Garrett Ervin, Author at Business RadioX ® Page

Recognizing and Avoiding Triggers That Lead To Estate Disputes

February 25, 2015 by Garrett Ervin

Gwinnett Studio

Recognizing and Avoiding Triggers That Lead To Estate Disputes

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Robert Port, Craig Frankel, Adam Gaslowitz, Millie Baumbusch

On today’s episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes.

Robert Port/Gaslowitz Frankel

Robert Port has over 30 years of experience in civil litigation, arbitration and mediation. In addition to handling business and contract disputes, and will, trust, estate, and other fiduciary disputes, Robert has an emphasis on representing investors harmed by the misconduct of their stockbroker, investment advisor, insurance agent, or other trusted advisor.

Robert has handled court and arbitration cases across a broad range of financial misconduct, including cases arising from inappropriate 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.

Robert is AV rated by Martindale-Hubbell, and has been repeatedly selected as a Georgia Super Lawyer. He is the Editor of Georgia Business Litigation, a one-volume comprehensive guide to subjects that business litigators often encounter in their practices, published by the Daily Report and American Law Media (ALM). He also publishes and lectures on investing, securities litigation, and arbitration, including articles in both legal and general interest publications. He has been interviewed ind quoted by a variety of media outlets including the Wall Street Journal, Atlanta Business Chronicle, Atlanta Journal-Constitution and the Daily Report.

LinkedIn: http://www.linkedin.com/in/robertport/en

Millie Baumbusch/Gaslowitz Frankel

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.

A significant portion of Millie’s practice involves contested adult guardianships and conservatorships. Millie is certified in civil collaborative practice. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and other related topics.

Prior to beginning her law practice with Gaslowitz Frankel, Millie was a lending officer to middle market companies at a New York money center bank. During her time there, she held several positions in strategic planning and market research. Millie currently serves on the Board of Directors of the ALS Association Georgia Chapter. Millie joined Gaslowitz Frankel in 2007.

LinkedIn: http://www.linkedin.com/in/milliebaumbusch/en

About Gaslowitz Frankel:

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.

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

Remember to tune in the last 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

BUSINESS NETWORKING GROUPS: Calvin Koon with North Georgia Business Connection and Michael Gifford with National Business Chamber of Greater Gwinnett

February 18, 2015 by Garrett Ervin

On the Money

BUSINESS NETWORKING GROUPS: Calvin Koon with North Georgia Business Connection and Michael Gifford with National Business Chamber of Greater Gwinnett

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On the Money - February 18, 2015 — Michael Gifford, Joe Moss, Calvin Koon

Is it necessary for every business to join a networking group or chamber? What are the benefits of joining these business networking organizations? Host Joe Moss addresses these topics and more with the leaders of two networking groups on this episode of “On the Money“.

Calvin Koon/North Georgia Business Connection

The North Georgia Business Connection is a networking organization dedicated to helping business owners and sales representatives grow their business through education, accountability and networking with other members in their local communities.

They help grow each other and are invested in each other’s success. NGBC builds success through member accountability, educational seminars, community activities, mentor partnerships and more. Members work together as an outside sales force for each other by constantly looking for opportunities to refer business to fellow members through their own contacts, relationships, and opportunities.

Michael Gifford/National Business Chamber of Greater Gwinnett

The National Business Chamber of Greater Gwinnett is a chamber of commerce focused on small business. They are committed to providing their members with the personal service they deserve. Their hands-on, business-to-consumer model offers a unique method of helping their members both attain and retain customers. TNBC of Greater Gwinnett is BIG on small business!

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“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Danny Shoy with East Lake Foundation and Martin Dyhr with CablesAndKits.com

February 18, 2015 by Garrett Ervin

Silver Lining in the Cloud

Danny Shoy with East Lake Foundation and Martin Dyhr with CablesAndKits.com

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Silver Lining in the Cloud - February 18, 2015 — Dom Rainey, Danny Shoy, Martin Dyhr, Nikole Toptas

Danny Shoy/East Lake Foundation

Founded in 1995, the East Lake Foundation collaborates with public and private organizations to provide tools that enable Atlanta’s East Lake residents to build a better future. The East Lake Foundation has become a national model, through Purpose Built Communities, for community revitalization through the support and management of cradle-to-college education at Charles R. Drew Charter School and its early learning partners, mixed-income housing at The Villages of East Lake, and community wellness through programs including The First Tee of East Lake, the East Lake Community Learning Garden, East Lake Healthy Connections and a partnership with the East Lake YMCA.

This approach to building a strong community not only helps break the cycle of poverty, but creates a community where possibility takes place and people of all ages and incomes choose to live. Additional information is available at www.eastlakefoundation.org.

Martin Dyhr/CablesAndKits.com

CablesAndKits is one of the fastest growing privately owned pre-owned/refurbished Cisco network equipment dealers in the US and one of the largest Cisco network accessory suppliers in the world. With an extreme focus on using technology to better reach and service our customers, and to streamline processes, they have quickly become one of the most efficient companies in their industry. They like to think that by focusing on how to make their customers’ experiences better and easier, that they will in turn become a better business overall. At the core of who they are, they want you and your business to be successful.

With a core focus in Cisco products, they have established themselves in a niche market that has given them strong roots within the industry. They continue to build both their core product lines and also auxiliary product lines including networking products, power products, and rack hardware related items. They are also constantly exploring and considering many new product lines as well.

With the strong foundation of business, technology and service, they have been blessed to be a part of the Inc 5000 list of Fastest Growing Companies five years in a row. In 2013, they landed at #29 in their Industry. They also had the honor of being selected as one of the Top 25 Pinnacle Small Businesses in Gwinnett County for both 2013 and 2014 by the Gwinnett Chamber of Commerce.

WINNING IN THE MUSIC INDUSTRY: Jennifer Perry with Lone Wolf Communications and Ken Gregory with 800 East Studios

February 11, 2015 by Garrett Ervin

On the Money

WINNING IN THE MUSIC INDUSTRY: Jennifer Perry with Lone Wolf Communications and Ken Gregory with 800 East Studios

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What are some of the secrets to becoming well-known in the music and publishing industry? For the answer, host Joe Moss interviews Jennifer Perry – a publicist for musicians and authors – and Ken Gregory – a longtime musician, studio manager and composer – on this edition of “On the Money”.

Jennifer Perry/Lone Wolf Communications

Lone Wolf Communications is a public relations and publicity firm specializing in authors, musicians, and artists. They also provide media coaching and interactive “Promote This! DIY Publicity” webinars teaching people how to do their own publicity at the onset of their careers.

Ken Gregory/800 East Studios

800 East Studios houses the most diverse community of experienced music producers, audio engineers and musicians in the Southeast. Their 6400 sq. ft. facility bordering Atlanta’s Freedom Park includes an astounding variety of top quality recording equipment, musical instruments and microphones, all selected and operated by their own seasoned staff of musicians/engineers and producers.

Recording at 800 East Studios is a guaranteed positive experience. They aren’t finished until you’re thrilled with the results. Their track record proves it.

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Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

February 11, 2015 by Garrett Ervin

Silver Lining in the Cloud

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

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Chad Terpstra, Susan Boland Butts, Shannon Brabner, Jesse Lirette, Dom Rainey

Chad Terpstra/People Helping People

People Helping People does not have a one size fits all platform like many other companies in the financial services and insurance industry regarding products and providers. This allows their associates to tailor a solution that best fits the client’s specific needs and future financial goals.

Shannon Brabner & Susan Boland Butts/Hi-Hope Service Center

Hi-Hope Service Center has a 55-year tradition of supporting individuals with developmental disabilities. Now focusing on adults, they provide support by connecting them with integrated opportunities for learning, work and leisure. They believe that individuals with developmental disabilities have inherent value with gifts and abilities to share. Without intentional engagement and support, these gifts may remain hidden and our community may never benefit from their contribution. These individuals are not only a vital resource to our community, but they enrich our lives.

Hi-Hope Service Center is promoting its 2nd annual Gwinnett’s Kids Got Talent Show. The event will be held on Saturday March 28, 2015 at 6pm at Central Gwinnett High School Theater in Lawrenceville, GA.

Jesse Lirette/Skyview Atlanta

Towering nearly 20 stories above Centennial Olympic Park, the Skyview Atlanta Ferris Wheel features 42 climate-controlled gondolas providing guests with breathtaking panoramic views of downtown Atlanta and the surrounding metropolitan area.

Those looking for an even more enhanced experience will enjoy our VIP gondola boasting Ferrari leather seats, glass floor and a longer flight time. And with its convenient location just steps from many of Atlanta’s most popular attractions, SkyView Atlanta is the perfect compliment to your downtown adventure. SkyView. You can see Atlanta from here.

LEARNING FROM THE MASTER: Orlando Lynch with Atlanta Peach Movers

February 4, 2015 by Garrett Ervin

On the Money

LEARNING FROM THE MASTER: Orlando Lynch with Atlanta Peach Movers

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Orlando Lynch left the nightclub business and bought a small moving company in 1987 for $4,500. Today, his moving company employs over 150 people, owns 40 trucks and generates over $9 million in annual revenue. Host Joe Moss interviews a true Atlanta success story – Orlando Lynch, the president of Atlanta Peach Movers – to find out his secrets to success.

Orlando Lynch/Atlanta Peach Movers

Atlanta Peach Movers does more than just bring a truck and load your stuff. They are a complete Atlanta moving service, offering a wide range of additional services to facilitate your move and making sure you have everything you need, when you need it. From state-of-the-art moving techniques to a fleet of trucks adhering to the highest safety standards; from packing and storage to senior moves; Atlanta Peach Movers has the staff and resources to make sure the job is done right. That’s why they are Atlanta’s premiere moving company. Give them a call at 770-447-5121 for a free on-site estimate.

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Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Tricia Alvarez, Ronnie Strawberry and Kellyann Gerrow with Eliot Management Group

February 4, 2015 by Garrett Ervin

Silver Lining in the Cloud

Tricia Alvarez, Ronnie Strawberry and Kellyann Gerrow with Eliot Management Group

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Ronnie Strawberry, Kellyann Gerrow, Tricia Alvarez, Anthony Lewis, Dom Rainey

Tricia Alvarez, Ronnie Strawberry & Kellyann Gerrow/Eliot Management Group

Eliot offers a variety of electronic payment services, terminals, and products to grow your business. They work with businesses owners nationwide, but it’s their personal service that sets them apart. They develop one-on-one relationships with their merchants, helping them develop a program to meet their unique needs.

Jennifer Perry with Lone Wolf Communications and Amy Heskett & Meyghin Harringtion with Century Apartments

January 29, 2015 by Garrett Ervin

Gwinnett Business Radio

Jennifer Perry with Lone Wolf Communications and Amy Heskett & Meyghin Harringtion with Century Apartments

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Mike Sammond, Megan Harrington, Jennifer Perry, Amy Heskett, Steven Julian — Mike Sammond, Meyghin Harrington, Jennifer Perry, Amy Heskett, Steven Julian

Jennifer Perry/Lone Wolf Communications

Lone Wolf Communications began as a public relations and copywriting agency in 2006. Since 2013, their focus has been entertainment publicity. They provide individual client services and consultations, as well as webinars and books for practitioners of the “Do-It-Yourself” movement.

Amy Heskett & Meyghin Harrington/First Communities/Century Apartments

The communities in the Century Collection offer luxury living apartment homes with an emphasis on resident satisfaction and strong identification through the Century brand. Headquartered in Atlanta, GA, they operate in multiple markets across the country including Florida, Georgia, North Carolina, South Carolina and Texas. Century Riverside and Century Sugarloaf are located in Lawrenceville, GA.

The Century Collection creates a convenient living experience by being located near centers of employment, shopping, transportation and entertainment. In addition, they offer a range of on-site amenities that frequently include business centers with WiFi, workout facilities, pools, and tennis courts. With an average age of less than 8 years, their communities are fresh and contemporary.

The Century staff strives to create a consistent experience of quality, value and satisfaction for their residents. Their attention to detail and quality control will offer you the carefree lifestyle you deserve!

Trust Planning Issues Concerning Special Need Individuals

January 28, 2015 by Garrett Ervin

Gwinnett Studio

Trust Planning Issues Concerning Special Need Individuals

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Craig Frankel, Kristen Lewis, Fontaine Lee, Kathy Keeley, Adam Gaslowitz

On this episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust.

The panel will discuss information relating to special needs trust planning and helping families understand their individual roles in a special needs trust.

Kristen Lewis/Smith, Gambrell & Russell, LLP

Kristen M. Lewis practices law in Atlanta, GA with Smith, Gambrell & Russell, LLP. She is a Fellow of the American College of Trust and Estate Counsel, and is a nationally recognized expert on “Special Needs Trust” planning for persons challenged by disabilities. She is an active member of the Special Needs Alliance, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, the American Bar Association, the New York Bar Association Elder Law Section, the State Bar of Georgia Fiduciary Law Section, and the Georgia Planned Giving Council. She recently completed her tenure as Co-Chair of the Long-Term Care, Medicaid and Special Needs Trusts Committee of the Elder Law, Disability Planning and Bioethics Group of the Real Property, Probate and Trust Law Section of the ABA. In her free time, she trains certified service dogs for Canine Assistants based in Milton, GA.

Ms. Lewis received her B.A. degree in French and political science, with highest honors, from Wellesley College in 1981. She earned her J.D. degree from Cornell Law School in 1984. She is admitted to practice law in both New York and Georgia.

Ms. Lewis co-authored an article entitled “Top 15 Tips for Estate Planners When Planning for Special Needs”, published in Probate & Property, Volume 24, Number 2, March/April 2010, which won the magazine’s 2010 Excellence in Writing Award for “Best Overall Article – Trusts & Estates”. She most recently authored an article entitled “The Crime of the 21^st Century: Financial Abuse of Elders” which was published in Probate & Property, Volume 28, Number 4, July/August 2014.

LinkedIn: www.linkedin.com/pub/kristen-lewis/22/901/32

Company LinkedIn Page: https://www.linkedin.com/company/27889

Twitter: https://twitter.com/sgrlaw

Kathy Keeley/All About Developmental Disabilities

Kathy Keeley is the Executive Director of All About Developmental Disabilities (AADD) which focuses on creating a meaningful life for individuals with developmental disabilities through family support, employment and community engagement. Prior to joining AADD, she had her own consulting firm providing strategic planning and business planning to large cities and nonprofits throughout the U.S. She is a social entrepreneur having started the first loan fund for women-owned businesses in the U.S. and the first micro-enterprise association of lenders. She is the former Chief of Staff for a Mayor, launched the Calvert Foundation, and provided technical assistance in nearly 30 counties on economic and business development. Keeley came to AADD to jump off Delta flights and make an impact in her home community with a focus on restructuring one of the longest serving nonprofits focused on developmental disabilities in Georgia.

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

Twitter: https://twitter.com/AADDorg

Linkedin: https://www.linkedin.com/company/aadd

Fontaine Lee/Cumberland Trust & Investment Company

Fontaine Lee is currently the Vice President and Business Development Officer with Cumberland Trust & Investment Company, an independent trust company with headquarters in Nashville, TN. She opened the Atlanta office for Cumberland in the Fall of 2010 and is responsible for business development in Georgia, Florida and South Carolina. Fontaine began her career at Citigroup in Institutional Fixed Income Sales and Trading where she focused on tax-exempt offerings. After receiving her M.B.A from Emory University, she transitioned from capital markets into private wealth management. Since that time, she has held business development roles at Atlanta-based Reliance Trust and with a multi-family office. Fontaine also spent two years at the Coca-Cola Company working in marketing research.

A native of Atlanta, Fontaine is actively involved with the Atlanta Vanderbilt Club and is a graduate of the Atlanta Women’s Foundation Destiny Fund program, and co-authored the L.E.A.D. program for Leadership Atlanta. She sits on the board for the Agape You and Family Center and is on the Marketing and Development Committee for Whitefoord, Inc. She has also served as a board member for Executive Women of Goizueta, the women’s alumni organization for the Goizueta Business School. In addition to her M.B.A., Fontaine has a B.A. from Vanderbilt University.

LinkedIn: http://www.linkedin.com/pub/fontaine-mcdaniel-lee/0/381/1a9

About Gaslowitz Frankel:

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.

If you would like to listen to past episode of Wealth Matters please visit our YouTube Channel.

Remember to tune in the last Wednesday of every month at 8:30 a.m. to listen live to our show!

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

Twitter: https://twitter.com/EstateDispute

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