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Trusts and Estates

Standing Committees

Committee Assignment

For contact information, see the Executive Committee Roster.

  • CLRC
  • CCBA
  • Educating Seniors
  • Education (Including Technology & E-News)
  • Estate Planning
  • Ethics
  • Incapacity
  • Income and Transfer Tax2000
  • Legislation
  • Litigation
  • Long Range Planning
  • Membership, Marketing and Social Media
  • Nominating
  • Quarterly
  • Trusts & Estates Administration
  • Uniform Laws

CLRC

Chair: Julie K. Kwon

Vice Chair: Thomas Shaver

Members:
Elizabeth Engh

CCBA

Chair: Phil Lindsley

Vice Chair: Thomas Shaver

Members:

Bart Schenone
Jeremy Crickard
Patrick Kohlmann
Gina Lera
Herb Stroh
Julia Gold
Julie K. Kwon
Yvonne Ascher
Syna Dennis
Matthew Matiasevich
David Knitter
John Prokey
Mark Poochigian
Chris Carico
Vivan Thoreen
Nancy Reimann
Ellen McKissock
Daniel Murphy
Jana Ellerman
Carolyn West
Michael Kerner
Jennifer Bratt
Matthew McMurtrey
Mary de Leo
Mason Brawley
Carlena Tapella
Stella Pantazis
James Brierton
Elizabeth Engh
Andrew Katzenstein
Joy Paeske
Carol Zolla
Ralph Hughes

Educating Seniors

Chair: David Knitter

Vice Chair: Chris Carico

Members:

Syna Dennis
Daniel Murphy
Jana Ellerman
Carlena Tapella
Stella Pantazis
Joy Paeske

Education (Including Technology & E-News)

Chair: Jana Ellerman

Vice Chair: Matthew McMurtrey

Members:

Vivan Thoreen
Jennifer Bratt
Phil Lindsley
Mason Brawley
James Brierton
Andrew Katzenstein
Carol Zolla

Estate Planning

Chair: Nancy Reimann

Vice Chair: Jennifer Bratt

Members:

Julia Gold
Yvonne Ascher
John Prokey
Mark Poochigian
Thomas Shaver
Mason Brawley
Joy Paeske
Carol Zolla
Ralph Hughes
Gregory Hultgren
Ron Wargo
Joy Paeske

Ethics

Chair: Yvonne Ascher

Vice Chair: Thomas Shaver

Incapacity

Co-Chair: Chris Carico and Mary de Leo

Members:

Herb Stroh
Matthew Matiasevich
David Knitter
Vivian Thoreen
Ellen McKissock
Daniel Murphy
Phil Lindsley
Mason Brawley
Carlena Tapella
Stella Pantazis
Elizabeth Engh
Andrew Katzenstein
Joy Paeske
Carol Zolla
Mason Brawley
Barry Matulich
Dennis Fordham
Ed Corey
Nicole Plottel
Peter Stern
Shannon Burns
Susan Cooley
Susan Hill

Income and Transfer Tax

Chair: John Prokey

Vice-Chair: Michael Kerner

Members:

Julia Gold
Julie K. Kwon
Mark Poochigian
Thomas Shaver
Ralph Hughes

Legislation

Co-Chairs: Yvonne Ascher and Jana Ellerman

Vice-Chair: Mary de Leo

Members:

Mason Brawley
Carlena Tapella
Stella Pantazis
James Brierton
Elizabeth Engh
Andrew Katzenstein
Joy Paeske
Carol Zolla
Ralph Hughes
Carolyn West
Jennifer Bratt
Thomas Shaver
Phil Lindsley
Matthew McMurtrey
Syna Dennis
Matthew Matiasevich
David Knitter
John Prokey
Mark Poochigian
Chris Carico
Vivan Thoreen
Nancy Reimann
Ellen McKissock
Daniel Murphy
Bart Schenone
Jeremy Crickard
Patrick Kohlmann
Gina Lera
Herb Stroh
Julia Gold
Julie K. Kwon

Litigation

Co-Chairs: Vivian Thoreen and Matthew Matiasevich

Members:

Herb Stroh
Syna Dennis
David Knitter
Chris Carico
Ellen McKissock
Daniel Murphy
Matthew McMurtrey
Mary de Leo
Carlena Tapella
James Brierton
Elizabeth Engh
Andrew Katzenstein
Ciarán O’Sullivan
David Shapiro
Jeff Galvin
Robyn Christo
Stacie Nelson
Tim Chambers
Travis Neal
Jeremy Moffit
Larry Dushkes
Tom Dominick

Long Range Planning

Chair: Herb Stroh

Members:

Bart Schenone
Jeremy Crickard
Patrick Kohlmann
Gina Lera

Membership and Marketing

Chair: Carolyn West

Members:

Syna Dennis
Matthew McMurtrey
Mary de Leo
Elizabeth Engh
Joy Paeske
Ciarán O’Sullivan
Catherine Swafford
Julie Woods

Nominating

Chair: Patrick Kohlmann

Members:

Bart Schenone
Jeremy Crickard
Gina Lera
Herb Stroh
Julia Gold
Julie K. Kwon
Yvonne Ascher
Syna Dennis
Matthew Matiasevich

Quarterly

Gina Lera
Matthew Matiasevich
Mark Poochigian
Chris Carico
Nancy Reimann
Ellen McKissock
Carolyn West
Jennifer Bratt
Matthew McMurtrey
Mary de Leo

Trusts & Estates Administration

Chair: Mark Poochigian

Vice Chair: Carolyn West

Members:

Bart Schenone
Jeremy Crickard
Julia Gold
Julie K. Kwon
Yvonne Ascher
John Prokey
Michael Kerner
Jennifer Bratt
Thomas Shaver
Stella Pantazis
Andrew Katzenstein
Joy Paeske
Carol Zolla
Ralph Hughes
Jim Lamping
Kristan Shepard
Jim Lauth

Uniform Laws

Chair: Julie K. Kwon

Vice Chair: Michael Kerner

Thomas Shaver
Ralph Hughes
Michael Rosen Prinz

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