Who Is Roy Adams?
ROY M. ADAMS is an Adjunct Professor of Estate Planning and Taxation at Northwestern University School of Law, where for over 20 years he has taught estate planning and taxation. He has been presented Northwestern University’s Alumni Merit Award for outstanding professional achievement.
Mr. Adams is a member of the distinguished teaching faculty of Cannon Financial Institute and is also a Senior Consultant to Cannon's Management. He contributes extensively to Internet publications through a joint venture with Cannon, and conducts special Professional Education Seminars and monthly telephone conferences and satellite broadcasts on sophisticated and practical planning techniques.
Mr. Adams is a Fellow of the American College of Trusts and Estates Counsel. He is Special Consultant to TRUSTS & ESTATES magazine, for which he writes a bimonthly column entitled "Wit, Wisdom and the Fiduciary Professions," and a highly acclaimed quarterly column on tax fundamentals entitled, “Back-To-School.” Additionally, he was a member of the Editorial Board and Contributing Author of The Chase Journal, which was published by J.P. Morgan-Chase Bank, and distributed to over 4,000 Trust & Estates tax specialists around the world before it ceased publication. Mr. Adams also contributes a monthly column on estate planning, principally for the brokerage community, in the REGISTERED REPRESENTATIVE magazine, and a quarterly article on estate planning in the FINANCIAL ADVISOR magazine, mainly for investment advisors.
One of Mr. Adams' newest books, 21St CENTURY ESTATE PLANNING: PRACTICAL APPLICATIONS, was published by Cannon Financial Institute in 2002; reviews of this work have reflected very high acclaim, particularly for innovation, creativity and practical advice, notwithstanding possible transfer tax repeal. He has been the co-author of a two-volume text, ILLINOIS ESTATE PLANNING, WILL DRAFTING AND ESTATE ADMINISTRATION (2nd Edition) published in 1994, and revised, and he is a contributing editor to UNDERSTANDING LIVING TRUSTS (5th Edition) published in October, 1994, and annually revised. Another of Mr. Adams’ publications, published by Primedia in 2002, is his book entitled, WIT & WISDOM - THE BEST OF ROY ADAMS, which contains essays and commentaries upon a variety of non-technical but extremely entertaining and meaningful topics.
He conducts an extensive national and international practice in the areas of estate and tax planning, advising wealthy families, private foundations, public charities, as well as individuals whose assets often include substantial business interests. He lectures nationally and internationally in his areas of expertise and is a much sought-after speaker.
Mr. Adams has been recognized in several countries for his humanitarian work, and he actively pursues charitable activities throughout the world. He is admitted to practice in the States of New York and Illinois. Mr. Adams serves as a member of the Tax Advisory Boards of the Museum of Modern Art and Lincoln Center for the Performing Arts.
EDUCATION
Kent College of Law; Northwestern University (J.D., 1969)
Northwestern University (LL.M., 1970)
University of Delaware (B.A., 1962)
JONATHAN BLATTMACHR is a member of the Alaska, California and New York Bars, and a partner in the law firm of Milbank, Tweed, Hadley & McCloy LLP. He has served as a lecturer-in-law of the Columbia University School of Law and an Adjunct Professor of Law at New York University Law School. He is a former Chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of other committees of the New York State Bar Association and the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past Chair of its Estate and Gift Tax Committee. He is author or co-author of over 300 articles and five books on estate and tax planning topics including a new book published by the Practicing Law Institute on Circular 230. He has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners & Councils. Mr. Blattmachr also is a co-developer of Wealth Transfer Planning, a software system published for lawyers which provides specific client advice and automated document assembly for Wills, trusts, powers of attorneys and other estate planning documents.
ANN BURNS is Chair of Rider Bennett’s Trusts and Estates Department. Her practice focuses on the areas of estate planning, business succession planning, estate, trust, and tax litigation, and estate and gift taxes.
Ann is a Certified Public Accountant (inactive) and a fellow in the American College of Trust and Estate Counsel. She has been listed in Best Lawyers in America since 1997 and was nominated by her peers as the Number One Estate Planning Attorney in Minnesota.
Ann has presented national seminars for the American College of Trusts and Estates Counsel and the University of Miami Heckerling Institute on Estate Planning. Ann graduated from the University of Wisconsin Law School and received her undergraduate degree in Accounting from Iowa State University. After law school, Ann clerked for the Honorable Judge Donald R. Ross of the Eighth Circuit Court of Appeals.
MR. EDWARD MCCAFFERY serves as Of Counsel in Sonnenschein's Trusts & Estates and Tax Groups of Los Angeles. He practices in the area of trusts and estates, taxation and intellectual property. He is also the Dean and Carl Mason Franklin Chair in Law at the University of Southern California School of Law, where he teaches classes in income taxation, property, corporate tax and partnership tax. From 1995 to 2006, Mr. McCaffery was also a Visiting Professor of Law and Economics at the California Institute of Technology, teaching public finance and law, law and economics, and law and technology (including intellectual property law).
Mr. McCaffery served as chairman of the planning committee for the prestigious annual USC Institute on Federal Taxation from 1997 until 2006; he was the founder of the USC-Caltech Center for the Study of Law and Politics, and chair of the Caltech program for the Program for Law & Technology at Caltech and Loyola Law School. He is a member of the planning committee for the newly formed Institute on Intellectual Property Law at USC Law School. He has been a visiting professor at UCLA School of Law and Yale Law School.
Mr. McCaffery initiated a Law & Technology program at the California Institute of Technology, where he has taught the course in intellectual property, which centers on the patent system. Mr. McCaffery is a charter member of the USC Intellectual Property Institute, the leading continuing education forum for intellectual property practitioners in Southern California; see lawweb.usc.edu/cle/ip/. Mr. McCaffery serves on the Patent Prosecution Subcommittee of the Institute.
Mr. McCaffery graduated from Harvard Law School (magna cum laude) in 1985; the University of Southern California (Masters of Arts, Economics), (Phi Kappa Phi) in 1994, and Yale College (summa cum laude, Phi Beta Kappa, Classics (Latin) and Philosophy (double major)) in 1980. Following graduation from law school, Mr. McCaffery was law clerk for Chief Justice Robert N. Wilentz of the Supreme Court of New Jersey and practiced with a San Francisco law firm.
Mr. McCaffery has written or co-authored several books and numerous articles, testified before Congress, and made many scholarly presentations and public lectures. He is a member of the American Law Institute, National Tax Association, American Economic Association, American Law & Economics Association, and an elected Fellow of the American College of Tax Counsel (ACTC).
CHARLES A. REDD concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He received his J.D. from Saint Louis University in 1979, and he also received a B.A. in History from Saint Louis University, summa cum laude, Phi Beta Kappa, 1976.
Mr. Redd has extensive experience and expertise in: (a) counseling affluent clients regarding their personal estate and business planning; (b) the drafting of wills, trust instruments, durable powers of attorney, pre-nuptial agreements and other estate planning documents; (c) pre-and post-death tax planning for individuals, trusts and estates; (d) preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (e) representation of individual and corporate fiduciaries and (f) litigation in the Probate Division and other equity divisions of the Circuit Court. Mr. Redd has worked on estates and estate planning projects each involving assets valued at several hundred million dollars and has successfully handled numerous estate tax, gift tax and generation-skipping transfer tax matters, will and trust construction cases, will contests, contests of trust agreements and other types of cases involving estates and trusts.
While Chairman of The Missouri Bar's Health Care Durable Power of Attorney Subcommittee, Mr. Redd played a significant role in the drafting and enactment of the Missouri Durable Power of Attorney for Health Care Act. In 1991, he received The Missouri Bar President's Award. Mr. Redd is a member of the American Bar Association (Section of Taxation and Section of Real Property, Probate and Trust Law), the State Bar of Wisconsin, The Missouri Bar (Probate and Trust Law Committee), the Illinois State Bar Association, The Bar Association of Metropolitan St. Louis and the Estate Planning Council of St. Louis.
Mr. Redd is a Fellow of The American College of Trust and Estate Counsel (Estate and Gift Tax Committee and Fiduciary Litigation Committee) and an Adjunct Professor of Law (Federal Estate and Gift Taxation and Estate Planning) at Northwestern University School of Law. He is a member of the Charitable Bequest Council of the Roman Catholic Archdiocese of St. Louis, the Barnes-Jewish Hospital Planned Giving Council and the St. Louis Children's Hospital Planned Giving Council. Mr. Redd is listed in Who's Who in the World, Who's Who in America and The Best Lawyers in America. He speaks and writes frequently on topics in the trusts and estates field.
CONRAD TEITELL — a prodigious lecturer, a practicing lawyer, a prolific writer, a professor of law.
He has lectured throughout the country for thousands of hours on taxes and estate planning. Many of you have seen him on PBS television programs.
Listed in The Best Lawyers in America, he is a principal in the Connecticut- and Florida-based law firm of Cummings & Lockwood, resident in the firm’s Stamford office. He is an adjunct professor at the University of Miami School of Law. He is a fellow of The American College of Trust and Estate Counsel and the recipient of the American Law Institute/American Bar Association’s Harrison Tweed Award for Special Merit in Continuing Legal Education.
His publications on taxes, wills and estate planning have been read by millions—laypeople and professional tax advisers. His column, Speaking and Writing, has appeared in TRIAL, the magazine of The Association of Trial Lawyers of America and in the American Bar Association’s Journal.
Conrad Teitell is known throughout the country for his ability to translate complicated laws into understandable English. His dry wit and light touch have made him a sought-after lecturer, keynote and after-dinner speaker.
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