Andrew M. Cox

Andrew M. Cox is a Founding Partner in the law firm of Gerrard & Cox and practices primarily in estate planning, offering assistance with Trusts, Wills, Trust and Estate Administration, Probate and other wealth preservation matters.

Mr. Cox publishes a Quarterly Newsletter known as the Probate & Trust Review, and he has personally handled the tax and estate planning for some of the wealthiest families in Southern Nevada.

Mr. Cox received his undergraduate degree in Accounting from the University of Utah and his Law degree from Brigham Young University (Cum Laude) where he received the RIA/Maxwell McMillan Award as the outstanding student in taxation. He is licensed to practice law in Nevada and Utah. Mr. Cox is also a Certified Public Accountant, having previously practiced as a Senior Accountant with the international accounting firm of KPMG Peat Marwick in Phoenix, Arizona.

Mr. Cox is past Chairman of the Probate and Trust Section of the State Bar of Nevada, and serves on the State Bar's Consumer Protection Committee. He is also a member of the Board of Directors of the Nevada Community Foundation. Other affiliations include the American Bar Association, the American Institute of Certified Public Accountants, the Southern Nevada Estate Planning Council and the Tax, Probate and Trust Sections of the Nevada State Bar Association. Mr. Cox is frequently featured as a public speaker presenting seminars to professional associations and consumers on Trusts, Wills, Probate and Estate Taxation.

Douglas D. Gerrard

Douglas D. Gerrard is a partner in the Firm and a resident of Henderson, Nevada. He was born in Salt Lake City, educated at Brigham Young University, University of Utah and the Brigham Young University College of Law where he was a presidential and a merit scholar.

Mr. Gerrard is a member of the Nevada and Utah State Bar Associations, the Ninth Circuit Bankruptcy Appellate Panel and the Ninth Circuit Court of Appeals, the American Bar Association and the American Banking Institute, the National Association of Bond Lawyers, the Nevada Land Title Association.

Mr. Gerrard is a featured speaker on panels and seminars on title and escrow liability, bankruptcy, municipal finance and lender liability. Mr. Gerrard has participated in the review of several Nevada general obligation and assessment bonds, and has broad experience in the area of real estate, corporate law and banking law. He has also served as a federal and private banking auditor where he reviewed bond underwriting, acquisition and warrant financing.

Jay R. Larsen

Jay R. Larsen is a partner of the Firm and practices primarily in the area of estate planning, probate, and wealth preservation.

Mr. Larsen received his undergraduate degree in finance from the University of Utah (Summa Cum Laude), and his law degree from Brigham Young University (Magna Cum Laude). He went on to receive an L.L.M. in Taxation from the Washington School of Law, Washington Institute for Graduate Studies.

Mr. Larsen is a member of the Utah and Nevada Bar Associations, the Southern Nevada Estate Planning Council and the Tax, Probate and Trust Sections of the Nevada State Bar Association. Mr. Larsen authored the article "Avoiding Probate: Pitfalls and Perks," Nevada Lawyer, Vol. 4, No. 3 (March 1996). He also has authored many articles for the Probate & Trust Review, the Firm's quarterly newsletter. Mr. Larsen is a frequent speaker to private and public groups on Trusts, Wills, Probate, Estate Taxation and Wealth Preservation.

Sheldon A. Herbert

Sheldon A. Herbert is an associate devoting the majority of his practice to bankruptcy, real estate, and commercial law.

He received a Bachelor of Arts in Broadcast Communications from Brigham Young University, and a Juris Doctorate (with Distinction) from the University of Nebraska-Lincoln.

He is a member of the Nevada and Clark County Bar Associations. He also participates with the Southern Nevada Association of Bankruptcy Attorneys and the Nevada American Inns of Court Program.

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The Law Firm of Gerrard & Cox
4000 South Eastern Ave, Suite 220
Las Vegas, NV. 89119

Robert H. Broili

Educational Background:

• Doctor of Jurisprudence, Old College-Nevada School of Law, Reno, Nevada: 1986.
• B.A., Social Psychology University of Nevada, Reno: 1964
• Graduate work toward M.B.A., University of Nevada, Reno, 22 units
• Associate of Arts Degree in the Liberal Arts Menlo College, Menlo Park, California

Practice Areas:

• Wills
• Trusts
• Estate Planning
• Probate Matters
• Bankruptcy Law

Legal Experience:

• Private practice of law: January, 1991 to present.
• Private, solo, practice concentrated in areas of estate planning, bankruptcy, civil rights, and general practice.
• Participated each year in pro-bono work.
• Received commendation in 1995 for "Outstanding participation providing pro-bono legal representation to low income residents of Washoe County".
• Deputy District Attorney, Lander County: November, 1989 to January, 1991.

Professional Associations:

• State Bar of Nevada
• Washoe County Bar Association
• American Bar Association
• Northern Nevada Bankruptcy Bar Association
• Italian-American Bar Association   

Community Activities:

• Member Board of Directors, Better Business Bureau of Northern Nevada, 1972 to '74 and 1994-'96.
• Member, Reno Host Lions Club, Twenty-Four Year Monarch
• Former Member: Mental Health Committee, at No. Nev. Mental Health Institute Center and Lake's Crossing, appointed by Governors List and Bryan.

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Law Offices of Robert H. Broili
Twentieth Century Building
335 West First Street
Reno, NV. 89503

Anderson, Dorn & Schulze, Ltd.

Firm Philosophy

Most of us spend the better portion of our lives building wealth. And once we have assured a comfortable lifestyle for ourselves and a legacy to pass onto those we love, we may consider our job finished. In fact, we've just begun.

Building wealth is only half the job. Just as important is protecting the wealth we've so diligently accumulated for ourselves and our loved ones.

Today that's never been a greater challenge. The ravages of taxes, the threat of lawsuits, and the final insult of probate can dramatically reduce the size of our estates.

That's why at Anderson, Dorn & Schulze, Ltd. we consider a wisely drafted, carefully executed estate plan such a critical part of a family's wealth management. It's also why we at Anderson, Dorn & Schulze, Ltd. have focused our practice exclusively on estate planning. Our guiding principle is to deliver nothing less than the best estate planning services possible to our clients.

Few of the processes we will undertake are as personal-and as potentially rewarding-as planning for the preservation and the disposition of our estates. That's why the legal professionals you work with should not only have exemplary legal qualifications, they should also have the interpersonal skills required to help you successfully complete this process.

Anderson, Dorn & Schulze, Ltd. brings all of these attributes to the estate planning practice.

Anderson, Dorn & Schulze, Ltd. is a member of the American Academy of Estate Planning Attorneys and has received Martindale-Hubbell's highest rating (AV) for excellence and ethics.

Richard P. Schulze

Richard Schulze is the most recent shareholder at Anderson, Dorn and Schulze. Prior to joining the firm, Mr. Schulze was a member of one of the largest law firms in Nevada and owned his own consulting firm. His practice emphasizes tax, estate, and business planning for individuals and closely held businesses. He is dedicated to meeting the needs of his clients in a timely, professional, and cost-efficient manner. Mr. Schulze has lectured extensively on estate and tax planning matters and has published many articles in professional journals.

Professional Experience:

Mr. Schulze began his career as a management consultant before joining the law firm of Hale Lane Peek Dennison Howard & Anderson. In January of 2001 Mr. Schulze became a shareholder in the firm where he provides expert counsel to clients throughout Nevada. He is a member of the State Bar of Nevada (Sections of Taxation, Estate Planning, and Business Law), the Oregon State Bar Association (Sections of Taxation and Estate Planning), and the American Bar Association (Sections of Taxation and Real Property, Probate, and Tax Law). He is also a member of the American Academy of Estate Planning Attorneys.

Education:

Richard Schulze graduated with a Bachelor's degree from Reed College. He went on to attain a Master of Business Administration from Atkinson Graduate School of Management, and his Juris Doctorate from Willamette University College of Law.

Personal:

Mr. Schulze resides in Carson City with his wife and two Labrador Retrievers. He is very involved in the community and serves on the Board's of several charitable organizations including the Western Nevada Community College Foundation. When he has free time, he spends it hiking with his dogs or working on his classic car.

Gerald M. Dorn

Gerald Dorn, a shareholder at Anderson, Dorn & Schulze, Ltd., has a mission in life - to educate the public on estate and tax planning strategies so that they don't lose their hard-earned assets to taxes and probate. He made the decision to pursue a career in estate planning after witnessing the personal grief and financial loss suffered by several of his clients as a result of probate and death taxes. This experience impelled him to focus his practice on estate-planning strategies that could protect his clients and help them to preserve their life's work for their heirs. Mr. Dorn is able to accomplish his mission through the use of a number of estate planning tools, both basic and advanced, for all of his clients at Anderson, Dorn & Schulze, Ltd.

Professional:

Just out of law school, Mr. Dorn helped found Harris & Dorn, LLP, a private firm in San Diego that concentrated on civil litigation, estate planning and probate cases. A short time later he was offered a position as general counsel to a national estate planning company, drafting documents and teaching continuing legal education classes to attorneys, financial planners and accountants on topics such as estate planning for IRS's and tax qualified plans, trust administration and fiduciary duties. As an attorney with Anderson & Dorn, Ltd., Mr. Dorn handles much of the advanced planning, providing his expertise on Family Limited Partnerships, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts and Qualified Personal Residence Trusts. He is a member of the American Academy of Estate Planning Attorneys, the State Bar of California's Estate Planning, Trust and Probate Law Section, the American Bar Association's Real Property, Probate and Trust Law Section, The Nevada Bar Association and the Washoe County Bar Association.

Education:

Mr. Dorn pursued his education in San Diego as an undergraduate at the University of San Diego, earning a bachelor's degree in business administration. While there he was awarded departmental honors from the School of Business Administration. He stayed in San Diego to attend the California Western School of Law, where he was honored with the American Jurisprudence Award in Legal Research and Writing with recognition in Who's Who Among American Law Students. He is currently working on his Master's degree in Taxation from Washington School of Law.

Personal:

Mr. Dorn prefers the outdoors when not working, and spends his time skiing, mountain biking, camping, fishing and hiking.

Bradley B Anderson

Attorney Brad Anderson has worked in private law firms and has also spent more than a decade working the corporate world before founding his own firm in 1995. During that time, he was involved in probate, estate planning and litigation, and served as senior counsel for two major financial institutions. He has witnessed the often-devastating effects of probate and poor estate planning on many estates. When he eventually decided to go out on his own, this experience led him to focus exclusively on estate planning, providing his clients with a full range of basic and advanced planning options.

Professional Experience:

With a bachelor's degree in education and special education in hand, Mr. Anderson began his professional life as a teacher. Not your average educator, he took on the exceptional challenge of teaching the mentally challenged blind. After four years as a special education teacher, Mr. Anderson returned to school to obtain his law degree and begin a second career. Upon finishing law school, he worked for a civil litigation firm, spending five years in litigation, probate and wills work. He then went on to Wells Fargo Credit Corporation where he served as senior counsel, serving offices in more than 20 states across the country. From there he moved to First Interstate Bank, where as senior counsel he oversaw several divisions including the Trust Department. Armed with a wealth of experience, he started his own estate planning practice in 1995.

Education:

A 1973 graduate of Brigham Young University in Utah, Mr. Anderson obtained his bachelor's degree in education and special education. He continued his education at Lewis & Clark Law School in Portland, Oregon where in 1979 he earned his Juris Doctorate.

Personal:

Married with six children, Mr. Anderson is active in his church and volunteers for the Boy Scouts of America, having served in local units as well as district and council position in several states. He is a past president and board member of the Northern Nevada Chapter of BYU Management Society, and while at First Interstate Bank, was recognized as Employee of the Year for his participation in community volunteer efforts.

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Anderson, Dorn & Schulze, Ltd.
294 E. Moana Lane Suite B-27
Reno, NV. 89502