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Estate Planners Day 2017 Speaker Information
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ESTATE PLANNERS DAY 2017


About the Speakers


Cynthia Greenwalt


A graduate of the Wharton School of Business, Cynthia is a successful trainer, consultant, and professional coach on ‘unleashing the power of social capital’. She founded Sea Change Networking to address the demand for a senior level networking venue for developing high-value referrals and referral sources. Cynthia was the founder of both the Fort Lauderdale and Miami regions of Business Network International (BNI), the world’s leading referral organization. In addition, she is a contributing author of the New York Times best seller, Masters of Networking, and the Wall Street Journal bestseller, Masters of Success. For more info: www.SeaChangeNetworking.com.

 

 

 



Holly Isdale

Holly founded Wealthaven in 2010 to provide clients with a single point of contact for the oversight of their wealth management needs. After 20-plus years on Wall Street, she was frustrated by the fact that wealthy families, despite hiring the best attorneys, accountants and investment teams, still could not achieve their financial goals, primarily due to  lack of coordination and execution among the experts. Holly created level strategic planning, hands-on oversight and conflict-free advice.

Holly has worked with entrepreneurs and business owners for her entire career —  from initial funding to IPOs or mergers, through succession planning and even last rites.  This in-depth knowledge of tax, investments, estate planning, family governance, philanthropy and just plain common sense, allows her to help families to identify their goals, create an actionable plan and to deliver results.


Robert K. Kirkland

Bob Kirkland is President of the law firm of Kirkland Woods & Martinsen PC, which has offices in Liberty, Missouri and Overland Park, Kansas. He is licensed to practice law in Missouri and Kansas. He works with a variety of individual clients, handling the preparation of Wills, Living Trusts, Durable Powers of Attorney, Irrevocable Trusts, Charitable Trusts and Minor's Trusts, and counseling clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate, conservatorship and trust administration matters.

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), is the immediate past Missouri State Chair of ACTEC, and is a member of the ACTEC Board of Regents and the ACTEC Executive Committee. He is listed in the most recent editions of The Best Lawyers in America and Super Lawyers. Mr. Kirkland has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC, and frequently serves as a mediator of trust and estate disputes.

 
 

Bernard A. Krooks

Bernie 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 immediate Past President of the Board of Directors of the Arc of Westchester, the largest agency in Westchester County serving people with intellectual and developmental disabilities and their families.

Mr. Krooks is a member of the NAEPC Estate Planning Hall of Fame and is the recipient of the Accredited Estate Planner Distinguished designation. 

  

I. Richard Ploss


Richard Ploss is Counsel to Porzio, Bromberg & Newman P.C. and a member of the firm's Trusts and Estates Department. Mr. Ploss concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the East Coast.  He has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. 

Mr. Ploss is a Certified Public Accountant (CPA) in the state of Georgia, a Certified Financial Planner™ (CFP®) and a Professional Registered Trust and Estate Practitioner (TEP).  He frequently publishes articles and speaks on trust and estate matters.  Mr. Ploss currently serves as an Adjunct Professor, teaching Trusts & Estates at the University of Maine Law School.  He has previously taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University and Georgetown University.

 

 

David Weinstock

David Weinstock is a Financial Advisor and Principal of Mazars Wealth Advisors LLC, a subsidiary of Mazars USA LLP, and is responsible for client services involving Estate, Insurance and Investment Planning. He works directly with clients to develop & implement plans relating to their personal and/or business financial needs. 

In 1988, David began his professional career in the field of accounting with Ernst & Whinney’s privately owned emerging business group. It was during this time that he gained the necessary experience and went on to successfully obtain his CPA designation. In 1991, David left the accounting world to work in the financial services industry. He has since focused on assisting high net worth individuals and business owners in carrying out Business, Succession & Estate Planning strategies. It was also during this period that David became a Field Representative with the Prudential Life Insurance Company and a NASD Registered Representative with Pruco Securities, Inc. He joined Mazars Wealth Advisors LLC in 2007. 

 

 

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