Robert Moshman

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
Tel: (202) 344-8570


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
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
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

Jonathan R. Legg

1775 Eye Street, NW, Suite 200
Washington, DC 20006-9017
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

Richard L. Harris

Life Insurance Broker, Consultant & Expert Witness
Tel: (973) 470-5151


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
Tel: (314) 259-2652


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

Mary Ann Best

800 Connecticut Avenue, NW
Washington, D.C.
Tel: (202) 261-6740
Fax: (202) 261-6767


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

National Institute of Allergy and Infectious Diseases,
National Institutes of Health
Bethesda, MD 20892
Tel: (301) 346-7223


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
Tel: (202) 965-7748
Fax: (202) 965-7745


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