Karen L. Witherell, JD, LLM, is a partner at the Boston law firm of Bove & Langa, P.C.  She works regularly with both domestic and international clients on a wide variety of estate, trust, and asset protection matters.  Karen regularly speaks and writes on a variety of legal topics and is a lecturer at the Boston University School of Law Graduate Tax Program, where she teaches a course on estate planning.

Alexander A. Bove, Jr., JD, LLM, is the founding partner of the Boston law firm of Bove & Langa, P.C.  With over thirty-five years of experience, he is an internationally known and respected trust and estates attorney. In addition to his practice of law, Alexander is a regular lecturer on a wide variety of legal topics (international and domestic), the author of multiple books on trust and estates law, including Trust Protectors: A Practice Manual with Forms, and a highly sought-after expert witness in the trust and estates field. 

Justin Miller, JD, LLM, TEP, AEP®, CFP®, is a partner and national director of wealth planning at Evercore Wealth Management and a managing director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin is also an adjunct professor at Golden Gate University School of Law, a fellow of the American Bar Foundation, and a fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert by the media. Justin received a BA, with honors from the University of California, Berkeley, and a JD and LLM in taxation from New York University School of Law.

Edwin Morrow, JD, LLM (Taxation), MBA, CFP®, CM&AA®, is a board-certified specialist in estate planning and trust law through the Ohio State Bar Association and a fellow of the American College of Trust and Estate Counsel. He is based in Cincinnati, Ohio, as a wealth strategist for Huntington Bank Private Wealth Management and can be reached at edwin.morrow@huntington.com or edwin.morrow3@gmail.com. Ed is a co-author with Stephan Leimberg and Paul Hood of Tools and Techniques of Estate Planning, 19th Edition, and is a frequent author and speaker on trust and tax topics.

Ed resides in Springboro, Ohio, with his wife and two daughters, and when not working enjoys reading history and historical fiction. 

Jere Doyle, JD, LLM, AEP® is an estate planning strategist for BNY Mellon’s private wealth management group and a senior vice president of BNY Mellon. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit), and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments.

Jere is co-author of the law school casebook The Income Taxation of Trusts and Estates, published by Carolina Academic Press. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. He is also a reviewing editor of the 1041 Deskbook, published by Practitioner’s Publishing Company.

Jere is an adjunct professor of law in the Graduate Tax Program at Boston University School of Law. He received an LLM in banking law from Boston University Law School, an LLM in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School, and a BS in accounting from Providence College. He is a fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and formerly served as a member of its executive committee, and he was a twenty-year member of the executive committee of the Essex County Bar Association. He was named “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.