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JEFFREY A. ASHER is a partner in the law firm of Eaton & Van Winkle LLP. He concentrates primarily in the areas of estate planning, asset protection, estates and trusts administration, elder law and Medicaid planning. Using various estate planning techniques, Mr. Asher implements for his clients an overall estate plan designed to pass as much wealth as possible to their loved ones, with the most minimum exposure to estate, gift and generation-skipping transfer taxes. He has represented large estates and charitable-minded estates, as well as executors, trustees, and other fiduciaries in connection with their probate, tax, accounting and other obligations. Mr. Asher counsels his clients in connection with their long-term healthcare decisions, disability protections, and need for advanced medical directives. He also represents individuals and assists them in obtaining Medicare and Medicaid benefits to pay for long-term home care and nursing home care. Mr. Asher is a frequent lecturer for various financial institutions, civic groups and community organizations, and is often presented by the New York State Bar Association as a community educator on various estate planning topics. Mr. Asher also is a legal commentator on trusts and estates, and elder law matters for TruTV, Court TV, CNN Headline News and The CBS Early Show. He is a frequent speaker and contributor to National Business Institute. In addition, he is approved as a continuing education credit provider by the Certified Financial Planner Board of Standards, Inc. and the Connecticut Department of Insurance. Mr. Asher is admitted to practice in New York and Connecticut; is a peer-elected member of the National Association of Estate Planners and Councils, Estate Planning Council of New York City; is a member of the Society of Trust and Estate Practitioners; is a member of the National Academy of Elder Law Attorneys; and is a member of the Trusts and Estates Section and Elder Law Section of the New York State Bar Association and the Connecticut Bar Association. He is a graduate of Clark University in Worcester, Massachusetts, and earned his J.D. degree from Touro Law School in Huntington, New York. RONALD FATOULLAH is the principal of the Great Neck based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships and estate administration. He is certified by the National Elder Law Foundation as an elder law attorney. Mr. Fatoullah writes a column for the New York State Bar Association's elder law committee's newsletter and has been quoted numerous times in Newsday, The New York Times and The Wall Street Journal. He is a fellow of the National Academy of Elder Law Attorneys and is a former member of its Board of Directors. Mr. Fatoullah also serves on the executive committee of the Elder Law Section of the New York State Bar Association. He is the immediate past chair of the Alzheimer's Association Legal Committee, Long Island Chapter. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University School of Law. MARTIN L. LERNER presently serves of counsel to the firm of Akabas & Sproule. For the past 30 years, Mr. Lerners practice has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration and post-mortem tax planning. He also has been a lecturer on estate planning topics for TIAA-CREF Wealth Management Group, National Business Institute and other professional and business groups. Mr. Lerner is a member of the Real Property, Trust and Estate Law Section of the American Bar Association, and the Trusts and Estates Law Section of the New York State Bar Association. He is admitted to practice law in New York and California, as well as being a member of the State Bar of Wisconsin. Mr. Lerner earned his J.D. degree from the University of Wisconsin, Madison. LORRAINE PACELEO is an attorney in the New York law firm of Greenfield Stein & Senior, LLP, where she concentrates her practice in the areas of administration, accounting and tax preparation for estate and trust fiduciaries. She is a certified public accountant and holds a membership in the American Institute of Certified Public Accountants. Ms. Paceleo earned her B.S. degree from Adelphi University and her J.D. degree from St. John's University, School of Law. She currently is a member of the Tax Law Committee and the Trusts and Estates Committee of the Nassau County Bar Association and she is a member of the Trusts and Estates Law Section of the New York State Bar Association. MICHAEL J. SCHAFFER is a partner in the law firm of Meltzer, Lippe, Goldstein & Breitstone, LLP. He has a high level of experience in all areas of estates and trusts law, including domestic and foreign estate planning, generation-skipping tax planning, estate administration and fiduciary income tax. Mr. Schaffer has generated significant estate tax savings for his clients using sophisticated estate planning strategies involving family partnerships, grantor trusts, dynasty trusts and various types of wills. He has advised CEOs and top level executives of Fortune 500 companies and major banking institutions. Mr. Schaffer has published articles in the New York CPA Journal and in Tax Hotline. He also published a treatise on the 1995 Protocol (dealing with taxes imposed by reason of death) to the U.S. - Canada Income Tax Treaty. Mr. Schaffer has lectured throughout the country on various estate and trust topics, such as wills, foreign trusts, basic and advanced estate planning, and income taxation of estates and trusts. He came to Meltzer, Lippe, Goldstein and Breitstone, LLP, after an extensive career in estate planning as a manager at KPMF Peat Marwick, LLP. Before that, he practiced estates and trusts law at a New York City law firm. Mr. Schaffer also is a licensed certified public accountant. He earned his B.S. degree, cum laude, in accounting from the State University of New York at Albany and his J.D. degree from Hofstra University.
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