3475 Ridgewood Rd, Fairlawn, OH 44333, USA
Philip S. Kaufmann is a partner and group chair in Stark & Knoll’s Estate Planning & Probate Group. Phil’s focuses his practice in the areas of estate planning, probate, guardianships, Medicaid planning, disability trusts and special needs planning. Phil is a leader in the area of estate planning and trust issues for those with special needs. Prior to joining Stark & Knoll, Phil was the managing partner of Kaufmann & Kaufmann, a successful law firm in the Akron area.
440 East 23rd Street, Suite 9F, New York, NY 10010
For S.J. Khalsa, the essence of estate law isn’t found in dry legal texts or lifeless documents. Rather, it is found in the application of estate planning techniques to accomplish some of the most fundamental missions in society—fortifying families, protecting legacies, and ensuring that the dreams parents have for their children are not lost because of poor planning or procrastination. Mr. Khalsa takes the time to get to know you as an individual, to learn about your hopes and preferences; to understand what makes you comfortable and what makes you most proud about your life and family. That’s the foundation. He then combines a superb mastery of the law with the legal experience he has gained since his admission to the Bar in 1974 to create an estate plan that’s not only technically sound, but is animated by your spirit and the values that define you—your work ethic, your devotion to your family, and your generosity. Adding an extra dimension to this expertise, Mr. Khalsa is a recognized authority on the special planning needs of parents of children with special needs. Mr. Khalsa has been in private practice in New York since 1974. Over the years, his areas of practice have included business and commercial matters, the rights of the disabled and those with special needs, nonprofit organizations and education law, in addition to a wide range of estate planning specialties, including: Living Trusts, Asset Protection, Charitable Trusts, Family Limited Partnerships, Business Succession Planning, and trusts for children with special needs. He is a member of the American Academy of Estate Planning Attorneys. He is a past president of the Sikh Lawyers Bar Association and a former member of the Board of Directors of the Asian American Bar Association. Mr. Khalsa has been an arbitrator in the New York City courts and was nominated for the position of Judge of the Civil Court of the City of New York. He is admitted to practice Law in Colorado and New York, the U.S. District Courts in both states and the U.S. Supreme Court. He has served as an aide to the late United States Senator John Sparkman. Mr. Khalsa earned his Juris Doctorate from the Washington College of Law at the American University in Washington, D.C., in 1971. He received his bachelor’s degree in marketing and business administration at the University of Alabama.
9695 Main Street, Fairfax, VA 22031, USA
John Kidwell is the Owner and President of the Law Firm of Kidwell & Kent, with offices in Fairfax, Virginia, and Rockville, Maryland. Mr. Kidwell also owns and operates his in-firm commercial and residential real estate title company, Old Dominion Title Services, Inc. In 2014 John Kidwell was inducted as a member of Trial Masters, an elite national organization composed of lawyers with significant courtroom experience. Membership is an indication of a strong commitment to taking clients cases all the way to the courthouse when warranted. Fewer than 1/2 of 1% of the attorneys in the United States are members. In 2015, Mr. Kidwell was peer nominated and awarded through the Heritage Foundation as a TOP ATTORNEY IN THE NATION. In 2016, the Expert Network certified Mr. Kidwell in the TOP 3% of attorneys in America. In 2017 Mr. Kidwell obtained his Life Health and Annuities, Series 7 and Series 66 Financial Planning Licenses to provide individual and business financial planning.
4420 Beacon Cir, West Palm Beach, FL 33407, USA
Sasha A. Klein heads the Private Wealth Service’s group at Ward Damon, counseling affluent individuals in personal tax, estate planning and probate matters and providing thoughtful solutions to sensitive family dynamics. She advises on structuring wealth to achieve unique client goals, protect against risk, and minimize taxes over multiple generations. She is a national lecturer and frequently published author. She holds numerous leadership roles in the Trust and Estate sections of the American and Florida Bars, chairs the Legislation Committee for Florida Bankers, and serves on the Palm Beach County Estate Planning Council Board of Directors. Sasha earned her juris-doctorate from Vanderbilt University Law School and a post-doctorate degree in tax law. She volunteers and supports several civic and charitable organizations.
1515 4th Ave, Rock Island, IL 61201, USA
From his law offices in Rock Island, Illinois, estate and trust attorney Philip E. Koenig counsels individuals and businesses from the Quad Cities area of Illinois and Iowa. Most of Koenig’s clients reside in the cities of Moline, East Moline, Milan and Taylor Ridge, and throughout Rock Island County, Henry County, Mercer County, Knox County, Whiteside County, Carroll County and Bureau County.