Nicholas Paleveda
Chief Executive Officer

BACKGROUND: Nicholas Paleveda received a B.A. from the University of South Florida in 1977, an M.B.A. degree from the University of South Florida in 1979, a J.D. from the University of Miami in 1982 and an LL.M. in Taxation from the University of Denver in 1983. Mr. Paleveda also did his post-graduate work at Oxford University in England and Harvard University in the United States. Mr. Paleveda is a former adjunct professor at Oglethorpe University in Atlanta for the Certified Financial Planning program.

EXPERIENCE: Mr. Paleveda is one of the leading speakers in the United States in the area of Advanced Estate Planning. He has presented over 1000 seminars across the country over the past 15 years. His seminars have been featured in: The New York Times, The Wall Street Journal, The Washington Post, The Boston Globe, The San Diego Tribune, The Miami Herald, The Los Angeles Times, and other newspapers across the Country. In his 18 years of Estate Planning Practice, Mr. Paleveda has been a consultant to: the founding family of Coca-Cola; the current president of Kimberly-Clark Corporation; the former chairman of Philip Morris; the former president of Bausch and Lomb; the founder of Dunkin Donuts; a founding partner of Sherson, Loeb, Rhodes; the President of Exxon (Spain, retired); founding partners of Neuberger & Berman; the heirs to Corning Glass; and the President of Indiana State University (retired). Mr. Paleveda has spoken professionally at Continuing Education forums across the United States, including: the 1994 National Conference on Estate Planning in Orlando, Florida; the 1995 National Conference on Estate Planning in Tampa, Florida; the 1996 International Association for Financial Planning Conference in Atlanta; and the 1997 International Association for Financial Planning Conference on Advanced Planning in Phoenix, Arizona. Mr. Paleveda is a contributing author of "Life Insurance and Retirement Plans Answer Book" (Panel Publishers 1997); the author of "The Family Private Bank" and "Life Insurance Trusts in Depth"; contributing author and speaker for a series on Continuing Professional Education for CPAs, Attorneys, and Financial Planners (Published by Pathway to Excellence.); co-author of "Tax Mistakes & Genius Of The Rich & Famous" (Published by RPL Audio Books, 1998). Mr. Paleveda is also contributing author to "Life Insurance Answer Book for Qualified Plans and Estate Planning" (Panel Publishing 1997) and the author of "412(i) Defined Benefit Pension Plans".

MEMBER: Mr. Paleveda is a member of the Florida Bar and is licensed to practice in: The U.S. Tax Court; the 11th Circuit Court of Appeals; and the Supreme Court of Florida.

PERSONAL: Mr. Paleveda is an accomplished chess player who was the 1977 Florida State Chess Champion; the 1977 Southern Open Chess Champion; the 1976 National Intercollegiate Championship Chess Team Champion; and the 1994 Florida State Chess Champion. Mr. Paleveda lives in Bellingham, Washington with his wife, Marjorie and his son, Nicholas.

Phone:(360) 756-0776 ext#1001
email: nick@ebdgonline.com