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Craig Frankel, Hugh Wood, Adam Gaslowitz
Hugh Wood/Wood & Meredith
Hugh C. Wood is a partner in Wood & Meredith, LLP, Atlanta (Tucker) Georgia 30084. Mr. Wood has resolved real estate litigation matters and probate litigation matters for over 2 decades in Georgia. At the intersection of fiduciary litigation and real property litigation, Mr. Wood resolved the largest probate estate-related real estate partition action in Georgia history – 7,000 acres. He has resolved numerous complex estate-driven real estate matters throughout north and middle Georgia, jointly-owned Kaolin properties, joint-owned farm property estates, marble interests including resolving interest associated with the Murphy marble belt.
Mr. Wood has resolved numerous estate real estate issues on the Georgia coast. He has reported cases in the Georgia Supreme Court, the Court of Appeals and federal reporters. He has represented John Weiland properties, title insurance companies, numerous national banks and insurance companies all associated with the resolution of disputed land title issues. He is willing to represent client’s estates and defendants in probate and land disputes in superior and federal court in Georgia. He is of counsel to Merolla & Gold, LLP where they maintain fiduciary litigation practice in Florida. He is past President of the Atlanta Bar Real Estate Section.
He attended Auburn University, BS (honors); Univ. of Alabama JD and an LLM from Emory University. He is has been AV rated from Martindale Hubbell for over 15 years and is a member of the Georgia, Virginia and West Virginia State Bars. He is a member of the U.S. Tax Court and is an AJC top rated lawyer for 2015 and 2016.
ABOUT GASLOWITZ FRANKEL, LLC:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
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Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and trusts, fiduciary duties, employment claims, civil rights, and civil appeals. Known throughout the legal profession as a principled, aggressive attorney who gets the job done, Mr. Frankel emphasizes open and frank exchanges with every client, adversary, and the court. As a founding partner of Gaslowitz Frankel LLC, he takes pride in his firm’s ability to create favorable resolutions for their clients, whether through trial or settlements. Mr. Frankel’s approach to his practice is centered on the belief that any successful result must meet both the financial and emotional challenges of his clients. Therefore, in addition to his years of experience in a courtroom, Mr. Frankel is well versed in mediation and alternative dispute resolution techniques.
Robert Port is a business litigation attorney with extensive experience in general commercial litigation and fiduciary disputes involving wills, trusts, estates, guardianships and conservatorships. With an emphasis on representing investors harmed by the misconduct of their stockbroker, investment advisor, insurance agent, or other trusted advisor, Mr. Port has handled court and arbitration cases across a broad range of fiduciary and financial disputes. This includes cases arising from inappropriate investment strategies, unsuitable sales of annuities and life insurance products, failed or unlawfully offered private placements, real estate investment trusts (REITs), excessive trading (churning), unauthorized trading, sale of unregistered securities, and losses suffered as a result of Ponzi schemes.
Millie Baumbusch is a litigator who specializes in fiduciary matters, including disputes concerning wills, estates, trusts, and business interests. Her particular focus is on contested guardianships and conservatorships. Ms. Baumbusch represents clients in all phases of litigation, from filing pleadings and conducting discovery through strategizing for and managing hearings and trials. In addition, she often engages in settlement negotiations to assist clients in resolving their disputes prior to trial, saving resources and permitting them a measure of control over the outcome.
Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.
Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.
Jim Dougherty is a Director in the Technology Services Department at Bennett Thrasher. He has ten years of industry experience and a commitment to customer service. Jim has streamlined internal operations, designed and built networks for small to medium sized businesses and provides outsourced CIO Services.
Elizabeth Faist practices tax law, primarily serving clients in the areas of trusts, estates, and the taxation of tax-exempt organizations. She manages a variety of matters, including gift and generation-skipping transfer tax issues, preparation of estate-planning documents, administration of estates, IRS tax disputes, and tax advice regarding private foundations and public charities. Elizabeth also counsels clients on tax and succession planning for their businesses. Additionally, she provides guidance on how to most efficiently safeguard assets during multigenerational wealth transfers, incorporating insurance planning and charitable giving programs as appropriate.
Attorney Putnam C. Smith represents Main Street business owners and executives, professionals of all types and local, regional and national real estate investors, developers and operators, concentrating on business and commercial real estate transactions and tax and estate planning. Common transactions include start-ups, acquisitions and sales of closely held business, tax-free mergers and reorganizations, asset purchases, leveraged buyouts and joint ventures and partnerships in a wide range of industries.
Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied Early Childhood Education at the University of West Georgia and was a member of the Chi Omega sorority. She began her career at The First National Bank of Atlanta in 1981 as a secretary. Vivian quickly became enamored with numbers and within six months was promoted to Tax Analyst, preparing trust, charitable, employer and estate tax returns. While continuing to pursue a career in Trust and Investment Management, Vivian simultaneously earned her B.S. in Accounting from Georgia State University.
Tim’s passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing practical, customized, and cost effective estate plans. As part of his goal-oriented estate planning process, he first seeks to understand his clients’ goals and needs. His advice focuses on how his clients’ estate planning documents advance your goals. He uses plain English so they know what they need to do in order ensure their plan works the way it was intended. His personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.
Pat is the founder and president of 
Itai D. Tsur is the Senior Director of Planned Giving and Endowment (PG&E) at 
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Jeff Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. His practice 
Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with 
Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of 
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Dr. Mary Gresham is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.
A. Kel Long, III, Esq is a partner at 
Bill Leonard, a partner at 
As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to 