1. Jennifer Laurine Canavan
Title: Partner
Law School: University of Pennsylvania, J.D.
College: Georgetown University, B.A.
Admitted: University of Pennsylvania, J.D.
Practice Area: Beneficiaries and heirs, High-net-worth individuals, Charities and non profit
Membership:

2. Karen Yates
Title: Partner
Law School: Cornell Law School, Class of 1996, J.D.
College: American University, B.A., magna cum laude
Admitted: Cornell Law School, Class of 1996, J.D.
Practice Area: Personal, Family office & family business, Philanthropy & charitable giving, Probate & trust management, Tax, Wealth structuring, Wills & succession planning
Membership: Memberships, American College of Trusts and Estate Counsel (ACTEC), Member, Tax Policy Study Committee , Society of Trust and Estate Practitioners (STEP) , Connecticut Estate and Tax Planning Council , AV-Preeminent rated by Martindale-Hubbell , Connecticut Bar Association, Estates and Probate… Read more Memberships, American College of Trusts and Estate Counsel (ACTEC), Member, Tax Policy Study Committee , Society of Trust and Estate Practitioners (STEP) , Connecticut Estate and Tax Planning Council , AV-Preeminent rated by Martindale-Hubbell , Connecticut Bar Association, Estates and Probate Section (Executive Committee, Decanting Subcommittee) , American Bar Association, Real Property, Trust and Estate Law Section , New York State Bar Association, Tax Section Read less

3. Victoria Burk
Title: Associate
Law School: University of Minnesota, J.D., 2004; Georgetown University Law Center, LL.M. in Taxation, 2006
College: Carleton College, B.A., 2000
Admitted: University of Minnesota, J.D., 2004; Georgetown University Law Center, LL.M. in Taxation, 2006
Practice Area: Income Tax
Membership: American Bar Association; New York State Bar Association.

4. Kenneth A. Pun
Title: Associate
Law School: University of Connecticut School of Law, J.D.
College: Villanova University, Villanova School of Business, B.S.
Admitted: University of Connecticut School of Law, J.D.
Practice Area: Personal Tax; Wills & succession planning
Membership:

5. Andrew Haave
Title: Partner
Law School: University of Connecticut School of Law, J.D., with high honors, 2005
College: Columbia University, B.A., magna cum laude, 1991 Phi Beta Kappa; Stanford Business School, M.B.A., 1996
Admitted: University of Connecticut School of Law, J.D., with high honors, 2005
Practice Area: Personal; Inheritance, estate & gift taxes
Membership: •American Bar Association

6. Eric Fischer
Title: Associate
Law School: William and Mary Law School, J.D.
College: Manhattan School of Music, B.M.; Yale University School of Music, M.M.
Admitted: William and Mary Law School, J.D.
Practice Area: Charities and not-for-profit; Philanthropy services; Structure; Philanthropy & charitable giving; Tax; Wealth structuring; Wills & succession planning
Membership:

7. Shudan Zhou
Title: Associate
Law School: Boston University School of Law, J.D.
College: Sun Yat-Sen University, B.A.; Shanghai International Studies University, M.A.
Admitted: Boston University School of Law, J.D.
Practice Area: Personal Tax; Trust & succession disputes; Wealth structuring; Wills & succession planning
Membership: •New York State Bar Association

8. Ryan M. Lorusso
Title: Associate
Law School: University of Connecticut School of Law, J.D.
College: University of Connecticut, B.A., magna cum laude phi beta kappa
Admitted: University of Connecticut School of Law, J.D.
Practice Area: Tax
Membership: •New York Bar Association •Connecticut Bar Association •American Bar Association

9. Karen E. Yates
Title: Partner
Law School: Cornell Law School, J.D., 1996
College: American University, B.A., magna cum laude, 1993
Admitted: Cornell Law School, J.D., 1996
Practice Area: Personal; Family office & family business; Philanthropy & charitable giving; Probate & trust management; Tax; Wealth structuring; Wills & succession planning
Membership: •Connecticut Estate and Tax Planning Council

10. Alistair D. Christopher
Title: Associate
Law School: Boston College Law School, J.D., magna cum laude, 2005 Order of the Coif
College: Yale University, B.A., Distinction, 1999
Admitted: Boston College Law School, J.D., magna cum laude, 2005 Order of the Coif
Practice Area: Beneficiaries and heirs, High-net-worth individuals, Families and family offices, North America
Membership: MembershipsNew York State Bar AssociationConnecticut Bar AssociationAmerican Bar AssociationSociety of Trust and Estate Practitioners

11. Lauren E. Jones
Title: Associate
Law School: Cornell Law School, J.D.
College: Harvard College, A.B., Social Studies, cum laude/Language Citation in Italian
Admitted: Cornell Law School, J.D.
Practice Area: Tax; International Estates; International Trusts & Foundations; Wealth Structuring
Membership:

12. Stephen Putnoki-Higgins
Title: Associate
Law School: University of Connecticut School of Law, J.D., with honors, 2010; University of Connecticut School of Law, Tax Certificate; New York University School of Law, LL.M.
College: University of Connecticut, B.A., 2007
Admitted: University of Connecticut School of Law, J.D., with honors, 2010; University of Connecticut School of Law, Tax Certificate; New York University School of Law, LL.M.
Practice Area: Probate & Trust, Real Property, Tax Law, Estate Planning, Limited Liability Company (LLC), Business, Power Of Attorney, Trusts, Wills & Living Wills, Marriage & Prenuptials, International Law, Partnership
Membership: •New York State Bar Association

13. Jim Carolan
Title: Partner
Law School: University of Connecticut School of Law, J.D., 1989
College: Cornell University, A.B., 1982; Stanford University Graduate School, M.A., 1984
Admitted: University of Connecticut School of Law, J.D., 1989
Practice Area: Business; Art law; Charities and not-for-profit; Corporate; Italy; Real estate; Personal; Art law; Philanthropy & charitable giving; Residential real estate
Membership: &bull

14. David A. Ringold
Title: Member
Law School: Yale Law School, J.D., 1980
College: Georgetown University, B.A., magna cum laude, 1977
Admitted: Yale Law School, J.D., 1980
Practice Area: Families and family offices, High-net-worth individuals, Professional advisers, Europe, North America
Membership: MembershipsDistrict of Columbia Bar AssociationNew York State Bar AssociationConnecticut Bar AssociationThe Grolier Club

15. Grace Minjeong Sur
Title: Associate
Law School: University of Pennsylvania Law School, J.D.; Columbia Law School, LL.M.
College: Brown University, B.A., magna cum laude Phi Beta Kappa; The Wharton School (Certificate in Business/Public Policy)
Admitted: University of Pennsylvania Law School, J.D.; Columbia Law School, LL.M.
Practice Area: Business; Corporate; Cultural assets & art; Financial services regulatory; Real estate; Tax; Personal; Cultural assets & art; Philanthropy & charitable giving; Probate & trust management; Tax; Wealth structuring; Wills & succession planning
Membership:

16. Andrea Zakko
Title: Associate
Law School: University of Connecticut School of Law, J.D., with honors, 2011
College: University of Notre Dame, B.A., cum laude, 2008
Admitted: University of Connecticut School of Law, J.D., with honors, 2011
Practice Area: Personal; Wills & succession planning
Membership:

17. Aaron Kriss
Title: Associate
Law School: University of Virginia School of Law, J.D., 2011
College: University of Miami, B.B.A., 2004
Admitted: University of Virginia School of Law, J.D., 2011
Practice Area: Personal; Tax
Membership: •American Bar Association

18. Richard Capogrosso
Title: Special Counsel
Law School: Pace University School of Law, J.D., 2000
College: Syracuse University, B.A., 1989
Admitted: Pace University School of Law, J.D., 2000
Practice Area: Business; Corporate; Corporate finance; Mergers & acquisitions
Membership:

19. David G. Adler
Title: Associate
Law School: University of Virginia School of Law, J.D., 2005
College: Columbia University, B.A., cum laude, 2000
Admitted: University of Virginia School of Law, J.D., 2005
Practice Area: Personal; Inheritance, estate & gift taxes
Membership:

20. Elizabeth A. Whalen
Title: Of Counsel
Law School: Columbia Law School, J.D., 1989 Harlan Fiske Stone Scholar; New York University School of Law, LL.M., 1995
College: Brooklyn College, B.S., summa cum laude, 1984 Chancellor's Honor Roll; Brooklyn College, M.A., 1986
Admitted: Columbia Law School, J.D., 1989 Harlan Fiske Stone Scholar; New York University School of Law, LL.M., 1995
Practice Area: Business; Corporate; Investment management; Personal; Tax
Membership: •American Bar Association

21. Kellianne T. Baranowsky
Title: Associate
Law School: Brooklyn Law School, J.D., cum laude
College: State University of New York at Stony Brook, B.A.; State University of New York at Stony Brook, M.A.
Admitted: Brooklyn Law School, J.D., cum laude
Practice Area: Business; Fiduciary Litigation; Commercial litigation & arbitration
Membership: •International Women's Insolvency & Reorganization Confederation (IWIRC)

22. John A. Farnsworth
Title: Special Counsel
Law School: Suffolk University Law School, J.D., magna cum laude, 1997
College: Brandeis University, B.A., cum laude, with highest honors in Philosophy, 1994
Admitted: Suffolk University Law School, J.D., magna cum laude, 1997
Practice Area: Business; Commercial litigation & arbitration; Real Estate; Personal; Residential Real Estate
Membership: •American Bar Association

23. Ari Byk
Title: Associate
Law School: Boston College Law School, J.D.
College: Baruch College, B.B.A.; Baruch College, M.S., Taxation
Admitted: Boston College Law School, J.D.
Practice Area: International families; Tax; Tax investigations
Membership:

24. William C. G. Swift, Jr.
Title: Of Counsel
Law School: University of Connecticut School of Law, J.D., 1973
College: The Wharton School of the University of Pennsylvania, B.S., 1970
Admitted: University of Connecticut School of Law, J.D., 1973
Practice Area: Business; Tax; Personal; Tax; Wealth structuring; Wills & succession planning
Membership: •Formerly a member of the Board of Trustees of the Connecticut Trust for Historic Preservation

25. Rachel M. Segger
Title: Associate
Law School: University of Connecticut, J.D., with honors, 2002
College: Harvard University, A.B., magna cum laude, 1994; Yale University (M.M., 1997; M.A.R., 1997)
Admitted: University of Connecticut, J.D., with honors, 2002
Practice Area: Commercial Litigation
Membership: The District of Columbia Bar.

26. Linda Bertling Meade
Title: Associate
Law School: University of South Carolina School of Law, J.D., 2008
College: Furman University, B.A., 2003
Admitted: University of South Carolina School of Law, J.D., 2008
Practice Area: International Law
Membership: New York City Bar; New York State Bar Association (Member, Trusts and Estates Law Section); New York County Lawyers' Association.

27. Samantha Woodward
Title: Associate
Law School:
College: Albertus Mangnus College, B.S.
Admitted:
Practice Area: Business Tax controversies; US citizens & residents
Membership: •Notary Public

28. Liam Crane
Title: Associate
Law School: Boston College Law School, J.D., 2009
College: Harvard College, B.A., 2005
Admitted: Boston College Law School, J.D., 2009
Practice Area:
Membership:

29. Jill Kelley
Title: Associate
Law School: University of Lund, Law Program; Suffolk University Law School, J.D.; Boston University Law School, LL.M., Taxation
College: Villanova University, B.A.
Admitted: University of Lund, Law Program; Suffolk University Law School, J.D.; Boston University Law School, LL.M., Taxation
Practice Area: Business; Corporate tax; Corporate; Mergers & acquisitions; Investment management; Tax; Personal; Family office & family business; Philanthropy & charitable giving; Tax
Membership: •Massachusetts Bar Association

30. Shannon Smith Retzke
Title: Partner
Law School: University of Pennsylvania Law School, J.D., 2004
College: Cornell University, B.S., 2001 Alpha Phi Sorority, Eta Nu Beta Society, Dean's List; The Wharton School at the University of Pennsylvania (Certificate in Business/Public Policy)
Admitted: University of Pennsylvania Law School, J.D., 2004
Practice Area: Government, High-net-worth individuals, Leaders and senior executives, Europe, India, Canada
Membership: MembershipsConnecticut Department of Revenue ServicesZoe's Best Friend FoundationCornell University Alumni Admission Ambassador NetworkConnecticut Bar AssociationAmerican Bar AssociationNew York Bar Association

31. Kenneth N. Musen
Title: Of Counsel
Law School: Harvard Law School, J.D., cum laude, 1975
College: Massachusetts Institute of Technology, S.B., 1972 Phi Beta Kappa
Admitted: Harvard Law School, J.D., cum laude, 1975
Practice Area: Personal; Tax
Membership: •Section of Taxation of the American Bar Association

32. Richard J. Klein
Title: Of Counsel
Law School: Fordham University School of Law, J.D., cum laude, 1976; New York University, LL.M. in Taxation, 1978
College: Massachusetts Institute of Technology, S.B., 1968
Admitted: Fordham University School of Law, J.D., cum laude, 1976; New York University, LL.M. in Taxation, 1978
Practice Area: Business; Estate Planning; Estate Administration; Taxation (Local, State, Federal Law)
Membership: Connecticut (Member, Section of Taxation) New York State and American (Member, Sections of: Taxation; Real Property, Probate and Trust Law) Bar Associations; The Florida Bar.

33. James R. Brockway
Title: Partner and Joint Wealth Planning Practice Group Leader
Law School: Duke University School of Law, J.D., 1976
College: Dartmouth College, A.B., summa cum laude, 1973 Phi Beta Kappa
Admitted: Duke University School of Law, J.D., 1976
Practice Area: Hotels and hospitality, Families and family offices, High-net-worth individuals, Insurance companies, Professional advisers, Family businesses, Financial services, Owners and entrepreneurs
Membership: MembershipsSociety of Trust and Estate PractitionersNew York State Bar AssociationConnecticut Bar AssociationAmerican Bar Association

34. Paul M. Roy
Title: Member
Law School: Georgetown University, J.D., 1983
College: Wharton School, University of Pennsylvania (B.S.; B.A., cum laude, 1980)
Admitted: Georgetown University, J.D., 1983
Practice Area: Business; Estate Planning; Taxation (Local, Personal Property, State, Federal or International Law); Nonprofit and Charitable Organizations
Membership: Connecticut, Massachusetts and American Bar Associations.

35. Jeremy A. Mellitz
Title: Partner
Law School: Emory University School of Law, J.D., 1980 Recipient of the American Jurisprudence Award in Torts
College: Boston University, B.A., magna cum laude, 1977
Admitted: Emory University School of Law, J.D., 1980 Recipient of the American Jurisprudence Award in Torts
Practice Area: Business; Commercial litigation & arbitration; Employment; Personal; Employment
Membership: •Connecticut Trial Lawyers Association

36. Angela Maria Klemack
Title: Associate
Law School: Syracuse University College of Law, J.D., 2009 Editor-in-Chief, The Labor Lawyer, an ABA publication; Georgetown University Law Center, LL.M., Taxation, 2010
College: The Ohio State University, B.A., 2003 Fellow, The John Glenn Institute for Public Policy and Public Service
Admitted: Syracuse University College of Law, J.D., 2009 Editor-in-Chief, The Labor Lawyer, an ABA publication; Georgetown University Law Center, LL.M., Taxation, 2010
Practice Area: Wealth Planning; Entertainment; Arts and Sports; International Taxation; Real Property; Probate and Trust Law; Tax
Membership:

37. Laurence Ho
Title: Associate
Law School: Boston College Law School, J.D., 2007; New York University School of Law, LL.M., 2008
College: University of Michigan, Ross School of Business, B.B.A., 2004
Admitted: Boston College Law School, J.D., 2007; New York University School of Law, LL.M., 2008
Practice Area:
Membership:

38. Jay H. Rubinstein
Title: Member
Law School: Northeastern University Law School, J.D., 1989
College: Syracuse University, B.S., Accounting, 1982; University of Hartford, M.S., Taxation, 1986
Admitted: Northeastern University Law School, J.D., 1989
Practice Area: Federal Taxation; International Taxation; State and Local Taxation; Estate Planning; Business Law
Membership: Connecticut, New York State and American (Member, Sections on: Taxation; Real Property; Probate; Trusts) Bar Associations.

39. Marc T. Finer
Title: Special Counsel
Law School: Hofstra University School of Law, J.D., 1994; New York University School of Law, LL.M., Taxation, 1998
College: Binghamton University, B.S., 1991
Admitted: Hofstra University School of Law, J.D., 1994; New York University School of Law, LL.M., Taxation, 1998
Practice Area: Business; Corporate; Tax; Personal; Tax; Wills & succession planning
Membership: •Connecticut Bar Association

40. Jennifer Laurine
Title: Associate
Law School: University of Pennsylvania, J.D., 2005
College: Georgetown University, B.A., 2002
Admitted: University of Pennsylvania, J.D., 2005
Practice Area: Personal; Wills & succession planning
Membership:

41. Theodore Ahlgren
Title: Associate
Law School: University of Michigan Law School, J.D., 2005; Boston University School of Law, LL.M., Taxation, 2007
College: Yale University, B.A., 1999; Providence College, M.A., 2002
Admitted: University of Michigan Law School, J.D., 2005; Boston University School of Law, LL.M., Taxation, 2007
Practice Area: International Tax; Trust and Estate Planning
Membership: District of Columbia Bar.

42. Edward A. Vergara
Title: Partner
Law School: Georgetown University Law Center, J.D., 2001; New York University School of Law, LL.M., 2006
College: New College of Florida, B.A., 1996
Admitted: Georgetown University Law Center, J.D., 2001; New York University School of Law, LL.M., 2006
Practice Area: Tax; Trusts and Estates; Philanthropy and Charitable Giving
Membership: New York State Bar Association.

43. Louis R. Piscatelli
Title: Member
Law School: University of Connecticut, J.D., with high honors, 1989
College: Colby College, B.A., 1982; Cornell University, M.B.A., 1986
Admitted: University of Connecticut, J.D., with high honors, 1989
Practice Area: Charities and non profit, Philanthropy, Beneficiaries and heirs, North America, High-net-worth individuals
Membership: MembershipsAmerican Bar Association

44. Aaron D. Schumacher
Title: Associate
Law School: William & Mary School of Law, J.D., 2003; New York University School of Law, LL.M., Taxation, 2004
College: Dartmouth College, A.B., 1998
Admitted: William & Mary School of Law, J.D., 2003; New York University School of Law, LL.M., Taxation, 2004
Practice Area: Owners and entrepreneurs, Families and family offices, High-net-worth individuals, North America, Family businesses
Membership: MembershipsAmerican Bar Association Section of Taxation

45. Timothy Burns
Title: Associate
Law School: University of Connecticut School of Law (J.D. 2007; Certificate in Taxation, 2007)
College: Tulane University, B.A., 2003
Admitted: University of Connecticut School of Law (J.D. 2007; Certificate in Taxation, 2007)
Practice Area: Income Tax Planning
Membership:

46. Daniel Crosby
Title: Counsel
Law School: Yale University, J.D., 2003
College: Juniata College, B.A., 1992; Washington University, Ph.D., 1997
Admitted: Yale University, J.D., 2003
Practice Area: Corporate Law
Membership: New Haven County, Connecticut and American Bar Associations.

47. Amelia S. Renkert-Thomas
Title: Of Counsel
Law School: Harvard University, J.D., cum laude, 1989; Case Western Reserve University, LL.M., Taxation, 2004
College: Yale University, B.A., cum laude, 1984
Admitted: Harvard University, J.D., cum laude, 1989; Case Western Reserve University, LL.M., Taxation, 2004
Practice Area: Tax Planning; Estate Planning; Closely Held Business Law
Membership: