Wealth Strategies Journal

Do More, Better, Faster

Month: May 2013 (page 1 of 2)

Alan S. Gassman

Gassman Law Associates, P.A.
Email: Alan S. Gassman
Tel: (727) 442 – 1200

 

Practice Areas:
Estate Planning, Health Law, Corporate & Business Law

Bar Admissions:
Florida, 1983

Awards and Honors:
AV® Preeminent™ Peer Review Rated by Martindale-Hubbell®; Florida Super Lawyers, 2006–present; Florida Trend’s 2004 Top 1.8% of the Best … Continue reading

Robert Moshman

bmoshman@optonline.net

Bob Moshman is a professional writer and attorney. He is a graduate of Columbia College (BA English, 1978) and Case Western Reserve University School of Law in Cleveland, Ohio (JD, 1981). He has written over 1,000 financial articles since 1981 with emphasis on estate planning. A number of these … Continue reading

Stefan F. Tucker

575 7th Street, NW
Washington, DC 20004
sftucker@venable.com
Tel: (202) 344-8570

 

Education:
J.D., University of Michigan, 1963
Order of the Coif
B.B.A., University of Michigan, 1960

Practice Focus:
Stef Tucker represents a wide variety of clients, from the entrepreneur and the professional, on the one hand, to publicly traded … Continue reading

Sanford J. Schlesinger

499 Park Avenue
New York, NY 10022
sschlesinger@sgllp.com
Tel: (212) 328-6100

 

Sanford J. Schlesinger is a founding partner of the law firm of Schlesinger Gannon & Lazetera LLP, and chair of its Wills & Estates Department and Family Business Group. Mr. Schlesinger is a nationally recognized expert in the … Continue reading

Michael R. Savage

McLean, Virginia
michael.r.savage@ustrust.com
Tel: (202) 585-4121
Fax: (804) 264-6923

 

Michael Savage is a Wealth Strategist at U.S. Trust, Bank of America Private Wealth Management. In this role, Michael develops and presents strategies for clients related to income tax planning, gift and estate planning, charitable planning and cash flow management.… Continue reading

Gideon Rothschild

The Chrysler Building
405 Lexington Avenue
New York, New York 10174
grothschild@mosessinger.com
Tel: (212) 554-7806
http://www.mosessinger.com

 

Gideon Rothschild is a partner with the New York City law firm of Moses & Signer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in … Continue reading

Jonathan R. Legg

1775 Eye Street, NW, Suite 200
Washington, DC 20006-9017
Jonathan.Legg@morganstanleypwm.com
Tel: (202) 862-9003
Fax: (202) 862-9198

 

Jonathan Legg is a Private Wealth Advisor and Principal of the Legg Wealth Management Group. He has built a specialized team designed to provide financial solutions for a select number of highly successful … Continue reading

James E. Hughes, Jr.

Mr. Hughes is the author a newly published edition of Family Wealth: Keeping It in the Family, and numerous articles on family governance and wealth preservation and a series of reflections which can be found on his website jamesehughes.com.

He was the founder of a law partnership in New … Continue reading

Jerome M. Hesch

1450 Brickell Avenue, Suite 1900
Miami, FL 33131
JHesch@bergersingerman.com
Tel: (305) 982-4088
http://www.bergersingerman.com

 

Jerome M. Hesch is Of Counsel to Berger Singerman in its Miami, Florida office and is Special Tax Counsel to Oshins & Associates in Las Vegas Nevada. He is the Director of the Notre Dame Tax … Continue reading

Richard L. Harris

Life Insurance Broker, Consultant & Expert Witness
richard@rlharrisllc.com
Tel: (973) 470-5151
www.rlharrisllc.com

 

Richard L. Harris is the managing member of Richard L. Harris LLC, a life insurance sales and consulting firm devoted to helping the very wealthy and their professional advisors deal with issues regarding life insurance. He works … Continue reading

Lawrence Brody

One Metropolitan Square
211 North Broadway, Suite 3600
St. Louis, MO 63102-2750
lbrody@bryancave.com
Tel: (314) 259-2652
www.bryancave.com

 

Education:
LL.M., New York University, 1968
J.D., Washington University, 1967
B.S., University of Pennsylvania, 1964

Mr. Brody is a member of Bryan Cave’s Private Client Group. He is an adjunct professor at … Continue reading

Jonathan G. Blattmachr

515 Madison Avenue, Suite 13B
New York, NY 10022
jblattmachr@pioneerwealthpartners.com
Tel: (212) 328-0312
http://pioneerwealthpartners.com/

 

Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and … Continue reading

Mary Ann Best

800 Connecticut Avenue, NW
Washington, D.C.
BestMA@Bernstein.com
Tel: (202) 261-6740
Fax: (202) 261-6767
www.bernstein.com

 

As a Principal and Financial Advisor with Bernstein Global Wealth Management, Mary Ann Best’s practice is focused on providing fee-based investment planning for individuals, families and foundations. Plans are tailored for each client’s resources, tax … Continue reading

Sun Yim Park Saret

Biologist
National Institute of Allergy and Infectious Diseases,
National Institutes of Health
Bethesda, MD 20892
sysaret@gmail.com
Tel: (301) 346-7223

 

Education:
B.A., University of Virginia
M.S., City University of New York
Ph.D., Institute for Biomedical Sciences, George Washington University

Dr. Sy Park Saret is the Chief Operating Officer of Joshua … Continue reading

Lewis J. Saret

Law Office of Lewis J. Saret
1025 Thomas Jefferson Street, NW
Suite 420 East
Washington, DC 20007
lsaret@me.com
Tel: (202) 965-7748
Fax: (202) 965-7745
http://www.lewissaret.com

 

Education:
B.B.A., Lamar University
MBA and Masters in Accounting, Rice University
J.D., The George Washington University School of Law

Lewis J. Saret is the … Continue reading

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