Strategic Advisors

In our global economy, your financial heath can be threatened in unsuspected ways and from unsuspected places. Geopolitical events are now causing economic inconsistencies that were not present in years past. While frivolous lawsuits are still an ongoing concern and can quickly wipe out your nest egg, downturns in the stock market, divorce, tax authorities, currency devaluation, and the like, can devastate your life and well-being.

Trustmakers's Group of Advisors are hand-picked from the very best in their respective fields of expertise. As medicine has become specialized, so has law, and its accompanying practitioners. This is true of all the professions where wealth accumulation and wealth preservation are concerned. We liken Asset Protection to a very skilled, specific surgery. You need to know where your client stands, what malady they may have, and what the specific treatment may be.

As we advocate, Asset Protection is never a one-size-fits-all plan, but rather an analysis of very keen practitioners. With that said, consider how many other doctors, nurses and assistants support a skilled surgeon and how may skilled people it takes to pull off a successful surgery. This should give you an indication of how many good solid specialists are needed for a well engineered Wealth Preservation and Asset Protection Plan.

Our relationships span the globe to give you the very best personnel, professionals or companies that will fit your needs. We leave no stone unturned in our quest to help you implement time-tested strategies that will hold up over your lifetime and beyond.

Advisors Practice

Domestic and International

Lawyers

Accountants & CPA's

Tax Attorneys

Investment Advisors

Insurance Specialists

Trust Companies

Fiduciaries

Estate Planners

 

Founder, Author and Lecturer Robert W. Lambert, JD, LLM

Mr. Lambert has a Bachelor of Arts in International Economics (summa cum laude) from Claremont McKenna College (1972); a Doctor of Jurisprudence from the University of California (1975) where he was Editor of the Law Review and President of the Moot Court Honor Board; and a Masters of Law (taxation and international) from New York University School of Law (1976), where he received the Schwid award and Hertzfeld fellowship. He was an Assistant Professor in the Masters of Taxation program at the University of Southern California (1978-1984). He has been invited to become a Permanent Contributing Author to DEBTOR CREDITOR LAW. He currently is President of Asset Protection Corporation and is completing his Doctor of Juridical Science dissertation at New York University School of Law emphasizing asset protection techniques.

Roccy M. DeFrancesco, Jr., JD, CWPP™

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.

Roccy is the Author of The Doctor's Wealth Preservation Guide© and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach©, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.

He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.

He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.

Profile of Randall K. Edwards

Randall K. Edwards, is the ATTORNEY AT LAW.
(A Professional Limited Liability Company).

EDUCATION: University of Utah; Juris Doctor (1982); Brigham Young University; B.A., Journalism (1979). Judicial law clerk for Justice Thomas L. Steffen, Nevada Supreme Court (1982-1983).

EMPLOYMENT/EXPERIENCE:

Asset Protection and Estate Planning Practice: Advise clients on asset protection planning and estate planning. Practice includes review of overall financial and estate matters, advice regarding and drafting of various business entities (corporations, limited liability companies), planning structures (limited partnerships), trusts (domestic and international, including irrevocable spendthrift trusts) and contracts. Also work closely with financial planners, accountants and insurance specialists to undertake holistic approach to estate, tax and financial analysis and planning.

Business Practice: General business practice, with emphasis in business litigation, business planning, mergers and acquisitions, and insurance coverage and risk management issues. Business practice emphasizes issues particular to small and medium-sized businesses in Nevada, Utah, California and Arizona. Negotiate and draft contracts, handle mergers and acquisitions, review and advise on risk management issues; oversee all aspects of ongoing business concerns, including contractual negotiations, labor/personnel issues, compliance with federal and state regulation, transactional matters, day-to-day matters requiring legal input.

Trial and Transactional Practice: Handle complex business litigation and select personal injury litigation in areas of asset protection, securities compliance, professional licensing, labor and civil rights, medical malpractice, insurance bad faith and international litigation.

International Practice: United States affiliate of international law firm (Brazil), Gaia, Silva, Rolim & Associados, São Paulo, SP, Rio de Janeiro, RJ, Curitiba, PR, Brasília., DF, São José do Rio Preto, SP, Belo Horizonte, MG, Brazil. Handle all aspects of U.S. business for international clients, and international legal matters for U.S. clients. Includes risk management, tax advice, import/export matters, international business planning and international dispute resolution. Lecture on international business matters, including The Impact of the North American Free Trade Agreement (NAFTA) on Municipalities, Congreso Internacional de Abogados Municipales and International Municipal Lawyers Association, Guadalajara, Mexico, 2003; and Negócios no Estado de Nevada, EUA, [Doing Business in Nevada], Brazilian Continuing Education Course, Rio de Janeiro, RJ, São Paulo, SP, Belo Horizonte, MG, Curitiba, PR, Brazil, 2002. Read, speak and write fluent Portuguese and Spanish.

 

Profile of John Dietz, CAPP™ CWPP™

MISSION STATEMENT: My mission is to integrate my business expertise with each client's individual needs into a collaborative endeavor that is mutually beneficial and prosperous. I consistently dedicate myself to professionalism and integrity, delivering top-quality services and strategic plans.

 

•   Trustmakers.com – Managing Director
•   Strategic Advisors – Executive Director
•   COO Premier Marketing – Founder
•   CEO Kensington Development & Management
•   Asset Protection Society – Co Founder

 

Expertise	Accomplishments
Certified Wealth Preservation Planner CWPP   Certified Asset Protection Planner CAPP   Sales Team Leader   Digital Development   Trustmakers.com   Assetprotectioncorp.com   Kineticassetprotection.com   Strategicadvisers.com   Assetprotectionfoundation.com	Advanced Estate Planning   Asset Protection Planning   Managing Force of 300   Web, Business and Content   Full Service AP Site   Advanced Technology AP   Co-founder and Project Director

 

Entrepreneurial Success:

  Direct Marketing Firm- President and CEO, January 1980 – 2000 Founder and Developer of 300 + sales organization with breaking sales volume – Global Sales, Direct Sales, Marketing and Computer Training
  Realty Development Chairman, May 1985-present – Developed, managed and constructed real estate enterprise with several $5-$10M real estate ventures including a project partnership of $30M
  Certified Marketing Director and Direct Sales, Motivational Speaker and Trainer, 1982 – 2000 including 20 years of extensive sales training in business, civic and charity organizations
  Real Estate Courses including certifications in commercial and residential – Finance and construction, architectural renderings-completed on target time and budget

Conferences and Professional Organizations:

  ITPA – Barbados, Hong Kong
  American Benefits Institute, abaonline.net
  Offshore Investment Conference – Dubai
  AOA, Asian Offshore Association, Member
  STEP, NY Society Trust Estate Practitioner
  AOC - Singapore, Hong Kong, Viet Nam

Training :

  International Tax Planning Association (ITPA)
  Asia Offshore Association (AOA)
  Society of Trust and Estate Practitioners (STEP)
  Offshore Investment, UK
  Certified Wealth Preservation Planner (CWPP)
  Certified Asset Protection Planner (CAPP)

Certified training including old economy and new economy marketing, direct sales, and extensive sales team training.

 

Profile of Tim Berry, JD

Tim Berry is a nationally known expert on what you can and can’t do with IRA assets.

Tim earned his degree in Economics from Fresno State University, where he received the honor of being named by the college economics faculty as the Outstanding Graduating Student. After a stint as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar.

He has been invited to provide numerous continuing education courses on the topic of IRAs, for CPAs, Enrolled Agents, and Financial Planners. In fact his presentation was selected as the Best of the Summit by the Financial Planner's Association. Additionally he has been quoted in Journals such as Morningstar and Personal Real Estate Investor.

Tim lives in Gilbert, Arizona, with his wife, 3 children, 3 dogs, and Marvin the fish.

 

Profile of Daniel C Ertel CPA

Daniel Ertel is a firm of experienced tax oriented CPAs in upstate New York with offices in Schenectady, New York. Their service concentrates in the following areas: .

  Income, Gift & Estate Tax Return Preparation
  Tax Representation Before IRS
  Income & Estate Tax Planning

  Asset Protection Planning
  Design, Install and Administration of Defined Contribution, 401K and Cafeteria Plans
  Compilation Financial Statements
  Please Visit my web site http://www.dcecpas.com

 

Profile of Peter G. Economides, FCCA
Chairman, Totalserve Management Ltd

Peter G. Economides is a Fellow Chartered Certified Accountant who has studied and trained in the UK. He has 35 years of experience in international tax planning and trusts and has practiced both in Cyprus and the UK.

He regularly publishes articles in the international professional press and lectures on international tax planning and trusts. He is the Chairman of Totalserve Management Ltd, a leading trust and management company with offices in Cyprus, the United Kingdom, Russia, Romania, Poland Greece, the British Virgin Islands and S. Africa. He is also the Chairman of P.G. Economides & Co Limited, Chartered Certified Accountants.

Mr. Economides is a member of the International Tax Planning Association, a member of the international committee of the Society of Trust and Estate Practitioners (STEP), the Founder and Chairman of STEP Cyprus and a member in various other international accounting, tax and trust associations.

He is the Honorary Consul of Cape Verde in Cyprus.

 

Profile of Eesh Aggarwal - Practising UK chartered accountant and registered auditor specializing in international taxation.

Eesh Aggarwal is a practising UK chartered accountant and registered auditor specializing in international taxation. Eesh qualified in 1990 with a City of London practice. He has operated his international tax and accountancy practice since 1997 and has a worldwide client base ranging from individuals to an international fund. Eesh set up his Dubai office in 2004 and is a regular writer for a Dubai expat finance magazine. He has lectured worldwide, including in the USA, UK, Russia and at prestigious institutions such as The London School of Economics.