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Issues Concerning Special Need Individuals with guests Kathy Keeley, Kristen Lewis and Fontaine Lee on Wealth Matters Radio Show

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Craig Frankel, Kristen Lewis, Kathy Keeley, Fontaine Lee, Adam Gaslowitz

Craig Frankel, Kristen Lewis, Fontaine Lee, Kathy Keeley, Adam Gaslowitz

On this episode of Wealth Matters attorneys Adam Gaslowitz and Craig Frankel  discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust.

The panel will discuss information relating to special needs trust planning and helping families understand their individual roles in a special needs trust.

 ABOUT KRISTEN M. LEWIS

LewisKristen M. Lewis practices law in Atlanta, GA with Smith, Gambrell & Russell, LLP. She is a Fellow of the American College of Trust and Estate Counsel, and is a nationally recognized expert on “Special Needs Trust” planning for persons challenged by disabilities. She is an active member of the Special Needs Alliance, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, the American Bar Association, the New York Bar Association Elder Law Section, the State Bar of Georgia Fiduciary Law Section, and the Georgia Planned Giving Council. She recently completed her tenure as Co-Chair of the Long-Term Care, Medicaid and Special Needs Trusts Committee of the Elder Law, Disability Planning and Bioethics Group of the Real Property, Probate and Trust Law Section of the ABA. In her free time, she trains certified service dogs for Canine Assistants based in Milton, GA.

Ms. Lewis received her B.A. degree in French and political science, with highest honors, from Wellesley College in 1981. She earned her J.D. degree from Cornell Law School in 1984. She is admitted to practice law in both New York and Georgia.

Ms. Lewis co-authored an article entitled “Top 15 Tips for Estate Planners When Planning for Special Needs”, published in Probate & Property, Volume 24, Number 2, March/April 2010, which won the magazine’s 2010 Excellence in Writing Award for “Best Overall Article – Trusts & Estates”. She most recently authored an article entitled “The Crime of the 21st Century: Financial Abuse of Elders” which was published in Probate & Property, Volume 28, Number 4, July/August 2014.

LinkedIn: www.linkedin.com/pub/kristen-lewis/22/901/32

Company LinkedIn Page: https://www.linkedin.com/company/27889

Twitter: https://twitter.com/sgrlaw

ABOUT KATHY KEELEY

Kathy Keeley, AADDKathy Keeley is the Executive Director of All About Developmental Disabilities (AADD) which focuses on creating a meaningful life for individuals with developmental disabilities through family support, employment and community engagement. Prior to joining AADD, she had her own consulting firm providing strategic planning and business planning to large cities and nonprofits throughout the U.S. She is a social entrepreneur having started the first loan fund for women-owned businesses in the U.S. and the first micro-enterprise association of lenders. She is the former Chief of Staff for a Mayor, launched the Calvert Foundation, and provided technical assistance in nearly 30 counties on economic and business development. Keeley came to AADD to jump off Delta flights and make an impact in her home community with a focus on restructuring one of the longest serving nonprofits focused on developmental disabilities in Georgia.

Facebook: https://www.facebook.com/AllAboutDevelopmentalDisabilities

Twitter: https://twitter.com/AADDorg

Linkedin: https://www.linkedin.com/company/aadd

ABOUT FONTAINE LEE

Fontaine Lee_HeadshotFontaine Lee is currently the Vice President and Business Development Officer with Cumberland Trust & Investment Company, an independent trust company with headquarters in Nashville, TN. She opened the Atlanta office for Cumberland in the Fall of 2010 and is responsible for business development in Georgia, Florida and South Carolina. Fontaine began her career at Citigroup in Institutional Fixed Income Sales and Trading where she focused on tax-exempt offerings. After receiving her M.B.A from Emory University, she transitioned from capital markets into private wealth management. Since that time, she has held business development roles at Atlanta-based Reliance Trust and with a multi-family office. Fontaine also spent two years at the Coca-Cola Company working in marketing research.

A native of Atlanta, Fontaine is actively involved with the Atlanta Vanderbilt Club and is a graduate of the Atlanta Women’s Foundation Destiny Fund program, and co-authored the L.E.A.D. program for Leadership Atlanta. She sits on the board for the Agape You and Family Center and is on the Marketing and Development Committee for Whitefoord, Inc. She has also served as a board member for Executive Women of Goizueta, the women’s alumni organization for the Goizueta Business School. In addition to her M.B.A., Fontaine has a B.A. from Vanderbilt University.

LinkedIn: http://www.linkedin.com/pub/fontaine-mcdaniel-lee/0/381/1a9

ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

If you would like to listen to past episode of Wealth Matters please visit our YouTube Channel.

Remember to tune in the last Wednesday of every month at 8:30 a.m. to listen live to our show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Wealth Matters Radio Show

 

“Why You Should Include Planned Giving in Your Estate Plan” with Phyllis Silverstein and Alicia Philipp on Wealth Matters Radio Show

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Craig Frankel, Adam Gaslowitz

Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz

What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters”, the radio show where we discuss the opportunities and challenges of preserving and managing wealth is for you! During this episode of “Wealth Matters,” attorneys Adam Gaslowitz and Craig Frankel interview Phyllis Silvertein and Alicia Philipp discussing “Why You Should Include Planned Giving in Your Estate Plan.”

FullSizeRender (2)ABOUT ALICIA PHILIPP: Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. The Community Foundation strengthens the 23-county metro Atlanta region by providing quality services to donors and innovative leadership on community issues. Philipp has led the Foundation’s grantmaking, fundraising and collaborative initiatives with donors, nonprofits and community leaders for the past 37 years. Under her leadership, The Community Foundation has grown from $7 million in assets in 1977 to more than $929 million in total assets today.

In 2013, The Community Foundation distributed more than $134 million representing 5,800 grants to approximately 2,100 nonprofits locally, nationally and internationally – making 2013 one of the largest years in the Foundation’s history for grantmaking. Named to Georgia Trend’s “100 Most Influential Georgians” list, Philipp has also been named one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, one of 175 “Emory History Makers” by Emory University and has received the Georgia State University Distinguished Alumni Award. Her local, regional and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector and the National Center on Family Philanthropy. Philipp received a bachelor’s degree from Emory University and a master’s in business administration from Georgia State University. 

FullSizeRender (1)ABOUT PHYLLIS SILVERSTEIN: Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.

Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.

Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women’s empowerment foundation, middle school PTSA and lacrosse youth sports.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Phyllis Silverstein website:  https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/

Phyllis Silverstein phone: 404-238-0444

Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com

Alicia Philipp website:  www.cfgreateratlanta.org

Alicia Philipp phone: 404-588-3189

Alicia Philipp email: aphilipp@cfgreateratlanta.org

ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:

– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:

– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:

– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

IMG_3103

 

 

Attorneys Craig Frankel and Adam Gaslowitz Discuss “Estate Planning Issues in High-End Divorces” with Randy Kessler, Georgia O’Brien and Larry Freiman

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Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel

Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this show, attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

ABOUT RANDY KESSLER:
RandyA nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School. Additionally, he has lectured for the American Bar Association, the American Academy of Matrimonial Lawyers, the Georgia Psychological Association, the Georgia Society of CPAs, and other organizations across the country, as well as in Canada, Costa Rica, the Dominican Republic, and Mexico.

ABOUT LARRY FREIMAN:
LarryA founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute. Larry has four children, ranging from ages 11 to 16, with his youngest being identical twin boys. He is an avid fan of Florida Gator sports, having only discovered the excitement of college sports when attending graduate school at Florida. Larry used to have a mullet and played electric bass with several bands through college, with music ranging from the Dixie Dreggs to Ozzy Osbourne.

ABOUT GEORGIA O’BRIEN:
GeorgiaA Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst. An avid volunteer, Georgia dedicates her time to serve as a board member of Holy Transfiguration Greek Orthodox Church in Marietta. She lives in East Cobb with her husband and two sons and cares for her elderly father. She enjoys playing tennis and golf.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Randy Kessler website: www.ksfamilylaw.com
Randy Kessler phone: 404.688.8810
Randy Kessler email: rkessler@ksfamilylaw.com

Larry Freiman website: www.mendenfreiman.com
Larry Freiman phone: 770.379.1450
Larry Freiman email: lfreiman@mendenfreiman.com

Georgia O’Brien website: www.trustffm.com
Georgia O’Brien phone: 404.850.7930
Georgia O’Brien email: georgia@trustffm.com

ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

INFOGRAPHIC: DIVORCE STATISTICS IN THE UNITED STATES OF AMERICA

Divorce in America

 

 

“TRANSFERRING BUSINESS TO THE NEXT GENERATION” with experts Stephanie Brun de Pontet & James Spratt, Jr. and hosts Adam Gaslowitz & Craig Frankel of Gaslowitz Frankel LLC

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Adam Gaslowitz, Stephanie Brun de Pontet, Jim spratt, Craig Frankel

Adam Gaslowitz, Stephanie Brun de Pontet, Jim Spratt, Craig Frankel

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there any tax advantages of transferring the business to the next generation?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this episode, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Stephanie Brun de Pontet of The Family Business Consulting Group and James D. Spratt, Jr. of The Bowden Spratt Law Firm, P.C. The topic of their discussion is “Transitioning Business to the Next Generation.”

photo 2ABOUT JIM SPRATT: As a partner/shareholder at The Bowden Spratt Law Firm, P.C., Jim focuses his practice on wealth transfer planning, business succession, and charitable giving. With his thirty plus years of experience in resolving trusts and estates matters, tax-related issues, and tax and probate controversies connected to trusts and estates. Jim is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the State Bar of Georgia, the American Bar Association, and the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, and he is the current State Chair. He is also listed in the 2014-2015 edition of The Best Lawyers in America in the Trusts and Estates category. Jim is a current Trustee of The Georgia Federal Tax Conference and a Council Member of the RPTE Section. He is a frequent lecturer and panel member for continuing legal education programs.

photo 1ABOUT STEPHANIE BRUN DE PONTET: As a senior consultant of The Family Business Consulting Group, Inc., Stephanie specializes in advising family enterprises facing important transitions. She has extensive experience working with sibling teams and developing training programs to educate next-generation family members. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations. Her work is driven by knowledge and experience from the fields of management, entrepreneurship, and psychology. In addition to her consulting work, Stephanie is a co-author of “Building a Successful Business Board” and “Siblings and the Family Business.” A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Jim Spratt
• website www.BowdenSpratt.com
• phone: 404-523-8337
• email: JimSpratt@BowdenSpratt.com

Stephanie Brun de Pontet
• website www.theFBCG.com
• phone: 678-773-1675
• email: BrunDePontet@theFBCG.com

photo 1 (1)ABOUT GASLOWIZ FRANKEL LLC:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

“HOW WEALTHY FAMILIES CAN TALK WITH THEIR CHILDREN ABOUT WEALTH” with experts Donna Trammell, Barry Frankel, and David Dodson | Hosted by attorneys Adam Gaslowitz and Craig Frankel

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Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

When is the best time to talk to children about money and the family’s wealth? How do you pass values to children instead of just money? How does the generation that created the wealth avoid producing a generation without drive and ambition? How can you educate children to become good stewards of the family wealth? If you ever ask yourself these or similar questions, this episode of “Wealth Matters”, the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!

During this episode of “Wealth Matters,” attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Donna Trammell, Director of Family Wealth Stewardship and Managing Director at Bessemer Trust; Barry Frankel, Partner-In-Charge of the Dispute Resolution Services Group at Habif, Arogeti & Wynne, LLP; and David Dodson, Executive Director and Financial Advisor at Morgan Stanley Wealth Management. The topic of their discussion is “How Wealthy Families Can Talk With Their Children About Wealth.”

??????????ABOUT DONNA TRAMMELL: As a Director of Family Wealth Stewardship and Managing Director at Bessemer Trust, Donna Leads Bessemer’s initiatives with next-generation education, family communication, and governance. She works directly with clients’ families on a range of issues, including tailoring wealth educational programs for individual family members, facilitating family meetings, and helping family members make decisions as a group. Donna shares best practices and practical techniques gleaned from Bessemer’s experience working with multigenerational families. She is a certified 21/64 multi-generational facilitator.

??????????ABOUT BARRY FRANKEL: As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of Habif, Arogeti & Wynne, LLP, Barry is a leader of a team that was named Georgia’s Outstanding Forensic Accounting practice for 2013 (and 2012) by The Daily Report. The services provided by his firm include internal investigations, transaction analysis, business valuations, damages calculations, and related matters. His personal experience includes commercial and domestic cases, and he is also an experienced mediator, an arbitrator, and a court-appointed Special Master/Auditor and Receiver. He works out both Atlanta and Sarasota, FL offices.

??????????ABOUT DAVID DODSON: As a Financial Advisor and Executive Director at Morgan Stanley Wealth Management, David Dodson has been assisting client families and their advisors in devising, planning, and implementing wealth management and transfer strategies for approximately twenty years. Having served as a senior trust and estates specialist, as well as Division Director, with responsibility for the tax attorneys, trust specialists, and insurance specialists within Merrill Lynch’s Wealth Structuring Group from Michigan to Florida, David offers clients valuable perspective on the tools, strategies, and best practices related to the constructive transfer and efficient administration of significant wealth.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

CONNECT WITH OUR GUESTS:

Donna Trammell

Barry Frankel

  • website www.hawcpa.com
  • phone: 404-898-8211
  • email: barry.frankel@hawcpa.com

David Dodson

??????????

ABOUT GASLOWIZ FRANKEL LLC: Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/ partnership disputes; contract disputes; complex commercial disputes; and appeals.

Estate-related fiduciary litigation:

  • Will Disputes
  • Estate Disputes
  • Trust Disputes
  • Guardianships and Conservatorships
  • Appeals
  • Alternative Dispute Resolution

Business-related fiduciary litigation:

  • Shareholder / Partnership Disputes
  • Oppression of Minority Shareholders
  • Conversion / Misappropriation of Corporate Assets
  • Business Divorces

Securities and investment arbitration and litigation:

  • Breach of Fiduciary Duty
  • Churning, Excessive and Unauthorized Trading
  • Unsuitable Investments
  • Elder Financial Abuse
  • Failure to Diversify Investments
  • Failure to Supervise Brokers
  • Improper and High Pressure Annuity Sales
  • Private Placements and Limited Partnerships
  • Non-traded REITS
  • 401k, IRA, and other Pension / Retirement Abuse
  • Ponzi Schemes and other Investment Frauds

Charitable Giving: Expert Tips from Donna Barwick, Ty Tippett, and Stephen Berman on Radio Show “Wealth Matters” by Adam Gaslowitz and Craig Frankel

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Craig Frankel, Adam Gaslowitz, Stephen Berman, Donna Barwick, Ty Tippett

Craig Frankel, Adam Gaslowitz, Stephen Berman, Donna Barwick, Ty Tippett

How much of the charitable planning should be tax-motivated and how much should be purpose-motivated? What is the difference between various forms of charitable giving? If you ever ask yourself these or similar questions, this episode of “Wealth Matters”, the radio show where we discuss the opportunities and challenges of preserving and managing wealth is for you!

During this debut of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel interview Donna Barwick, Ty Tippett and Stephen Berman on the topic of Charitable Giving. The show is filled with important tips and hints of giving from both wealth management perspective and the perspective of effectively making a difference in the community.

???????????????????????????????ABOUT DONNA BARWICK: As a Senior Fiduciary Officer at Wilmington Trust Company, Donna brings to the table more than three decades of experience in trusts and estate planning. She previously served as a senior director in BNY Mellon’s Wealth Management group in Atlanta, specializing in wealth management and estate planning strategies for high-networth clients.

Donna shared that she gets to advise her clients not only how to give, but also what to give to. Donna recommends to utilize the Community Foundation in Atlanta as a great tool to find philanthropic organizations to support. Donna also started a great conversation during the show with this opinion: “If dollars don’t make a difference, donors will not stay engaged, so charities should let donors know how donations are used.

Ty Tippett, Shepherd Center FoundationABOUT TY TIPPETT: Ty Tippett is a fundraising professional who is an AV-rated attorney with more than 20 years of experience in the private practice of law and 6 1/2 years in wealth management with a large regional bank. Serving as the Senior Director, Planned Gifts at Shepherd Center Foundation, Ty has been placing a particular emphasis on wills, trusts and estates.

Ty’s advice to his clients who consider donating to the Shepherd Center Foundation, as he shared during the interview, is to learn more about the Center and get involved as a volunteer to see what difference each dollar makes within the community. He also revealed how he got involved with the Shepherd Center Foundation and how it became his “biggest blessing.”

???????????????????????????????ABOUT STEPHEN BERMAN: Founder and Managing Partner at Stephen M. Berman and Associates, Stephen has been a recognized expert and authority in tax strategy, including income tax, estate tax, charitable gift planning and business-related matters. His greatest asset is a creative approach to solving complex tax matters for high-networth individuals, corporate executives, families, LLCs, partnerships, trusts and estates.

Stephen shared with us that he recommends to his clients to “pick the passion with a need and find the right tools to make it happen.” Stephen said “if you don’t have a heart call to make a difference, don’t do charitable giving.” Listen the interview to find out why.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

To view all episodes of “Wealth Matters”, visit this Pinterest board – click here

To watch the video of this episode of “Wealth Matters’ – click here

To watch the video introduction of our hosts – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

Links: 

Donna Barwick website https://www.wilmingtontrust.com/wtcom/

Donna Barwick phone: 404-760-2104

Donna Barwick email: dbarwick@wilmingtontrust.com

Stephen Berman website: http://www.bermanllc.com/ 

Stephen Berman phone: 404-262-2181

Stephen Berman email: sberman@bermanllc.com

Ty Tippett website: www.shepherd.org

Ty Tippett phone: 404-350-7308

Ty Tippett email: ty_tippett@shepherd.org

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.
Estate-related fiduciary litigation:- Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution

Business-related fiduciary litigation:

– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces

Securities and investment arbitration and litigation:

– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds

Adam Gaslowitz and Craig Frankel with Gaslowitz Frankel LLC

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Mike Sammond, Craig Frankel, Adam Gaslowitz, Brandon Keever

Mike Sammond, Craig Frankel, Adam Gaslowitz, Brandon Keever

Adam Gaslowitz & Craig Frankel/Gaslowitz Frankel LLC

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view a special “behind the scenes” video of the interview with Adam Gaslowitz and Craig Frankel, CLICK HERE.