Richard J. Shapiro
, a Certified Elder Law Attorney* (CELA), is a partner with Blustein, Shapiro, Rich & Barone, LLP, a law firm with offices in Goshen and Warwick. Head of the firm’s Estate Planning, Probate, and Elder Law Department, he counsels clients of both modest and higher net worth in creating tax-efficient legacy plans that provide asset protection throughout the generations.
Bonnie J. Orr
, CPA, is a shareholder of JGS, CPA, P.C. Bonnie specializes in the area of estates and trusts. She works closely with clients and their attorneys, providing estate and personal tax planning strategies to maximize the transfer of wealth to future generations, and provide for a long and comfortable retirement without losing sight of a client’s current financial needs.
Elizabeth Rowley
is the President and CEO of the Community Foundation of Orange and Sullivan. She works with the board of directors, professional advisors and volunteers to plan, structure, implement and monitor an effective development program that will increase endowed and non-endowed assets, develop and maintain good relationships with nonprofit organizations, and steward current and prospective donors.
