Wealth Strategies Journal

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Category: Bios (page 1 of 4)

Damien Lee

Associate Editor
damien.lee@lewissaret.com

Education:
Georgetown University School of Foreign Service, B.S. in International Politics, 2016.

Damien is a senior undergraduate at Georgetown University’s School of Foreign Service, working towards a degree in International Politics with a concentration in International Law.  He is currently working as a paralegal at the Law … Continue reading

Allison Trupp

Associate Editor
atrupp@gwu.edu

Education:
George Washington University School of Business, B.B.A. in Finance, 2016 (expected)

Allison is currently an undergraduate senior at GWU with a concentration in Finance. She spent her spring of junior year studying abroad at Tel Aviv University in Israel. She is looking forward to continuing her studies and expanding … Continue reading

Pooja Shivaprasad

Associate Editor

pooja.shivaprasad@lewissaret.com

Education:

George Washington University, Elliott School of International Affairs, B.A. in Middle East Studies, 2016 (expected)

Pooja is currently an undergraduate senior at GWU studying International Affairs and the Middle East. She most recently worked at a non-profit called the Iraq Foundation, where she gained experience as … Continue reading

Logan Davis

Associate Editor

Ldavis.lewissaret@gmail.com

Education:

George Washington University Columbian College, B.A. in Political Science & B.A. in History, 2017 (expected).

Logan is currently an Undergraduate Junior at George Washington University. He most recently worked at the US Department of Education, where he served as a member of the Military Affairs Team. … Continue reading

Edwin P. Morrow III

Ed Morrow

Edwin Morrow, J.D., LL.M., MBA, CFP®, RFC® is the Director of Wealth Transfer Planning and Tax Strategies at Key Private Bank Family Wealth Advisory Services.  As one of Key’s national wealth specialists, Ed works with local Key Private Bank financial advisory and trust teams nationwide. He assists with in-depth reviews of … Continue reading

Alexandre M. Denault

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Alexandre M. Denault is a tax attorney in the Tax Practice Group at Akerman LLP. He focuses his practice on domestic and international tax planning matters, including inbound and outbound business and real estate tax planning for large corporations, joint ventures and ultra-high-net-worth private clients.  Mr. Denault is a … Continue reading

Jonathan Gopman

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Jonathan E. Gopman is chair of the trusts and estates practice at Akerman LLP, a fellow of the American College of Tax Counsel and a member of the American Bar Association and the ABA’s Section of Real Property, Trust and Estate Law. He is co-chair of the Asset Protection Planning Continue reading

Michael Sneeringer

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Michael A. Sneeringer is an associate in Akerman LLP’s Naples office. He practices in the areas of estate planning, probate administration, asset protection planning, and tax law. He serves as a Co-Vice Chair of the Asset Protection Planning Committee of the Real Property, Trust and Estate Law Section of the Continue reading

Bernard A. Krooks

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Bernard A. Krooks is a founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department. Mr. Krooks is a nationally-recognized expert in all aspects of elder law and special needs planning. He is the President of the Board of Directors of … Continue reading

Amy R. Lonergan

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Amy Lonergan is counsel in the Day Pitney’s Individual Clients department. She advises individuals and families in all aspects of estate and tax planning. Her practice ranges from straightforward estate planning for individuals and young families to developing complex plans that incorporate sophisticated strategies to transfer wealth to the next … Continue reading

Joshua S. Miller

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Josh Miller is a managing director and senior wealth strategist in Atlantic Trust’s Boston office. Josh has more than 13 years of industry experience, counseling high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their … Continue reading

Dominic M. Reilly

Dominic M. Reilly

Managing Editor

Education:
Georgetown University, B.A. in Philosophy, 2014.
Georgetown University Law Center, J.D. (expected), 2020.

Dominic is currently a tax professional with KPMG, LLP’s Business Tax Services practice. He joined the Wealth Strategies Journal in 2015.… Continue reading

Shivani Jha

Education:
Georgetown University Law Center, LL.M, Master of Laws, 2014
University of London International Programmes, LL.B. (Hons.), 2010

Shivani Jha is an attorney from New Delhi, India. She completed her Masters in Law from Georgetown University Law Center in 2014. She is currently also working as a Legal Fellow for … Continue reading

Linda Kotis

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Linda Kotis is Of Counsel with Ivins, Phillips & Barker’s Estate Planning Group and has been with the firm since May 2015. She works on complex estate planning matters, creation and modification of trusts, formation of business entities, charitable gift planning, real property transfers, and analysis of estate, income, generation-skipping

Continue reading

RoseMary Reed

RoseMary Reed is a shareholder at the firm of Stokes Lawrence, P.S. in Seattle, where she concentrates her practice in the areas of estate planning, gift and estate taxation, probate and the law of exempt organizations.  Ms. Reed graduated with honors from the University of Washington School of Law in 2003.  … Continue reading

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