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Theodore H. Davis, Jr. Esq.

Ted Davis is a partner in the Atlanta and New York offices of Kilpatrick Townsend & Stockton LLP, where he has practiced trademark, copyright, false advertising, and unfair competition law since 1990. He is a current member of the American Intellectual Property Law Association Board of Directors, a past chair of the American Bar Association Section of Intellectual Property Law, and a past member of the International Trademark Association’s Board of Directors. As a frequent amicus advocate, he has represented AIPLA, INTA, and the ABA in numerous briefs submitted to the U.S. Supreme Court and other federal courts. Outside the office, he has taught as an adjunct professor at the Emory University and the University of Georgia schools of law and has testified before Congress on trade dress and Internet issues. He is a graduate of Davidson College and the University of Virginia School of Law.

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Betsy L. Ehrenberg

Betsy L. Ehrenberg is CEO and founder of Legacy Concierge, a cybersecurity firm that protects wealth after a person passes away. She advises clients on a broad range of security protection options for their portfolio of digital and tangible assets. Her LOCKYT™ service locates and secures financial and insurance accounts, preserves photos, videos and email records and removes accounts from social media and phone apps. The Legacy Vault™ organizes trust and estate digital asset records in the cloud for an annual fee and its contents can be shared with family, attorneys and other professional advisors.

Betsy was the first female manager with IBM Canada and authored several proprietary technology training programs for them. Recently she presented her paper to attorneys and financial planners at the International Digital Assets Seminar in Nigeria, and before COVID, to the STEP Digital Assets Conference in London. She has been recognized as an Outstanding Business Executive in Silicon Valley and was recognized as a C-Suite executive in New Mexico.

Betsy is a member of the Santa Fe Estate Planning Council, Society for Trust and Estate Professionals (STEP) Digital Assets Special Interest Group and is a business advisor for the Santa Fe Business Incubator. She studied computer science at Carnegie Tech and business at Harvard University. Currently, Betsy resides in Santa Fe, NM, and is an expert skier and nationally recognized contemporary art collector.

People worked hard to build their wealth. Betsy will show how technology can protect it.

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James E. Hughes, Jr., Esq.

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors, and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation ( a Boston-based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish. He is a member of the Advisory Board of Arlington Partners, the Chair Emeritus of Lineage Private Trust Company, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, a founding member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, and a Founding. Director of the Learning Courage Foundation, Standing Committee Member of the HS2 Foundation, Emeritus Trustee of the Board of The Far Brook School, Trustee of Prescott College, add former Trustee of the Albert and Mary Lasker Foundation, add Chair of the Life Enhancement Committee of the Lineage Trust Company, add Board Member of the Hemera Foundation and add Board member of the Robert H N Ho Family Foundation. He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and on the dynamic growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing. He has authored various Forwards to multiple published works on families and their flourishing and has been cited in the New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards. He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law. He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award, and the Wealth Management Lifetime Achievement Award.

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JoAnn L. Hathaway

JoAnn L. Hathaway is the practice management advisor for the State Bar of Michigan. She previously worked as a legal liability claims director, risk manager, paralegal, and legal administrator.

She holds several software certifications and is active in the ABA Law Practice Division, serving on the Publishing Board, and Ethics and Professionalism Committee. She is a frequent speaker on law firm technology, insurance, and risk and practice management topics.

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Steven Nudelman, Esq.

Steven Nudelman is Partner at Greenbaum, Rowe, Smith & Davis LLP (Red Bank, NJ). Mr. Nudelman has represented members of the construction industry across a broad spectrum of matters for over 25 years. He works with owners and developers, construction managers, general contractors, subcontractors and design professionals to prepare and negotiate contract documents for construction in the New Jersey and New York metropolitan area. Mr. Nudelman drafts, modifies and negotiates customized contracts, as well as contracts based on standard industry forms from groups such as the American Institute of Architects, ConsensusDocs and Design Build Institute of America. Mr. Nudelman’s construction contracting work helps his clients manage the risk inherent in construction projects so they may adequately protect their interests now to avoid claims and disputes in the future. When claims and disputes are unavoidable, Mr. Nudelman draws upon his wide-ranging experience in construction litigation, representing clients in state and federal courts throughout the New Jersey/New York metropolitan area, as well as in local and international mediations and arbitrations.

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Adam S. Minsky, Esq.

Adam S. Minsky is licensed in Massachusetts, New York, and Vermont and is one of the nation’s leading authorities in student loan law. He remains one of the only attorneys in the country with a practice devoted entirely to helping student loan borrowers and their families. Attorney Minsky provides counsel, legal assistance, and direct advocacy for borrowers on a variety of student loan-related matters. He has been interviewed by major national media outlets including The New York Times, NPR, The Boston Globe, The Washington Post, and The Wall Street Journal, and has been named a Massachusetts Super Lawyer “Rising Star” multiple times since 2015.

Attorney Minsky regularly speaks to students, graduates, and advocates about the latest developments in higher education financing, and he maintains a nationally recognized student loan blog, “Boston Student Loan Lawyer.” He has published three handbooks including The Student Loan Handbook for Law Students and Attorneys, published by the American Bar Association. Attorney Minsky is also a contributing author to the National Consumer Law Center’s manual, Student Loan Law, and several other publications.

Attorney Minsky received his undergraduate degree, with honors, in Philosophy and Political Science from Boston University, and his law degree from Northeastern University School of Law.

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Mark Mermelstein, Esq.

Mark Mermelstein, a trial lawyer with more than 20 first-chair trials, specializes in white-collar criminal defense and complex litigation, particularly in technology-related matters. He also handles Cybersecurity, Privacy, Litigation, and Enforcement matters.

Mark focuses his work on representing corporations and individuals facing allegations of securities fraud, healthcare fraud, environmental crimes, violations of the Foreign Corrupt Practices Act (FCPA) and the False Claims Act, mail/wire fraud, and embezzlement.

Mark also focuses on asset recovery for corporate crime victims such as those victimized by cybercrime, including theft of trade secrets, hacking, counterfeiting, and other business crimes. In this regard, Mark routinely leads data breach and cybersecurity incident response efforts, as well as proactively advises on data breach mitigation strategies.

Mark has written many articles and has spoken extensively on many aspects of his practice. A frequent commentator on matters related to white-collar crime, he has been recommended by Legal 500 in both White Collar Criminal Defense, and Cybersecurity.


· University of Pennsylvania Law School, J.D., 1997, magna cum laude

· McGill University, B.A., 1994, First Class Honors

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Dillon Harris, Esq.

Dillon Harris is an attorney with the Firearms Industry Consulting Group, a Division of Civil Rights Defense Firm, P.C., in Pennsylvania who represents individuals, federal firearms licensees, shooting ranges, gun clubs, and other types of clients in firearms-related matters throughout Pennsylvania and Maryland and federally across the country.

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Michael Brusca, Esq.

Since 2009, Michael has devoted the majority of his practice to representing vulnerable people and their families who have been harmed by abuse or neglect in nursing homes, assisted living facilities, group homes, and hospitals. Michael is one of a select few lawyers in New Jersey who truly concentrate their practice to this area. Michael shares his knowledge on this important topic by regularly lecturing around the country and teaching other lawyers to prosecute these claims the right way, as well as assisting law enforcement. He has been published many times, including in the New Jersey Law Journal and in “Trial”, the attorney magazine published & disseminated nationally by the American Association for Justice. He currently serves on the Executive Board of the national Nursing Home Litigation Group for the American Association for Justice.

Michael brings a unique perspective to his work. He himself has lost family members in institutions and he knows, first-hand, what it’s like to see someone you care about struggle and die. He uses that passion and understanding to bring about justice for his clients.

Michael is a highly skilled and dedicated advocate. Prior to entering private practice, Michael served as a Judge Advocate in the United States Air Force, where he tried many cases all over the world, including Japan, Qatar and Kuwait. Michael was lead counsel for the plaintiff in the case of Dwyer v. Harborview, which generated the largest nursing home verdict to date in the state of New Jersey: $13.2 Million. While the verdict was later the subject of post-trial motions and an appeal, and ultimately settled for a different amount on appeal, the results demonstrate Michael’s considerable skill in the courtroom. Please note, every case is unique, and no specific case or outcome can predict future results.


• J.D., Temple University Beasley School of Law, 2002

• B.S., The Pennsylvania State University, 1996

Memberships & Affiliations

• New Jersey State Bar Association

• Pennsylvania State Bar Association

• Mercer County Bar Association

• New Jersey Association for Justice

• American Association for Justice – Nursing Home Litigation Group

• Executive Board for American Association for Justice – Nursing Home Litigation Group

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Joseph Jones

Joseph Jones is a licensed Private Investigator and the President of Bosco Legal Services, Inc. Joseph has worked in almost every position at Bosco, starting with sweeping the parking lots, and as such has an intimate knowledge of every facet of the business. Joseph is a Certified Social Media Intelligence Expert, Certified Expert in Cyber Investigations, and holds multiple certifications in Open Source and Cyber Intelligence. He also has degrees in Psychology and Social & Behavior Sciences.

Joseph has received over 2,000 hours of specialized training and regularly teaches courses to attorneys, paralegals, and insurance professionals, and contributes to their various publications. Joseph has appeared as an Expert Witness in legal cases on various topics. When he’s not tracking down bad guys or digging up the truth, he enjoys spending time with his beautiful wife and 4 active children.