ESTATE PLANNING COUNCIL OF THE FUN COAST

PAUL L. COMSTOCK is Chairman of Paul Comstock Partners, a fee only Registered Investment Advisory firm providing services to high net worth families, individuals, and fiduciaries.  2011 marks his 40th year as a financial service professional, and he has been named by Fortune Magazine as one of  “America’s Top Financial Advisors”. 

Throughout his career, Mr. Comstock has focused on providing individuals acting in the capacity of a family trust or non-profit governance fiduciary with counsel that is designed to meet the multidimensional needs of current cash flows and protecting assets within generation spanning trusts, private investment companies, charitable split interest trusts, private foundations, and publicly-supported nonprofit corporations.  Paul is a frequent lecturer on the issues of family wealth and fiduciary investment oversight.  He has written numerous professional journal articles on both subjects.  He received a Bachelor of Science in Business and a Masters of Science in Financial Services.

ALISON COMSTOCK MOSS provides leadership to the next generation of  family wealth, specializing in family philanthropy, family governance and wealth transfer preparation.  In doing this, she encourages next generation family members to create their own family legacy.  Her unique perspective as a Generation 2 (G2) member herself, Alison provides insight, resources and support to multiple generations enabling them to successfully manage their wealth.  Alison earned her Bachelors degree from Brigham Young University.

KATHLEEN L. CROTTY is a partner in the law firm of Crotty & Bartlett, with deep roots in the Daytona Beach area.  A substantial part of her practice is devoted to estate planning, probate and guardianship.  Ms. Crotty is a Certified Public Accountant and a member of the Volusia County & Florida Bars, the American Institute of CPA’s and the Volusia County Institute of CPA’s.  She is a frequent speaker on radio talk shows on the subject of estate planning and has participated as an instructor in continuing education seminars for the Florida Bar.  She obtained her Bachelor’s degree from Jacksonville University, an MBA from the University of Florida, and her JD from the University of Florida.

DAVID N. JONES joined Lexington Family Office Services, LLC in 2009 after a successful career of 22 years with U.S. Trust and Bank of America. His personal service and wealth management skills in investment, estate and tax planning, customized credit and traditional banking services are highly valued by clients.  As a Family Strategic Consultant with the Lexington Family Office, David offers families the opportunity to define their family guiding values, design strategies to protect and grow their wealth in accordance with their needs, and to teach life skills for successor generations to be good stewards of wealth.  David graduated from the University of Central Florida with a degree in business administration and concentration in Finance.

BRADFORD B. GORNTO is a partner in the law firm of Gornto & Gornto in Daytona Beach.  He provides legal services in all areas of estate planning, including the utilization of all types of trusts, life insurance trusts, charitable remainder and lead trusts.  Brad is Founder and President of Planned Giving Donor Support, LLC which provides charitable planned giving consulting services to large charities, including colleges, medical research foundations, faith-based organizations, and government agencies to implement charitable planned gifts utilizing all classes of assets. He has served as Assistant to the Vice President of Development & Major Gifts at the University of Florida.  Brad obtained his Bachelors degree at Florida State University, his JD from the University of Florida, and His LL.M. from the University of Miami.

WILLIAM A. GRIGAT is a Certified Financial Planner and the founder of the Anchor Certified Planners Group, Inc., a financial planning and investment advisory group with offices in Ormond Beach and Port Orange. Bill has been in the investment and insurance industry since 1971, and hosts MoneyLine radio talk show on WNDB every Wednesday morning.  He has served as President of the Daytona Beach National Association of Life Underwriters as well as President of the PTA’s of Pine Trail Elementary and Volusia/Flagler Counties.  In 2005 Bill was selected as recipient of the Financial Advisors Lifetime Achievement Award of the American Insurance Group, Inc.

RSVP: kwynnmoore@cfl.rr.com or call 386-677-9464