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WEALTH MATTERS: Addressing Real Estate Title Issues

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:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

WEALTH MATTERS: Making Financial Sense of Your Divorce

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Michael Bean/Divorce Sense

Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening the burden of each client by thoroughly dissecting the financial elements of the client’s divorce, with a keen focus on what is in his or her best interests. He is committed to helping his clients understand the more complex tax and financial implications of his or her particular case and provide thoughtful, objective solutions to the financial questions an individual must ask when filing for divorce. As both a Certified Public Accountant and Certified Divorce Financial Analyst, Mike is uniquely equipped to recognize frequently overlooked financial hurdles and inequities in the settlement process, from the unforeseen tax ramifications of losing, dividing, or gaining certain assets to the unveiling of hidden assets. Based on his analysis, Mike advises clients on which assets to fight for and the valuation and division of those assets. He also assists in child support and alimony proposals and provides forward-looking income, expense and net worth projections. Mike received his undergraduate degree in Accountancy from Emory University’s Goizueta Business School and completed his graduate work in Financial Planning from Duke University. He is collaboratively trained by the Collaborative Law Institute of Georgia. Mike is former Vice President and Board Member for the Association of Divorce Financial Planners (ADFP), and is an active member of the Institute of Divorce Financial Advisors (IDFA), two of the most nationally recognized and respected professional organizations in the Divorce Planning industry. Mike has been highlighted numerous times for his commitment to his clients and service to Atlanta’s business community, having been featured in Divorce.com magazine and recognized by Atlanta Magazine as a Five Star Wealth Management ‘Best in Class for Customer Service’ for three successive years. During his 25 years as an Atlanta resident, he has developed strong ties to both his clients and the community, founding and running The Georgia Tuition Assistance Program, a 501(c)(3) organization that awards scholarships to children of single parent households due to death or divorce.

JoAnne Donner/Donner Mediation & Coaching

JoAnne Donner MS, CDFA, CDC, CDPC, is a trained, certified and registered mediator whose areas of expertise include divorce, eldercare, civil, workplace, and family conflict. She is also a certified coach and offers services in mediation coaching, divorce coaching, and conflict coaching.  As a mediator, Ms. Donner excels at creating an environment where disputing parties can productively address issues and work toward a mutually-satisfying resolution that considers the needs of both sides. As a divorce coach, she is a supportive ally, helping divorcing individuals successfully navigate the many emotional, financial, and logistical challenges of the divorce process. She serves as a resource for divorce information and professional referrals and also helps clients identify goals and priorities, get organized, and gain credibility and confidence. As a mediation coach, she helps disputants prepare for the pressures, pitfalls, and possibilities of a mediation session. She is a firm believer that pre-mediation preparation can make the difference between a successful outcome at the mediation table or years of wishing something different had been decided on mediation day. In conflict coaching, Ms. Donner helps individuals and families effectively manage relationship and communication difficulties both at home and in the workplace. Ms. Donner is a Magna Cum Laude (first in class) graduate of the Master’s Program in Conflict Management at Kennesaw State University, a graduate of Kent State University, and a member of the Distinguished Alumni Hall of Fame at Cleveland Heights High School in Cleveland, Ohio. She is named in Who’s Who in America, Who’s Who of American Women, Who’s Who in the Registry of Business Leaders, Who’s Who in the Media and Communications and Personalities of America. She is a member of the Golden Key International Honorary. An award-winning interviewer and writer, she has been an active part of Atlanta’s professional community for more than 25 years. She has also been active in Atlanta’s charitable community, donating her time to many worthwhile causes especially those assisting the elderly and the developmentally-disabled. She currently is a corporate sponsor, board member, and past co-chair of the Board of Directors of Visions Anew Institute, an organization that supports and educates individuals and families in the midst of the divorce process. She also contributes volunteer time to The Link Counseling Center, a nationally-recognized facility for psychological counseling in Atlanta, Georgia.

Steve Kirson/Kessler & Solomiany

Steve began his career as a labor and employment lawyer with Ford & Harrison. Steve took a detour from the practice of law and was a Financial Advisor with UBS for half a dozen years, working with business owners and other high net worth individuals. Steve returned to the practice of law fourteen years ago, and has practiced family law exclusively since that time. He is a Senior Attorney with Kessler & Solomiany, a firm practicing exclusively family law, and previously practiced family law with Warner Bates & McGough. Steve is AV rated by Martindale Hubbell, is a Barrister in the Charles Longstreet Weltner Family Law Inn of Court, and has been listed in the Atlanta Magazine Top Family Law Attorneys in Georgia for 2014, 2015 & 2016. Steve’s previous presentations have included the Fiduciary Law Institute of the State Bar of Georgia, the Atlanta Bar Association Estate Planning Section, Emory Business School, Georgia Growth Companies CLE and the Georgia Society of CPA’s. Steve represents business owners, professionals and other high net worth individuals, in divorces, post-divorce modification and enforcement actions, custody and support matters, and prepares prenuptial and post-nuptial agreements.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

 

 

 

WEALTH MATTERS: Getting Your Family Business Ready for Succession

Millie Baumbusch, Michael Blake, Don Bravaldo, John Monahon, Robert Port

Millie Baumbusch, Michael Blake, Don Bravaldo, John Monahon, Robert Port

The things you need to be prepared for when your family business is ready for succession are discussed on this episode of Wealth Matters.

Michael Blake/Arpeggio Advisors

Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in Atlanta. Mike’s background has included work in venture capital, investment banking, and public accounting. For the first eight years of his career, Mike worked in venture capital and investment banking in the U.S. and abroad. Mike started his career running an entrepreneurship program for the US Agency for International Development (USAID) to assist privatizing companies in Belarus, Russia and Ukraine. He also worked for 2 years for Global Partner Ventures, a venture fund that invested in technologies related to the design, production or delivery of weapons of mass destruction in the former Soviet Union, and converted them to civilian applications and market-driven businesses. Since arriving in Atlanta in 2003, Mike has been applying his venture capital and technology venture knowledge in the local ecosystem. Mike co-founded StartupLounge, a nonprofit that helped emerging technology companies in Georgia raise over $10 million through education and networking events. In addition, Mike serves as an educator for entrepreneurs and a competition coach, having helped 7 teams win over $300,000 in cash and $2 million in professional services, as well as helping one team secure funding through ABC’s Shark Tank. In 2005, Mike entered the business appraisal profession full-time, working most recently for Habif, Arogeti & Wynne, LLP (the largest independent public accounting firm headquartered in Atlanta). Mike led HA&W’s effort to become the first appraisal practice in Georgia to earn the International Society of Business Analysts’ Gold Seal of Trust, the only peer review recognition for observing best practices in the business appraisal profession in the United States. Mike has particular expertise in the appraisal of firms in the fields of professional services, information technology, aerospace, and alternative energy. In addition, he has developed specific expertise in the appraisal of emerging technology firms, intellectual property, and intangible assets. Mike is an active educator. He is a Special Instructor of Business Valuation in the Georgia Tech/Emory University TI:GER (Technology Innovation: Generating Economic Results) program. In addition, he is regularly invited to provide instruction on entrepreneurship, corporate finance, and business valuation to graduate level classes at the Georgia Institute of Technology, Emory University, Kennesaw State University, the University of South Carolina, Georgia State University, and the University of Georgia. Furthermore, he regularly provides continuing professional education for his peers in the business valuation profession. Mike earned a Bachelor’s degree in Economics and French (Cum Laude) from Franklin & Marshall College, from which he graduated Phi Beta Kappa. In addition, he holds a Master of Business Administration degree from Georgetown University. Mike is also a member of the Leadership Atlanta Class of 2014. Mike’s additional professional and community-service passions include supporting entrepreneurship through education and nonprofit board involvement, raising awareness of and funding to combat Lou Gehrig’s Disease, promoting alternative energy development through market forces, advocating for de-stigmatizing mental illness and disorders, and expanding the inclusiveness of the Atlanta high technology community. Mike was recognized in 2009 by the Atlanta Business Chronicle for being one of the top 40 Executives Under 40 in the Atlanta area.
Mike speaks Russian, French, and Ukrainian, lives near Atlanta with his wife and two sons, and plays keyboards and vocals for Kickin’ Off the Coverz, a working classic rock cover band.

Don Bravaldo/Bravaldo Capital Advisors

Don founded Bravaldo Capital Advisors in 2006 to provide full-service investment banking to middle market clients, a segment underserved by larger advisory firms. As managing partner, Don has led BCA through successful transactions across a wide variety of industries. Prior to founding Bravaldo Capital Advisors, Don led the middle market group at a Southeastern business brokerage and oversaw all North American mergers and acquisition activity for Hanger Orthopedic Group, Inc., a large, publicly traded, consolidator of orthopedic and prosthetic service businesses. In these roles, Don administered all phases of the mergers and acquisition process, including identifying potential sell side opportunities, packaging businesses for sale, performing business valuations, extending and negotiating offers, conducting due diligence investigations, and managing the formal closing process. Earlier in his career as an auditor with Bennett Thrasher & Co., P.C. and Arthur Andersen LLP, Don coordinated financial reporting engagements and provided business consulting services to clients throughout the Southeast in industries including construction, service, manufacturing, and healthcare. Don is a member of the Georgia Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He graduated Cum Laude with a BS in Accounting from Auburn University. Don is active in his church and enjoys golf, fishing and the outdoors.

John Monahon/Trusted Counsel

John serves as legal counsel to startups and growth companies on corporate and transactional matters. His practice focuses on the full life cycle of businesses, including entity organization, shareholder agreements, licensing agreements, securities offerings, employment agreements, intellectual property registrations and business succession planning. John’s clients include companies in a broad array of industries including technology, consulting, healthcare, media, and food and beverage. John received his B.A., cum laude, in finance and management and a joint J.D./I.M.B.A. from the University of South Carolina. During his studies, John worked in the international joint venture finance division of one of the largest law firms in Asia. His business and legal background gives him a unique perspective that enables him to assist clients in making well-informed legal decisions that achieve their strategic business goals. John is married to his wife Soo, and has 3 young children. He enjoys spending time with his family, watching college football and playing tennis.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

WEALTH MATTERS: Ethical Wills & Value Letters – What Is Your Legacy Other Than Money?

Wealth Matters 8-24-2016

What are Ethical Wills and Value Letters? What will your legacy be, other than money? Attorneys Craig Frankel, Robert Port and Millie Baumbusch answer these questions on this episode of “Wealth Matters”.

Craig Frankel

Craig Frankel head shotCraig 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.

Mr. Frankel attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society. He later attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and a research assistant to Deans Beaird and Brussack. After achieving his J.D. with honors, Mr. Frankel clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit.

Mr. Frankel is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he discusses fiduciary duties and the risks for fiduciaries. Additionally, his successful law practice is balanced with extensive pro bono work. Mr. Frankel currently serves on the Board of Directors of Hillside Hospital, a residential and outpatient facility for severely abused or emotionally disturbed adolescents and their families.

Robert Port

Robert Port head shotRobert 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.

Mr. Port graduated with honors from the University of North Carolina at Chapel Hill with Bachelors of Science in Political Science and Psychology. He then went on to receive his J.D. with honors from University of North Carolina at Chapel Hill.

Mr. Port is “AV” rated by Martindale-Hubbell and has been repeatedly selected as a Georgia “Super Lawyer.” As a widely published expert in his field of practice, Mr. Port’s articles have been featured in the Georgia Bar Journal, the Atlanta Business Chronicle, the Daily Report (an ALM publication), and the Public Investors Arbitration Bar (PIABA) Journal. Mr. Port is the editor of Georgia Business Litigation, a one-volume, comprehensive guide to matters business litigators encounter. Additionally, he has been interviewed and quoted by a variety of media outlets, including the Wall Street Journal, The Atlanta Business Chronicle, TheStreem.com, the Atlanta Journal-Constitution, and the Daily Report.

Mr. Port’s passion for law is rooted in the thoughtful analysis of legal issues, the challenges associated with understanding issues from multiple perspectives, and the rigorous debates over disputed issues of law and fact. He thrives on taking complex legal arguments and presenting them in ways that simplify the complexity and create compelling cases for his clients.

Millie Baumbusch

Millie Baumbusch head shotMillie 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.

Ms. Baumbusch attended Brown University and obtained a B.A. degree in English literature. She was an Assistant Vice President at Chemical Bank in New York City, where she was a lending officer to middle market companies and held several positions in strategic planning and market research. Ms. Baumbusch attended the Georgia State University College of Law, earning a J.D. cum laude. While in law school, she served as Research Co-Editor of the Law Review.

Ms. Baumbusch is certified in civil collaborative practice and has more than 1,200 hours of hands-on experience with Guardianship and Conservatorship cases. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and related topics.

Ms. Baumbusch’s passion for estate and trust litigation is rooted in the combination of analyzing complex legal issues and being attuned to family dynamics. With cases that often involve clients’ family members, Ms. Baumbusch focuses on the legalities involved and interactions with opposing counsel, while never losing sight of the impact the final outcome will have on her client’s family. She understands that seeking a mediated settlement that would foster a better family relationship is often a more appropriate approach than taking an aggressive stance in litigation. However, each case presents different family, factual, and legal issues, making every day a fresh challenge.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

Robert Craig and Millie hosting Wealth Matters

WEALTH MATTERS: So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

WEALTH MATTERS: Financial Management and Life Care Options for Seniors

Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss “Financial Management and Life Care Options for Seniors” on Wealth Matters. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

ABOUT MILES HURLEY

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

THE LAW FIRM PRACTICE: Miles is committed to making the process of planning for the future—our own and that of those we love—as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

  • Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
  • Life Care Planning
  • Veterans Benefits Eligibility
  • Medicaid and nursing home planning
  • Guardianship/Conservatorship
  • Asset Protection
  • Special Needs planning
  • Wills, Trusts and Powers of Attorney
  • Probate and Estate Administration

LEADERSHIP ROLES: Mr. Hurley serves or has served in the following leadership roles:

  • President of the Georgia Chapter of the National Academy of Elder Law Attorneys
  • Founding member and former Vice President of the Life Care Planning Law Firms Association (LCPLFA)
  • Current Chair of the Elder Law Section of the State Bar of Georgia
  • Served as the vice president of the Board of Directors for The Lewy Body Dementia Association
  • Board member Atlanta Theater To Go
  • Board member Estate Planning Council of North Georgia
  • Troop Committee – Boy Scout Troop 74

EDUCATION, PUBLICATIONS AND CREDENTIALS:

  • Undergraduate-Emory University/University of Tennessee, Knoxville; Law – Georgia State University

College of Law

  • Contributor: Alzheimer’s Association – GA Chapter, Quarterly Newsletter; Contributor: Senior Services

North Fulton Quarterly Newsletter

  • Member of State Bars of Georgia and Tennessee

Website: http://hurleyeclaw.com/

ABOUT BARBARA SCURRY

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Website:  http://yourseniorpartners.com/

ABOUT CHRIS FOSTER

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies.  As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

Website: http://ahandtohold.com/

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

WEALTH MATTERS: Will or Trust: What is the Best Estate Planning Document for You?

Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

ABOUT MELISSA WALKER

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.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Website: http://www.salowalker.com/

ABOUT LORAINE DISALVO

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.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014.
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter.
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally.
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics.

Website: www.morgandisalvo.com

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

 

WEALTH MATTERS: What You Need to Know About Protecting Your Digital Assets

Millie Baumbusch, Putnam Smith, Elizabeth Faist, Jim Dougherty, Craig Frankel

Millie Baumbusch, Putnam Smith, Elizabeth Faist, Jim Dougherty, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Craig Frankel discuss “What You Need to Know About Protecting Your Digital Assets”. Guests include Jim Dougherty, Technology Services Director at Bennett Thrasher LLP; Elizabeth Faist, Associate at Sutherland LLP; and Putnam Smith, Attorney at Lipscomb, Johnson, Sleister, Dailey & Smith LLP.

ABOUT JIM DOUGHTERY

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.

Prior to joining Bennett Thrasher, Jim was the Chief Operating Officer for Graves Technology Group, LLC. Jim joined Graves Technology in 2010 and focused on streamlining process and procedures for day-to-day activities. He got his start at an L.A. based IT Service Company providing technical support and project management.

Jim graduated from Loyola-Marymount University with a Bachelor of Business Administration degree, with an emphasis in Information Technology. He views IT as a tool for businesses to leverage and design network plans around not only their day-to-day operations, but also their goal for growth in the future.

Website: http://www.btcpa.net

ABOUT ELIZABETH FAIST
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.

Prior to joining Sutherland, Elizabeth practiced at a law firm in Sarasota, Florida where she drafted estate plans, prepared federal and state filings for tax-exempt organizations and administered estates and trusts. Elizabeth provided research assistance to Professor Patricia E. Dilley during the LL.M. program, and, while in law school, she served as a judicial extern for the United States Bankruptcy Court, Middle District of Florida.

Website: http://www.sutherland.com

ABOUT PUTNAM SMITH
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.

He has practiced corporate law in Atlanta and the surrounding metropolitan area since 1988, initially with Nall & Miller, LLP and later with Robert W. Fisher, P.C., a tax boutique that was instrumental in the creation of Nextel and a number of international ventures in the telecommunications industry before disbanding in 1994. Before attending law school, he incorporated Jimmy Carter’s 1976 presidential campaign and worked as a legal assistant with other leading Atlanta law firms, including King & Spalding, LLP and Kilpatrick Stockton, LLP, gaining invaluable experience with public corporations and investment banks.

During his tenure with Lipscomb, Johnson, Sleister, Dailey & Smith, LLP, Mr. Smith has handled private equity investments in shopping centers and industrial and commercial property in several southeastern states, land assemblages requiring services ranging from quiet title actions to road closures and a $116 million buyout to resolve a shareholder’s dispute involving a closely held technology business.

Website: http://www.lipscombjohnson.com/

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

WEALTH MATTERS: Do The Children Want Our Antiques? Personal Property and Your Estate Plan

Millie Baumbusch, Spalding Nix, Roger Kirschenbaum, Robert Port

Millie Baumbusch, Spalding Nix, Roger Kirschenbaum, Robert Port

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Robert Port discuss “Do The Children Want Our Antiques? Personal Property and Your Estate Plan”. Guests include Roger Kirschenbaum, owner of Roger A. Kirschenbaum PC and Spalding Nix, owner of Spalding Nix Fine Art.

ABOUT ROGER KIRSCHENBAUM

Roger Kirschenbaum, WJRRoger Kirschenbaum obtained his undergraduate degree (B.A., 1978) from Brown University He began his practice of law in 1981 after his graduation from the Emory University School of Law. In 1985 he received a Master of Laws in Taxation degree from Emory. He is a member of both the Georgia Bar and New York Bar. Roger is a member of the Atlanta Estate Planning Council, served as Chair of the Estate Planning and Probate Section of the Atlanta Bar Association (2014-15), and serves on the Emory University Gift Planning Advisory Council. Roger has been a public arbitrator for the National Association of Securities Dealers, Inc.

Roger was counsel to a client for a significant donation of an art collection to the High Museum of Art. Roger has expertise in probate matters relating to wrongful death negligence cases and has presented “The Role of the Personal Injury and Probate Attorney in Negligent Death Cases” with Laurie Speed for the Atlanta Bar Association in November 2011 and December 2013.

His primary areas of practice include estate planning, probate and estate administration, general corporate and business law, and related tax planning matters. Roger’s clients are mainly high net worth individuals and closely-held business owners for whom he plans the methods to achieve both fundamental and complex estate, business succession, and charitable goals.

Website: http://www.wjrlaw.com/our-attorneys/roger-a-kirschenbaum/

ABOUT SPALDING NIX

Spalding Nix, Spalding Nix Fine ArtAtlanta native Spalding Nix has a long history in the Atlanta art world – interning at the Heath Gallery, working at Jackson Fine Art, and opening his eponymous gallery in 2003. Spalding Nix majored in both Art History and Studio Art at the University of Virginia. After working at Jackson Fine Art after college, Spalding attended the University of Georgia’s School of Law specializing in Intellectual Property and International Law.

During his undergraduate and law school summers, Spalding worked at The National Gallery of Art on their Design and Development team and in the General Counsel’s Office of The Smithsonian in Washington, D.C. After passing the Georgia Bar, Spalding worked for Sotheby’s in their Client Development group working closely with Sotheby’s Appraisal and Valuations Department.

In the fall of 2003, Spalding opened Spalding Nix Fine Art. After working at Sotheby’s in New York, Spalding saw an opportunity to purchase 18th and 19th century paintings at auction in Europe and offer them to the Southeastern market. Additionally, Spalding followed his love for contemporary art with regular “Boutique Shows” at his gallery with artists like the ceramicist Garth Johnson and the painter Comer Jennings while serving on the board of MOCA GA.

Today, Spalding’s gallery highlights the best of contemporary art from abstract artists like Katherine Sandoz and Sally King Benedict to more traditional realists like Marc Chatov and Sarah Lamb. The gallery is unique, because it has moved beyond the white box of most contemporary galleries. It offers the work in a sumptuous setting with period antiques emphasizing the allure of the mix. “The Mix is IN,” says Spalding. “Mixing the old with the new allows both pieces to sing and truly reflects the collector’s taste. The “Golden Rule’ for any collector must be “Buy what you love!” Spalding’s gallery takes advantage of multiple platforms from 1stdibs to Facebook to promote his artists.

In addition to dealing art, Spalding is an appraiser valuing art and antiques who recently rediscovered a long lost Norman Rockwell. As an Accredited Member of the American Society of Appraisers, Mr. Nix provides valuation services for donation, estate, insurance, and litigation-related purposes.

As an art advisor, Spalding assists individual and corporate clients like the Fortune 500 company Printpack in navigating the art world by offering confidential and objective advice in the acquisition or sale of fine and decorative art.

Website: www.spaldingnixfineart.com

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

Wealth Matters on the air

 

WEALTH MATTERS: Exit and Succession Strategies for Closely Held Business Owners

Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”.

Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

ABOUT BRYAN P. KOEPP

Bryan joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Website: http://www.regions.com

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

ABOUT CARDEL MCKINSTRY

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP.  Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

Website: www.hawcpa.com

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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

Twitter: https://twitter.com/EstateDispute

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

Wealth Matters ON AIR