2019-2021 Class of Dennis I. Belcher Young Leaders Program
FOR IMMEDIATE RELEASE
Contact: Pamela Goldsmith, firstname.lastname@example.org, 202.465.8270
Washington, DC, October 7, 2019: L. Henry Gissel, Jr., President, The ACTEC Foundation and Terrance M. Franklin, Chair, ACTEC Diversity and Inclusivity Committee, are pleased to announce the fifth class of Dennis I. Belcher ACTEC Young Leaders.
The Dennis I. Belcher Young Leaders Program was designed to foster scholarship and education in trust and estate matters, promote diversity and inclusivity and encourage the development of potential ACTEC Fellows. Initiated in collaboration with the American Bar Association Real Property, Trust and Estate Law Section (RPTE) Fellows program, it provides successful graduates of the two-year RPTE program an opportunity to extend their participation in RPTE leadership activities through the financial support of The ACTEC Foundation. In March 2018, the program was named after Dennis I. Belcher, ACTEC President 2009-2010, a leader of the College and mentor to many young trust and estate lawyers.
New ACTEC Young Leader, Abigail Rosen Earthman of Winstead PC in Houston, Texas said, “I am thrilled to be a member of the most recent Dennis I. Belcher Young Leaders Program class and look forward to staying actively involved in ABA/RPTE, getting to know ACTEC Fellows and furthering my career in the trusts and estates world. Being a Belcher Young Leader gives me the opportunity to accomplish these goals and interface with ACTEC Fellows I may otherwise not get to know.”
The Dennis I. Belcher Young Leaders Program provides lawyers with an in-depth introduction to ACTEC and its role in the trust and estate community and encourages active engagement in the responsibilities that support future eligibility for nomination as an ACTEC Fellow. Young leaders are offered tuition-free attendance at the ACTEC-ALI/CLE webinars, financial support to attend ABA/RPTE Section Meetings and are invited to attend regional and state ACTEC events.
The ACTEC Foundation 2019-2021 class of Dennis I. Belcher Young Leaders are:
Abigail Rosen Earthman of Winstead PC in Houston, TX
Abigail received her LLM in Taxation from Georgetown University Law Center, her JD from Texas Tech University School of Law and MS in Personal Finance Planning from Texas Tech University. She is a member of Winstead’s Wealth Preservation Practice Group in Houston, Texas, where she focuses on litigation related to estate, gift and generation-skipping transfer taxes. She has experience in matters related to trust, estates, beneficiaries and estate administration and advises high net worth individuals in matters involving gift and estate tax audits in Internal Revenue Service examinations, appeals, and trials.
Caryn Friedman of Ernst & Young LLP in Washington, DC
Caryn received her JD from Georgetown University Law Center and is a member of the Private Client Services group in the National Tax Department of Ernst & Young LLP in Washington, DC. She advises high net worth individuals on technical cross-border tax issues including US individual income tax, pre-immigration planning, US investment by nonresident aliens, expatriation, structuring purchases of US real property, establishing foreign trusts, taxation of foreign trusts with US beneficiaries, trust taxation, US foreign information reporting, voluntary disclosures and estate tax planning matters.
Danielle Kincaid, The Elder Law Group in Springfield, MO
Danielle received her BA and MBA from Missouri State University and her JD from Creighton University School of Law. She has earned numerous accolades in the area of estate planning and elder law including being named by the Springfield Business Journal as a Trusted Adviser and being selected as one of five attorneys in the nation by the American Bar Association for a two-year Trust & Estate Fellowship. Danielle currently serves as the American Bar Association Long Term Care Committee Vice Chair and recently published an article in the national Probate & Property magazine on recent changes to Missouri’s guardianship statutes.
Kelly Perez, UBS Financial Services, Inc. in Dallas, TX
Kelly received a BA from Cornell University and a JD from the University of Pittsburgh School of Law. She works with clients of UBS in Dallas, Texas helping to coordinate their investment, estate planning and philanthropic goals. Kelly has extensive expertise in personal tax planning, specializing in structuring estate plans for high net worth and ultra-high net worth individuals and families.
Jordan Veurink, Ballard Spahr LLP in Sioux Falls, SD
Jordan is a graduate of University of Sioux Falls where he received his BA and Texas A&M University School of Law where he received his JD. Jordan is with Ballard Spahr LLP in Sioux Falls, SD where he assists clients in all aspects of estate planning by developing estate plans that minimize estate tax liability and drafting trusts, wills and business succession documents to implement such plans. He represents individuals and corporate fiduciaries in trust administration, probate and guardianship and conservatorship matters.
About The ACTEC Foundation: The ACTEC Foundation is the philanthropic arm of The American College of Trust and Estate Counsel or ACTEC. ACTEC is an association of the best and brightest will, trust and estate lawyers in the US and abroad. The Foundation is a nonprofit, 501(c)(3) that offers education to families and professionals and supports students interested in the trust and estate area of the law. Through continued financial support, The ACTEC Foundation offers professional development, scholarships and education for a number of important efforts including legal education, educational support, public initiatives, legal publications and the student editorial board.
About the American College of Trust and Estate Counsel: Established in 1949, The American College of Trust and Estate Counsel, ACTEC, is a national organization of approximately 2,500 lawyers, peer-elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as a trust and estate counselor. Our members, “Fellows,” are the best and brightest in trust and estate practice, with decades of experience representing and advising families. ACTEC offers technical comments about the law and its effective administration but does not take positions on matters of policy or political objectives.
# # #
Latest ACTEC Trust and Estate Talk Podcasts
Understanding the tax court’s decision in the Estate of Michael Jackson and postmortem right of publicity.
Practical advice from a tech-savvy lawyer for law firms migrating software and data to a cloud server.