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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:
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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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.
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.
Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied Early Childhood Education at the University of West Georgia and was a member of the Chi Omega sorority. She began her career at The First National Bank of Atlanta in 1981 as a secretary. Vivian quickly became enamored with numbers and within six months was promoted to Tax Analyst, preparing trust, charitable, employer and estate tax returns. While continuing to pursue a career in Trust and Investment Management, Vivian simultaneously earned her B.S. in Accounting from Georgia State University.
Tim’s passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing practical, customized, and cost effective estate plans. As part of his goal-oriented estate planning process, he first seeks to understand his clients’ goals and needs. His advice focuses on how his clients’ estate planning documents advance your goals. He uses plain English so they know what they need to do in order ensure their plan works the way it was intended. His personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.
Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with 
Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of 
Catalyst Wealth Management
Mighty 8th Media
John Martin Miles
Bill Leonard, a partner at 
As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to 
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 
