About Trust Creators, Inc.
Senior Information Center
Senior Information Center specializes in providing comprehensive estate planning services through licensed professionals to seniors. Senior Information Center has established a relationship with a national legal support network system of attorneys operating in every major area of expertise.
Professionals with Trust Creators, Inc, consist of an Elder Law Attorney, Elder Planning Specialists, Certified Senior Advisors, Finance and Tax Specialist, and Medicaid Specialist.
Click on a category to read more about each professional:
Principal Partners and Certified Senior Advisors
(click on each name for complete bio)
Stephen D. Wolfe, CSA, Principal Partner*
Bryan M. Plonsky, CSA, Principal Partner*
Glenn E. Scott*
David H. Henderson*
Michael Hungrecker, CHFEBC*
David C. Brant, CSA, CRFA*
Elder Law Attorneys
(click on each name for complete bio)
Andrew M. Curtis, Esq.
Daniel M. Plonsky, Esq
Tax Advisor
(click on each name for complete bio)
Jonathan J. Williams, MBA, EA*
Medicaid Specialists
(click on each name for complete bio)
Marilyn Temple, B.S.*
Marketing
(click on each name for complete bio)
Marta Glassman*
Mollie M. Hernandez, B.S*
Stephen D. Wolfe, CSA*
Principal Partner
Elder Planning Specialist
Certified Senior Advisor
Stephen@elderplanner.com
Stephen D. Wolfe has a degree in Administration of Justice from Pennsylvania State University. He is a Certified Senior Advisor and an Elder Planning Specialist. He is also licensed with the state of Florida Department of Insurance in the areas of Life, Health, and Annuities.
Mr. Wolfe has focused his practice on Estate Planning, including tax planning, nursing home planning, investment planning, Medicaid planning and the comprehensive use of Trusts (e.g. Living Trusts, Charitable Remainder Trusts, Insurance Trusts, and Supplemental Care Trusts). He specializes in protecting IRA's and 401 (k) Plans from unnecessary taxation and ways to earn stock market returns on savings and investments without any stock market risk.
Stephen Wolfe currently conducts financial and asset preservation workshops for senior citizens, their families, and numerous private organizations throughout the United States.
Bryan M. Plonsky, CSA*
Principal Partner
Elder Planning Specialist
Certified Senior Advisor
bryan@elderplanner.com
Bryan M. Plonsky practices in the field of Estate Planning, including tax planning, nursing home planning, investment planning, Medicaid planning, and the comprehensive use of Trusts (e.g. Living Trusts, Charitable Remainder Trusts, Insurance Trusts, and Supplemental Care Trusts) since 1992. He studied Business Administration at Florida Atlantic University and is an Elder Planning Specialist and a Certified Senior Advisor.
Mr. Plonsky specializes in Medicaid Asset Protection, Estate Preservation, and Eliminating unnecessary taxation on IRA's and other retirement plans. He currently conducts financial and asset preservation workshops for individuals and numerous private clubs and organizations throughout Florida.
Glenn E. Scott*
glenn@elderplanner.com
Glenn was born in Bridgeport, CT and has been a resident of Florida for over twenty years. He lives with his wife Li, and their two girls. He entered financial services soon after his long successful career with Federal Express as a logistics expert. Since his inception in the business, Glenn’s career as a professional within the financial services field has proven to be a very successful one. One of the reasons for Glenn’s success is that he treats everyone like family.
Glenn is a member of the National Ethics Bureau where he maintains an A-1 rating. He is a licensed Insurance Professional with a background in premium finance life insurance. Glenn has aligned himself with a network of Estate and Elder Law Attorneys, CPA’s, FMO’s, CFP’s, and Security Representatives. Glenn enjoys helping people preserve their assets and increase their income.
Glenn is an independent agent. This gives Glenn the ability to shop for his clients among hundreds of companies and also puts him in a better position to find the newest and best financial products and services to best meet his client’s needs. Glenn spends a great deal of time researching and keeping current on the latest financial products and strategies and how best to utilize them in helping his clients attain their retirement goals.
David H. Henderson*
Certified Financial and Estate Planner
dave@elderplanner.com
Dave is originally from Virginia and the 2nd of 10 children. The military life allowed for travel to places like Hawaii, Texas, and Europe. Soon after earning a BS at George Mason University (1976), Dave began working towards his MBA. After 15 years in healthcare and medical equipment sales, Dave entered the financial services field in 1985. The following industry/educational programs, courses and memberships have been completed:
Certified Financial Planner (1990), Certified Tax Preparer, Master Certified Estate Planner, Registered Financial Consultant, Certified Senior Advisor.
Insurance Licenses; FL, MN, IN, MD, VA, WV, NC, SC & GA
As an independent financial professional, Dave has more choices and solutions to offer clients in today’s constant changing markets. In addition Dave continues to form relationships with CPAs, Elder/Estate planning attorneys, and other professionals to keep up with the latest financial products, innovations and strategies.
Andrew M. Curtis, Esq.
Trusts, Estate, and Elder Law
Member of the National Academy of Elder Law Attorneys (NAELA)
 Andrew M. Curtis is an attorney with offices throughout Florida. He is a member of the National Academy of Elder Law Attorneys (NAELA). His practice specializes in trusts, estates, and elder law. Mr. Curtis earned his JD from Georgetown University Law School in 1983, his LLM in Taxation from New York University Law School in 1986, his MBA from University of Michigan in 1978, and his BS from Cornell University in 1977.
Mr. Curtis was admitted to the Florida Bar in 1989. After working with several large firms that charged high legal fees ($1,000 - $5,000) for a trust, he realized this was cost prohibitive for the average person. With the moderate fees that Mr. Curtis now charges, he has prepared over 5000 Revocable Living Trusts. He devotes his time to estate planning for the middle class, and has built his practice by the many referrals from happy clients.
Daniel M. Plonsky, Esq.
Estate planning, probate, family law and civil litigation
Daniel M. Plonsky was born and raised in West Chester, Pennsylvania. He graduated with honors from the University of Miami where he received a bachelor’s degree in business administration. Daniel obtained his law degree from Stetson University College of Law in St. Petersburg, Florida, and was accepted into the practice of law by the State of Florida in 2003.
After admission to the Florida Bar Association, he was selected for the position of Assistant Attorney General in Tampa, Florida. As an Assistant Attorney General, he gained valuable experience while representing the Department of Children and Families in cases involving child abuse, neglect and abandonment. He represented the State of Florida in hundreds of court hearings and won dozens of trials.
In 2006, Daniel left the Attorney General's office to enter private practice. As a private attorney, he represented clients in a range of legal matters, including estate planning, probate, formation of business entities, and civil litigation. He opened his own law office in 2007 and has been providing exceptional legal services at an affordable cost to the Sarasota and Bradenton area. website: www.sarasotalawoffice.com
Qualifications:
2000 Bachelors of Business Administration with Honors- University of Miami, Coral Gables, Florida
2003 Juris Doctorate - Stetson University College of Law, St. Petersburg, Florida
2003 Admitted to the Florida Bar
2004-2006 Assistant Attorney General, Tampa, Florida, Represented Department of Children and Families
2006-2007 Private Practice Attorney, Donald B. Linsky & Associates, P.A., Sun City Center, Florida
2007 Opened Law Office of Daniel M. Plonsky, P.L.
Jonathan J. Williams, MBA, EA*
Enrolled to Practice Before the IRS
www.1040USA.com
Jonathan J. Williams specializes in tax preparation, audit representation, IRS collections problems, and IRS appeals cases. Mr. Williams received his Bachelors of Business Administration as a Finance Major from New York Institute of Technology in 1989 and his Masters of Business Administration in International Finance from New York Institute of Technology in 1996. Mr. Williams works from his main office in Ft. Lauderdale, Florida and has successfully handled over 75 IRS examinations, 100 collection cases and 35 IRS appeals cases.
EAs are licensed by the federal government to represent taxpayers before the Internal Revenue Service and assist with tax planning and the preparation of tax returns. Because EAs specialize in taxes and tax planning, they're known as The Tax Professionals. Their federal designation gives them access and insight with federal and state agencies no matter where the EA practices and no matter where the taxpayer lives.
Marilyn Temple, B.S.*
Medicaid Specialist
marilyn@elderplanner.com
Marilyn Temple is a Medicaid Specialist. She worked for ten years at the Department of Children and Families and handled the legal appeals for the Department. Ms. Temple graduated from Lowell state College with a Bachelor of Science degree in education. Her previous professional experiences help her assist clients with the Medicaid process and helping them establish Medicaid eligibility.
Marta Glassman*
Executive Director of Marketing
marta@elderplanner.com
A native Midwesterner, Marta moved to South Florida from Cleveland, Ohio in 2001
With her husband, two children, and two rescued dogs.
Now happily residing in Florida, Marta is continuing her career in Sales and marketing as the director of marketing with the Senior Information Center.
When not working, Marta can be found in her swimming pool keeping in shape for the Masters International adult swim team.
Mollie M. Hernandez, B.S.*
Marketing Representative, Florida West Coast
Mollie was born and raised in Sarasota, Florida. She and her husband live in Venice, FL with their teenage son. Their older son attends college in South Carolina.
Mollie’s past experience includes 20 years of client relations, business development, marketing, management, event planning and sales in the healthcare and Senior Living fields. She enjoys and feels very well suited to work with people of all ages and backgrounds.
Mollie has been a past member and past president of the Venice-Nokomis Rotary Club. She currently serves on the South County Advisory Council for All Faiths Food Bank, regularly attends meetings of the Sarasota County and Venice Aging Networks, Florida Assisted Living Association, Women on the Move and Manasota Healthcare Group.
Mollie enjoys volunteering and has done extensive event planning and fundraising for: Senior Friendship Center, All Faiths Food Bank, Take Stock in Children, Southeastern Guide Dogs, Alzheimer’s Association and others.
Mollie earned a BS degree in Health Care Administration from St Leo University.
David C. Brant, CSA, CRFA*
David specializes in assisting his clients with managing, protecting, and transferring their hard earned retirement savings with an emphasis on maximizing the growth of principal while eliminating losses during times of volatile market fluctuations. These strategies provide clients with the security of knowing their retirement savings will provide an income they can not outlive. He has lectured at numerous workshops discussing the strategies available to seniors to help them preserve and protect their retirement savings and income.
As a licensed independent agent, David maintains key strategic alliances with several of the nation’s top financial, legal, and tax experts which results in the best advice and solutions to help clients achieve financial ‘peace of mind’ throughout their retirement years.
Along with assisting retirees develop plans for their savings and income needs, David also works with local school district employees by enrolling them in savings plans that will provide them with a secure source for additional income during their future retirement.
David has completed the training and comprehensive accredited courses of the Society of Certified Senior Advisors and the Society of Certified Retirement Financial Advisors. These courses have provided David with an intimate understanding of the many personal and financial challenges facing today’s retirees.
Michael Hungrecker ChFEBC*
With over 24 years of experience Michael is dedicated to assisting clients increasing their financial security and protecting their assets.
Michael's clients have found they are better able to organize their
financial affairs when they are better informed about the various solutions
available to them. After being educated about alternatives, it is easier to develop,
implement and monitor a plan that is tailored for each client’s specific needs and concerns.
Michael takes pride in establishing client relationships built on trust and an approach that
brings the security and peace of mind to each client and their family.
*This person is not an attorney.
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