Can Your Client’s Family Live In the Estate Plan You Create?Can Your Client’s Family Live In the Estate Plan You Create?

Stacy Allred leads the Family Engagement and Governance group at First Republic and is based in Bellevue, Wash.

Mary K. Duke is founder of High Road Advisors in Greenwich, Conn.

 retired attorney, Jay is the author of Family Wealth: Keeping It in the Family and Family – The Compact Among Generations and co-author of The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts: a Guide for Beneficiaries, Trustees, Trust Protectors and Trust Creators. Jay has also written numerous articles on family governance and wealth preservation as well as a series of Reflections. 

Jay was the founder of a law partnership in New York City. He speaks frequently at numerous international and domestic symposia on the avoidance of the "shirtsleeves to shirtsleeves" proverb and the growth of families' human, intellectual, social and financial capitals toward their families’ flourishing.  He is a member of various philanthropic boards and a member of the editorial boards of various professional journals.

Jay is a graduate of the Far Brook School, which teaches through the arts, The Pingry School, Princeton University, and The Columbia School of Law.