Life Change Issues in Trusts and Estates

Matthew M. Wallace, CPA, JD Related Seminars and Products

Matthew M. Wallace, CPA, JD is the founder and shareholder of the Wallace Law Firm, P.C. in Port Huron, Michigan. He is an attorney and Certified Public Accountant, limits his law practice to estate planning and elder law, business planning, and real estate. He concentrates on estate planning, including charitable planning, elder law, Medicaid planning, and business succession planning. Mr. Wallace is an active member of and regular presenter to many local, state and national professional organizations, including the Michigan Association of CPAs, National Academy of Elder Law Attorneys, Elder Law and Disability Rights Section and Probate Section of the State Bar of Michigan, Michigan Institute of Continuing Legal Education, National Network of Estate Planning Attorneys, Michigan Forum of Estate Planners LLC, Port Huron Area Estate Planning Council. He is a frequent speaker on estate planning, elder law, business planning, and real estate for community and civic organizations and employers. He is also a former lecturer and adjunct professor of taxation for Walsh College of Accountancy and Business Administration. He has published over 500 articles on estate planning, elder law, and related matters in various publications, including The Times Herald (Port Huron) newspaper, MD News magazine and Savvy magazine.

Don L. Rosenberg Related Seminars and Products

Don L. Rosenberg is a shareholder at Barron, Rosenberg, Mayoras & Mayoras. He has more than 35 years of experience practicing law and focuses on estate planning, elder law, Medicaid planning, Veteran's benefits, end of life care and special needs planning. Don blends solid experience with a keen sensitivity and awareness to the emotional challenges that families experience when planning for the care of their elderly loved ones and for those with special needs. He established an expertise in elder law before the "elder law" term was coined and helped found The Center for Elder Law, a renowned division of BRMM. Don has received numerous awards and recognitions for his work in the elder law and elder care fields.

He speaks extensively for a number of reputable organizations including the Alzheimer's Association, MICPA, Parkinson's support groups, Merrill Lynch, DFCU and other financial adviser and brokerage firms.