Recognized Trusts & Estates Lawyers

Linda MoraLinda de la Mora

Linda is a shareholder at von Briesen & Roper whose trusts and estates practice focuses on estate planning, trust administration and probate. Her work also encompasses marital property law and residential and commercial real estate transactions, and she is a member of the firm’s Business Practice Group.

Dan LewisDaniel S. Lewis

Dan advises multigenerational families on Trusts & Estates, designing trusts and transfer tax plans for complex assets, family offices and succession. He also advises on family governance and privacy and represents fiduciaries and beneficiaries in trust and estate administration, probate and tax disputes.

Colonel BetzColonel F. Betz

Colonel advises executives, business owners, multigenerational families and fiduciaries on trusts and estates, including estate planning, probate, trust and estate administration, and dispute resolution. He also develops tax-efficient strategies, prepares gift and estate tax returns, and advises on charitable trusts.

Jackie MesslerJacqueline L. Messler

Jackie advises clients, particularly high-net-worth individuals, on estate planning through wills, trusts and powers of attorney. She also handles probate and trust administration, special needs planning and guardianships, and succession planning for business owners transitioning ownership and management.

Stacey Prince-TroutmanStacey Prince-Troutman

Stacey advises individuals and families on Trusts & Estates matters, including estate planning, probate, trust and estate administration, and transfer tax controversies. She also works with business owners on succession planning and advises clients on asset protection and charitable giving.

David JohnsonDavid Fowler Johnson

David handles trust and estate litigation for banks and trustees, including disputes over trust administration, will contests, fiduciary duty claims and accountings. He also advises trust departments on trust construction, modifications and successor trustee appointments.

Ben AkselradBenjamin E. Akselrad

Ben advises individuals on Private Wealth matters, including estate planning, estate administration, asset protection and philanthropy. He also guides businesses through formation, succession planning and sales, advises nonprofits on governance, and represents clients before tax authorities.

Cara KossCara M. Koss

Cara advises high-net-worth individuals in the United States and internationally on Trusts & Estates matters, including estate planning, trust and estate administration, lifetime gifting and tax compliance. She also counsels on family office formation, asset protection and business succession planning.

Nathan JohnsonNathan K. Johnson

Nathan works with individuals, closely held businesses and charitable organizations on estate planning and tax matters. His work includes succession planning for a family business, supporting charitable giving goals and advising a public charity on fiduciary accounting and tax issues.