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Estate Planning Expert #21765

I have 40 years of experience, and specialize in the field of estate planning and probate law with specific knowledge in the areas of trust administration, professional responsibility and document preparation. I have published on such topics as ethical issues under the Code of Professional Responsibility, use of trustees and trust protector arrangements, and use of 529 plans for estate planning and college expenses. I have testified 11 times on topics such as attorney conflicts of interest, trust administration and probate matters.

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