Peter S. Myers, a partner in Fox Rothschild’s San Francisco office, is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California's Board of Legal Specialization. He frequently writes and teaches in the areas of estate planning and family business entities, and has authored and published treatises, books and articles, regularly speaking throughout the country on topics of interest to wealthy families and their advisers, as well as at conventions of professionals. From 1987 to 1992, Peter practiced antitrust and securities law with a national firm before starting his own firm, Myers Urbatsch, P.C. (later Myers Kenney, P.C.).
Peter is the executive editor of Business Succession Planning: Strategies for California Estate Planners and Business Attorneys, published by Continuing Education of the Bar-California. He regularly teaches for the National Network of Estate Planning Attorneys, California Continuing Education of the Bar (CEB), the Southern California Institute and various local and national professional groups.
Sean R. Kenney is a partner in Fox Rothschild’s San Francisco office, concentrating his practice in the areas of trusts and estates, business succession and taxation. A frequent speaker on tax law and business succession issues, Sean is also a contributor to treatises and publications in the areas of tax, business and estate planning.
Prior to joining Fox, Sean was a shareholder at Myers Kenney, P.C. He coauthored a chapter regarding limited partnerships and limited liability companies in the treatise, Business Succession Planning: Strategies for California Estate Planners and Business Attorneys, in addition to coauthoring a chapter in the California Decedent Estate Practice treatise on post-mortem planning and administration with estates holding business interests, both published by Continuing Education of the Bar-California.
Jacob Abdo is a summa cum laude graduate of Mitchell Hamline School of Law. During law school, he served as the executive editor of the Mitchell Hamline Law Review. Jacob’s published works on entertainment law topics include Rock of Aging: Celebrity Estates; Termination of Music Copyright Transfer: The Renegotiation Reality; The Value Gap’s Disruptive Impact on the Online Music Marketplace; and Will Streaming Services Turn the Tide or Leave the Music Industry High and Dry?
Kenneth J. Abdo, a partner in Fox Rothschild’s Minneapolis office, has served as legal counsel to artists, creators and businesses in music, film, TV, theater, media and publishing for more than 30 years. His clients include prominent individuals, collaborators and businesses in the creative and commercial arts, including multiple Grammy® award recipients, gold and platinum recording artists, Emmy® and other award winners. Harnessing his years of experience as a musician and entertainer, Ken has extensive experience working with developing, established and legacy artists, as well as their estates. Prior to joining Fox, Ken was the founder and chair of the Entertainment Law Department of the Minneapolis-based Lommen Abdo law firm.
Lincoln Bandlow is a partner in Fox Rothschild’s Los Angeles office, where he focuses his practice on sophisticated media, First Amendment, intellectual property and other entertainment-related litigation matters. He represents clients in the motion picture, television, publishing, broadcasting, internet and advertising fields, as well as some of the principal underwriters for the media and entertainment industry.
A frequent speaker and lecturer on media and intellectual property issues, Lincoln has served as a visiting professor at the Annenberg School of Journalism at the University of Southern California since the spring of 1995, teaching graduate and undergraduate courses in media and entertainment law. Additionally, he recently co-authored a chapter on U.S. law for the "International Libel and Privacy Handbook."
David K. Cahoone is principal in the law firm of David K. Cahoone, PA, practicing in the areas of charitable planning, income tax planning, wealth protection planning, estate and wealth strategies planning and business planning. Previously, he was a partner in the law firm of Esperti Peterson & Cahoone, PA and a member of Esperti Peterson & Cahoone Consulting, Inc., an estate planning consulting firm. For 10 years, David was a developer and faculty member of the Chartered Wealth Advisor (CWA) Program, offered through Hilliard Lyons, and the Accredited Wealth Manager Program (AWM), offered through RBC Wealth Management. He is the founding principal and faculty member at the Laureate Center for Wealth Advisors.
Mark Castell is a tax adviser in the Cleveland office of Cerity Partners. He has more than 30 years of experience advising corporate executives, international professional tennis players and golfers, major league baseball and football players, entertainers and a prominent high-net-worth family.
Prior to joining HPM Partners, Mark was the managing director of tax for MAI Wealth Advisors, LLC, formerly an affiliate of IMG in Cleveland. He was a member of the firm’s senior management team and responsible for the delivery of all facets of the firm’s comprehensive tax advisory services. Earlier in his career, Mark was a tax accountant at Coopers & Lybrand and a staff accountant with James Hirschauer & Co. Mark earned a B.S. in business administration with a concentration in accounting from Lake Erie College. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Gregory E. Crawford is the President of Alliance Trust Company of Nevada, where he develops strategy, drives growth and oversees operations. For two decades, Greg has designed and implemented asset management and asset protection plans for multigenerational families in the United States and abroad and some of the largest institutions in the world. This work involves comprehensive financial planning, portfolio design, business entity structure strategy and sophisticated estate planning techniques.
Greg is a frequent speaker on the benefits and advantages of Nevada trust situs at law school conferences around the country. He is certified in financial planning by Boston University and is a Registered Trust and Estate Practitioner and a Certified Financial Planner. Greg has regularly been quoted in publications such as The Wall Street Journal, the New York Times, the Financial Times of London, and has appeared as an on-air expert on CNBC, Bloomberg and ABC World News Tonight.
Gina D’Onofrio, FGA, ASA, is the Director of Fine Jewelry at Heritage Auctions in Beverly Hills. With work in the retail, auction and manufacturing sectors of the jewelry industry since 1989, Gina’s experience encompasses jewelry design and production, appraisals, buying and selling of contemporary, antique and period jewelry, sales and management.
Prior to joining Heritage, Gina operated an independent gemological laboratory, appraisal service and consulting firm, and has been catering to private individuals, banks, trusts, non-profit organizations, insurance companies, legal firms and the jewelry trade in the greater Los Angeles area. Gina continues to conduct presentations and speeches about appraisal and jewelry related topics to private and corporate groups. She received her Master Gemologist Appraiser® designation, upon completion of appraisal studies, written and practical examinations and peer appraisal report review with the American Society of Appraisers. In addition, she was awarded the Certified Master Appraiser designation with the National Association of Jewelry Appraisers. In 2013, Gina received Los Angeles Magazine’s coveted “Best in LA” award for her Jewelry Appraisal Services. Gina previously served as Gems and Jewelry Education Chair for the American Society of Appraisers and is co-instructor for their Appraisal Report Writing for Insurance Coverage course.
Lily M. Harris, an associate in Fox Rothschild’s San Francisco office, focuses her practice on trust and estate administration as well as taxation and wealth planning. She represents clients in estate-related litigation matters, including but not limited to contested probate, trust and conservatorship cases. Prior to joining Fox, Lily was an estate planning attorney with Myers Urbatsch, P.C. She also worked as a white-collar criminal defense attorney, representing clients charged with complex fraud, embezzlement and corruption cases in federal court.
Andrew J. Grey is the managing partner of SRG LLP. He began his public accounting career at Ernst & Whinney in 1978 before joining SRG, formerly Solomon Ross Grey & Company, in 1987. Drew has developed an extensive audit and tax practice, specializing in tax minimization, financial statement optimization and sophisticated estate planning. He draws on his extensive business and professional background to provide strategic business consulting concerning all aspects of corporate finance and operations. Drew serves as a trustee for several high net worth families with assets in excess of $2 billion. Drew’s professional affiliations include the AICPA, California Society of CPAs and the American Bar Association. He is a recipient of the California Business Journal’s Trusted Advisor and Client Services Award.
Mark H. Hess is a partner in Fox Rothschild’s Los Angeles office, where he focuses his practice on employee benefits and executive compensation, as well as corporate and individual taxation and tax-exempt organizations. He also devotes a substantial part of his practice to trusts and estates matters, handling high-net-worth estate planning, business succession and estate disputes. Mark often guides individuals and families through times of great personal opportunity, life events and crises. He also provides strategic counsel on wealth planning and taxation matters to businesses, tax-exempt and charitable organizations.As a result of his familiarity with the Israeli legal community, Mark is often asked to represent U.S. citizens who have moved to Israel with respect to their U.S. estate plans and to assist in providing them Israeli counsel with respect to their estate planning needs in Israel.
Carolyn Mani is the consignment director of trusts and estates at Heritage Auctions in Beverly Hills, CA. Her background includes 20 years of experience in both live and online auctions, as well as an extensive background in appraising and vetting furniture and decorative arts, fine art, collectibles, musical instruments and entertainment memorabilia. Prior to joining Heritage, Carolyn was director and auctioneer at Bonhams (Butterfields), where she oversaw the estate department for more than 10 years, establishing a proven record in working with large consignments and institutions as an accredited member of the International Society of Appraisers (ISA). Most recently, she has brought to auction the celebrity estates of Shirley Temple Black and Zsa Zsa Gabor with outstanding results. As an auctioneer, she has raised millions of dollars and provided auction services to numerous charities.
Dylan Minor is the founder and chief strategist of Omega Financial Group, a specialized wealth management and consulting firm located in Santa Barbara, CA. He helps high-net-worth families and their advisers preserve and protect wealth. To do so, he fuses the best of sophisticated practice and top-tier academia to provide innovative and robust solutions.
Dylan has taught at Harvard Business School and the Kellogg School of Managements, and he currently teaches at UCLA. His research has been featured in a variety of media, including ABC, The Academic Minute, CBS, The Chicago Tribune, CNBC, The Financial Times, Forbes, Fortune, Harvard Business Review, Harvard Business School Working Knowledge, The Harvard Gazette, INC.com, NPR (“All Things Considered”), Quartz, USA Today, Wired, The Wall Street Journal and The Washington Post. His work has been ranked in the top one percent globally by the Social Science Research Network. He earned his Ph.D. and MS degree in business administration from the University of California Berkeley Haas School of Business. He graduated summa cum laude from UC Santa Barbara with an BA in Mathematics/Economics.
Anne Paape is general counsel at Meristem Family Wealth where she works alongside Meristem’s advisory team to provide internal expertise in the areas of estate, gift, trust and wealth transfer. She also serves as general counsel of the Meristem Trust Company advising on various aspects of trust and fiduciary matters. Anne has more than 10 years of experience as a trust and estate attorney. Prior to joining Meristem, Anne was a partner at Gray Plant Mooty where her experience involved high net-worth estate planning, estate and gift tax planning, closely-held business advising and trust and estate litigation.
Judith Pearson is President and CEO of Nomadx Solutions, LLC, where she works to implement processes and procedures and educate trustees and other fiduciaries to reduce risk, as well as implement an insurance solution to transfer the remaining risk which surpasses what’s currently available in the market place. Her clients range from individual and professional trustees, trust companies, law firms and CPA’s to small to mid-cap businesses.
Prior to forming Nomadx, Judith was President of ARIS Title Insurance Corporation which was formed under her direction to provide title insurance for fine art and other important collectibles. She was named one of the 2015 Power of 100 Leaders in the art world by Blouin/Artinfo International for her role as an insurance innovator. She also held the positions of Senior Executive Vice President of Chicago-based AON Corporation’s Financial Services Group (“FSG”) and head of FSG’s intellectual property division. A veteran in the insurance industry whose career has spanned from underwriting at AIG, to an underwriting manager at Chubb, to an insurance broker at AON, Judith specialized in Intellectual Property Liability, Directors’ and Officers’ Liability, Fidelity and similar coverage forms and underwriting for U.S-based Fortune 500 and equivalent foreign based corporations.
Judith has been a frequent speaker at IvyFON, Art Law Day, Art Crime Symposium, Art Law Commission of the Union Internationale des Avocats (International Association of Lawyers) and Art Law division of City of New York Bar.
Carol P. Schaner is a partner in the Orange County office of Gordon & Rees Scully Mansukhani. She is Certified Public Accountant and has been designated a Certified Tax Specialist by the California Board of Legal Specialization. Her practice focuses on taxation (planning and controversy), business planning, charitable giving, representation of nonprofit tax-exempt organizations and estate planning, topics on which she frequently writes and speaks. Carol serves as a member of the California Board of Legal Specialization and chair of its Taxation’s Law Advisory Commission, and has served as an adjunct faculty member at Chapman University Dale E. Fowler School of Law, The Academy of Multidisciplinary Practice, Inc. at Michigan State University and at The Heritage Institute.
Sarah J. Wentz is a partner in Fox Rothschild’s Minneapolis office. Her practice centers on advanced estate planning, including helping clients with wills, trusts, corporate structures, prenuptial agreements, private and public foundations, and other vehicles of estate administration. Business owners, families and individuals rely on Sarah to guide them through the complexities of asset protection planning, including legal, tax, real estate and business issues. She has developed a focus on estate planning for musicians, actors, writers and other creative artists, helping them protect the value of their intellectual property and creative legacies, especially in light of rapidly advancing technology. Sarah also has experience advising clients on premarital planning, probate, guardianships and conservatorships, special needs trusts and elder law.
Igor A. Zey is a partner at SRG, LLP, and the managing partner of SRG Wealth Advisors, LLC, which provides comprehensive financial, income and estate tax planning for wealthy families, as well as executive benefits and buy-sell planning for businesses, individuals and professionals. Igor speaks frequently on financial, charitable and estate tax planning in the context of marital dissolutions; ESOPs; executive compensation; disability and life insurance planning and asset protection planning. He is a member of the Society of Trust and Estate Practitioners (STEP), National Association of Life Underwriters, West Los Angeles Association of Life Underwriters, the Los Angeles chapter of the National Association of Insurance and Financial Advisers (where he served as director), Beverly Hills Bar Association, Los Angeles County Bar Association (Taxation Chapter), National Association of Estate Planners and Councils and the California Society of Certified Public Accountants. He enjoys competitive chess, Krav Maga and kickboxing.