Francesco Frattini

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Leaders in Law endorses Francesco Frattini as our exclusively recommended Estate Planning Law expert in Italy. If you wish to get in touch Francesco, please use the contact information provided above.

Performed as a lawyer from 2005 to 2011 dealing with company law, inheritance, contractual and procurement, carrying out judicial and consulting activities. Founder of offices in Milan and Varese, provided consultancy to Italian companies abroad, through a network of professionals based in Geneva, London, Mexico City, Moscow and Bangkok.

He regularly assists Italian and foreign clients in national and cross border operations and transactions, as well as HNWI and UHNWI in the field of estate planning, succession and trusts. He also regularly assists investment funds, asset management companies and SICAVs in M&A and reorganization transactions, as well as in acquisitions and investments in the Real Estate sector.

Won the competition notary D.D.G. 2006 and assumed the functions of a notary in 2011.

Professor of civil law at the School of Legal Specialization of the University of Genoa and author of publications on the subject or family law, guarantees, corporate law and condominium.

Areas of Expertise

  • Civil law
  • Corporate law
  • Commercial law
  • International inheritance law
  • Estate planning.

Memberships

  • Member of the International Studies Commission – “EUROPA 2020” of the National Council of Notaries.
  • He is a member of STEP – Society of Trust and Estate Practitioners (membership n. 262286)
  • He is a member of the Scientific Committee of STEP – Society of Trust and Estate Practitioners

University collaborations and teaching activities:

  • 2012 he has been teaching, as a contract professor of civil and commercial law, at the SSPL of the University of Genoa
  • 2014 he has been teaching at the School of Notaries of Lombardy
  • 2016 he has been teaching in the Master in Asset Planning and Wealth Management – Ipsoa training school (Wolters Kluwer)
  • 2018 he has been teaching civil, commercial and international law at the Sole24ore, Step and Paradigma Masters in Wealth Management.

Education

  • University of Los Angeles California (UCLA) – summer session 2000 – “Business Law” and “Theory of the firm” courses and exams.
  • LLM – Master of Laws – at King’s College London (KCL), master with specialization in Trust [course held by prof. Paul Matthews] , Finance I, II, III (International Finance and Syndicated Loans, International Bond Issues, Project Financing and Market Derivatives) [courses taught by prof. Ravi Tennekoon] and Mergers & Acquisitons [course held by prof. Tunde Ogowewo] – 2011/2013.

 

Michael V. Lauro, JR.

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Leaders in Law endorses Michael Lauro as our exclusively recommended Estate Planning Law expert in Arkansas, USA. If you wish to get in touch with Michael please use the contact information provided above.

Professional Organizations

  • QLaw Arkansas (Arkansas’s LGBT Bar Association), 2019 to Present
  • National LGBT Bar Association, 2009 to Present (law student member 2007-2009)
  • LGBT Family Law Institute (Nat’l LGBT Bar Association & National Center for Lesbian Rights), 2013-Present
  • Arkansas Bar Association, 2009 to Present
  • Arkansas Trial Lawyers Association, 2010 to 2015 (certificate)
  • American Bar Association, 2009 to 2015 (certificate)
  • Pulaski County Bar Association, 2009 to 2015

Non-Profit Organizations

  • Arkansas Public Law Center, President, 2010 – 2012
  • Lucie’s Place, Board Member and Legal Committee Chair, 2010 – 2012
  • VOCALS, Pro Bono Attorney

Current Areas Of Practice

  • Wills & Trusts
  • Estate Planning
  • Guardianships
  • Adoptions
  • Assisted Reproductive Technology
  • Surrogacy
  • Transgender Law
  • LGBT Law
  • Name/Gender Changes
  • Powers of Attorney
  • Advanced Health Care Directives
  • Individual Rights and Liberties.

Former Areas Of Practice

  • General Family Law (Divorce, Custody, etc.)
  • Ad Litem (representing children in custody disputes)
  • Bankruptcy
  • Traffic Violations

Professional Licenses & Certifications

  • State Bar of Arkansas, 2009 to Present
  • Federal District Court – Eastern and Western Districts of Arkansas
  • U.S. Bankruptcy Court
  • Arkansas Domestic Relations Ad Litem, 2011 to 2014 (Inactive)

Professional Employment Experience

  • Lauro Law, PLLC,   2009 – Present
  • Barrier Peak Company, Owner,  2001 – Present
  • Arkansas Teacher Retirement System:
  • Independent Contractor, 2002-2014
  • Information Systems Manager, 2014-Present
  • IBM, Software Programmer,  1996 – 2001

Professional Achievements

  • Co-Founder of Bowen Lambda, William H. Bowen School of Law, University of Arkansas at Little Rock

Education

  • Juris Doctorate, William H. Bowen School of Law, University of Arkansas at Little Rock  2009
  • B.A. English, University of Arkansas at Little Rock 1996.  Honors – Magna cum laude

Awards

  • Distinguished Service and Leadership Award –  Bowen Lambda, April  2009
  • ALI-ABA Scholarship & Leadership Award –  Bowen Lambda, May 2009
  • C.O.O.L Student of the Year Award (for Outstanding Leadership and Dedication to Community Service) 2008

Firm Description:

Lauro Law, PLLC is a single-attorney firm in Little Rock, Arkansas serving residents statewide.  We offer professional legal services in the areas of Estate Planning, Wills & Trusts, Estate Tax Planning, Probate, Adoption & Guardianships, Name Changes,  Gender Changes, LGBT & Transgender Law, Transgender Transition Assistance, Powers of Attorney and Advanced Health Care Directives, and more. See Practice Areas.

At the Lauro Law, PLLC we serve clients through reputable, reliable, and reasonably-priced legal services and advocacy. Our dedication to clients means that we work diligently to help them craft appropriate legal solutions, negotiate aggressively, and stand up for their legal rights within the court system.

Contact Lauro Law, PLLC by calling 501-613-6529 or email at Mike@LauroLaw.com to schedule a free initial consultation to discuss your situation.

We provide each prospective client a Free 15-Minute Initial Phone Consultation.  During this phone consultation, we listen and ask questions in order to identify your legal issues and evaluate whether we may be of service to you.  Because 15 minutes is not enough time to review your case thoroughly, you can maximize the value of the consultation by being prepared.  Such preparation includes describing the issue(s) you are having, what kind of outcome will meet your expectation and satisfaction, and what kind of costs you are willing to incur for my services.

In addition to a Free 15-Minute Initial Phone Consultation, you may take advantage of an Initial Office Visit where we can meet face to face and discuss your legal issues in greater detail.  This will allow us to review more information so that we may better evaluate your legal issues and provide options that directly address those issues.  The first 30 minutes of the Initial Office Visit is set a reduced rate Monday through Friday, 8am to 5pm and an increased rate Monday through Friday, 5pm to 7:30pm, and Saturday and Sunday 10:30am to 3:30pm.

Our hourly rates are reasonable and competitive. See Fees for more information.

Please give us a call if you need assistance.  We’re here to serve you!

  • Free 15-Minute Initial Phone Consultation. Discuss your legal issues at no charge for 15 minutes.
  • Reasonable hourly rates. Fixed-rate services available for some LGBT law services, such as name and gender changes, estate planning services, such as wills and trusts.
  • Professional, Trustworthy, and Dedicated. We strive to provide personal and professional legal representation, counseling, and advocacy. You can trust us to represent you in the utmost professional manner, charge reasonable and competitive fees, and give you honest and accurate advice.  Please see Attorney Profile for more information.

 

Dr. iur. Kurt Moosmann

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Leaders in Law endorses Dr. iur. Kurt Moosmann as our exclusively recommended Estate Planning Law expert in Switzerland. If you wish to get in touch with Dr. Moosmann, please use the contact information provided above.

Dr. iur. Kurt Moosmann, MBA (Carnegie Mellon), TEP, CFP

Owner of Moosmann Advisors Ltd.

Dr. Kurt Moosmann is an highly sought expert with more than 25 years of experience in advising business owning families, family offices and entrepreneurs across the globe.  Before establishing Moosmann Advisors in 2014, he had co-founded and successfully assumed the role as Chairman of Dara Capital, a Multi-Family Office with offices in Zurich and New York.  From 2014 – 2021 he presided over the Advisory Board of FODIS LLC, Pittsburgh, which serves global family owned business enterprises and family offices with significant direct investment holdings in US operating family businesses.  Formerly Dr. Moosmann was Member of the Executive Committee of Quilvest Switzerland, where he had founded and managed their Wealth Advisory Department. Before joining Quilvest, he had chaired Deutsche Bank’s Global Wealth Planning Division from 1998-2004, and earlier on had worked for Coutts & Co.

In 2019 Dr. Moosmann was elected first President of Switzerland’s Single Family Office Association (SFOA). This honor was bestowed on Dr. Moosmann after having co-founded the esteemed Family Office Roundtable (FORT) in 2003, a global Think-Tank for a select group of leading entrepreneurs which has been supported by Wharton’s Global Family Alliance since 2007. From 2013 – 2017, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL). Dr. Moosmann has been an active member of the Society of Trust and Estate Practitioners (STEP), and in 2002 was invited to join the «European Foundation Project» as a member of its core team, led by the Max-Planck-Institute for Foreign Private and International Law, Hamburg.

The native Swiss-Canadian holds a Doctorate of Law from the University of Zurich. His thesis, comparing the Anglo-Saxon and Liechtenstein trust structures, with special consideration of beneficiaries’ interests, was published in 1999. He also holds an MBA in International Wealth Management from Carnegie Mellon University, Tepper School of Business (USA) and regularly lectures on topics related to Cross-Border Estate and Tax Planning, and on generational transition and governance matters within Family Business Enterprises.

Firm Description:

Preserving Capital Across Generations

As a seasoned Homme d’Affaires to a select group of private clients around the world, I am foremost passionate about preserving and growing your family’s human, social and financial capital, that will form a legacy well beyond many generations to come.

As the Homme d’Affaires I look at our clients’ whole life circumstancesand wealth situation and act as trusted and impartial Family Advisor. By applying the profound insight gained from many similar situations (comprising topics such as business owning families, generational transition, cross-border tax planning, philanthropy and direct
investments), I consult our clients on increasingly complex matters in a qualified, independent way and if necessary, with the assistance of a long-standing network of trusted specialists.

History has shown that it has become not only desirable, but indispensable for families that all recommendations from different areas of life are initially filtered and analyzed by a Homme d’Affaires who understands the possible consequences, opportunities and potential threats for families and their individual members. That enables the families to deal with the many issues in a structured and comprehensive way, before taking a well-balanced decision.

Single Family Office Advisory

Whether you are considering establishing your own Single Family Office, facing a liquidity event, or want to preserve your family-controlled business for future generations, we provide assistance in identifying and implementing appropriate ownership structures, assessing existing oversight functions, and adopting best practices for your governance framework.

The art of advising private clients has experienced a true paradigm shift: The methodology is no longer solely set on managing the assets and liabilities of a Family’s Balance Sheet, but also embraces and accounts for the non-financial aspects of a family situation and addresses the associated risks. For more than 25 years I have passionately worked with families who have sought their own path of creativity, innovation and sustainability.

Their stories have inspired me to constantly improve the methods on how to assist families to preserve their human, social and financial capital across generations.

 

David A. Smith

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Leaders in Law endorses David Smith as our exclusively recommended Estate Planning Law expert in the USA – Indiana. If you wish to get in touch with David please use the contact information provided above.

Dave Smith is a Bedford, Indiana attorney who has a wide range of experience in many areas of the law. Dave has served as the primary legal advisor to Lawrence County Government as County Attorney since 1993. Prior to that, Dave served as Chief Deputy Prosecuting Attorney from 1985 to 1989.

In his private practice Dave has substantial experience in estate and wealth transfer planning, business and corporate formation and planning, probate and trust administration, elder law and long term care planning, Medicaid planning and real estate matters. Dave also handles personal injury and wrongful death matters. In recent years an increasingly large percentage of Dave’s time has involved helping individuals and families plan their estates and plan for the long term living and health needs of his clients. Dave works closely with each client to anticipate future needs, which includes planning for home health, assisted living and skilled nursing home care. Dave attempts to help clients meet their needs and maximize their legacy to family and loved ones.

Dave advises families on how to establish and preserve legacies for loved ones who have ongoing special needs. Parents of special needs children are often very concerned for the future needs of their children and particularly how to cover costs. Dave has experience in preparing and implementing supplemental needs trusts to help those with special needs maintain access to family resources without losing rights to public assistance programs.

Dave also has substantial experience in working with small business owners and helping with such matters as employment law and business succession planning issues. For the small business owner, their business is the single most valuable and important asset in his or her estate.

A native of Terre Haute, Dave has lived in Bedford since 1985. He completed his undergraduate degree at Indiana State University and completed his law degree at Indiana University – Indianapolis. Dave is a member of the Indiana and Florida bars. Dave’s professional associations include the American Bar Association, the Indiana State Bar Association, the Florida Bar, the Lawrence County Bar Association, the National Academy of Elder Law Attorneys, and the Hoosier Hills Estate Planning Council.

Dave practices across all of Southern Indiana, and spends the majority of his time in Lawrence, Orange, Monroe, Martin, Washington, Jackson, Daviess and Dubois counties. With prior arrangement, Dave will make home and hospital visits to accommodate his clients.

 

Debra R. Anisman

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Leaders in Law endorses Debra R. Anisman as our exclusively recommended Estate Planning Law expert in the USA – New York. If you wish to get in touch with Debra please use the contact information provided above.

Debra R. Anisman counsels on estate, gift and generation-skipping transfer taxation, estate planning, and administration of trusts and estates, and the creation, administration and taxation of charitable organizations.

Memberships:

  • Board of Trustees of Temple Shaaray Tefila
  • New York City Bar Association
  • New York State Bar Association

Firm Overview

Founded in 1969, Schulte Roth & Zabel is a multidisciplinary firm with international clientele. Over time, we have become known for two things: doing great work in the financial services sector — and many related industries — and doing things a little differently than many of our peers.

For one, our philosophy is distinct, and our specialties more finely honed. Instead of trying to be everything to everybody, we’ve grown organically and in ways that make sense for our clients’ industry demands and evolving needs. Today, we regularly advise clients on investment management, corporate, and transactional matters. We also provide counsel on securities regulatory compliance, enforcement, and investigative issues, as well as targeted specialty areas that we have developed over time.

 

Russell N. Adler

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Russell N. Adler assists clients with estate planning, estate administration, elder law, income tax planning, and planning for persons with disabilities.

Russell is involved in all levels of sophisticated and comprehensive high-quality trusts and estates and tax planning, including estate, business and tax planning, estate and trust administration, Surrogate’s Court litigation and elder law. His clients include high net worth individuals, government agencies, including the State of Israel, athletes, financial institutions, charities, closely held businesses and individuals of various international and domestic jurisdictions, as well as clients of lesser means.

Firm Overview:

Drinker Biddle is a national, full-service law firm providing litigation, regulatory and business solutions to public and private corporations, multinational Fortune 100 companies and start-ups. Since 1849, we have built a reputation for outstanding legal results and a sophisticated, forward-thinking approach to every client engagement.

Our more than 600 lawyers across 12 offices combine a comprehensive range of legal services with significant national roles in industries, including—but not limited to— education, financial services, health care, insurance, pharma and life sciences, and retail. Through deep industry knowledge and a commitment to excellence, clients can rely on us to deliver the counsel and insight needed to win complex class actions, close billion-dollar transactions and stay ahead of ever-changing regulations.

Wenceslao Renovales Vallina

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– Law Degree, Universidad Iberoamericana, 1992

– Diploma in Tax Law, Universidad Panamericana, 1993

– Diploma on English Contract Law, Cambridge, 1994

– Admitted to the Mexican Bar, Bar, 1993

– Admitted to the International Bar Association, 1993

– Admitted to the Society of Trust and Estate Practitioners (STEP), 2012

– Founding member and currently “as of cousel partner” of Hornedo and Renovales, S.C., 1992 -…

– Patrimonium managing partner of Legal Protection, S. De RL 2000 -…

– Chairman of the Board of Directors of PATRIMONIUM Fiducia, SOFOM ENR, S. De RL

– Lecturer at the Master of tax law, Specialization for Executives Institute (IEE) 1993-1995

– Speaker at various forums in Mexico and abroad, conferences, courses and graduate courses including among others the Autonomous Institute of Mexico (ITAM)

– Author of several articles on tax, trust and estate matters, including among others: Prontuario Update Tax (PAF), La Barra (official organ of the Mexican Bar Association of Lawyers), STEP Journal (official organ of Step), World Trust, JAP (official organ of the Private Assistance Board of the Federal District.

– Co-author of the book “Proposed Legal Reforms” published by the Mexican Bar Bar

– Founding President and current member of the Board of Honor Chapter STEP Mexico, A.C. 2012 -…

– Founding President of VIFAC Aguascalientes, A.C.

– Member of the Board of FUNDACION TARAHUMARA AIP

 

Kathy E. Roux

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Originally from New Orleans, Kathy E. Roux graduated from Louisiana State University, Paul M. Hebert Law Center. After graduation, she began working for Southeast Louisiana Legal Services in New Orleans, practicing poverty law.

After Hurricane Katrina, she and her family permanently relocated to Texas. She obtained her Texas license in June, 2006, and now has a solo practice in the areas of Estate Planning, Probate, Elder Law, and Guardianship.

Kathy has extensive experience with Elder Law, and Estate Planning. Kathy has a strong belief that proper estate planning today is the best plan. She represents clients in planning their estate that includes but is not limited to documents such as Wills, Revocable Living Trust, HIPAA Authorization, Advanced Directives aka “Living Will,”  Declaration of Guardian, Statutory Power of Attorney, Pour-over Wills, Medical Power of Attorney.

She was recognized as a Top Attorney of North America in 2015 by Who’s Who Directories, and Texas Probate Attorney of the Year for 2016 by ACQ5 Global Awards, U.S. (Texas) Customer Service Law Firm of the Year for 2017 by ACQ5 Global Awards, Corporate USA Today – Probate Law Firm of the Year, 2017, Corporate USA Today – Leading Customer Service Law Firm of the Year, 2017, and M&A Today Global Rankings – Law Firm of the Year – Probate Law, 2017.  She is also a member of Global Law Experts, and International Trade Council.

Kathy has written articles and conducted presentations on the following:

“Basic Estate Planning,” Arlington Library, 2016 & BNI, 2016,

“Estate Planning,” “It’s the Law with Kathy Roux” radio show, Dallas, 2016; “Ask the Experts” radio show, Dallas, 2015-2016; White Settlement Senior Services Center, 2015; Senior Synergy Expo 2014, 2015, 2016; Tarrant County Bar Association, 2015; Arlington Women’s Association; 2014, J.L. Turner Association, 2014; Burleson Senior Resource Fair, 2013

  • Member, U.S. Supreme Court 2016
  • Member, Texas State Bar        2006
  • Member, U.S. District Court, Northern District of TX        2006
  • Member, U. S. Tax Court        2004
  • Member, Louisiana State Bar        1994
  • Member, U. S. District Court, Eastern District of LA        1994

 

Felipe Ospina Acosta

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Leaders in Law endorses Felipe Ospina as our exclusively recommended Estate Planning Law expert in Colombia. If you wish to get in touch with Felipe please use the contact information provided above.

Felipe Ospina is a partner at DLA Piper Martínez Neira (Colombia), where he leads the tax law practice and actively participates in mergers and acquisitions transactions.

His previous practice was focused on tax litigation and consultancy for companies in the agricultural, insurance, cement, energy, pensions, metallurgical and telecommunications sectors, among others. He has advised government entities on issues related to public finances, tax law and telecommunications regulations, and has significant experience in tax planning both of companies and families.

Before joining the firm, he was a senior associate at Philippi Prietocarrizosa & Uria (2012-2014) and Plazas Vega Abogados (2005-2012).

Studies

LL.M., Law, International Economic Law and Policy, Universidad de Barcelona (Spain) (2013)

Tax Law Postgraduate Program, Universidad del Rosario (Colombia) (2008)

Abogado, (J.D. Equivalent), Universidad del Rosario (Colombia) (2005)

Areas of Practise

Corporate Law / M&A’s

Estate Planning

Tax Law

 

Therèse Kemp

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My normal work includes division of property, handling estates – foreign and Danish, preparation of wills, hereby also succession/estate planning, prenuptial agreements, custody cases and representation of heirs in larger estates.
I have autorization as “Bobehandler” – attorney for the Court of Lyngby in more complicated cases regarding division of properties in divorces.
I have been a teacher at the University of Copenhagen and “Danske Advokater” (the association of attorneys in Denmark) for a number of years in the topics private clients and also succession/estate planning for the Danish Chamber of Commerce.