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Margalynne J. Armstrong

Associate Professor, Santa Clara School of Law

Professor Margalynn J. Armstrong joined the Santa Clara University School of Law faculty in 1987 and serves on the boards of several community organizations. She is well-published in the areas of housing, racial discrimination, comparative and constitutional law. Prior to joining the law faculty at Santa Clara, Armstrong practiced public employment law, served as a staff attorney with the Legal Aid Society of Alameda County, and directed the Academic Support Program at Boalt Hall. While she attended University of California, Berkeley, she served as associate editor of the Ecology Law Quarterly.

Ronald D. Aucutt

Bessmer Trust

Ronald D. Aucutt is a Senior Fiduciary Counsel with Bessemer Trust Company, N.A. Before joining Bessemer in April 2019, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., for 23 years and with McGuireWoods LLP in the Washington suburb of Tysons, Virginia, for 20 years. Ron’s career with those law firms focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions. He advised lawyers and other professionals on tax planning and controversy issues and was experienced in resolving tax issues through rulings from the Internal Revenue Service’s National Office. Ron is a Fellow and former President (2003-2004) of The American College of Trust and Estate Counsel, an academician of The International Academy of Estate and Trust Law and former member of its Council (2000-2004), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), and a member of the Christian Legal Society. Ron received a B.A. degree in 1967 and a J.D. degree in 1975, both from the University of Minnesota. He was an officer in the Navy from 1970 to 1973 and served in the Gulf of Tonkin during the Vietnam War. Ron lives in Lakewood Ranch, Florida, with his wife, Nancy Schmidt Roush, an estate planning lawyer. He has two married sons and a grandson.

Mary Aumack

The Catholic Community Foundation

Mary Quilici Aumack is the Chief Executive Officer of the Catholic Community Foundation where she has helped further the Foundation’s mission of creating FOREVER VALUE for the past 10 years. Prior to joining the foundation, Mary’s career was in high tech, including  Vice President for Hewlett Packard, where she managed a $1Billion Enterprise Distribution business. Mary has a strong background in philanthropy. She is a former board member and current emeritus board member of Catholic Charities of Santa Clara County.  She is a member of the Board of Fellows of Santa Clara University.

Karen E. Boxx

Professor, University of Washington School of Law

Professor Karen E. Boxx joined the faculty of the University of Washington in 1997. She teaches in the areas of trusts and estates, estate planning, community property, conflicts of laws and professional responsibility. She is Chair of the Washington State Bar Association Real Property, Probate and Trust Section, Vice Chair of the Elder Law, Disability Planning and Bioethics Group of the ABA Real Property, Trust and Estate Section, ABA Real Property, Trust and Estate Section liaison to the National Guardianship Network, member of the WSBA Rules of Professional Conduct Committee Task Force and member of the ACLU-WA budget committee. Professor Boxx has been active in legislative reform, including chairing a WSBA Task Force that drafted major revisions to Washington trust law enacted in 2011. She is a Fellow of the American College of Trust and Estate Counsel and a member of its Elder Law Committee.

Patricia A. Cain

Professor, Santa Clara University School of Law

Patricia A. Cain is Professor of Law at Santa Clara University and the Aliber Family Chair in Law, Emerita, at the University of Iowa. She is a graduate of Vassar College and received her J.D. from the University of Georgia. Professor Cain is a member of the American Law Institute and a fellow of the American College of Trust and Estate Counsel. She is a frequent speaker at CLE events around the country. She teaches courses in federal taxation, property, wills and trusts, estate planning, and sexuality and the law. Most of her recent scholarship focuses on tax planning for same-sex couples. She maintains a blog called Same Sex Tax Law.

James P. Cashman Esq.

Berliner Cohen

James P. Cashman represents a wide variety of families and individuals in estate planning matters, including wills, living trusts, insurance trusts, complex trusts, educational trusts, charitable trusts, family partnerships, foundations and probate and estate administration matters. From 2008 through 2016, Mr. Cashman was recognized as a Northern California Super Lawyer in Estate Planning and Probate.

Samuel A. Donaldson

Professor, Georgia State University School of Law

Samuel A. Donaldson joined GSU Law in 2012. Priot to that, he was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. Professor Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. He is a nationally recognized speaker on federal taxation and estate planning at professional conferences and continuing education seminars. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. An amateur crossword constructor, Professor Donaldson’s puzzles have been published in The New York Times, The Washington Post, The Wall Street Journal, and other outlets.

Darin Donovan Esq.

Hopkins & Carley, A Law Corporation

Darin Donovan is a member of Hopkins & Carley’s Family Wealth & Tax Planning Practice. He practices in all areas of estate planning and wealth management. Darin’s clients include high net worth individuals and families, small business owners, private foundations and charitable non-profits, and executives and venture capitalists in the tech sector. Darin is also a Family Wealth Management Adjunct Professor at the Santa Clara University School of Law.

John F. Doyle, Esq.


John F. Doyle brings to WealthPLAN, PC over eight years of litigation experience. Prior to joining WealthPLAN, Mr. Doyle worked at a mid-sized litigation firm in Sacramento. Mr. Doyle earned his J.D. from the University of the Pacific, McGeorge School of Law, in 2009 and his undergraduate from Loyola Marymount University in 2003. Before attending McGeorge School of Law, Mr. Doyle worked as a fund accountant for a custodial bank. He became Partner in 2014, joining his father, Francis B. Doyle. He is a member of the Santa Clara County Bar Association, Silicon Valley Bar Association, and the American Bar Association

Marsha Laine F. Dungog

Anderson Private Client Service Group

Marsha Laine Dungog is member of the Andersen Private Client Service group with over 20 years of experience in U.S. international tax matters while practicing in the U.S. and Canada. She provides international tax planning, advisory and tax compliance services for high net worth individuals and families in the United States and abroad with cross-border assets, investments and business activities. She also provides U.S.-inbound tax consulting services to foreign investors and entrepreneurs deriving income from U.S.-based sources and operations, as well as foreign legal, financial and tax advisors on the U.S. taxation of foreign pensions and retirement arrangements for corporate executives, global employees and U.S. citizens living abroad. Marsha is an author and frequent speaker on international tax issues. She has published tax technical papers which have been presented to the tax-writing committees of the U.S. Congress and the U.S. Treasury Department on the U.S. taxation of Australian Superannuation Funds, Mexican AFOREs and Canadian registered plans (RESPs and RDSPs). She has also spoken at international conferences and seminars in the U.S., Canada and Australia on the U.S. taxation of foreign pensions and retirement, cross-border estates and trusts, international withholding and compliance enforcement initiatives, IRS voluntary disclosure programs and U.S. expatriation options for U.S. citizens living abroad.

Prior to joining Andersen, Marsha worked at a cross-border tax firm based in Canada providing U.S. tax advisory and compliance services to foreign investors, business owners and entrepreneurs deriving income from U.S.-based sources and activities. She also assisted cross-border families with U.S. estate planning services.

Wendy S. Goffe Esq.

Stoel Rivas LLP

Wendy S. Goffe has more than 25 years of experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable giving and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples. Wendy has extensive experience preparing prenuptial, postnuptial and cohabitation agreements. Wendy is a regular speaker at local, regional and national events addressing a number of estate planning topics. Before joining Stoel Rives, Wendy was a shareholder at Graham & Dunn PC and an attorney at Bogle & Gates.

Laurelle M. Gutierrez, Esq.

McDermott, Will & Emery

Laurelle M. Gutierrez is a partner at McDermott Will & Emery. She has a diverse practice representing high-net worth individuals and their families with respect to all aspects of gift, estate and generation-skipping wealth-transfer tax planning, as well as trust and estate administration. Laurelle has extensive experience in the design and implementation of sophisticated intergenerational wealth-transfer planning strategies. She advises domestic and multinational high-net-worth clients and families to develop innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs. She has advised trustees and executors with complex probate and trust administrations, including successfully representing clients in estate tax and gift tax audits. Laurelle frequently writes and speaks on sophisticated estate planning and fiduciary income tax issues for professional organizations, including the American Law Institute, the Heckerling Institute on Estate Planning, the State Bar of California and CalCPA. She has been named in Super Lawyers, Northern California, 2008 to 2019; The Best Lawyers in America 2013 and 2019, Trust and Estates; Private Client Global Elite, 2017-2018; and Chambers High Net Worth 2016 to 2019, Northern California, Private Wealth Law.

Jerome M. Hesch

Adjunct Professor of Law

Jerome M. Hesch is the Director of the Virtual Notre Dame Tax and Estate Planning Institute, October 29 and 30, 2020. Adjunct professor of law at the Florida International University Law School and the On-Line LL.M. for the Boston University School of Law.

Michael J. Jones, CPA

Thompson Jones LLP

Michael J. Jones is a partner in Monterey, California’s Thompson Jones LLP (www.thompsonjones.com). His tax consulting practice focuses on tax-efficient wealth transfer strategy, trust and probate tax matters (both administration and controversy resolution), and family business transitions. Mike is the author of four books, including Inheriting an IRA and Inheriting an IRA Professional Edition. He has written over 160 articles published in Trusts & Estates, Leimberg Information Services, Inc., Ed Slott’s IRA Newsletter, WealthWatch.com, and elsewhere. He serves as chair of Trusts & Estates magazine’s Retirement Benefits Committee and the CPE Forum of the Central Coast. He has lectured across the U.S. for Jerry A. Kasner Estate Planning Symposium; Southern California Tax & Estate Planning Forum, Hawaii Tax Institute, AICPA Advanced Estate Planning Conference, AICPA Conference on Tax Strategies for the High-Income Individual, UCLA-CEB Estate Planning Institute, New York University Institute on Federal Taxation, CEB Estate Planning and Administration Annual Updates panels, and others. He has been quoted in Natalie Choate’s Life and Death Planning for Retirement Benefits, Keith Schiller’s Estate Planning At The Movies® — Art of the Estate Tax Return, New York Times, Forbes Magazine, The Wall Street Journal, Bloomberg Financial Report and others.
Mike is an avid prone paddleboarder and surfer.

Patrick A. Kohlman Esq.

Temmerman, Cilley & Kohlmann

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and continues to serve on TEXCOM. He is also a member of the Judicial Council’s Probate and Mental Health Advisory Committee, a Fellow of the American College of Trust and Estates Counsel, and has consistently been named a Northern California “Super Lawyer.”

Katrina T. Logan Esq.

Community Legal Services in East Palo Alto

Katrina T. Logan leads the Economic Advancement Program for Community Legal Services in East Palo Alto focusing on reentry and consumer law practice areas. She currently serves as the Secretary of the Palo Alto Area Bar Association and volunteers as an assistant coach with the Stanford Women's Rugby Club.

R. Hugh Magill

Northern Trust Company

R. Hugh Magill is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, an Academician of the International Academy of Estate and Trust Law, and a faculty member of the American Bankers Association National Trust School. He has lectured for the American College of Trust and Estate Counsel, the Heckerling, Notre Dame, Tulane, Southern Federal, UCLA, and Kasner Institutes, the Northwestern University Center for Family Enterprise, regional bar associations and estate planning councils, and Northern Trust on estate and charitable planning, trust management, family demographics and governance, and fiduciary risk management. He is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council, and the Christian Legal Society. Prior to joining Northern Trust in September, 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer. He is a trustee of the Covenant Board of Pensions and Benefits, and he serves on the Boards of the Block Museum of Art, The Chicago Sunday Evening Club and several foundations. He serves on the Editorial Board of Trusts & Estates magazine, has authored articles for Trusts & Estates, Trust & Investments, and Wealth magazines, and the ACTEC Law Journal. In 2017, he was inducted into the NAEPC Estate Planning Hall of Fame where he holds the designation of Accredited Estate Planner® (Distinguished). Hugh is an Eagle Scout and has served as a Scoutmaster with the Boy Scouts of America. Hugh received a B.A. degree from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University Of Minnesota Law School, where he was named a distinguished alumnus in 2005.

John C. Martin, Esq.

John C. Martin is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization. As an estate planning specialist, John assists clients in establishing living trusts; transferring wealth to the next generation; providing for the protection of minor and adult beneficiaries; devising action plans to manage business, health or financial affairs in the event of incapacity; and handling trust and estate litigation matters.

Justin T. Miller

BNY Wealth Management

As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Santa Clara University, Stanford University, the State Bar of California, the State Bar of Georgia, the State Bar of Texas, STEP, UCLA, the University of Notre Dame, Vistage International, the Washington State Bar Association, and YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, the California Trusts and Estates Quarterly, State Tax Notes, Tax Notes, and Trusts & Estates, and he is frequently quoted as an industry expert in the media. Mr. Miller has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.

M. Read Moore

McDermott Will Emery LLP

M. Read Moore provides legal counsel on all aspects of estate planning, estate and trust administration, tax controversy, and privately owned business governance and succession planning. He has considerable experience in the international aspects of the private client practice, including inbound investment and wealth transfers to the United States, the US tax and legal aspects of non-US private company and wealth management structures, and US tax compliance for clients with global investments and assets. From his base in the San Francisco Bay area, Read works with clients across the United States and around the world on innovative planning and tax and non-tax controversies for private companies, domestic and foreign trusts, and wealthy family groups. Read speaks frequently at national and international conferences and is a recognized authority on domestic and international estate planning and tax issues.

Patrick A. Kohlman Esq.

Temmerman, Cilley & Kohlmann

Patrick A. Kohlmann is the managing partner at Temmerman, Cilley & Kohlmann. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Patrick is passionate about the law. He was Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California (now CLA) from 2015-2016, and continues to serve on TEXCOM. He is also a member of the Judicial Council’s Probate and Mental Health Advisory Committee, a Fellow of the American College of Trust and Estates Counsel, and has consistently been named a Northern California “Super Lawyer.”

Annette Nellen CPA, Esq., CGMA

Professor and Director of San Jose State University’s Graduate Tax Program (MST)

Annette Nellen, CPA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, individual tax, property transactions, employment tax, ethics, and tax policy. Annette is active in the tax sections of the AICPA, ABA and California Lawyers Association. She authors Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and the State Tax Notes Moving Forward? column. She has testified several times before various legislative committees and tax reform commissions on tax policy and reform. Annette runs the 21st Century Taxation website and blog (www.21stcenturytaxation.com).

John W. Prokey Esq.

Ramsbacher, Prokey & Leonard LLP

John W. Prokey is the managing partner of the of Ramsbacher Prokey & Leonard LLP. He leads a diverse practice emphasizing estate and wealth planning, trust administration, and tax controversy for high net worth individuals, families, and closely held business owners. He regularly advises clients regarding the preparation and implementation of their basic estate plans (including drafting revocable trusts, wills, powers of attorney, advanced health care directives, and related documents). In addition to estate planning, John advises clients on family wealth planning, a multigenerational approach to protecting and preserving wealth through the use of sophisticated planning techniques. A significant portion of his practice is devoted to representing estate administrators and trustees on matters involving post-death administration and irrevocable trusts. John often serves the role of family advisor, acting to reduce and resolve conflicts among family members, heirs, and beneficiaries through both formal and informal mediation. In addition, his practice includes representing clients in federal tax controversies, including audit, administrative Appeals, and U.S. Tax Court. John’s broad experience in tax litigation—as well as his expertise in advising clients at the audit and appeals levels of tax controversy—has provided our firm with clear direction in appropriate and successful estate and succession planning. As part of his continuing education pursuits, John has been a frequent author and presenter for numerous tax and estate planning conferences. His most recent speaking engagements include the California Society of CPAs Advanced Estate Planning Institute, the Annual Estate Planning Symposium and 2014 Tax Update and Planning Conference, the 2015 AICPA Advanced Estate Planning Conference, the San Diego Tax & Estate Planning Forum, the Hawaii Tax Institute, CEB/UCLA Estate Planning Conference, CEB Estate Planning Annual Recent Developments Conference, and the USC Tax Institute. In addition, he represented the State Bar of California in Washington, D.C. for several years in presenting proposed federal tax legislation and regulatory changes.

John is a Fellow of the American College of Trust and Estate Counsel. He is also an active member of the California State Bar. John is currently a member of the Trusts and Estates Section Executive Committee and is a former member of the Taxation Section Executive Committee. He chaired the Estate and Gift Tax Sub-Committee from 2004-2005. In addition, John is a member of the Santa Clara County, Silicon Valley, and American Bar Associations.

Danielle Reed

Jordan Park

Danielle joined Jordan Park in 2019. She was previously a Senior Investment Director in the Mission-Related Investments Team at Cambridge Associates, where she worked from 2015 to 2019. In this role, she led investment due diligence on impact opportunities across asset classes and themes, headed ESG integration efforts firm-wide, and built portfolios for several mission-driven families and foundations. Prior to that Danielle worked in various impact-oriented roles including at Imprint Capital (acquired by Goldman Sachs in 2015), Omidyar Network, and Silicon Valley Social Venture Fund (SV2), and began her career in traditional investment research at Hall Capital Partners.

Danielle earned her BA from Cornell University and MBA from UC Berkeley’s Haas School of Business.

David Sacarelos, CPA

Seiler LLP

David Sacarelos has 30 years of experience providing advisory and tax services to ultra-high-net-worth individuals and families, partnerships, non-profit organizations and privately-held businesses. He holds expertise in income, tax, estate, and financial planning and consulting for complex tax and financial transactions. His clients include multi-generational families, corporate executives, founders, and investors. David joined Seiler in 1987. He holds a Master's degree in Taxation from Golden Gate University and a Bachelor's degree in Business, Accounting from San Jose State University. He is a Certified Public Accountant in California and serves on the Planning Committee of the Jerry A. Kasner Estate Planning Symposium.

Myriam Soto

BNY Wealth Management

Myriam Soto is Head of International Wealth Planning and Fiduciary Services. In this role Myriam works directly with clients across the world and provides oversight and leadership to BNY Mellon’s Global Fiduciary Services teams based in the Cayman Islands, New York and Miami. Myriam leverages the broad capabilities of BNY Mellon to provide global families tailored wealth planning solutions. She frequently works in coordination with our clients’ professional advisors to holistically approach the multijurisdictional issues impacting families and family offices. Myriam has over 20 years of experience in financial services.

She most recently served as a Sr. Wealth Advisor in the JP Morgan Latin America Private Bank where she worked with high and ultra-high net worth international individuals and families to develop and implement wealth transfer strategies. Prior to this, Myriam spent the majority of her career with BNY Mellon where over a 16 year period in NY and Miami she held various roles within International Wealth Management with the most recent being Head of Global Fiduciary Planning and Development and the President and Chairman of the Board of the BNY Mellon Trust Company Cayman.

Robert E. Temmerman Jr.

Temmerman, Cilley & Kohlmann LLP

Robert E. Temmerman, Jr. is a partner at Temmerman, Cilley & Kohlmann, LLP and a specialist in estate planning, trusts, and probate law certified by the California State Bar Board of Legal Specialization. Mr. Temmerman is also a fellow of the American College of Trust and Estate Counsel (ACTEC), a nonprofit organization comprised of the nation's premier trust and estate counselors, and offers representation in estate planning, incapacity planning, and decedent estate administration, focusing on estate planning for large and moderate estates with specific emphasis on family wealth preservation. His estate administration practice includes postmortem estate administration, trust reformations, tax planning, federal estate and gift tax return preparation, and complex trust and estate accountings. Mr. Temmerman also provides legal services related to incapacity planning, and conservatorships and guardianships, and fiduciary litigation, as well as mediation and alternative dispute resolution in all types of trust and estate matters. Mr. Temmerman is AV® PreeminentTM Peer Review Rated by Martindale-Hubbell® for his legal ability and high ethical standards. He has been recognized as a Super Lawyer by Northern California Super Lawyers for 15 straight years and as a Best Lawyer by U.S. News & World Report and Best Lawyers.

In addition to practicing as an attorney, Mr. Temmerman serves as an expert witness or consultant for mediations and trials. Using his extensive experience, Mr. Temmerman is able to quickly analyze the facts and issues of a case, clearly explain the relevant law, and withstand intense cross-examination in a deposition or trial.

Vivian Lee Thoreen, Esq.

Holland & Knight

Vivian Lee Thoreen is the executive partner of Holland & Knight's Los Angeles office and chairs the firm's national Private Wealth Services Dispute Resolution Team. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, and elder abuse matters. Ms. Thoreen’s experience includes some of the most sensitive and high-profile cases in her field. Whether the matters can be resolved by mediation or require trial, Ms. Thoreen’s clients benefit from her deep personal commitment and nuanced grasp of law and often byzantine facts. An active member of the community, Ms. Thoreen is a Fellow of the American College of Trust and Estate Counsel and a member of the Los Angeles County Bar Association Trusts and Estates Section executive committee. She just completed a six-year term on the California Lawyers Association (formerly the State Bar of California) Trusts & Estates Section executive committee and previously served on the board of governors of the Korean American Bar Association and the board of directors of the Los Angeles County Bar Foundation. She also is an active member of the National Asian Pacific American Bar Association. Ms. Thoreen also provides pro bono services through Bet Tzedek, Public Counsel and the Alliance for Children’s Rights.

Leigh Wasson

BNY Mellon Wealth Management

Leigh brings 33 years of investment management and client relationship experience to her role as a Senior Client Strategist at BNY Mellon Wealth Management. Leigh enjoys collaborating with team members and other advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, business owners, individuals with multi-jurisdictional planning needs and individuals in the process of a divorce. Prior to BNY Mellon, Leigh was Regional Managing Director of Northern California for Citi Private Bank. Leigh's background also includes 16 years at JP Morgan with both the private bank and the institutional investment management division, where she was a Managing Director with assignments in Australia, London, New York, Silicon Valley and Newport Beach. Leigh is a board member of Watermark; the San Francisco chapter of the Association for Corporate Growth; and Women Business Collaborative. Leigh is a Certified Exit Planning Advisor and a Certified Divorce Financial Analyst. Leigh earned a BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania.

September 23-25, 2020 | Virtual

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