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Craig Frankel, Tony Turner, Katlyn Dennis, Adam Gaslowitz
On this episode of Wealth Matters, hosts Adam Gaslowitz and Craig Frankel discuss the ABCs of asset protection with their special guests Tony Turner and Katlyn Dennis.
ABOUT KATLYN DENNIS
Katlyn Davis started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client Group (both in Palm Beach and Atlanta) from September 2005 through October 2010, and joined NFP Private Client Group in October 2010.
We focus on Personal Insurance for high net worth individuals and families. Reviewing their current programs and placing them with the best carrier and coverage’s for their needs. Most high net worth individuals have very comprehensive programs that need annual reviews and constant review. We can place in all 50 states and have numerous specialty markets for the hard to place risks. We are a boutique hands on firm that concentrates only on personal insurance needs.
Facebook Page: https://www.facebook.com/OneNFP
LinkedIn Profile: https://www.linkedin.com/pub/katlyn-dennis/39/ab8/312
ABOUT TONY TURNER
Tony Turner practices family wealth planning, estate and charitable planning, probate and estate administration and business succession. He is a Fellow of the American College of Trust and Estate Counsel, named a Top 100 Attorney in the United States by Worth Magazine, a Georgia Super Lawyer and has also been one of Georgia Trend Magazine’s Legal Elite.
Mr. Turner graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and a Juris Doctor, both with honors. He received his Master of Laws in Taxation from Emory University, graduating first in his class. Mr. Turner has also passed the Certified Public Accountant examination.
Mr. Turner actively speaks and writes about wealth planning, estate and tax planning and related topics. In 2014, he has given talks such as: “State of the Estate and Gift Tax” (Meeting of the Financial Planning Association of Georgia) and “Love, Sex, Money and Death: Estate Planning Aspects of Divorce” (American Bar Association of Family Law).
Facebook Page: https://www.facebook.com/pages/Cohen-Pollock-Merlin-Small-PC/279710319364?fref=ts
LinkedIn Profile: https://www.linkedin.com/pub/tony-turner/3/759/545
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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Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
Metta Johnson is Founder and CEO of 
Jeanne Canavan has been with the 
Paul’s experience as the son of two parents with big health challenges is what led him to the work he does today. His mother has wrestled with Parkinson’s Disease for more than two decades. His father suffered a major stroke in May 2001. Paul’s active involvement in their care gives him first-hand knowledge of the challenges that many caregivers and family members face.
Gaslowitz Frankel
Robert Port has over 30 years of experience in civil litigation, arbitration and mediation. In addition to handling business and contract disputes, and will, trust, estate, and other fiduciary disputes, Robert has an emphasis on representing investors harmed by the misconduct of their stockbroker, investment advisor, insurance agent, or other trusted advisor.
Millie Baumbusch is a litigator specializing in trust and estate matters. This includes contested will cases, claimes regarding trust and estate accountings, claims for breaches of fiduciary duty andabuses of powers of attorney, and a variety of disputes involving trust and esatte holdings in companies and partnerships.
Kristen M. Lewis practices law in Atlanta, GA with 
Kathy Keeley is the Executive Director of 
Fontaine Lee is currently the Vice President and Business Development Officer with 
ABOUT ALICIA PHILIPP: Alicia Philipp is president of 
A 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 
A founding partner of an Atlanta-based law firm, 
As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation. He is also a volunteer on the Parent Soccer Committee that supports the Buckhead FC soccer club (affiliated with the Metro Atlanta YMCA).
Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School. Just recently he served as a chairman of the Search committee for St. Anne’s new rector.
With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.
ABOUT JIM SPRATT: As a partner/shareholder at 
ABOUT STEPHANIE BRUN DE PONTET: As a senior consultant of 
ABOUT GASLOWIZ FRANKEL LLC:
ABOUT DONNA TRAMMELL: As a Director of Family Wealth Stewardship and Managing Director at 
ABOUT BARRY FRANKEL: As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of 
ABOUT DAVID DODSON: As a Financial Advisor and Executive Director at 
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.
