Top Probate Experts 2025

Keith Morris, is your Texas Probate Attorney and Co-Host of the Before You Go Podcast with Stacy Kelly. Keith Morris is an experienced litigation attorney whose practice focuses on fiduciary and civil litigation, with an emphasis on estate, trusts and guardianship matters. He also has the privilege of representing athletes, musicians and other talent in negotiating and securing contracts. Keith has been repeatedly selected to be named as a Texas Super Lawyer by Texas Monthly and frequently speaks and writes on Estate, Trust and Guardianship topics, Sports and Entertainment Law and Jury Selection and Trial Strategy.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Mike is a senior wills and estates lawyer in British Columbia. He founded the firm Westcoast Wills & Estates in 2011. He regularly advises clients on estate planning and prepares Wills, Trusts, Representation Agreements and Powers of Attorney. He also advises and helps clients apply to court for probate orders. Mike earned a Bachelor of Arts degree from UBC in 2002 prior to earning his Bachelor of Laws degree from Dalhousie Law School in Halifax in 2006. A practicing lawyer, Mike is a member of the Law Society of British Columbia and the Canadian Bar Association’s Wills & Trusts and Elder Law subsections. He has earned the TEP designation as a member of the Society of Trust and Estate Practitioners (STEP Canada). He is a member of the Estate Planning Council of Vancouver. He is also a past board member of the Marineview Housing Society and sat on an advisory panel for the BC Cancer Agency. He regularly presents at continuing education courses and also frequently presents publicly on trusts and estate planning for financial institutions, charities and educational institutions around Vancouver. He has been interviewed and featured in numerous publications over the years.

Prity Khastgir is a prominent figure in the fields of intellectual property law, technology strategy, and business innovation. Her extensive career spans over 18 years, during which she has achieved significant milestones and contributed to various sectors, particularly in intellectual property rights (IPR) and technology. Education and Training: - Selected for the Goldman Sachs 10,000 Women Executive Business Education Program, receiving a full scholarship from the Indian School of Business. This program is designed to empower women entrepreneurs with business education and leadership skills. - Founder and CEO of Tech Corp International Strategist (TCIS): Prity established TCIS to provide consultancy in intellectual property and technology strategy, catering to clients globally. - Patent Trainer at WIPO (World Intellectual Property Organization): She has been actively involved in training sessions that enhance understanding of patent laws and processes internationally. - Contributor and Journalist: Previously contributed to the China Economic Information Service, where she shares insights on technology and patents. Speaking Engagements - Recognized as an international speaker, Prity frequently addresses global conferences on the intersection of technology, law, and business within the context of Industry 4.0. She participates in ITU Regulatory Workshops focusing on Sustainable Development Goals (SDGs) and cybersecurity initiatives. Legal Expertise A registered patent attorney in India, Prity specializes in various aspects of intellectual property law, including patent drafting, prosecution, and managing complex IP portfolios for multinational corporations. Her expertise extends to sectors like pharmaceuticals, biotechnology, and telecommunications. Publications and Media Presence Featured in reputable publications such as BBC World, Nature Reviews Drug Discovery, and BioSpectrum Asia, highlighting her contributions to discussions on patents and technology. Prity Khastgir's career reflects a blend of legal acumen, technological insight, and a commitment to empowering others through education and strategic guidance in the rapidly evolving landscape of intellectual property rights.

Greg Reese is the Founder, President, and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. With more than 25 years of experience in estate planning, he specializes in helping individuals and families protect their assets, preserve wealth, and create comprehensive legacy strategies. Through AmeriEstate, Greg has built a national network dedicated to making estate and asset protection planning accessible and effective. At Reef Point, he focuses on advanced planning solutions and tax-efficient strategies designed to help clients structure and transition highly appreciated assets. Greg is recognized for his expertise in estate planning, asset protection, and wealth preservation, and is a frequent speaker on trust strategies and long-term financial planning.

I am an estate planning attorney with an international background and over 20 years experience. I specialize in creating wills and trusts for families in California, including but not limited to revocable grantor trusts, living trusts, special needs trusts, irrevocable trusts, etc.

Elizabeth Gavino, Medicare Strategist Lewin & Gavino Inc. | Medicare Transition Partners Elizabeth Gavino is a Medicare Strategist with 30 years of experience helping high-net-worth individuals, executives, and employers navigate Medicare transitions before they become costly, irreversible mistakes. She is the founder of Medicare Transition Partners and the creator of the CMTA (Certified Medicare Transition Advisor) credentialing program — the first professional credential designed to train advisors on Medicare transition strategy. Elizabeth has been cited as a Medicare expert source in over 100 articles for CNBC and CNN. She specializes in Medicare strategy and planning, IRMAA and income planning, retirement healthcare costs, and employer Medicare transitions. Based in La Jolla, California.

Jeff Burr has been recognized as one of the top tax and estate planning attorneys in Southern Nevada and has been practicing for over 40 years. Through his years of community service and continual hard work, his personal client list contains many of the most prominent families in southern Nevada. Under Jeff's leadership, the firm has received the highest and most prestigious AV rating from Martindale Hubbell. Jeff's community involvement includes having been elected to the Clark County School Board and serving on boards such as the Boys and Girls Clubs of Southern Nevada, KLVX Planned Giving, St. Rose Dominican Foundation, Nevada State College, The Giving Tree, LDS Philanthropies and others. Jeff has been named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America.

Founder of ProbateZero™, an AI pre-clearance intelligence system for estate administration. ProbateZero analyzes estates before death events and produces attorney-ready executor briefings with statutory citations and 30-action remediation checklists. Tested on real estates across 17 jurisdictions covering individual ownership, split trusts, LLC-owned rentals, and co-ownership scenarios.

I am a business attorney focused on working with Dentists, DSO's, Physicians, Entrepreneurs, and Small Business Owners. I founded Odgers Law Group in 2013 in Del Mar, California, and have since opened up offices in Poway, Mission Valley, and Los Angeles. My firm, Odgers Law Group, helps professionals and business owners in each step of their business life cycle: Formation, Growing, Protecting, and Exiting and plans for wealth preservation and transfer through comprehensive trust based estate planning.

Céleste Reumert Refn is the founder of GRAND IPR® and known internationally as The Trademark Accelerator. She is an accomplished speaker, author, and multi-award-winning trademark strategist with a flawless 100% trademark registration success rate. For over a decade, Céleste has helped visionary founders, creative entrepreneurs, and scale-ups safeguard their brand assets, avoid costly mistakes, and build businesses with staying power. She specialises in protecting brands across the UK, EU, France, Australia, the US, Canada, Japan, China, Singapore, and South Korea. Her work empowers leaders to expand internationally, pitch to investors with confidence, and scale safely, knowing their intellectual property is secure. She has a unique, integrity-driven approach: 👉 “If it wouldn’t hold up in court, I won’t file it.” Céleste is known for turning complex intellectual property law into accessible, actionable strategies. She cuts through the legal fog without losing precision, and her clients frequently say she makes a confusing process feel easy. Her mission is simple: Protect what matters. Cut through the noise. Build businesses that last. Quotable Soundbites: 💬 “Your ideas aren’t just content. They’re capital.” 💬 “Trademarks shouldn’t be swords. They should be shields.” 💬 “I don’t just protect brands. I build legacies.” 💬 “If your brainchildren are worth creating, they’re worth protecting.” 💬 “Innovation doesn’t need to trample creators to thrive.” Céleste is particularly passionate about tackling trademark bullying, IP overreach, and the dangers of letting tech giants monopolise common language. She has publicly criticised questionable trademark practices, including the recent Dev Mode®️ controversy. Her book, Build It. Protect It. Leverage It. (originally published in 2019 and currently being updated with a global perspective) features a foreword by Professor Morten Rosenmeier, Copenhagen University’s leading expert in copyright law. who personally offered to edit and write the foreword for both editions. Fun fact: Céleste got her masters degree in law without knowing that she experiences her life with both dyslexia & dyscalculia. The dyslexia label is official, not the dyscalculia label. If you’re looking for a trademark strategist who blends legal precision with deep care for creators, Céleste is the expert you want in your corner.

Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association. Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time. Brad maintains an Indiana CPA license and has taught estate and tax planning to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, entitled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States. Brad is also the author of several books, including: Intentionally Defective Grantor Trusts Line By Line, Family Limited Partnership Agreement Line By Line, Family LLC Operating Agreements Line By Line, and is co-author of Disinherit The IRS, Don’t Die Until You’ve Read This Book, The Four Corners: Where Your Estate Plan Becomes A Living Legacy, and The Florida Domicile Handbook.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I am a publicist, coder, music industry executive and TV Producer with a track record of securing premier media placements and managing high-stakes narratives. At Popularity PR, I help high-profile individuals and corporations across the entertainment, legal, and political sectors navigate the modern media landscape. With an entrepreneurial background that includes building AI-driven intellectual property tools and navigating complex civil litigation, I offer a multifaceted perspective on how business, law, and culture collide. Available for expert commentary on: Public Relations (crisis comms, brand strategy), Entertainment (industry, celebrity narratives), Law (litigation strategy, IP protection), and Entrepreneurship (tech development, startups). Personal Interests: Music, binge-watching Netflix, and diving into complex legal strategy.

Born in Santa Monica, and raised in Orange County, I have lived in the Inland Empire, San Gabriel Valley, South Bay, and for the last 20 the Westside of Los Angeles. I have been in real estate for over 30 years, closed THOUSANDS of transactions, and give my all to help my customers achieve their goals. DRE #01022275

Christopher Zoukis, JD, MBA, is a nationally recognized federal prison expert. He serves as Managing Director at Elizabeth Franklin-Best P.C. and Zoukis Consulting Group, where his federal criminal defense practice focuses on federal appeals, post-conviction relief, compassionate release, clemency, and Bureau of Prisons policy matters. Mr. Zoukis is the author of six books on federal criminal defense and prison policy, including The Habeas Citebook: Ineffective Assistance of Counsel (Prison Legal News Publishing, 3rd ed. forthcoming 2025), Federal Criminal Defendant’s Handbook (Middle Street Publishing, forthcoming 2025), Directory of Federal Prisons (2020), Federal Prison Handbook (2017), Prison Education Guide (2017), and College for Convicts (2014). His Federal Prison Handbook received numerous awards, including the Reader’s Favorite Book Awards Gold Medal, the Next Generation Indie Book Award, and the Chanticleer Book Awards Instructional & Insightful Nonfiction Award. College for Convicts received the Eric Hoffer Book Award’s Montaigne Medal for the most thought-provoking book of the year. Mr. Zoukis earned his Juris Doctor from the University of California, Davis School of Law, where he served as Articles Editor of the UC Davis Law Review and received both the Witkin Award and Reynoso Award for Academic Excellence. He also holds an MBA and a BA in Interdisciplinary Studies from Adams State University. Major media outlets regularly seek his expertise. He has been quoted in CNN, Fox News, ABC News, Associated Press, USA Today, The Washington Post, The Guardian, Bloomberg Law, and Vice News, among others. He has contributed articles to the Huffington Post, New York Daily News, Prison Legal News, and Criminal Legal News. Mr. Zoukis’s Prison Law Blog was named a Top Law Blawg by the American Bar Association, and he was a finalist for the Society of Professional Journalists’ Mark of Excellence Award. He has assisted hundreds of clients with federal prison preparation, in-prison advocacy, and reentry matters, and is considered a leading voice on federal prison policy nationwide. Learn more about Chris at https://federalcriminaldefenseattorney.com/about/christopher-zoukis-federal-prison-consultant/

Jeff Howell is a licensed attorney and founder of Lex Wire Journal, a media and consulting platform that helps law firms navigate the rapidly changing landscape of AI, compliance, and digital visibility. With two decades of experience spanning corporate law, technology, and digital marketing, Jeff brings a unique perspective at the intersection of law and innovation. He regularly speaks on topics such as AI compliance, attorney–client privilege in the AI era, and how answer engines are reshaping legal search visibility. His insights have been featured in CLEs, bar association programs, and thought leadership platforms and is a certified faculty member for the National Academy of Continuing legal Education. Jeff’s expertise centers on: AI & Legal Compliance: Safeguarding law firms under evolving regulations and ethics rules. Digital Authority & Visibility: Building trust signals that AI-powered search engines cite and elevate. Future of Legal Practice: How emerging technologies, from AI assistants to answer engines, are transforming law firm operations and client acquisition. Journalists tap Jeff for clear, credible, and forward-looking commentary that makes complex tech shifts understandable for the legal community and the public.

Recognised in the top 1.5% Nationwide, I am a luxury real estate specialist with Christie’s International Real Estate Sereno, serving Silicon Valley’s premier neighborhoods. I work with affluent buyers and sellers throughout the bay area, offering expert guidance on pricing strategy, market timing, and positioning high-end properties for maximum value. My negotiation expertise is the foundation of the results I deliver. I pride myself in being a trusted resource on luxury real estate trends, buyer behavior, and the evolving Silicon Valley housing market.

Ryan Duffy is a North Carolina and South Carolina attorney who helps families protect what matters most through clear, practical estate planning. As the founder of Estate Planning of the Carolinas, he focuses on wills, trusts, probate, and incapacity planning, offering a streamlined, virtual-first experience that makes quality legal help easier to access. Ryan also maintains a personal-injury practice and advises clients through complex real-world problems. Outside of client work, he operates Legal Verb, a content and SEO service for law firms looking to grow through better online visibility.

James is a CPA, IRS Enrolled Agent, and Tax Resolution Specialist at CanvaTax (canvatax.com), where he helps individuals and businesses resolve complex tax issues including IRS debt, back taxes, and penalty relief through programs like the IRS Fresh Start Initiative. With hands-on experience navigating IRS negotiations and tax compliance, James provides practical, results-driven guidance to clients facing financial uncertainty.