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Case Histories From Some of Our Smart Clients
Attorneys on this page were not compensated for their endorsement.

Interviews conducted at "Planning For The Generations" Conference
Chicago, Illinois - August 2009

Bennett Braverman
The Law office of Bennett Braverman
Boulder, Colorado
303-800-1588
www.boulderestateplanning.com

Valerie L. Peterson, J.D.
Executive Director
ElderCounsel, LLC
888-789-9908 ?ext. 81
www.eldercounsel.com

Connie L. Bauswell
Law Office of Connie L. Bauswell
Valparaiso, Indiana
(219) 548-0980
www.conniebauswell.com



Stephen Jones Stephen Jones & Associates, LLC Alton, Illinois (618) 465-8727 www.joneselderlaw.com		Kimberly T. Lee Law Office of Kimberly T. Lee Indian Wells, California (760) 776-9977 www.leelawyers.com

Read more client stories here...

James B. Reed
Ziff, Weiermiller, Hayden & Mustico

Kimberly Lee is a Smart Client

Kimberly T. Lee
Attorney at Law

Deborah Walker is a SmartMarketing Smart Client

Debbie H. Walker
Legal Administrator
Craige Brawley Liipfert & Walker LLP

Gary Altman is a SmartMarketing Smart Client

Gary D. Altman
Altman & Associates

Michael Burstein
Burstein Law Firm

Craig R. Hersch is a SmartMarketing Smart Client

Craig R. Hersch,
Sheppard, Brett, Stewart,
Hersch, Kinsey & Hill

Jeff Sorensen
Sorensen Wealth Management

Michael Sherman
Michael Sherman, LLC

Jan Copley is a Smart Client

Jan Copley
Attorney at Law

Diedre Wachbrit is a SmartMarketing Smart Client

Diedre Wachbrit
Law Office of Diedre Wachbrit

Rima Ports is a SmartMarketing Smart Client

Rima D. Ports
Ports Law Group, LTD

Bennett Braverman
The Law Office of Bennett Braverman, PC

John Peck is a SmartMarketing Smart Client

John Peck
Legacy Law Center

W. Wayne Walston
Beers Mallers Backs & Salin LLP

Rick Law is a Smart Client

Rick Law
Law Elder Law

Traci D. Ellis is a SmartMarketing Smart Client

Traci D. Ellis,
Attorney at Law

Raul Del Gado de Armas is a Smart Client

Raul Del Gado de Armas
& Associates

Richard P. Johnson is a SmartMarketing Smart Client

Richard P. Johnson
Estate Planning & Probate Law

Michael E. Thomas, P.C. is a SmartMarketing Smart Client

Michael E. Thomas, P.C.

Joseph J. Strazzeri is a SmartMarketing Smart Client

Joseph J. Strazzeri,
Attorney at Law
Strazzeri Mancini LLP

Steven B. Spewak is a SmartMarketing Smart Client

Steven B. Spewak
Estate Plan Strategies, LLC

Mark Haney is a SmartMarketing Smart Client

Mark Haney
Attorney At Law

Denis Shelley
Legacy Estate Planners, P.L.

David J. Zumpano, CPA/ESQ.
Estate Planning Law Center

Roger McClure is a SmartMarketing Smart Client

Roger McClure
Attorney At Law

E. Michael Kilbourn, ChFC, CLU, CCIM
Kilbourn Associates

Terry Abrams Berger is a Smart Client

Terry Abrams Berger
Attorney At Law

Lisa Rice
Law Office of Lisa Rice, P.C.

Judith E. Howard is a SmartMarketing Smart Client

Judith E. Howard
Howard Law Firm P.C.

Gene Osofsky
The Law Offices Of Osofsky & Osofsky

Scott Keffer is a SmartMarketing Smart Client

Scott Keffer
Wealth Transfer Solutions, Inc.

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