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LAWRENCE BRODY is a partner in the St. Louis law firm of Bryan Cave LLP, an international law firm. He is a member of its private client service group and its technology, entrepreneurial and commercial practice client service group. He is an adjunct professor at Washington University School of Law, teaching Estate Planning and Drafting, a visiting adjunct professor at the University of Miami Law School, teaching a course on life insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series. Mr. Brody is a member of both The American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel, is a frequent participant at ALI-ABA programs and Society of Financial Professionals programs and teleconferences, and has spoken at all major life insurance industry programs (including the MDRT, the Top of the Table, AALU and the International Forum), many local estate planning council meetings, a number of state bar association conferences, and many national estate planning programs. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and a member of the Editorial Boards of BNA's Estates, Gifts, and Trusts Journal, and the Society of Financial Service Professionals CLU Journal. Mr. Brody received the designation of Accredited Estate Planner by the National Association of Estate Planners and Councils, and was one of ten individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004. MICHAEL P. DOWNEY is a partner in the national Lawyers for the Profession® practice group at Hinshaw & Culbertson LLP, where his practice focuses on advising lawyers, accountants, and their firms regarding legal, ethical, discipline, risk management, and related business and professional issues. Extensively involved in national and state professional ethics committees, Mr. Downey has spoken more than 100 times and been interviewed on professional, mainly legal, ethics by the New York Times, NPR, the Wall Street Journal, Missouri Lawyers' Weekly, the St. Louis Business Journal, as well as other television and print media. He also has served as a consulting and testifying expert on ethics matters. Mr. Downey graduated from Georgetown University and was first in his class from Washington University School of Law, where he now teaches legal ethics and law firm practice. He also clerked for the Hon. Pasco M. Bowman, then Chief Judge of the U.S. Court of Appeals for the 8th Circuit, before entering into private practice. LAWRENCE P. KATZENSTEIN is a member of the St. Louis law firm of Thompson Coburn LLP, where he practices in the firm's private client services area with a concentration on estate planning and charitable giving, and representation of exempt organizations. Mr. Katzenstein is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs and he appears annually on several American Bar Association-American Law Institute estate planning programs; and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Mr. Katzenstein is an adjunct professor at Washington University School of Law, where he has taught both estate and gift taxation, and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel, and a member of its Charitable Planning Committee. He is the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants, as well as the Internal Revenue Service. Mr. Katzenstein earned his A.B. degree from Washington University and his J.D. degree from Harvard Law School. MICHAEL D. MULLIGAN is a member in the St. Louis office of the law firm of Lewis, Rice & Fingersh, L.C., where he is co-chair of the firm's estate planning department. Mr. Mulligan has focused his practice on estate planning and probate law since 1971. He is a fellow of the American College of Trust and Estate Counsel and a member of the Estate Planning Council of St. Louis. Mr. Mulligan is past vice chairman of the Probate and Tax Section of The Missouri Bar. He frequently lectures on tax and estate planning and has written extensively in the areas of estate planning and tax law. Mr. Mulligan is currently a member of the Editorial Board of Estate Planning magazine, a member of the Board of Advisors for Tax Management Estates, Gifts and Trusts Journal and a member of the Editorial Board of The Journal of Taxation. Mr. Mulligan earned his B.A. degree from Amherst College and his J.D. degree from Columbia University. KATHLEEN R. SHERBY is a partner in the St Louis office of Bryan Cave LLP. Ms. Sherby has concentrated her practice on estate planning for retirement benefits; planning for privately held businesses, including succession planning; all phases of estate planning, fiduciary and tax litigation; post-mortem planning and trust administration, including fiduciary income taxation and principal, and income accounting; and the negotiation and preparation of marital agreements since 1976. She is listed in the Best Lawyers in America, Who's Who in American Law and Who's Who of American Women. Ms. Sherby is a fellow of the American College of Trust and Estate Counsel, and has served as a regent of the college as the Missouri State Chair and is currently chair of the Employee Benefits in Estate Planning Committee. She also has served as chair of the Probate and Trust Committee of The Missouri Bar, as chair of the Probate Section of the Bar Association of Metropolitan St. Louis and as president of the Estate Planning Council of St. Louis. She earned her B.A. degree at St. Louis University and her J.D. degree at St. Louis University School of Law.
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