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In addition to his roles in estate planning, Dan also has nearly 20 years of experience as a freelance writer and editor. Dan was a contributing author in the very first contributory book Legacy: Plan, Protect, and Preserve Your Estate (The Institute, 1996) and served as managing editor for THE PRACTICE: Creating, Growing, and Maintaining a Successful, Client-Centered Estate Planning Law Firm; The Complete Guide to Estate & Financial Planning in Turbulent Times; and Being in Business is a Funny Thing - Getting Out is Not!

 

Dan is also a licensed real estate broker, and the owner of Omaha Buyer's Broker, LLC in Omaha, Nebraska - an advisory and consulting company that serves real estate buyers and investors exclusively.

 

 

 

Each individual contributory book project requires Technical Editors from a variety of disciplines. Here are some of our Editors from past and current projects:

 

 

WILLIAM "BILL" L. EXETER is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC; Exeter Fiduciary Services, LLC; Exeter IRA Services, LLC; and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters located in San Diego, California.

 

Mr. Exeter has been in the fiduciary services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 Exchanges as well as Self-Directed IRAs. His area of expertise also includes specialized trust and fiduciary services for the real estate industry, including Title Holding Trusts or Land Trusts, dispute settlement trust accounts, dispute resolution trust accounts, divorce or dissolution trust accounts, cash holding escrows or holding trust accounts, and environmental hazardous waste clean-up fund trust accounts.

Mr. Exeter has written and lectured extensively on 1031 and 1033 Exchange transactions, tenant-in-common (TIC) investment properties, Self-Directed IRAs, Deferred Sales Trusts™ and Title Holding Trusts or Land Trusts. In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show™, is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego. Mr. Exeter also serves as an industry consultant and advisor and as an expert witness on 1031 exchange related litigation.

 

 

ELIZABETH LAKE is currently the CEO and founder of TranStrata, LLC in the United States and TS Canada, Inc. in Canada, an international Business Development and Consulting firm that focuses specifically on the development of privately owned businesses in the US and Canada. Her business has been voted one of "The Top 100 Women-Owned Businesses of 2003,” by Colorado Biz Magazine. Ms. Lake and her companies have appeared in over 50 publications and several television interviews across the country.

 

 

Elizabeth Lake is a recognized consulting resource in the SMGE (Small to Medium-Size Growth Enterprise) market. With over 22 years experience in consulting with business owners and their management teams, she offers a vast knowledge in SMGE business development. Her executive briefings & courses target the unique issues that the small, privately-held business sector faces regularly. Ms. Lake has made a career of guiding owners and managers on how to accelerate their businesses value, increase profitability and live healthy lives. Businesses that she has worked with, experience dramatic growth and improved business value.

 

Ms. Lake is a graduate of the Colorado School of Mines; she has been a featured speaker and instructor at a variety of conferences, an active member of the Colorado School of Mines Alumni Association, and a facilitator for the Women Presidents Organization in Denver, Colorado and Calgary, Alberta.

 

 

 

SCOT W. OVERDORF, JD, CPA is in private practice in Indianapolis, IN with a focus on estate, retirement, corporate, business, and agribusiness planning. He is a former Director of Education for the National Network of Estate Planning Attorneys, and a popular instructor and trainer. Scot serves as a Senior Instructor with the Academy of Multidisciplinary Practice, teaching an integrated wealth management program for financial advisors.

 

Scot is a widely published author and presenter, including such diverse topics as: The Living Trust and the Durable Power of Attorney: Mutually Exclusive or Mutually Inclusive?; Special Planning Techniques for the Elderly with Long-term Health Care Concerns; Formula Funding Clauses; The Roth IRA; GST Basics; The Baker’s Dozen: A Recipe for the Minimum Distribution Rules; Four Dimensional Protection Planning™: How to Build a Family Protection Plan Step by Step; HIPAA or HIPPO: The Health Care Behemoth; and ILIT Rescue Strategies.

 

Scot is co-Author of Optimal Aging: Your Guide from Experts in Medicine, Law and Finance; and served as an editor of the contributory book Ways and Means: Maximizing Your Retirement Plans, The Esperti Peterson Institute, Denver, CO, 1998.

 

 

 

PETER B. SCOTT, JD, LL.M. (Tax), CFP®,is an estate planning and business planning attorney practicing with Keeth-Scott Law Group, Loveland, Colorado and Denver, Colorado. He has been engaged in the active practice of law for over thirty-five years. Peter works with successful business owners and families in helping them preserve and protect that which they have worked so hard to accumulate throughout their lives.

 

Peter is a Fellow of the Esperti Peterson Institute, a three year post doctoral program in advanced wealth strategies for high net worth families. He has also received designations as an Advanced Wealth Strategist Planner and Certified Financial Planner™. Peter is an Adjunct Professor at The Academy of Multidisciplinary Practice, Sarasota, Florida; an Instructor at Metropolitan State College of Denver; an instructor at Front Range Community College; a former instructor in the Wealth Management Certificate Program of the Investment Management Consultants Association; and a Senior Faculty member of the Estate and Wealth Strategies Institute at Michigan State University. Peter has been listed in Who’s Who in American Law.

 

Peter is a frequent instructor at continuing education programs throughout the country for insurance and financial professionals, attorneys and accountants.

 

He is also a coauthor of the book, Estate Planning and Taxation in Colorado, published by Bradford Publishing. In addition, Peter is a contributing author to the books Love, Money, Control: Reinventing Estate Planning, published by Quantum Press, Your Legacy; Meaningful Estate Planning published in 2008, and The Complete Guide to Estate and Financial Planning in Turbulent Times, published in 2010 by Collaborative Press.

 

 

 

MELVIN J. WERNIMONT, PhD, is a Founder and Partner with Transtrata, LLC. Mel's academic background includes a PhD in Psycyhology from Iowa State University, and he is regarded as a top-rated trainer and facilitator. He is very well received in national and international audiences, and in businesses ranging from start-ups to multi-million dollar per year companies.

 

As a consultant, he is particularly adept at team building - helping owner and management groups become teams. He aids the individuals involved in understanding the power of differences and of team synergy so that company goals are achieved. He is currently targeted in the area of helping owners and companies through transition.

 

Mel has created models for helping owners integrate the people, systems and tools that drive growth and business value. The resulting high-performance teams stay focused on the strategic vision as well as the day to day tasks of their jobs. His understanding of the financial and the people portion of managing business is rare.

 

Other areas of expertise include business strategy, development of succession plans, family dynamics, and growth acceleration. Mel has been able to blend his business experience with his training as a psychologist, to maximize results for business owners.