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Estate Planners Day 2020 Speaker Information
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Meet Our 2020 Presenters:


Todd Angkatavanich

Professional experience   
• N. Todd Angkatavanich is a National Tax Principal at Ernst & Young LLP, in the firm’s Hartford
office.
   
Education and memberships  
• Todd is a Fellow of the American College of Trust and Estate Counsel, is a Fellow of the
American Bar Foundation and is a member of the Society of Trusts & Estates Practitioners.   


• He serves as Co-Chair of the Estate Planning & Taxation Committee of the Editorial Advisory  
Board of Trusts & Estates magazine, as well as Chair of the Advisory Board for BNA/Tax  
Management Estates, Gifts and Trusts.   


• Todd is co-author of BNA/Tax Management Portfolio No. 875, entitled “Wealth Planning with Hedge Fund and Private Equity Fund Interests.”   


• A frequent speaker, Todd has given presentations for a number of organizations including the Heckerling Institute on Estate Planning, the NYU Tax Institute, the Notre Dame Tax and Estate Planning Institute, the Duke University Estate Planning Conference, the Washington State Bar Association Annual Estate Planning Seminar, the ABA Real Property, Trusts and Estates Section as well as numerous estate planning councils, CPA societies and family office groups.   


• He is the 2012 recipient of the award for “Private Client Lawyer of the Year” from Family Office Review.   


• Todd has been included in The Best Lawyers in America® (for New York City, Greenwich and  
New Haven, Connecticut) and is also the recipient of the Best Lawyers® 2015 Trusts & Estates 


• “Lawyer of the Year” award for New Haven, Connecticut.   


• Todd received his B.A., in Economics, magna cum laude, from Fairleigh Dickinson University, his J.D., Tax Law Honors, from Rutgers University School of Law, Camden, his M.B.A. from   
Rutgers University Graduate School of Management, and his LL.M, in Taxation, from New York  
University School of Law.  




Harold Deiters

Harold Deiters is the Managing Partner of the Long Island Office of Empire Valuation Consultants. Mr. Deiters is a trained professional in preparing business valuations and performing forensic accounting. His experience covers valuations for matrimonial and estate tax purposes, gift planning, shareholder
disputes, economic damages and buy/sell agreements. He has extensive experience in tax return preparation, accounting and auditing both public and privately held companies, including manufacturing, wholesale and retail distribution, professional service organizations and not-for-profit
organizations. In addition, Mr. Deiters has over 8 years of accounting experience in the private sector.


 

 

 

Eric Glass

Eric Glass is a Portfolio Manager and a member of the Municipal Investment Policy Group, as well as the lead on the Municipal Impact Investment Portfolio. He is a member of AB’s firm-wide Responsible Investment Steering Committee, Corporate Social Responsibility Working Group, and Controversial Investments Committee. After joining the firm in 2000, Glass served as a research analyst and trader on the Municipal team. Before that, he was on the municipal research team at Moody’s Investors Service. Prior to his career in capital markets, Glass spent several years working at, and managing, a transitional homeless shelter in Essex County, New Jersey. He holds a BS in business administration from the University of Richmond and an MA in public administration from Columbia University. 



 

Peter Gordon

Peter is a founding Director of the Wilmington, Delaware law firm Gordon, Fournaris & Mammarella, P.A.  The law firm was established in 1994.  His practice areas include Estate Planning, Estate and Trust Administration, Business Succession Planning, Asset Protection
Planning and Fiduciary Litigation. He regularly represents individual and corporate fiduciaries in trust and estate matters.  He represents families with moderate estates as well as those with substantial wealth and family owned businesses.

 

Peter routinely creates estate plans that include Wills, Trusts, Durable Powers of Attorney, Health Care Directives, Sales to Intentionally Defective Income Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Charitable Trusts, Private Foundation and Complex Life Insurance Strategies.

 

Peter is a graduate of Georgetown University and Fordham University Law School.  He received his Masters of Laws in Taxation from Georgetown University Law School and is a member for the Pennsylvania and Delaware Bar Associations.

 

Peter is a former chair of the Estates and Trusts Section and Tax Section of the Delaware Bar Association.  He also served as Chairman of the Wilmington Tax Group, on the planning committee of the Delaware Tax Institute and as a member of the Trust Act Committee which annually drafts trust legislation to maintain Delaware as the preeminent state for trust administration.

 

Nationally, Peter is a Fellow of the American College of Trust and Estate Counsel
(“ACTEC”) and was elected to that organization in 1989.  He presently serves on the Executive
Committee and Board of Regents of ACTEC.  Peter is a frequent speaker at state and national
seminars.

 

 

 

Joanne E. Johnson, Esq.

Joanne E. Johnson is a Managing Director and Senior Wealth Advisor for the J.P. Morgan U.S. Private Bank. Previously, she worked for J.P. Morgan as the Head of the U.S. Private Bank Wealth Advisory group and the Trusts and Estates Group, the Head of the Law Firm Group, and Senior Wealth Advisor in the Northeast. Ms. Johnson specializes in developing strategies for holding, managing and transferring wealth tax efficiently and across generations for the firm’s ultra high net worth clients. Before joining J.P. Morgan, she practiced law at Lane & Mittendorf, Dechert, Price & Rhoads and Brown & Wood. Ms. Johnson is a member of both the American Bar Association and the New York Bar Association. Ms. Johnson is a frequent lecturer and author on wealth management issues. She is a regularly quoted source to financial publications including Time, Business Week, Barron’s, The Wall Street Journal, The New York Times and The Financial Times. Ms. Johnson is also a repeated guest on NBC’s “The Today Show” and on CNBC’s “Power Lunch,” and has appeared on Fox News’s “Cavuto Business Report” and CBS’s “Market Watch,” among others. She is a member of the Bankers and Lawyers Advisory Committee of the New York Philharmonic and the Professional Advisors Committees of the Museum of Modern Art, the New York City Ballet, Lincoln Center for the Performing Arts, Metropolitan Museum of Art and New York-Presbyterian Hospital. Ms. Johnson is a cochair of the Wilson Society Advisory Council for the Hospital of Special Surgery. She is a member of the Board of Fellows of Trinity College, a founder of its Women’s Leadership Council and Vice Chair of its Legacy Campaign. Ms. Johnson received her B.A. from Trinity College (Hartford, CT) and her J.D. from St. John's University School of Law.

 



Randy Kaufman

Randy Kaufman is a Senior Vice President, focusing on EMM’s strategic growth as well as client relationship management. Randy’s expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, impact investing and philanthropy. 

 

Previously, she worked at Evercore Wealth Management as a Wealth Advisor, and at Federal Street Advisors, where she managed the firm’s Family Office Services. Randy also spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank and its predecessor, BankBoston, where she was the founder and managing director of the Wealth Strategies Group in Fleet Bank’s Private Client Group.

 

Before becoming a wealth adviser in 1998, Randy held various investment banking and tax structuring positions at J.P. Morgan and practiced corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison. She has been a featured speaker over the years on numerous topics, including behavioral finance and philanthropy, the integration of business and personal issues and estate planning strategies.

 

Randy earned her Juris Doctor at the University of Chicago, and her Bachelor’s degree at Middlebury College. 



 

Sharon Klein

Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for coordinating the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to high-net-worth clients in the Eastern United States. Sharon also heads Wilmington Trust’s National Matrimonial Advisory Solutions Practice.
 
Sharon has more than 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author. She has spoken for many professional organizations, including the Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, and the Bloomberg BNA Tax Management Advisory Board. Sharon is frequently featured or quoted in publications such as the Wall Street Journal, The New York Times, Estate Planning magazine, and Trusts & Estates magazine.

  

Sharon is a Fellow of the American College of Trust and Estate Counsel and a member of  the New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board.

Sharon is chair of the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, and a member of the New York City Bar Association’s Matrimonial Committee. She is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, and a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee. She is on the board of directors of the American Brain Foundation, and a member of its Finance Committee. In June, 2018, Sharon was honored by the UJA-Federation of New York Lawyers Division for her contributions to the Trusts & Estates community and the community at large. 

Prior to joining Wilmington Trust, Sharon was managing director and head of wealth advisory at Lazard Wealth Management, where she led the delivery of all wealth advisory services. Before that, she headed the estate advisement department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP). 

Sharon holds a master of laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia. 

 

 

 

Barbara Lawrence

Barbara J. Lawrence has more than two decades of experience in all aspects of estate planning and the administration of trusts and estates. She assists high-net-worth individuals  and families in developing customized estate plans to transfer and protect wealth for future generations and achieve their charitable objectives. 

 

Barbara’s practice includes advising business owners in connection with the transfer of business interests to the next generation with minimal transfer tax cost and without disruption of the family business. This area of her practice includes developing tax strategies
related to crucial transition events in the life of a business owner, such as initial public offerings or sales. 

 

The transfer tax planning strategies she employs include grantor retained annuity trusts, sales to a grantor trust, qualified personal residence trusts, family limited partnerships and limited liability companies, life insurance trusts, dynasty trusts, charitable split-interest trusts and private foundations. She also has assisted nonresident aliens regarding planning for property or family members in the U.S. 

 

Barbara has significant experience administering complex estates and trusts involving substantial real estate holdings and art collections. She has participated with litigators in the representation of fiduciaries in proceedings challenging the manner in which they have discharged their fiduciary duties. 

 

Prior to joining Herrick, Barbara was counsel in the New York office of Skadden, Arps, Slate, Meagher & Flom LLP. 

 

 

 

Ladidas Lumpkins

Ladidas Lumpkins is a Partner of the Trust & Estates Department of Prager Metis CPAs, LLC a member of Prager Metis International LLC. She has been working in the industry for over 15 years.

Ladidas provides strategic tax planning, compliance and consulting to high-net-worth families and their closely-held businesses.  She specializes in the U.S. taxation of individuals and trusts in multi-national and multi-generational family groups. Ladidas advises clients on domestic and cross-border estate, gift and income tax matters.

Ladidas has extensive teaching experience covering numerous tax topics, including as a visiting lecturer at the Experimental College at Tufts University for a highly-rated class that she designed and delivered entitled, Wealth, Tax and the American People.  Most recently she has been a guest speaker for the Estate Planning Council of Nassau County and the Foundation for Accounting Education (FAE).  

Ladidas is an attorney and a CPA. She holds a B.A. in Economics from Northeastern University, a J.D. from Suffolk University Law School, and an L.L.M. in Taxation from Boston University. 



  

Elisa Shevlin Rizzo

EXPERIENCE

Before joining Northern Trust in 2017, Elisa was Managing Director, Trust Counsel and, most recently, Director of Estate Administration with Fiduciary Trust Company International. There, she led the restructuring of FTCI’s estate administration department, provided guidance on a variety of wealth planning, administration and fiduciary issues and oversaw the administration of complex estate arrangements. 

 

EDUCATION
She received her J.D. from Fordham University School of Law and her B.A. from the College of the Holy Cross. 

 

CREDENTIALS
She has been profiled in Barron’s and has presented before audiences for various organizations including the New York State Bar Association (NYSBA), the Family Office Exchange and the American Heart Association.

 


EXPERTISE
As head of fiduciary and legal counsel in Greater New York, she’s responsible for delivering fiduciary service, legal counsel and holistic advice to trust advisors, wealth advisors, advisory account managers and wealth strategists. 

 

COMMUNITY INVOLVEMENT
Elisa is a member of the Board of Directors of Fordham University School of Law Alumni Association, Vice-Chair of the Trust and Estate Administration Committee for the NYSBA Trusts and Estates Section, a member of the NYSBA Trust and Estates Section Taxation Committee and a past member of the NYC Bar Association Estate and Gift Taxation Committee.  Outside of her professional commitments, Elisa also serves on the Board of Directors of The Chapel School’s Blue Ribbon Foundation and is a past president of The Junior League of Bronxville. 


 

 

Gideon Rothschild

GIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. 


Mr. Rothschild is a Past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers and a past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP).  

Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and a member of the Editorial Advisory Boards of Tax Management Estates, Gifts, and Trusts, and Trusts and Estates.  He is the author of numerous articles for publications including the New York Law Journal, Journal of Asset Protection, Trusts and Estates and Estate Planning, a former Adjunct Professor, at New York Law School and the University of Miami School of Law Graduate Programs in Estate Planning, frequent lecturer on asset protection and estate planning to professional groups including University of Miami’s Philip E. Heckerling Institute, New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants.  

Mr. Rothschild has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils and is listed in Best Lawyers in America (Lawyer of the Year 2018), ChambersUSA, CityWealth Leaders List, New York Superlawyers and Worth’s Top 100 Lawyers. Mr. Rothschild is also licensed as a Certified Public Accountant.


 

 

Evan Schein

Evan Schein is a partner with the firm. Mr. Schein joined Berkman Bottger Newman & Schein LLP in 2010 after practicing at another well-known matrimonial law firm since 2008. Mr. Schein’s law career has been entirely devoted to the practice of family law.  He has litigated matrimonial matters in the Supreme and Family Courts of Manhattan, Kings, Queens, Nassau, Suffolk and Rockland Counties, and has also worked extensively in the courts of Westchester County, where the firm retains an office.


As a partner with the firm, Mr. Schein assists in the management of the firm’s mediation and collaborative law practices. Mr. Schein’s personal practice focuses on the negotiation and litigation of contested family law and matrimonial matters. He also specializes in prenuptial agreements.  Mr. Schein is a litigator who feels at home in the courtroom, and who uses his extensive knowledge of the law to push cases toward favorable settlements, or try them if needed. Mr. Schein prides himself on working closely with clients to develop litigation and trial strategies that get results. Whether negotiating or trying a case, Mr. Schein zealously advocates for his clients’ interests.

Mr. Schein has been included in the New York Metro Super Lawyers Edition from 2013 to 2018. He sits on the faculty of the New York College of Matrimonial Trial Attorneys, taught several Continuing Legal Education seminars, and has been cited in various publications for his work on prominent New York family law cases. He has achieved the top rating of 10 at Avvo, the prominent attorney ranking database. Mr. Schein has completed the National Institute for Trial Advocacy and American Bar Association’s Family Law Trial Advocacy Program.

Mr. Schein is a member of the New York State Bar Association (Family Law Section and Executive Committee); New York County Bar Association (Family Law Section); New York State Women’s Bar Association; American Bar Association (Family Law Section); Westchester County Bar Association; and the National Institute Trial Association.


  

 

Rosie Schumm

Rosie is a partner in Forsters' Family team and is known for taking a creative and pragmatic approach to family law to achieve the best outcome for her clients. She specializes in advising high net worth clients on complex divorce and financial matters, including those relating to children.

 

Her work frequently has an international dimension, involving trusts, offshore assets and family businesses.  She is also highly experienced in preparing and negotiating pre and post nuptial agreements for high net worth families.  
Rosie is a regular commentator on developments in family law and has appeared in The Telegraph, Times, and The Guardian and written articles for the Law Society Gazette and Spears.  She has presented seminars to wealth managers, city bankers, accountants, fiduciary services and mediators and has prepared presentations for family law and private client conferences in Italy, the Channel Islands and London.

 

Rosie joined Forsters in March 2017, having previously been a partner at Wedlake Bell.  Prior to this, she worked at Camilla Baldwin and Penningtons Manches, where she qualified.  Rosie graduated from Oxford University in 2000.

 

 

 

Michael Schwartz

Mr. Schwartz is a partner in the Private Client and the Trusts and Estates practice groups at Curtis, Mallet-Prevost, Colt & Mosle LLP. His practice focuses on domestic and multi-jurisdictional estate and succession planning for high net worth individuals, extending to all facets of estate, gift and generation-skipping transfer tax planning.  Mr. Schwartz’s practice also encompasses all phases of estate and trust administration. He also has extensive experience with gift and estate tax audits.

 
Mr. Schwartz is a frequent speaker and author and is involved in several professional organizations.  For example, he currently serves as the First District Representative for the Trusts and Estates Section of the New York State Bar Association.  In addition, he is a Fellow of the American College of Trust and Estate Counsel (ACTEC).


 

 

 

 

Ed Vergara

Ed Vergara focuses on advising individuals and private companies making

investment and succession planning decisions. He represents clients with personal
and business ties to a variety of international jurisdictions in Europe, Asia, the
Middle East and Latin America.

 

Mr. Vergara's diverse client base includes fund managers, family businesses and
entrepreneurs, in each case pursuing important tax and estate planning objectives that must be balanced against practical business considerations and the demands of outside investors. He regularly advises clients on tax-efficient structuring of investments in both the domestic and cross-border context, tax issues relevant to immigration into or out of the United States, multi-national families owning US and non-US businesses, and beneficiaries of foreign trusts and foundations.

 

 

 

 

Sean Weissbart 

Sean R. Weissbart concentrates his practice in the areas of trusts and estates law and tax-exempt organizations. His trusts and estates practice is focused on domestic and international estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate’s Court. He also advises clients on the preparation of pre- and post-nuptial agreements and the modification of trusts upon divorce.

 

Sean also counsels tax-exempt organizations on matters ranging from formation and obtaining of tax-exempt status from the Internal Revenue Service (“IRS”) to complying with state and federal tax-exemption laws and the avoidance of excise taxes and the unrelated business income tax. He has also litigated against the IRS in United States federal courts.
Sean serves as an adjunct professor of law at both New York University School of Law, where he teaches Income Taxation of Trusts and Estates and International Estate Planning, and Fordham University School of Law, where he teaches Trusts and Estates Drafting. He is a co-author of the law school textbook The Income Taxation of Trusts and Estates. He is a regular faculty member of leading trusts and estates conferences, including the Hawaii Tax Institute, the Notre Dame Tax and Estate Planning Institute, and the annual meeting of the New York State Bar Association. Sean publishes scholarly and practice-driven articles that have been featured in leading journals such as The ACTEC Law Journal, The Journal of Taxation, and Estate Planning. During law school, Sean served on the editorial board for the Fordham Law Review.

 

He also serves on the boards of various philanthropic organizations, including as general counsel to the Mentor BKB Foundation, an organization that sponsors the American team at the Bocuse d’Or (a biannual culinary competition in France), and as chair of the “NextGen” Trusts and Estates Committee of the UJA Federation of New York.




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