Bio coming soon!

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One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure. Or it may develop due to an accident, catastrophic illness and cognitive decline fr...

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Bio coming soon!

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Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida. A dedicated learner throughout his career and a passionate industry impactor, Jeff is a member...

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Juris Doctorate, Brooklyn Law School (1991) LLM (Taxation), University of Miami School of Law (1993) United States Federal Court Pro Bono Panel–Social Security/Disability Appeals Certified Part 36 Guardian Ad Litem & Supplemental Needs Trustee Author/frequent lecturer on legal planning for famil...

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Since entering the financial services industry, Ron has committed himself to providing financial advice and excellent service to his clients with over 30 years in the financial industry. Currently, Ron is pursuing his PhD in Financial and Retirement Planning at The American College. Ron graduated from the College of Fi...

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Ray Falcon advises clients in matters of estate planning and probate and administration of decedent's estates, with a concentration in planning for families with members who have special needs. He also counsels plaintiffs' personal injury and medical malpractice attorneys in connection with the use of special needs tru...

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Matthew is Financial Planner and Investment Manager at Clear Harbor Asset Management.  His planning practice focuses on the unique scenarios encountered by individuals with special needs and their families.   Matthew's sister, Joanna, has a developmental disability and Lennox-Gastaut...

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An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics. Practice areas: Asset protection Elder law Healthcare proxies and living wills Estate litigation Estate planning Medicaid eligibility...

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