Mr. Tassell joined the Firm in the year 2001, from Brookmyer, Hochman, Probst & Tassell, P.A., a Palm Beach Gardens firm, where he was a shareholder. Mr. Tassell maintains a practice focusing in the areas of real estate, both residential and commercial, condominium development, the acquisition and sale of businesses, negotiation and preparation of contracts, and counseling clients concerning various business issues, including the areas of employment, shareholder relations, entity formation, and finance. Mr. Tassell is a title agent for Attorney’s Title Insurance Fund, Inc., and Chicago Title Insurance Company and is President of the title insurance affiliate of the Firm, Counselor’s Title Company.

Mrs. Poncy joined the Firm in 2011 and heads our Bioethics and Health Care Advocacy Department. Our Bioethics and Health Care Advocacy department offers representation to families, hospitals, trust companies, assisted living facilities, and physicians concerning the legal consequences of health care and end of life decisions. These bioethical decisions have become fraught with legal consequence and conflict, and we have found that  legal and medical guidance is often required and very welcome by our clients, their families, their physicians, and health care institutions.  At its very basic level, it furthers our ability to help our clients deal with advance directives concerning their health care, assisted living arrangements, and end of life decisions.  Most importantly, legal counsel on these subjects secures the clear wishes of our clients and avoids family conflict and potential litigation between family members and health care providers.

Mrs. Lazarchick is a Jupiter, Florida native and has practiced in Palm Beach County since 2007. She began her career as an associate attorney with the litigation firm, Roberts, Reynolds, Bedard & Tuzzio , which was followed by four years of trial practice with Rosenbaum Mollengarden Janssen & Siracusa. Thereafter she became a partner in Janssen & Siracusa, P.A., where she participated in all phases of diverse litigation and trial practice. Most recently Ms. Lazarchick was a member of the litigation department of Ciklin Lubitz & O’Connell, where her practice focused on probate and trust litigation.

Ms. Pulitzer has been a practicing attorney in Palm Beach County since 2013. She has focused her practice on complex divorce litigation and high-net-worth marriage and divorce process. She has also represented individuals and corporations in a variety of trial and litigation matters, including appeals.  She was previously associated with the Critton, Luttier & Coleman firm, and before then with Wiederhold, Moses, Kummerlen & Waronicki, P.A.

Ms. Pulitzer becomes a member of our Wealth Management, Estate Administration, and Estate Planning Departments. She will also become a member of our newly formed Multigenerational Fiduciary Service Department, which has been created to serve the needs of families as wealth passes between generations. This department has been developed in order to not only shelter wealth from state and federal tax systems, but also to educate junior family members on the need to preserve family wealth and to protect it against adverse marital rights and third party liability.

Jessie attended the University of Georgia and Florida Atlantic University and graduated Summa Cum Laude with a Bachelor’s Degree in Rhetorical Studies.  She received her Juris Doctorate from Nova Southeastern University’s Shephard Broad Law Center in 2013 and has since been an active member of the Palm Beach County Bar Association, the Susan Greenberg Family Law American Inn of Court, the Equitable Distribution Committee of the Family Law Section of the Florida Bar, and the Palm Beach County Chapter of the Florida Association for Women Lawyers, where she has served as a board member.

Jessie comes from a close-knit family whose roots in Palm Beach date back three generations. She spent her childhood between Palm Beach and family’s citrus groves in Okeechobee, where she cultivated her love for all things outdoors.  Jessie is a graduate of St. Andrew’s School in Boca Raton and excelled as both an honors and AP student and a competitive equestrian and tennis player.   She is passionate about helping the local community, as evidenced by her involvement with the Center For Family Services, where she was a member of the Board of Directors; Meals on Wheels’ “Pie it Forward” Committee; the American Heart Association, “Lawyers Have Heart” Committee; and the Ann Norton Sculpture Garden, Gentlemen of the Garden Ladies’ Committee.

Ms. Mochegova joined us in 2016 from the Durham, NC law firm of Stubbs, Cole, Breedlove, Prentis & Briggs, where she was an associate attorney in the real estate, estate planning and administration departments of the firm.   Prior to her practice there, she was a legal extern with the United States Attorney’s Office.  A graduate of the University of North Carolina School of Law, Chapel Hill, Ms. Mochegova joins our Estate Planning, Administration and Wealth Management Departments.

Ms. Mochegova obtained her Bachelor of Science Degree in Biology, at the University of Massachusetts, Amherst, summa cum laude, and a Master of Arts in Molecular and Cell Biology with Honors, from the University of California at Berkeley.

Mr. Kempe joined the firm in 2021 after completion of his post doctorate studies in tax law at the nationally 3^rd ranked University of Florida, Levin College of Law, Tax Law Program, where he received his LL.M., degree with honors.  While there he completed his post graduate paper, The Use of Powers of Appointment to Achieve a Stepped-Up Basis on the Death of a Trust Beneficiary (including a Grantor), which focuses on estate planning utilizing powers of appointment and how they may be added into irrevocable trusts.

Using Powers of Appointment to Achieve a Stepped Up Basis

A graduate of Ave Maria School of Law, with honors, in 2020 and Tufts University with a B.A, degree in American History in 2017, Mr. Kempe was also a member of the Tufts University 2014 and 2015 NCAA National Championship lacrosse teams.  Prior to Tufts, Mr. Kempe was a High School All American member of two state championship lacrosse teams, at the Benjamin School in Palm Beach Gardens, Florida. Upon graduating from Tufts and before attending Ave Maria Law, Mr. Kempe attended the Tuck School of Business Bridge Program, at Dartmouth College, which is an immersion program into international business, finance, and investment banking. He also served as a Congressional intern to Congressman Tom Rooney (FL-17) in Washington, D.C., during the Summer of 2016.

Mr. Kempe will serve our clients as a member of our Business, Estate Planning, Estate Administration, and Wealth Management Departments, where his background will further deepen the Firm’s tax law, business, and estate planning expertise.

Mr. Bourdeau is a member of our Tax Compliance Department. Mr. Bordeau holds a B.A. degree in Accounting from the Florida Atlantic University. He was previously with Wieseneck, Andres & Co. His background lies in federal and state, corporate, individual, partnership and fiduciary tax preparation compilation, and review. Mr. Bourdeau is a licensed certified public accountant by the State of Florida and is a member of the American and Florida Institutes of Certified Public Accountants. Mr. Bourdeau served in the Gulf War, Operation Desert Shield, in 1990 on the aircraft carrier USS Independence.

Mr. Posten is a graduate of the University of Florida Fisher School of Accounting with both a Master of Accounting and Bachelor of Science in Accounting, Mr. Posten joins us from the Stuart, Florida firm of Proctor, Crook, Crowder & Fogal, where he was a Tax Manager. Prior to his practice there, Mr. Posten was a Senior Accountant at PricewaterhouseCoopers, in Miami, Florida, where he was responsible for the supervision of associate accountants. He began his career with WTAS LLC (formerly Arthur Andersen) in West Palm Beach.

Mr. Posten is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, the Stuart/Martin County Chamber of Commerce, and the Stuart/Martin County LEADERship Alumni.

Owen N. Bradley, CPA – Mr. Bradley joins us from the international accounting firm, Deloitte Tax, LLP, where he was a member of their Business Tax Services department, specializing in private wealth and private equity. A graduate of Auburn University with a B.S. degree in Business Administration with major in Accounting, Mr. Bradley has focused his practice on IRS audits, strategic tax planning, and tax compliance for corporations, partnerships, individuals, and trusts.

Mr. Bradley was a team leader for the Alabama Army National Guard and received an Army Commendation Medal and Combat Infantry Badge during his deployment to Afghanistan, where he was an Infantry Specialist.

Mr. Bradley is a member of our tax compliance, planning, and wealth management departments.

Mr. Crane is a graduate of the University of Florida, cum laude.  Mr. Crane began his professional career as a Senior Tax Associate with the international accounting firm, PricewaterhouseCoopers, LLP in St. Louis, Missouri. At PwC he focused on individual, corporate, and partnership tax compliance and planning.  Considering Florida home, he returned where he was an International Tax Senior with the global technology and business service provider, Syniverse, at their headquarters in Tampa, Florida. Most recently, Mr. Crane was a Tax Senior with Crippen & Company, in Ocala, Florida, where he focused on individual tax planning and he gained valuable experience providing tax compliance, planning, and accounting services to clients in the equine industry. He has also represented and defended equine businesses subject to IRS examinations.

Mr. Flood joined the firm in August 2010 as member of our Wealth Management Department. Mr. Flood holds a Bachelor of Arts Degree in Business Management and a Bachelor of Arts Degree in Accounting from Belmont Abbey College, where he was a member of the varsity lacrosse team. Prior to joining the Firm he was with M&T Bank, f/n/a Provident Bank, of Baltimore, Maryland.  Mr. Flood participates in economic and investment performance analysis and, in conjunction with the Firm’s certified public accountants, provides screening and reporting of client investment performance. He also has a passion for lacrosse and spends his free time coaching for the Benjamin School, Palm Beach Gardens, Florida.

Mr. Kramer is a member of the firms Fiduciary and Wealth Management Departments. Mr. Kramer holds a Bachelors Degree in Business Accounting.  Prior to joining the Firm he was with Deloitte Tax in their Pennsylvania office as well as several Accounting and Tax Firms.  Mr. Kramer reconciles economic and investment performance analysis and, in conjunction with the Firm’s certified public accountants, provides screening and reporting of client investment performance.   Mr. Kramer also assists in our fiduciary services and client bookkeeping and bill-pay areas.

Ms. Chandler works as an estate planning paralegal.  She is a native to the Jupiter area.

Mrs. Baummier has dedicated most of her time within the Treasure Coast and Palm Beach areas, starting out with Keane, Murphy & Hough in Stuart, FL, then to our firm where was employed with us 8 years.  Donna ventured out and worked with Jones, Foster, Johnston & Stubbs in WPB, and made her way back to us in 2014.  Donna plans to retire with our firm.

Ms. Chadwick is a member of our Health Care Advocacy department assisting Attorney Marnie Poncy.

Mrs. Rodgers works within our title company, Counselors Title Company LLC.  She handles all aspects of real estate closings.

Ms. Wallace works as a Paralegal in the Corporate and Estate Planning Departments.

Ms. Legner works in our Estate Planning Department as the new client Coordinator.