Laureate Circle Members

Attorney at Law

The Law Firm of Jerry D. Balentine, P.C.

6303 North Portland

Oklahoma City, OK 73112

Telephone: (405) 946-4500

Facsimile: (405) 946-4757

www.balentinelaw.com

Firm Description

Since 1975, the Law Firm of Jerry D. Balentine, P.C. and Associates has provided clients with the highest possible service and excellence in estate, Elder law and wealth planning strategies. We have been able to reach thousands of people who are concerned about protecting everything they own and everyone they love. The firm has championed the use of proven strategies to protect families from the expense and delay of probate and minimize or eliminate federal estate tax.

The purpose of each member of the law firm is to help clients accomplish their estate planning goals and to take the mystery out of the estate planning process while utilizing strategies that are explained in straightforward language clients can understand.

Attorney Profile:

JERRY D. BALENTINE has practiced law in central Oklahoma for 30 years. Mr. Balentine is a member of the National Academy of Elder Law Attorneys and is a Certified Elder Law Attorney through the National Foundation of Elder Law Attorneys*. In addition, he is a founding member of WealthCounsel, LLC and the Academy of Special Needs Planners. He is a Fellow in the Esperti Peterson Institute Masters Program. In 2000, he became an adjunct instructor of The Academy of Multidisciplinary Practice at Michigan State University. Additional professional affiliations include the American Bar Association, Oklahoma Bar Association, Oklahoma City Real Property Lawyers Association, and Oklahoma City Title Lawyers Association, Oklahoma City Estate Planning Council.

In addition to these prestigious professional affiliations, Mr. Balentine is a contributing author of two popular estate planning books, Legacy: Plan, Protect, and Preserve Your Estate and Generations: Planning Your Legacy.

*Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association. Certification of attorney&ampampampampampampampampampaposs specialty is not recognized by the Oklahoma Supreme Court except for Admiralty Law and Patent-Copyright Law.

Attorney and Counselor at Law

900 Virginia Ave,

Fort Pierce, FL 34982-5882

Telephone: (772) 489-4901

Facsimile: (772) 489-4902

Wealth Design Consultants

11555 N. Meridian Street

Carmel, IN 46032-4648

888 703-3900

David Holaday has over 20 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client's existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.

Areas of Expertise

Significant Accomplishments

Articles and Publications

Education and Professional Involvement

Vice President & CFP

Asset Preservation Strategies, Inc.

3636 Nobel Drive, Suite 440

San Diego, CA 92122

E-mail: gregbanner@asset-preservation.com

Website: www.asset-preservation.com

858 455-1825 Phone

858 455-6211 Fax

Areas of Practice:

Esperti Peterson & Cahoone Law Firm

1605 Main Street, Suite 700

Sarasota, FL 34236

Telephone: (941) 365-4819

BACKGROUND:

Highest professional ranking (AV) by Martindale-Hubbell. Admitted to Florida Bar, 1985. Education: Eckerd College (Bachelor&aposs Degree in Political Science, 1981) Western New England College School of Law (Juris Doctor, 1985) University of Florida College of Law (Master of Laws, "LL.M." in Taxation, 1986).

EXPERIENCE: Partner in the law firm of Esperti Peterson & Cahoone and a member of the estate planning consulting firm of Esperti Peterson & Cahoone Consulting, Inc. Esperti Peterson & Cahoone limits its practice to high net-worth individuals throughout the United States whose estates typically are in excess of $25 million.

From 1996 to 2004, Professor in the three-year, post-doctoral Masters Program provided through the Esperti Peterson Institute to train selected estate planning attorneys, financial advisors and accountants in sophisticated estate planning strategies.

For four years, the host, moderator and faculty member of Advanced Studies for Estate and Wealth Planning, a one-year program provided through the Esperti Peterson Institute to train attorneys in advanced planning strategies.

Owner and faculty member of the Advanced Wealth Studies Institute, LLC, providing high quality custom educational programs, presentations and assistance to financial advisors, attorneys and insurance professionals to promote excellence in estate, financial and wealth strategies planning.

Faculty member of the Chartered Wealth Advisor (CWA) Program which provides ongoing education and support to financial advisors. The CWA program is offered through the Academy of Multidisciplinary Practice and is accredited by The Estate and Wealth Strategies Institute at Michigan State University.

Past President and Director of Education for The Esperti Peterson Institute.

MEMBER:

Sarasota County Bar Association Florida Bar Association (Member, Sections on: Business Law, Tax Law, Real Property, Probate and Trust Law). Southwest Florida Estate Planning Council and the National Network of Estate Planning Attorneys.

BOOKS:

ARTICLES

WRITTEN OR CO-WRITTEN:

SELECTED PRESENTATIONS:

RADIO/TELEVISION:

CABLETALK:

FEATURED:

LEGAL RESEARCHER/EDITOR:

LEGACY:

PERSONAL:

MARGARET E. BROWN

Counselor and Attorney at Law

40 Lake Bellevue Drive, Ste. 100

Bellevue, WA 98005

(425) 451-2403

Professional Accreditation:

Attorney at Law, Admitted to the California State Bar, Washington State Bar. Courts Admitted to: California Supreme Court Washington Supreme Court, United States District Court, Northern District of California.

Special Credentials:

Margaret Brown is the founder and principal of The Brown Law Firm. Her Doctorate of Jurisprudence was earned at California Western School of Law. Ms. Brown is also a graduate of the one year post-doctorate course entitled Advanced Studies for Estate and Wealth Strategies Planning and a two-year post doctorate program entitled Masters in Global Wealth Strategies. She is experience in the advanced estate planning techniques to minimize or avoid estate taxes.

Since 1996, she has devoted her practice exclusively to estate planning. Ms. Brown is dedicated to helping people protect their assets, provide for their loved ones and plan for life's contingencies through proper estate planning. Her guiding principle is to deliver nothing less than the best estate planning service possible to her clients in a warm and friendly atmosphere where the needs of the client are always first.

Ms. Brown has gained a well-deserved reputation as a dynamic speaker and educator. She gives regular public and private seminars on how to avoid the hassles and heartache of probate. She has also written about estate planning topics as a columnist for local publications. She has assisted hundreds of Washington area residents establish their estate plans.

Ms. Brown is member of WealthCounsel, LLC, a membership organization of over 1600 estate planning professionals, offering tools and education to the estate planning industry. From 1996-2001 she was a member of the American Academy of Estate Planning Attorneys, an exclusive 150-member national organization providing education, tools and research support to estate planning attorneys. She is also a member of the Board of Directors for the Bellevue Community College Foundation and the Elder Law Section and the Real Property, Probate and Trust Section of the Washington State Bar Association.

Ms. Brown is a well-known author and educator on the topics of estate planning. She is a co-author of the book "Strictly Business - Planning Strategies for Privately Owned Businesses."

Ms. Brown offers training in estate planning for CPAs, financial advisors, and insurance professionals. She also offers free estate planning seminars to the public on a regularly scheduled basis. Upcoming seminar schedules and additional educational materials, including slide shows, can be found at her web site at www.estateplanning.com/brownlawfirm.

McKenzie Donaldson Consulting Group

Principal

1204 Harvard Rd.

Grosse Point Park, MI 48230-1123

866 734-9512 WK

313 881-2664 FAX

www.prismdesigngroup.com

jmd4@comcast.net

University of Cincinnati Foundation

P.O. Box 19970

Cincinnati, OH

513 556-6147

EDUCATION:

EXPERIENCE:

MEMBER:

AUTHOR:

PRESENTER:

PERSONAL:

Married to wife Ann for 33 years three children: Kate, Jeff, and Deirdre. Mr. Dundon enjoys golf, hiking, sailing, reading, and history.

CEO: Dymond Consulting

P.O. Box 5163

Frisco, OR

970 668-3201

Principal: Wealth Counsel, LLC

2080 SE Oak Grove Blvd, Suite 11

Portland, OR 97267

(888) 659-4069

Partner: Peterson, Dymond, Reagor LLC

Attorneys At Law

8400 East Prentice Ave, Suite 1040

Greenwood Village, CO 80111

(303) 793-3400

(303) 617-1903 direct

Education:

Recipient:

Practice of Law Limited to Estate and Business Planning

J. Stephen Gammill, LLC

P.O. Box 190

Fruita, CO 81521

Telephone: (970) 858-9135

Facsimile: (970) 858-9147

stevengammill@bresnan.net

Mr. Gammill received his JD from the University of Colorado in 1964. He spent the next 27 years practicing law, primarily in the litigation arena, in Albuquerque, New Mexico. In 1991, he made the decision to return home to Colorado and settled on the western slope in Grand Junction.

In 1996, he joined the National Network of Estate Planning Attorneys and began limiting his practice to estate and wealth planning issues.

Mr. Gammill has completed an extensive post doctorate program with the Esperti Peterson Institute and holds the designations of Fellow of the Esperti Peterson Institute and Fellow of the Estate and Wealth Strategies Institute at Michigan State University.

He has been an Adjunct Professor for the Academy of Multidisciplinary Practice at Michigan State University and teaches nationally to attorneys and other professionals in the estate and business planning field.

He has recently presented on the topics of ILITs, business and investment asset protection, marketing, business succession, and disability planning for the National Network and for the Wealth Strategies Institute.

He is the author of numerous estate and tax planning curriculum for courses he has taught and for seminar presentations and has been a reviewing author for Cutting Edge Current&acirc&Acirc&Acirc&Acirc„&cent, has published a review of a major article on the tax reform act and is a contributing author to: THE PRACTICE: Creating, Growing, and Maintaining a Successful, Client-Centered Estate and Business Planning Law Firm.

Today, he limits his practice to Estate and Wealth Strategies Planning including business exit and asset protection planning. He is a frequent lecturer and group facilitator in estate planning and transfer tax matters to members of the public and to professional groups such as CPAs, attorneys, insurance professional and Certified Financial Planners.

He is married to Jan Gammill who teaches kindergarten at Wingate Elementary School in Grand Junction. They are members of Monument Presbyterian Church where they serve as elders and church leaders.

My Purpose is to Transform by Realizing Worth:

I am a Christ oriented person. My immediate and ultimate goal is to become and to remain in a right relationship with Christ, to be of service to others through that relationship and to use the gifts God has entrusted to me to transform others by helping them see their true value.

The H Group, Inc.

3395 SW Garden View Ave.

Portland, OR 97225-3547

503 292-5853

www.thehgroup.com

larryhanslits@thehgroup.com

The Law Firm of Strazzeri Mancini LLP

3636 Nobel Drive, Suite 450

San Diego, CA 92122

Telephone: (858) 200-1900

Facsimile: (858) 200-1920

www.strazzerimancini.com

rjh@scinstitute.org

Professional Background &amp Personal Information

Education

University of San Diego School of Law

San Diego, California

LL.M., Taxation, 1996

Cecil C. Humphreys School of Law

University of Memphis

J.D. 1986

Member, University of Memphis Law Review

Rhodes College

Memphis, Tennessee

B.A. 1983, Political Science

Honors: Dean&aposs List

Experience

Estate Planning/Probate Attorney

Analysis and drafting of estate plans, including charitable trusts estate tax returns and audits decedent estates and postmortem trust administration will contests and probate litigation speech writing and seminar outline preparation. Analysis and drafting of wills, revocable trusts, irrevocable trusts, charitable trusts, grantor retained income trusts and generation skipping trusts decedent estates, court-supervised trusts, guardianship matters, and conservatorship actions preparation of estate and gift tax returns representation and negotiation of estate tax audits. Estate tax planning. (August 1996 to Present)

Naval Weapons Center China Lake

Ridgecrest, California

Staff Judge Advocate.Responsibilities included provision of the following: legal assistance services to active duty military, retired personnel, and their family members such as adoptions and name changes, bankruptcies, civil suits, consumer affairs, contracts, criminal matters, domestic relations, immigration, insurance, naturalization, taxes, and wills recommendations to the Commanding Officer whether to initiate criminal prosecutions of service members pursuant to the Uniform Code of Military Justice service as ethics counselor to executive staff preparation of post-government service employment opinions for retiring/separating personnel investigation and adjudication of claims brought against the Federal government pursuant to the Federal Tort Claims Act, Military Claims Act, and Military Personnel and Civilian Employees&apos Claims Act pursuit of affirmative claims on behalf of the Federal government under the Federal Claims Collection Act and the Medical Care Recovery Act service as a Special Assistant United States Attorney in the prosecution and defense of actions involving the Naval Weapons Center in U.S. District and Magistrate Courts and, supervision of a support staff. (August 1991 to August 1995)

Naval Legal Service Office Detachment

Naval Air Station Moffett Field

Mountain View, California

Criminal Defense Counsel and Legal Assistance Attorney. Prepared motions for summary judgment, motions in limine, judgment on the pleadings, and trial briefs. Prepared memoranda of law and correspondence. Provided legal assistance services as described above to active duty military, retired personnel, and their family members. Supervised a support staff. (October 1990 to August 1991)

Naval Legal Service Office

Naval Station Treasure Island

San Francisco, California

Criminal Defense Counsel and Legal Assistance Attorney. (January 1989 to August 1991)

Gatti, Keltner &amp Bienvenu

Memphis, Tennessee

Personal Injury Litigation Associate. Responsible for wide range of personal injury insurance litigation matters, including coverage, vehicle, premises and product liability cases. Handled all stages of litigation including drafting and editing of complaints, cross complaints, answers, demurrers, discovery matters, summary judgment motions and trial briefs. Took and defended depositions and deposed expert witnesses. Have tried to conclusion jury trials in State and Federal Courts and Court trials. (August 1987 to December 1988)

Honorable James M. Tharpe, Judge, Division III

Circuit Court of Tennessee for the Thirtieth Judicial District at Memphis

Law Clerk. (May 1986 to May 1987)

Honorable James E. Swearengen, Judge, Division IV

Circuit Court of Tennessee for the Thirtieth Judicial District at Memphis

Law Clerk. (May 1985 to May 1986)

Publications

Case comment, Torts - Abolition of the Fireman's Rule in Oregon and What It May Mean for Tennessee - Christensen v. Murphy, 296 Or. 610, 678 P. 2d 1210 (1984), 15 University of Memphis L. Rev. 312 (Winter 1985).

California Probate Information (with LCDR Jay J. Kessler, JAGC, USN and LNC May S. Fujimoto, USNR Naval Legal Service Office, Naval Station Treasure Island, San Francisco, California 1990).

Giving: Philanthropy for Everyone (with Robert A. Esperti, Esq., and Renno L. Peterson, Esq., Quantum Press, 2002)

Bar Admissions

State Bars of Tennessee, 1987 California, 1992. U.S. District Court, Western District of Tennessee U.S. Court of Appeals, Sixth Circuit U.S. District Court, Eastern District of California U.S. Court of Appeals for the Armed Forces U.S. Tax Court and, U.S. Supreme Court.

Additional Certifications

Life Insurance (0C87849)

Activities

Member: San Diego County (Sections on: Estate Planning, Trust &amp Probate Law and Taxation Co-Chair, Financial Professional Liaison Committee), and Tennessee Bar Associations State Bar of California (Sections on: Estate Planning, Trust & Probate Law Taxation) Fellow, Esperti Peterson Institute President & Director of Education, Southern California Institute and Volunteer - Make-A-Wish Foundation of San Diego, Inc.

Interests

Scuba diving surfing and the architecture of Frank Lloyd Wright.

Attorney, Principal

The Law Firm of Strazzeri Mancini LLP

3636 Nobel Drive, Suite 450

San Diego, CA 92122

Telephone: (858) 200-1900

Facsimile: (858) 200-1920

www.strazzerimancini.com

jjs@strazzerimancini.com

Professional Background & Personal Information

Professional Accreditation

Admitted to the California State Bar. Courts Admitted to: California Supreme Court United States District Court, Southern District of California.

Education

J.D., Western State University, San Diego, CA Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA University of San Diego, San Diego, CA and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute and a Laureate in Wealth Strategies at the Southern California Institute.

Memberships

Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Consumer Attorneys of San Diego Estate Planning, Trust & Probate Section of San Diego County Bar Association Planned Giving Round Table of San Diego National Committee on Planned Giving and Associate of the Offshore Institute.

Positions

Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues Former Partner, Law Office of N. Munro Merrick Principal of The Founders Group, a Business Strategies Collaborative Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W. Former chair for the planned giving committee Sharp Healthcare Foundation California B-licensed General Contractor and Real Estate Developer.

Educator

Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Fellow at the Southern California Institute. Instructor for Estate and Trust Education Resources & Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.

Publications

Books:

Community Service

Former and/or present member, Board of Directors for Charities such as: The Coming Together Foundation Army-Navy Academy ANA Alumni Association and Sharp Healthcare Foundation.

Personal

Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

Attorney, Principal

The Law Firm of Strazzeri Mancini LLP

3636 Nobel Drive, Suite 450

San Diego, CA 92122

Telephone: (858) 200-1900

Facsimile: (858) 200-1920

www.strazzerimancini.com

sjm@strazzerimancini.com

Professional Background & Personal Information

Professional Accreditation

The California State Bar California Supreme Court United States Tax Court United States District Court and Southern District Court of California. Certified Specialist: Wills, Trusts & Probate, the State Bar of California Board of Legal Specialization.

Education

A Laureate in Wealth Strategies at the Southern California Institute Fellow of the Esperti Peterson Institute Post Graduate Legal Diploma in Taxation, University of San Diego School of Law, San Diego, California (1980) J. D., University of San Diego School of Law, San Diego, California (1979) and B.A., Chaminade University, Honolulu, Hawaii (1976).

Memberships

Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Estate Planning, Trust and Probate Section and Esperti Peterson Institute.

Positions

Former Partner Stacer &ampamp Mancini. Principal of the Founders Group, Business Strategies Collaborative. Principal and Founder, Law Office of Stephen J. Mancini, APC, specializing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues. Principal &ampamp Founder: Law Firm of Strazzeri Mancini LLP.

Educator

Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University Instructor, Paralegal Courses Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners.

Publications

Community Service

Member: Palomar Pomerado Health Foundation & Planned Giving Advisory Council former member: Rancho Penasquitos Town Council and President of the Lions Club.

Personal

Happily married to Carol Mancini since 1972. Veteran of the Viet Nam War, 1968-1972. Honorably discharged from the U. S. Navy in 1972. In his free time, Steve enjoys fly fishing and other outdoor activities.

The Law Offices of Jimmie L. Joe, APC

17700 Castleton St.

City of Industry, CA 91748-5868

Telephone: 626 839-8980

jjoe@theestateplanninglawyer.com

www.theestateplanninglawyer.com

Kenneth T. Kelley Law Associates

36 Poquonock Ave.

Windsor, CT 06095-2507

kel.ham@att.net

Kerr and Associates, P.L.L.C

205 S. Main St.

Mount Pleasant. MI

888 544-5144

estate-plan@lawyer.com

www.plan-center.com

Law Office Of W. Vito Lanuti

16400 Pacific Coast Hwy.

Huntington Beach, CA

562 592-5001

habaeous@aol.com

MCDowall Cotter, Attorneys at Law

2070 Pioneer Court

San Mateo, CA

Telephone: (650) 572-7933

Facsimile: (650) 994-8193

blytle@mcdlawyers.net

www.MCDLawyers.net

Miller and Schrader, P A.

10809 Executive Center Dr.

Little Rock, AR

501-221-7776

smiller@millerschrader.com

www.millerschrader.com

The Myers Law Firm P.C.

100 Spear Street

San Francisco, CA 94105-1549

Telephone: (415) 896-1500

Facsimile: (415) 896-5068

pmyers@the myerslawfirm.com

www.themyerslawfirm.com

McDowall & Cotter, APC

Attorneys at Law

2070 Pioneer Court

San Mateo, CA 944003

Telephone: 650 572-7933

rvale@mcdlawyers.net

www.mcdlawyers.net