E. Michael Kilbourn, CLU, ChFC, CCIM, MSFS, CAP, CASL, MBA
With over 35 years experience in the financial services industry, the last 20 of which have been dedicated to teaching his estate planning strategies to high-net worth families and fellow planners, Mike knows the intricacies of estate planning and the benefits of Florida domicile.
Mike is a Family Wealth Transfer Planning Specialist who enjoys taking the worry out of wealth and the mystery out of financial planning.
Over the years, Mike has positioned himself as a leading national authority on estate tax matters and expert on the complexities of Florida domicile. His sophisticated estate planning abilities have produced remarkable results and secured the trust of hundreds of wealthy individuals and families.
Mike is a decorated Vietnam veteran with five college degrees including four masters degrees, cum laude, and was inducted into Beta Gamma Sigma. Accredited with 15 professional designations including Chartered Financial Consultant and Accredited Estate Planner, he is founder and chairman of the Wealth Protection Network.
In addition to authoring the first, second and third editions of The Florida Domicile Handbook, Mike is also the author of Disinherit the IRS and contributing author of Optimal Aging Manual (Optimal Aging, LLC, 2004), Giving–Philanthropy for Everyone (Quantum Press, 2002), 21st Century Wealth: Essential Financial Planning Principles (Quantum Press, 2000) and Ways & Means: Maximize the Value of Your Retirement Savings (Esperti Peterson Institute, 1999).
Visit Kilbourn Associates
Brad A. Galbraith, Esq., CPA
Board Certified Wills, Trusts and Estates Attorney
Call Brad at
Brad A. Galbraith, Esq., CPA, is a partner at Galbraith PLLC in its Naples and Indianapolis offices. His practice focuses on providing creative, cutting-edge estate, tax and business planning advice to business owners and wealthy individuals. Brad is board certified in Wills, Trusts and Estates by the Florida Bar Association.
Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time.
Brad maintains an Indiana CPA license and is a frequent presenter on estate and tax planning topics to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs, which was published and distributed nationally. That program, titled Estate Planning for CPAs, has been presented to thousands of CPAs throughout the United States.
Brad is peer review rated as “preeminent” by Martindale Hubbell and is a Florida “Super Lawyer.” He is the author or co-author of several books, including The Florida Domicile Handbook with Mike Kilbourn, and is active in several national and local charitable and religious organizations.
Visit Galbraith, PLLC.
Frank J. Basile, CPA
Professional Accounting, Consulting, & Income Tax
Call Frank at
(239) 261-2219 x4
Frank J. Basile, CPA, leads a team of professional CPAs and consultants at F.J. Basile, CPAs, PC, with Firm locations in Naples, Florida and New Hartford, New York. In 1978, Frank graduated from Syracuse University with honors and is licensed in both Florida and New York.
This knowledgeable team is committed to providing its clientele, located in over 30 states, with efficient, high-quality professional accounting, consultation, and income tax planning and preparation services for individuals, trusts, estates and closely & family held business entities.
Frank has served on several committees including the New York State Society of CPAs: Medium- Sized Business Practice Committee, Estate Planning Committee, Taxation of Estates and Trusts Committee, and CPA Recruitment Committee. Over the years, Frank has been involved in many community fundraising activities such as the ARC Oneida-Lewis Chapter, the Faxton-St. Lukes Hospital Foundation Board, and the CNY Organ Donor Transplant Fund Board.
Through his affiliation with the Wealth Protection Network, Frank is able to share his wealth of knowledge on the finer points of individual, trust, estate and closely & family held professional accounting, consultation, and income tax planning and preparation services with a much broader audience.
Visit FJ Basile, CPAs, PC
Pat Antonetti, MBA
Antonetti Capital Management LLC, a Registered Investment Advisor
Call Pat at
Pat Antonetti, MBA is the Founder & Managing Partner of Antonetti Capital Management, LLC, a Registered Investment Advisor, with overall responsibility for investment management, client relationship management and compliance.
With over 23 years of investment management, trust and financial planning experience, Pat oversees investments across a wide variety of asset classes and is responsible for the investment strategy of the firm. Antonetti Capital has responsibility for over $100 Million in client assets under management and manages client accounts at the top national custodial firms, Charles Schwab & Fidelity Investments.
Prior to forming Antonetti Capital Management, Pat was a Senior Vice President at Fort Pitt Capital Group in Naples, FL, where he was responsible for managing portfolios for high net worth clients and family assets throughout Florida. Before Fort Pitt Capital Group, Pat was a Vice President at PNC Wealth Management in Naples, FL and Vice President at Bank of America Private Bank (now US Trust) in Sarasota, FL where he advised clients regarding their investment management, estate planning and credit needs. Prior to entering the investment management business, he worked for IBM Corporation in Tampa, FL.
Mr. Antonetti graduated with an MBA from the University of Miami and holds a Bachelors Degree in Finance from the University of South Florida in Tampa, FL. In addition, he holds the following securities licenses: FINRA Series 63, 65 & 66. He is actively involved in several charitable organizations and is a full-time resident of Naples, FL with his wife, Dena and their two children.
Katherine & Todd Shelbaugh
Call them at
Katherine & Todd Shelbaugh are the Founders of Insurance Insights, a family insurance practice headquartered in Naples, Florida. This powerful duo has over 20 years experience in wealth management and financial planning with specialization in insurance.
The Shelbaughs focus on educating clients and advisors about insurance and insurance based tools (such as annuities or long term care). They have become specialists in Life Settlements (selling insurance as an asset), having helped more than a thousand clients in conjunction with other professional advisors. They believe in a collaborative approach and work to design and implement sophisticated insurance strategies like premium finance programs and life settlement processes. This has allowed them to work closely with leaders in the industry such as Wells Fargo, Greenberg Traurig, Credit Suisse and Deutsche Bank.
Their goal is to protect families and their businesses, not only from death but also from life! Insurance provides power of protection and safety because in the darkest times, we should not have to worry about losing our homes or feeding our children or paying debts and taxes. Everyone who owes someone or loves someone should have a policy yet so few people do. The Shelbaughs spend extra time sharing insights with others any way they can because they want to change the way people think of and talk about insurance.
Visit Insurance Insights