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Estate Planners Day 2017 Speaker Information
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ESTATE PLANNERS DAY 2017

Meet Our Presenters:


 

Steven Eisman

Steven Eisman, Managing Director, joined Neuberger Berman in 2014. Steven is a Senior Portfolio Manager for the Eisman Group, within the firm’s Private Asset Management division. Prior to joining the firm, he was the founder and portfolio manager of Emrys Partners, L.P. Previously, Steven was a partner and the senior portfolio manager of the FrontPoint Financial Services Fund, which began operations in March 2004, and the FrontPoint Financial Horizons Fund, which began operations in January 2006. Earlier in his career, Steven also served as a managing director and senior financial services analyst at Chilton Investment Co. He held the same role at Oppenheimer & Co. within the Investment Bank, Asset Management and Specialty Finance divisions. During his time at Oppenheimer & Co., Steven was ranked as an All-Star Analyst by both Institutional Investor and The Wall Street Journal on multiple occasions. He has over 26 years of investing experience, with the last 7+ years as a Portfolio Manager. Steven holds a BA from the University of Pennsylvania and his JD from Harvard Law School.

 


Andrew Grumet

Andrew M. Grumet focuses his work in the areas of charitable giving, philanthropy and the general representation of domestic and international tax-exempt organizations. He works with a wide range of organizations, from domestic and international family foundations to public charities, schools, supporting organizations, museums, hospitals, religious organizations, community trusts and donor advised funds, trade associations, social clubs and social welfare organizations.

Andrew counsels organizations on formation and organizational structuring, compensation and excess benefit/self-dealing advice, corporate governance, fundraising and state solicitation regulatory matters. Andrew also advises them on corporate policies, UBTI issues and investments, including impact investments, PRIs and MRIs, establishment and modification of endowments and restricted funds, fiduciary duties, domestic and international grantmaking, tax and financial reporting, planned giving and special events.

 

Jeffrey Haskell


As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves. Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.

Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.

 


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.

 

 


Jacqueline Valouch

Jacqueline Valouch is Vice President and Charitable Planning Consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants since its inception in 1991.

Ms. Valouch serves as a premier charitable planning resource to advisors and their clients in the New York metro area. In this role she is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program and discussing ways to incorporate charitable giving strategies into clients' overall financial and wealth management plans.

Prior to joining Fidelity Charitable in 2003, Ms. Valouch practiced law with Phillips Nizer, LLP in New York City. She also worked at Sills, Cummis, Radin, Tischman, Epstein & Gross in Newark, New Jersey, and began her career at Frankenthaler, Kohn, Schneider & Katz in New York City.

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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