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Guy Selinka with Streamline Financial Services, Larry Butler with LyfeWell and Fred C. Dawkins, Esq., P.C.

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Steven Julian, Fred Dawkins, Larry Butler, Guy Selinka, Mike Sammond

Guy Selinka/Streamline Financial Services

Streamline Financial Services is a nationally recognized commercial equipment lender. They focus on financing for the construction and transportation industry, which includes all trades and related specialties. They finance all titled equipment from light duty to heavy duty (trailers and trucks) and all non-titled equipment (lifts, chippers, skid steers, earth moving equipment and yellow iron). Streamline also have divisions for fitness, medical, restaurants and software. They even offer working capital loans.

Larry Butler/LyfeWell

The words “Good Health” convey many different ideas, but two things are irrefutable. The need of oxygen and adequate blood flow are essential to a better life, and if either of them becomes restricted in any way whatsoever, the human body will suffer. LyfeWell’s unique blending of two historically proven therapies (E-HBOT) is changing the way people look at their personal health care – for both the short and the long term. Learn more about how LyfeWell can help with stress treatment, especially PTSD treatment.

Fred Dawkins, Esq., P.C.

Fred Dawkins has 25 years’ experience helping employers manage personnel-related legal issues. Mr. Dawkins provides day-to-day counselling on workplace matters; handles discrimination, harassment, and unpaid overtime claims; advises on performance management and disciplinary matters; conducts training for supervisors; and performs workplace investigations. Mr. Dawkins also provides diversity and inclusion training, and counselling on workplace leave obligation requirements.  Mr. Dawkins has tried cases in state and federal court as lead counsel. He has been selected for inclusion in Georgia Super Lawyers for Employment & Labor, selected by practicing attorneys as one of the Best Lawyers in America in Labor and Employment Law, and named one of Georgia Trend’s Legal Elite in Labor and Employment. Mr. Dawkins received his undergraduate degree from Florida State University, and his law degree from the University of Michigan.

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

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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

Anthony Rodriguez with the Aurora Theatre and John Miles with the Law Offices of John M. Miles

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Mike Sammond, Anthony Rodriguez, John Miles, Steven Julian

Mike Sammond, Anthony Rodriguez, John Miles, Steven Julian

Anthony Rodriguez/Aurora Theatre

Under the artistic leadership of Co-Founders and Artistic Directors Anthony Rodriguez and Ann-Carol Pence, now in its 20th Season, Aurora Theatre produces professional live entertainment to suit everyone’s taste. Aurora Theatre is home to over 600 events each year. Two series of theatrical productions, the Peach State Federal Credit Union Signature Series and the GGC Harvel Lab Series, are comprised of the biggest Broadway plays and musicals alongside exciting contemporary theatre. Additionally, Aurora produces concerts, stand-up comedy, children’s programs, metro Atlanta’s top haunted attraction Lawrenceville Ghost Tours, as well as Atlanta’s only professional Spanish language theatre, Teatro Aurora. Aurora Theatre is a world class theatrical facility with two performance venues.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

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To watch the video of this show CLICK HERE.

Phil Stevens with Bed Head Media, JoAnn Holmes with HOLMES@LAW and Rick Onorato with NorthPoint Executive Suites

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Mike Sammond, Phil Stevens, JoAnn Holmes, Rick Oranato, Steven Julian

Mike Sammond, Phil Stevens, JoAnn Holmes, Rick Onorato, Steven Julian

Phil Stevens/Bed Head Media

Bed Head Media is an award-winning creative studio specializing in commercial cinematography, films, print ads and motion graphics. They are a talented team of writers, film professionals, musicians and artists that design and produce high quality media content that meets the needs of their customers. They thrive on the initial process of “ideation”, creating the perfect pitch material and crafting content that tells your story, highlights your product or brand, builds true awareness about your service offering, and speaks to the heart of your target audience.

JoAnn Holmes/HOLMES@LAW

JoAnn “Jo” Holmes is the founder of HOLMES@LAW (www.holmesatlaw.com) where her practice focus is Business Law & Contracts, Trademark & Copyright, and Software & Tech. She works with a broad array of clients including professional service providers, consultants, software and creative content developers, and manufacturers. Having practiced law for nearly 17 years, her goal is to live the firm’s slogan “Your Business Ally™”.

A graduate of Stanford University and Emory School of Law, her career began in the Technology & Intellectual Property (“IP”) practice group of Troutman Sanders, a prominent Atlanta-based law firm. There, she successfully represented a gamut of diverse clients, from startups to multi-billion dollar companies such as Chick-fil-A, Microsoft and WalMart.

Rick Onorato/NorthPoint Executive Suites

At NorthPoint Executive Suites, they believe every professional deserves top quality in every aspect of their business. Therefore they have committed themselves to equipping businesses with the tools needed for their success. They are proud to offer the best quality in technology, amenities, meeting rooms, environment and service. The staff is committed to serve their clients. The support you receive at NorthPoint Executive Suites is second to none. Their on-demand support team will save you time and money as they deal with the everyday typical “housecleaning” tasks of running an office for you. They pride themselves on running a seamless business center with exceptional reliability in the IT department. They take the headache out of the logistics to ensure smooth operation and handle any issues that may arise with urgency allowing you to focus on your business.

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To watch the video of this show CLICK HERE.

 

 

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

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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

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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

 

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

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Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Mike Sammond, Kimberly Shupe, Bryan Howell, Andy Morgan

Kimberly Shupe/Fenski Automotive

Fenski Automotive Center is conveniently located and now celebrating 10 years at 1010 Peachtree Industrial  Boulevard in Sugar Hill. Since 2004, they have provided complete auto repair services on your domestic, Asian and  European vehicles with the goal of helping you keep them up to 300,000 worry-free miles as they are designed to do. They understand the value of preventive maintenance and their industry certified technicians strive to offer each customer a consultation they can trust. Fenski Automotive Center… Helping you LOVE  your vehicle much longer than your loan!

Bryan Howell/Parker Young Constructioin & Firestar

Complete disaster restoration from fire, water, storm and mold for homes and businesses in Georgia and the Southeast. Parker Young Construction and Firestar are the Gwinnett Chamber of Commerce’s July 2014  Business of the Month award winners.

 

Andy Morgan/The Morgan Law Group

The Morgan Law Group is a full service and transactional law firm providing legal counseling and support services to businesses and business owners primarily in the areas of corporate law, business law, and contracts.  Typical transactions would include business formation, drafting and negotiating transaction documents, agreements and contracts, deal structuring, private equity financing and business acquisitions and sales. The Morgan Law Group is the Gwinnett Chamber of Commerce’s August 2014 Small Business of the Month award winner.

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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

Rich Lockhart and Jeff Ely with Magnolia Golf Group, Zachary Bennett with Reformation Productions, Justin Williams with Williams and Williams Law Firm, Carl Odendahl with Pilgrim Mat Services

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Rich Lockhart, Jeff Ely, Carl Odendahl, Justin Williams, Zachary Bennett

Rich Lockhart, Jeff Ely, Carl Odendahl, Justin Williams, Zachary Bennett

Rich Lockhart & Jeff Ely/Magnolia Golf Group

Magnolia Golf Group helps golf tournaments and other special events meet and exceed their fundraising goals and create memorable experiences for their attendees.

Zachary Bennett/Reformation Productions

Reformation Productions is a full service marketing agency focused on helping small and regional sized business grow through using proven, professional marketing techniques and strategies tailored to the specific business to provide the most effective creative possible and the most efficient use of their marketing budgets.

Justin Williams/Williams and Williams Law Firm

Williams and Williams Law Firm is based in the north Atlanta metro area and serves it’s clients in the areas of DUI defense and personal injury. A father and son firm, they are dedicated to providing the community with passionate understanding and dedication to their cases; wisdom from their experience, research, and education; and the results that matter most to their clients. This team of lawyers is fearless in trial and yet fully engaged in client service.

Carl Odendahl/Pilgrim Mat Services

Pilgrim Mats is a facility services company specializing in customized safety floor mat rental for all types of business.  They are also a full-service commercial laundry focusing on textile rental and washroom supplies.