Happy new year everyone. 2003 starts with some exciting news: We've added more luminaries to the T&E advisory board, and re-upped many existing members.
Joining our charitable giving and philanthropy committee is Karen Putnam of Bessemer Trust. She is the former president and CEO of the Central Park Conservancy in New York.
Our high net worth and family office committee now boasts as co-chairs Sara Hamilton, founder of The Family Office Exchange (FOX), and existing board member David Martin, president, of Foster Holdings. Prior to founding FOX, Sara was at Harris Bank's Trust Department. David previously served on the T&E editoral board as a member-at-large.
This year we are creating a new committee concentration on elder care. Its chair is Bernard A. Krooks, president of the National Academy of Elder Law Attorneys.
The most dramatic change is a reorganization of our critically important estate planning and taxation committee. For 2003 we are expanding the committee to 13 members. Their bios are given below.
Please note that if you are interested in writing for the magazine, there are now four co-chairs, each responsible for the content during one fiscal quarter. Please contact them early as lead times on articles can be as much as two to four months. Be sure to send a copy of your article proposals to me at the same time, firstname.lastname@example.org
Co-Chairs Estate Planning & Taxation Committee
Fiscal Quarter 1 — Thomas G. Opferman (email@example.com) is the chair of Sonnenschein, Nath & Rosenthal's national trusts and estates practice group. He has assisted clients in planning for the generation-skipping transfer tax, including establishing lifetime and testamentary trusts and exercising powers of appointment over exempt trusts.
Fiscal Quarter 2 — Charles L. Ratner (firstname.lastname@example.org) is the national director of Personal Insurance Counseling for Ernst & Young and a managing director of The Ernst & Young Center for Family Wealth Planning. He is a contributing editor to the American Bar Association's Insurance Counselor Series.
Fiscal Quarter 3 — Al W. King III (email@example.com) is the co-founder, co-chairman and co-chief executive officer of South Dakota Trust Company, LLC, a national trust boutique and financial advisory company for the wealthy. Al was previously managing director and national director of the Estate Planning for Citigroup. He also was the co-founder and vice chairman of Citicorp Trust South Dakota.
Fiscal Quarter 4 — Louis S. Harrison (firstname.lastname@example.org) is in charge of the trusts and estates group at the Chicago law firm of Lord, Bissell & Brook. He is an adjunct professor at Kent College of Law and DePaul College of Law, and a fellow in The American College of Trust and Estate Counsel.
Committee Members Estate Planning & Taxation
Jeffery Brodsky is the director of Personal Financial Counseling Services and the director of Estate and Business Succession Planning for Ernst & Young's Chicago/Lake Michigan area. He is a member of the Ernst & Young National Estate Planning and Business Succession Committee.
Paul N. Frimmer heads Irell & Manella's personal planning group, and specializes in estate and tax planning, and trust and probate administration. He is a fellow of the American College of Trust and Estate Counsel and the International Academy of Estate and Trust Law.
Christopher H. Gadsden is a founding partner in the Pennsylvania law firm of Gadsden Schneider & Woodward LLP, a firm established in 2001 and concentrating on estate planning, trust and estate administration and litigation, charitable gift planning and related areas of tax and personal and fiduciary law. He is co-chair of the National Conference of Lawyers and Corporate Fiduciaries.
Charles F. Gibbs is the partner in charge of the New York Trusts and Estates Practice Group at Holland & Knight LLP and co-chair of the Holland & Knight National Trust and Estate Litigation Group. He is a regent and member of the Editorial Board of the American College of Trust and Estate Counsel, and immediate past chair of the College's Fiduciary Litigation Committee.
Michael O. Hartz is a partner at KMZ Rosenman. He concentrates on estate planning, and his clients are primarily successful, high-net-worth family business owners. Michael is a former adjunct professor in the LL.M in taxation program at the John Marshall School of Law.
Lloyd Leva Plaine is a partner at Washington, D.C.'s Sutherland, Asbill & Brennan, and is in charge of the individual tax planning practice group. She is active in the American Bar Association, and currently serves on its Tax Section Council. Lloyd is a former chair of the Estate and Gift Taxes Committee of the Section of Taxation of the ABA.
David J. McCabe heads the trusts and estates department of Willkie Farr & Gallagher in New York. He specializes in developing plans for high-net-worth individuals and their families.
Carlyn S. McCaffrey is a partner and co-head of the Trusts and Estate Department in the New York law firm of Weil, Gotshal & Manges. She is an adjunct professor of law at New York University School of Law. Carlyn is the president and a fellow of the American College of Trust & Estate Counsel, as well as a fellow of the American College of Tax Counsel and a member and vice president of the International Academy of Trust & Estate Counsel.
Charles A. Redd is a partner at Sonnenschein, Nath & Rosenthal, specializing in estate planning, estate and trust administration, and estate and trust-related litigation. He directs the firm's trusts and estates practice in St. Louis. Charles is a fellow of The American College of Trust and Estate Counsel (Estate and Gift Tax Committee and Fiduciary Litigation Committee) and an adjunct professor of law at Northwestern University School of Law.