Legal

David Knasel

ProTorae Law PLLC

“A Passion for Planning: Wills, Trust, Estates & Probate”

Attorney David M. Knasel specializes in estate planning and probate law practice.  Dave assists seniors and their families with wills, trusts, and tax planning, as well as probate, trust administration, and related disputes.  He also helps them with powers of attorney, advance medical directives, and, where necessary, guardianship and/or conservatorship.  He represents clients in Virginia, Maryland, and Washington, DC.  In every engagement, Dave seeks to be a trusted advisor to his clients, guiding them through the legal process, and helping them achieve their goals.  Dave is a Phi Beta Kappa graduate of the University of Virginia, where he earned both his B.A. and J.D. degrees.  He is admitted to the practice of law in Virginia, Maryland, the District of Columbia, and Florida.

Dawn Dale

SageTrust Law Group PLLC

SageTrust™ Law Group, PLLC was founded by Lori G. Booker, JD, MBA, CPA and Dawn M. Dale, JD, LLM, CFP® with the focus on providing holistic estate planning, asset protection, business planning, estate and trust administration, professional fiduciary, tax and family office services to protect and preserve wealth for individuals, families, and business owners.

We bring a unique and diverse perspective from our work in private law practice, Big Four accounting, trust/private banking, and family office firms. This diverse perspective fosters collaborative relationships with financial advisors and their clients, and allows us to fully serve our clients’ needs.

We are admitted to practice in DC, MD, VA, PA and OH.

Jacqueline Shapo

Proactive Elders

“Because important relationships are worth preserving.”

I offer coaching and mediation services to Seniors and their families focused on resolving conflicts and strengthening relationships.  Whether conflict in important relationships plays out as estrangement or as a pattern of distressing interactions, both can lead to stress and loneliness that can impact physical and emotional well-being.   I  help families who are in conflict over a Senior’s living arrangements, care, driving, lifestyle choices, Powers of Attorney, need for a Guardian and Conservator, distribution of belongings and  assets, decisions to separate or divorce, and many other concerns.  I also provide coaching services for Seniors aimed at improving communication, increasing social connection, and decreasing loneliness.