Allaya Lloyd

Managing Associate Editor

lloyd.lewissaret@gmail.com

 

Education: 

Georgetown University, Magna Cum Laude, B.A. in Government with honors, 2013

 

Allaya serves as the senior paralegal and probate paralegal for The Law Office of Lewis J. Saret, which she joined in May 2012. Allaya works primarily on handling probate administrations and assisting clients … 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

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

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

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