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December 15 - Savannah AMY R. HENDERSON is an associate with Bart, Meyer & Company LLP and has seven years of experience in the areas of advanced estate planning, estate and gift taxation, trust and estate administration, the representation of fiduciaries, guardianship and conservatorship proceedings, and family business representation. Ms. Henderson graduated, summa cum laude, from The University of Alabama School of Law, where she served as special works editor of the Alabama Law Review. After law school, she served as a clerk to the Honorable Joel F. Dubina, Judge for the U.S. Court of Appeals for the 11th Circuit. Ms. Henderson earned her B.A. degree, with honors, from Auburn University. She is a member of both the State Bar of Georgia and Alabama State Bar. ANDREW W. LOHN has extensive experience in wealth management, and domestic and international estate planning for high net worth individuals, entrepreneurs, and business owners. Additionally, Mr. Lohn works with early stage companies and alternative asset investments. He has been in law practice since 1986 and has worked in the trust and estatesgroup of Powell, Goldstein, Frazer & Murphy (a top Atlanta-based law firm that recently merged with Bryan Cave, LLP), and the Private Client Advisor Group of Deloitte & Touche, where his practice focused on Business Succession Planning for family businesses throughout the Southeast. Mr. Lohn earned his B.A. degree from Bob Jones University, his J.D. degree from Georgia State University College of Law and his LL.M. degree from the University of Alabama School of Law. He is a member of the State Bar of Georgia and Alabama State Bar, as well as a member of the Planned Giving Advisory Council for Georgia State University, and the Public Policy Advisory Committee of the Angel Capital Association. Mr. Lohn is of counsel to the Savannah, Georgia firm of Bart, Meyer & Company LLP, and serves as the director of Legal and Fund Administration for West Mountain Partners, an Atlanta-based fund of Hedge Funds. ROY E. PAUL has wide experience in a number of areas including probate and estate litigation, commercial litigation, property damage/construction law, class actions, and environmental litigation. Mr. Paul is admitted to practice in the court of Federal Claims, the U.S. Court of Appeals for the 11th Circuit, the U.S. District courts for the Southern, Middle and Northern districts of Georgia, as well as in all Georgia courts. He is a member of the State Bar of Georgia and the Savannah Bar Association. Mr. Paul is a frequent lecturer on construction law and other topics. He also is a registered arbitrator and mediator with the Georgia Office of Dispute Resolution. Mr. Paul earned his B.A. degree, magna cum laude, from the University of Georgia and his J.D. degree, cum laude, from the University of Georgia Law School. While at the University of Georgia, he was elected to Phi Alpha Theta, Phi Kappa Phi and Phi Beta Kappa. While in Law School, Mr. Paul served on the editorial and managing boards of the Georgia Law Review. Mr. Paul was also active in moot court. He was Law Clerk to the Honorable Dudley H. Bowen, Jr., U.S. District Judge for the Southern District of Georgia. Mr. Paul has practiced law in Savannah, Georgia for more than 26 years. December 16 - Atlanta DAVID G. CARTER is a sole practitioner in Atlanta, Georgia. Mr. Carter's main areas of practice are estate planning, and probate and estate administration. He earned his B.A. degree from the University of Virginia, his J.D. degree from Washington and Lee University School of Law and his LL.M. degree from the University of Miami School of Law. SHANNAN S. COLLIER is a principle at the law firm of The Law Office of Shannan S. Collier, PC, whose practice is primarily limited to tax and estate planning, and business and franchise law. She earned her B.B.A. degree from the University of North Florida in Jacksonville. Thereafter, Ms. Collier attended Cumberland School of Law, where she simultaneously earned her J.D. and M.B.A. degrees, and Emory University, School of Law, where she earned her Masters of Laws degree. While in school, she was an editor of The Trial Journal and wrote and assisted in the preparation of several articles on varying topics, including the taxation of partnership interests and the valuation of business interests. Ms. Collier is a member of The Florida Bar and the State Bar of Georgia, and maintains clientele in both states. She also is a Tax Section member and is a frequent speaker at seminars, wherein she instructs both lawyers and non-lawyers on various business, estate and tax planning techniques. RICHARD M. MORGAN has been practicing law in Georgia since 1987. Mr. Morgan founded the Alpharetta law firm of Morgan & DiSalvo P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. He prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Mr. Morgan also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate and trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies. His work is differentiated by his level of service and attention to detail. Mr. Morgan's technical and analytical capabilities and problem-solving approach are unique among attorneys. As a leader in his field, he is past president of the Taxation sections of both the State Bar of Georgia and Atlanta Bar Association, and the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Mr. Morgan also serves on the legislative committee of the Fiduciary Law Section of the State Bar of Georgia. He has used his charitable gift planning expertise over the years to assist several larger Atlanta charitable organizations by serving as the chairman or member of their professional advisory committees, including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta. Mr. Morgan earned his B.B.A. degree, cum laude, and his J.D. degree, cum laude, from the University of Georgia School of Law, and his LL.M. degree from Emory University. He is a frequent speaker on estate planning, charitable gift planning, business succession planning and other tax related topics. SHARON L. ROWEN is a shareholder with Rowen & Klonoski, P.C., where she practices litigation, with an emphasis on personal injury and probate litigation. She has been a frequent speaker over the last 10 years in CLE seminars. Ms. Rowen is a member of the Georgia Trial Lawyers Association, the American and Atlanta bar associations and the State Bar of Georgia. She earned her B.A. degree from Emory University and her J.D. degree from Columbia Southern College of Law.
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