work history:
Meyers, Rodbell & Rosenbaum Principal-Head of Trust and Estates Departmentsince Jun 2002Bornstein, Redler & Lipton Tax Attorney1995 - 2001
Estate Planner Legal Network
Full Profile

Edward Marin Washington, DC

Professions & Specialties

School Principal • School Administrator • Educational Manager • Law Specialist • Lawyers

Experience & Education

Position:
Principal at Meyers, Rodbell & Rosenbaum
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Meyers, Rodbell & Rosenbaum Principal
Estate Planner Legal Network
Full Profile

Ben Satterfield Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Product Specialist • Territory Account Manager • Sales Executive • Counselor • Advisor • Area Manager • Managers • Marketing Manager • Sales Manager • Web Marketer • Client Service Officer • Chief Executive • Region Manager • Financial Manager • Customer Service • IT Specialist

Experience & Education

Position:
Tax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Business at Wolters Kluwer Law...
Title:
Product Specialist Tax at Wolters Kluwer Law & Business
Location:
Knoxville, Tennessee Area
Industry:
Information Services
Work history:
Wolters Kluwer Law & Business - Southeast, NY, Washington, DCTax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Businesssince Jul 2012Wolters Kluwer Corporate Market Territory Manager/ Sales Executivesince 2011
Skills:
Sales, Software Industry, Tax, Accounting, Corporate Law, Account Management, Selling, Sales...
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