CURRICULUM VITAE EDWARD C. AKEL BACKGROUND INFORMATION: Born Sumter, South Carolina, February 20, 1950 Education: Duke University (B.A., 1972), Florida State University (J.D., with high honors, 1975). Phi Alpha Delta. Member, Florida State University Law Review, 1974-1975. Admitted to bar, 1975, Florida; 1976, U.S. Tax Court; 1979, U.S. Claims Court and U.S. Supreme Court. Certified Public Accountant, Florida 1975. Member: Jacksonville Bar Association, American Bar Association, The Florida Bar, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants, Rotary Club of Deerwood, Holy Family Catholic Church, Board of Directors and Executive Committee, First Tee of Jacksonville (at Brentwood). Board Certified Tax Lawyer, Florida Bar Board of Legal Specialization and Education. Martindale Hubbell Law Directory Rating “AV” (highest). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1975. AREAS OF EXPERTISE: · Estate Planning. All aspects of estate planning and family and business succession planning, including wills, revocable living trusts, irrevocable life insurance trusts, charitable trusts, charitable organizations (501(c)3) and private foundations; estate and gift tax avoidance techniques and asset protection planning. · Probate and Guardianship Law. Administration of estates, guardianships and trusts from inception to termination. · Taxation. All aspects of federal and state taxation, including tax planning. · Corporate and Business Law and Transactions. Corporate and partnership law, including formation of corporations, limited liability companies, limited liability partnerships, and limited partnerships. Preparation of business and commercial transaction agreements, partnership, shareholder and LLC operating agreements, employment, deferred and incentive compensation agreements, phantom stock plans, stock appreciation plans and related agreements. Business purchase and sale transactions. · Real Property Exchanges, Leasing, Transactions and Development. Commercial real estate development, sales, acquisitions, exchanges (like kind tax deferred 1031 exchanges), leasing and commercial condominiums. KATHLEEN HOLBROOK COLD BACKGROUND INFORMATION: Born Jacksonville, Florida, December 12, 1955. Education: Auburn University and University of Florida (B.S.B.A., with honors, 1977), University of Florida (J.D., with high honors, 1980). Beta Alpha Psi, Phi Kappa Phi, Order of the Coif. Recipient, Corpus Juris Secundum Award. Tax Editor, University of Florida Law Review, 1979-1980. Admitted to bar, 1980, Georgia and Florida; 1981, U.S. Tax Court. Certified Public Accountant, Florida, 1980. Member: Jacksonville Bar Association, American Bar Association, State Bar of Georgia, The Florida Bar, Florida Institute of Certified Public Accountants. Board Certified, Estate Planning and Probate Lawyer, Florida Bar Board of Legal Specialization and Education. Martindale Hubbell Law Directory Rating “AV” (highest). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1983. AREAS OF EXPERTISE: · Estate Planning; Retirement Planning. Preparation of wills and revocable living trusts, irrevocable life insurance trusts, charitable remainder trusts and other charitable split interest agreements, and the creation of other charitable entities, including private foundations and other estate planning documents designed to obtain the maximum tax advantages for the lifetime and testamentary transfer of wealth. · Probate and Trust Law. Administration of estates and trusts from inception to termination. · Mergers and Acquisitions. Advice and counsel to clients in connection with the purchase or sale of businesses. · Corporate and Business Law. Preparation of agreements relating to all types of business entities, including corporations, limited liability companies, limited partnerships, joint ventures, family limited partnerships, shareholder agreements and any other documents related to business enterprises, preparation of tax qualified incentive stock options, deferred compensations plans, phantom stock and stock appreciation rights, buy-sell agreements and other sensitive tax business planning. DANIEL D. AKEL BACKGROUND INFORMATION: Born Sumter, South Carolina, October 5, 1951 Education: Florida State University (B.S., 1973), University of North Florida (B.B.A., 1977), Ohio Northern University (J.D., Willis Honor Society, 1980). Phi Alpha Delta. Admitted to bar, 1980, Florida; 1981, U.S. Tax Court. Certified Public Accountant, Florida, 1980. Member: Jacksonville Bar Association, American Bar Association, The Florida Bar, Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants. Martindale Hubbell Law Directory Rating “AV” (highest). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1983. AREAS OF EXPERTISE: · Estate Planning. Preparation of wills and revocable living trusts, irrevocable life insurance trusts, and other estate planning documents designed to obtain the maximum tax advantages for the lifetime and testamentary transfer of wealth. · Probate Law. Representation of estates, trusts and beneficiaries in a variety of related matters, including issues relative to the responsibilities of fiduciaries in the administration of trusts and estates, and litigation matters involving trusts and estates. · Real Property Law. Purchase and sale and development of commercial real estate and tax advice related thereto, including, but not limited to, tax-free exchanges. · Corporate and Business Law. Business acquisitions and mergers, preparation of various shareholder and/or partnership agreements designed to accomplish the transfer of interests in closely-held business enterprises and other agreements relating to closely-held businesses, including corporate formation, partnerships, limited liability corporations, and family limited partnerships. · Charitable Entities. Advice and counsel to various non-profit 501(c)(3) charitable entities, including local and national organizations. H. LEON HOLBROOK, III BACKGROUND INFORMATION: Born Jacksonville, Florida, July 26, 1957 Education: University of Florida (B.A., 1978, J.D., with honors, 1980). Phi Delta Phi. Admitted to bar, 1981, Florida and U.S. Tax Court; 1986, U.S. Supreme Court; Federal Court Middle District of Florida Member: Jacksonville Bar Association, American Bar Associations, The Florida Bar, The Association of Trial Lawyers of America. Martindale Hubbell Law Directory Rating “BV” (Exemplary). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1983. AREAS OF EXPERTISE: · Civil Litigation. All types of civil litigation including commercial litigation, construction litigation, employer/employee disputes, non-competition litigation, contract disputes, real estate litigation, landlord/tenant disputes, collection of accounts, and any other type of civil litigation. · Marital and Family Law. All aspects of marital and family law including, but not limited to, divorce, custody, guardianships, paternity, pre-nuptial agreements, post-nuptial agreements, name changes, and any other matters relating to marital and family law. · Real Property Law. All types of real estate transactions, including contract preparation, closing services, leases, mortgages, and guarantees. · Criminal Defense. Representation of employees of clients in minor criminal cases and some felony cases. We maintain a referral network of attorneys who specialize in criminal defense to assist us in meeting any need our clients may have. · Contract Preparation and Interpretation. Preparation and interpretation of all types of contracts. JOHN R. STIEFEL, JR. BACKGROUND INFORMATION: Born Gainesville, Florida, November 11, 1958 Education: Florida State University (B.S., 1980), University of Florida (J.D., 1985). Admitted to bar, 1985, Florida. Member: Jacksonville, Fourth and Eighth Judicial Circuits and American Bar Associations, The Florida Bar. Martindale Hubbell Law Directory Rating “AV” (highest). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1990. AREAS OF EXPERTISE: · Civil Litigation. All types of civil litigation including commercial litigation, construction litigation, employer/employee disputes, non-competition litigation, contract disputes, real estate litigation, landlord/tenant disputes, collection of accounts, and any other type of civil litigation. · Creditor Bankruptcy. Representation of creditors in connection with bankruptcy proceedings. · Contract Preparation and Interpretation. Preparation and interpretation of all types of contracts. THOMAS R. RAY BACKGROUND INFORMATION: Born Ashtabula, Ohio, August 31, 1949 Admitted to bar, 1979, Florida and Ohio; U.S. District Court, Middle District of Florida, U.S. Court of Appeals, Eleventh Circuit. Education: John Carroll University (B.A., 1971, M.A., 1976), Cleveland State University (J.D., cum laude, 1978). Associate Editor, Cleveland State Law Review, 1978-1979. Member: Jacksonville Bar Association, Federal Bar Association, The Florida Bar, Ohio State Bar Association. Martindale Hubbell Law Directory Rating “AV” (highest). Stockholder/Partner in Holbrook, Akel, Cold, Stiefel & Ray, P.A. or predecessors since 1995. AREAS OF EXPERTISE: · Personal Injury Defense. Personal injury defense of claims of product liability, premises liability and motor vehicle accidents. · Labor Relations (Management) Law. Labor and employment law defense of claims of wage-hour violations, OSHA citations, EEOC discrimination and civil rights claims, wrongful termination, retaliatory termination for filing workers’ compensation claims, ERISA act claims and violations of employment agreements. · Construction Litigation. Construction and lien law litigation in state and federal court, surety bond claims and construction defect claims. · Commercial Litigation. General civil trial practice involving business disputes and mortgage foreclosures. JOHN M. BENTON BACKGROUND INFORMATION: Born Jacksonville, Florida, August 6, 1975 Admitted to bar, 2002, Florida. Education: University of Florida (B.S., 1996), Florida Coastal School of Law (J.D., 2001). Member: The Florida Bar Florida Mortgage Broker, 1997. Associate at Holbrook, Akel, Cold, Stiefel & Ray, P.A. AREAS OF EXPERTISE: · Civil Litigation. All types of civil litigation including commercial litigation, construction litigation, employer/employee disputes, non-competition litigation, contract disputes, real estate litigation, landlord/tenant disputes, collection of accounts, and any other type of civil litigation. · Landlord/Tenant. Preparation of leases, evictions, and any other type of issue arising out landlord/tenant situations. BETHANY RAY REICHARD BACKGROUND INFORMATION: Born: Cleveland, Ohio, April 2, 1974 Admitted to bar: 2001, Florida, 1999, Alabama. Education: Auburn University (B.A., 1996), Cumberland School of Law at Samford University (J.D., 1999). Member: The Florida Bar, The Alabama Bar, Jacksonville Bar Association, Jacksonville Women Lawyers Association, Catholic Lawyers Guild Associate at Holbrook, Akel, Cold, Stiefel & Ray, P.A. Formerly an Associate at Volpe, Bajalia, Wickes, Rogerson, Galloway & Wachs. AREAS OF EXPERTISE: · Civil Litigation. All types of civil litigation including commercial litigation, construction litigation, employer/employee disputes, non-competition litigation, contract disputes, real estate litigation, landlord/tenant disputes, collection of accounts, and any other type of civil litigation. TARA VAN ROOY BACKGROUND INFORMATION: Born: Appleton, Wisconsin, July 14, 1978 Admitted to bar: 2003, Florida; U.S. District Court, Middle District of Florida, 2003 Education: University of Wisconsin (B.A., with honors,1999), Florida State University College of Law (J.D., Magna Cum Laude,2003). Member: The Florida Bar, The Jacksonville Bar, Order of the Coif. Associate at Holbrook, Akel, Cold, Stiefel & Ray, P.A. Formerly an Associate at Volpe, Bajalia, Wickes, Rogerson, Galloway & Wachs. AREAS OF EXPERTISE: · Civil Litigation. All types of civil litigation including commercial litigation, construction litigation, employer/employee disputes, non-competition litigation, contract disputes, real estate litigation, landlord/tenant disputes, collection of accounts, and any other type of civil litigation.