Garrett Ervin, Author at Business RadioX ® Page

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

Joe Skopitz with Centennial Olympic Park, Maureen Kornowa with Gwinnett Children’s Shelter and Vanessa Anderson with Covenant Christian Ministries Academy

January 28, 2015 by Garrett Ervin

Silver Lining in the Cloud

Joe Skopitz with Centennial Olympic Park, Maureen Kornowa with Gwinnett Children's Shelter and Vanessa Anderson with Covenant Christian Ministries Academy

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Joe Skopitz, Maureen Kornowa, Vanessa Anderson, Dom Rainey

Joe Skopitz/Centennial Olympic Park

Less than two decades ago, Centennial Olympic Park’s neighborhood was a run-down part of town. That all began to change on the day Atlanta Committee for the Olympic Games CEO Billy Payne gazed out his office window and a brilliant inspiration came to him – to convert a multi-block eyesore into a glorious gathering spot for visitors and residents to enjoy during the 1996 Centennial Olympic Games and for years to come. Tremendous support, coupled with the willingness of the State of Georgia to take the lead in the Park’s development and to assume ownership after the Games, transformed a dream into a grand reality – Centennial Olympic Park.

Following the Olympic Games, a large portion of the park was closed and redesigned for daily public use. Today, this unique 21-acre park performs a dual mission: it serves as Georgia’s lasting legacy of the Centennial Olympic Games and it anchors efforts to revitalize residential and commercial development in Georgia’s capital city. The Park sponsors community-wide free events including the Fourth of July Celebration, Music@Noon, the Wednesday WindDown concert series, and Park Market. The Park also hosts festivals, fundraisers and private events. These events, in addition to the normal day-to-day traffic, bring an estimated three million visitors to this urban oasis each year.

Maureen Kornowa/Gwinnett Children’s Shelter

The Gwinnett Children’s Shelter has been serving their community for more than 27 years. This past year GCS has embarked on a new journey with a program called “The Next Step…” where they now help homeless children of all ages along with their young moms. They are also looking to assist young girls who “age out” of the foster care system and those young women who have served in the Armed Forces who find themselves in a homeless situation with children. Their new idea is fresh and unique in that it is designed to keep the family together, determine the cause of the homelessness, and set each guest on a path to sustainability. For more information on “The Next Step…” visit gwinnettchildrenshelter.org.

Vanessa Anderson/Covenant Christian Ministries Academy

Covenant Christian Ministries Academy, a ministry of Covenant Christian Ministries Church, is a fully accredited school (ACSI and SACS CASI) established in 1994 which provides educational services to students both foreign (SEVIS approved) and domestic. Excellent learning opportunities are available at CCMA! Class sizes are moderate to allow individual needs to be addressed. Their academic training, which includes advanced placement and honor’s classes, has produced notable achievements. Student accomplishments include: Zell Miller scholarship recipients, perfect scores on advanced placement exams, and national winners in history, spelling, geography and math, and participants in the People to People Ambassador Program to Harvard in Cambridge, MA.

All students, K5 – 12, are required to take Spanish each year with the goal of developing spoken and auditory proficiency. Latin instruction begins in 3rd grade for their elementary students providing them with additional tools to decipher new vocabulary as formal phonics instruction ends.

Various activities are available to students in addition to the academic rigor – basketball, volleyball, cheerleading, chorus, yearbook, spelling bee, and more. Their basketball program produces true student-athletes with several recruited to NCAA Division I colleges.

OPEN FOR BUSINESS: Al & Guy Karnitz with Ace Truck and Body Repair, Bill Lampton with Championship Communication, Karen Backus with Avion Energy Group, and Megan Lesko with the Gwinnett Chamber of Commerce

January 23, 2015 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Al & Guy Karnitz with Ace Truck and Body Repair, Bill Lampton with Championship Communication, Karen Backus with Avion Energy Group, and Megan Lesko with the Gwinnett Chamber of Commerce

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Guy Karnitz, Al Karnitz, Megan Lesko, Karen Backus, Bill Lampton, Mike Sammond

Al & Guy Karnitz/Ace Truck & Body Repair

Ace Truck Body & Trailer Repair‘s motto “You had a choice and you chose us” has led them through 32 years of growth and success as a full-service operation specializing in body and engine repair and painting of tractor-trailer and medium-size trucks, as well as mobile units to provide on-site repairs.

Since Al Karnitz opened the doors to his company in August 1981, the company has grown from four employees to 38 employees housed in a 33,000 square-foot custom-built repair facility located just three miles from its original location. Over time, the company has become a seven-figure family-run business. The eldest son Guy Karnitz is the general manager. Another son Allan Karnitz is in charge of outside estimating and public relations. The company continues through the generations as grandson Devon Karnitz works as an estimator.

Bill Lampton/Championship Communication

Founded in 1997, Championship Communication helps companies identify their communication problems and find solutions to them. Dr. Bill Lampton also helps leaders learn to speak with “poise, power, and persuasion.” He teaches clients to produce top-quality, cost-effective videos using their iPads or iPhones.

As a keynote speaker, seminar director, and coach, Bill has worked with top-tier clients including the University of Georgia Athletic Association, Gillette, Ritz-Carlton-Cancun, Celebrity Cruises, and the British Columbia Legal Management Association. He wrote a popular book, “The Complete Communicator: Change Your Communication, Change Your Life!” His motto is “Helping You Finish in First Place!”

Karen Backus/Avion Energy Group

Avion Energy Group gets energy providers licensed in your state to compete with each other to get you the best pricing. Avion provides an apples-to-apples comparison of best pricing by providing you a list of those suppliers on one sheet of paper where you can see how they compete for your business. They will arrange to have the contract documents prepared for your signature the same day and will notify you when your signed agreement has been accepted by the provider. About 90 days before your contract is about to end, they will contact you to start the process again. You can change suppliers each time your contract is up for renewal, yet remain a client of Avion Energy for years to come, and the best part is their service is totally free because they are paid by the providers.

Megan Lesko/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum where business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public service communities come together to advance the region’s economy and enrich Gwinnett’s quality of life.

Holly Berggren with RevLocal, Dan Rustin with Monitor Pest Control, and Christine Steck and Kelly Gillam with Lanier Tent Rental

January 21, 2015 by Garrett Ervin

Silver Lining in the Cloud

Holly Berggren with RevLocal, Dan Rustin with Monitor Pest Control, and Christine Steck and Kelly Gillam with Lanier Tent Rental

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Holly berggren, Dan Rustin, Christine Steck, Kelly Gillam, Nikole Toptas — Holly Berggren, Dan Rustin, Christine Steck, Kelly Gillam, Nikole Toptas

Holly Berggren/RevLocal

Holly Berggren is the Business development manager with RevLocal. Her job is to help business owners keep up with the crazy Google world we live in. RevLocal is passionate in helping local small to medium-sized businesses compete because they were one of those “little” guys in the Dial-Up Internet segment. However, they learned how to market themselves through Paid Ads and grew to a 60,000 Nationwide Customer Base. Now their whole purpose is in Local Search and helping business owners navigate the ever changing landscape of online searching.

Dan Rustin/Monitor Pest Control

Monitor Pest Control offers one of the best values in the industry for residential pest control services, and also services all types of commercial enterprises . Their Once Per Year Pest Application Service is an exceptional way to keep your home, investment property or commercial property “pest free” year round. Their guarantee is one of the strongest in the industry, and with Monitor Pest Control you save money on unnecessary repeat applications which most other pest control companies use as a means to generate revenue. Their application process eliminates the need for these repeat visits. Why pay for services you don’t need when you can work with Monitor Pest Control and their best in the industry guarantee for your pest control needs?

Christine Steck & Kelly Gillam/Lanier Tent Rental

Lanier Tent Rental is conveniently located – and now celebrating 25 years – at 534 Mill Street in Gainesville. The name says Tent, but they do so much more. They always strive to provide the highest level of service with quality products at competitive prices in the Northeast Georgia and surrounding areas. They provide rental equipment for a variety of functions and events. They work with community centers, colleges, grand openings, corporate events, weddings and many more. They offer free consultations and site surveys.

Lanier Tent Rental invites you to their showroom any time. While pictures are worth a thousand words, there is nothing like seeing the items in person. You can bring your caterer, florist, event planner, family, friends, or whomever to join you. A showroom visit may help you get ideas to personalize your event, and make your vision come to life.

Lanier Tent Rental makes every event an event to remember.

Matthew Dibert with Suwanee Park Tavern, Audrey Blake with Fostering Leadership in You and Robert Fordham with Velo Systems

January 15, 2015 by Garrett Ervin

Gwinnett Business Radio

Matthew Dibert with Suwanee Park Tavern, Audrey Blake with Fostering Leadership in You and Robert Fordham with Velo Systems

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Mike Sammond, Matthew Dibert, Robert Fordham, Audrey Blake, Steven Julian

Matthew Dibert/Suwanee Park Tavern

Suwanee Park Tavern will be opening in January 2015 at Suwanee Town Center. More info to come soon.

Audrey Blake/Fostering Leadership in You

Fostering Leadership in You helps organizations and individuals “Successfully Organize to Achieve Results” or “S.O.A.R.”.

Their goal is to help you S.O.A.R.! They are available to help you or your group tap into the “Leader inside” and maximize your full potential. Through their innovative workshops and presentations, they help inspire your staff or group to become more productive and increase their skill sets. They are fortunate to have an author on staff who has interacted with hundreds of individuals and inspired them to reach their professional and personal goals.

Robert Fordham/Velo Systems

Velo Systems provides virus removal, website design & development, and SEO to individuals and businesses. They offer a wide variety of technology services for both small business and the home. Our award-winning designers bring passion and enthusiasm to every project. From original designs to complete renovations, we have you covered.

Business Communications and Social Media: Lara Sadowski with First Prize Writing

January 14, 2015 by Garrett Ervin

On the Money

Business Communications and Social Media: Lara Sadowski with First Prize Writing

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Lara Sadowski with First Prize Writing joins host Joe Moss to discuss web content, copywriting and business communications including how you can use Twitter, Facebook, blogging and other social media platforms to grow your business.

Lara Sadowski/First Prize Writing

First Prize Writing specializes in copywriting and business communications for individuals and companies. A few of the writing projects they handle are creating and revising web content, preparing articles for publications, ghostwriting blogs, books, e-books and social media sites as well as press releases. This is just a tip of the iceberg! At First Prize Writing, they love words, and they want your words to make your business or project shine.

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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.

Ken Lewandowski with Aviation Institute of Maintenance and Anthony Mitchell with IMPACT! Group

January 8, 2015 by Garrett Ervin

Gwinnett Business Radio

Ken Lewandowski with Aviation Institute of Maintenance and Anthony Mitchell with IMPACT! Group

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Mike Sammond, Ken Lewandowski, Anthony Mitchell, Steven Julian

Ken Lewandowski/Aviation Institute of Maintenance

The AIM – Atlanta campus is part of the nation’s largest family of aviation maintenance schools, with headquarters in Virginia Beach, VA. Through AIM’s FAA-approved aviation program, students prepare for a high-flying career in aviation maintenance. AIM Atlanta also is home to a comprehensive combination welding program. Students in both areas learn the skills necessary to become successful in two of the world’s fastest growing industries, aviation maintenance and welding. AIM graduates are there to meet the increasing global demands of commercial, cargo, corporate and private aviation and equipment manufacturing employers. AIM’s other campuses are located in Chesapeake, VA and Manassas, VA, Dallas, Houston, Indianapolis, Kansas City, Oakland, Las Vegas, Orlando and Philadelphia.

Anthony Mitchell/IMPACT! Group

The IMPACT! HomeOwnership Center was added in 1994 to meet the needs of first-time homebuyers and residents in danger of losing their homes to foreclosure, and it shortly thereafter became a HUD-Certified Housing Counseling Agency. The center today helps prevent foreclosures in Gwinnett County and greater Atlanta through group classes and free individual counseling sessions. The center also provides housing counseling, down payment assistance, and financial counseling services to first-time home buyers, current homeowners, and the general public in Gwinnett County and northeast Georgia.

Lara Sadowski with First Prize Writing and Bill Scott with WallyPark

December 17, 2014 by Garrett Ervin

Silver Lining in the Cloud

Lara Sadowski with First Prize Writing and Bill Scott with WallyPark

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Lara Sadowski/First Prize Writing

First Prize Writing is a freelance copywriting business specializing in marketing communications for individuals and companies. They can create effective website content, marketing brochures and other marketing collateral, ghostwrite e-books, books, blogs and social media sites as well as speech-writing… and that just scratches the surface! FPW would be happy to meet with you to discuss your specific writing and communications project.

Bill Scott/WallyPark

WallyPark‘s premier brand of airport parking is expanding from coast to coast, and their first-class service and unbeatable amenities are raising the bar on airport parking. With added perks, which include Shuttles departing every five minutes and secured 24/7, 365 day-a-year parking, the word is spreading of the WallyPark difference.

From the moment you pull into WallyPark, you can relax. They’re ready and waiting to make your send-off or arrival home seamless. Great locations, well-designed facilities and a friendly smile are just the beginning. They offer secure parking options including uncovered, covered, self park and valet. You will agree that “WallyPark Is Where Great Trips Begin and End!”

Dr. Alan Wang with Salude, Cappi Arneson with Foster & Witmer and Mike DiLeone with Lanier Islands

December 11, 2014 by Garrett Ervin

Gwinnett Business Radio

Dr. Alan Wang with Salude, Cappi Arneson with Foster & Witmer and Mike DiLeone with Lanier Islands

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Steven Julian, Dr. Alan Wang, Cappi Arneson, Mike DiLeone, Mike Sammond

Dr. Alan Wang/Salude

Salude is a 46,610-square-foot, upscale transitional care and rehabilitation facility focused on providing exceptional care in a state-of-the-art environment. Helping patients recover is as much of an art as it is a science, and Salude combines clinical excellence with beautiful surroundings as a way to enhance the health and wellness of every person who passes through the doors.

Cappi Arneson/Foster & Witmer

Established in 1976, Foster & Witmer specializes in all types of insurance coverage with a focus on hard to place risks. If you or someone you know is having a difficult time with their insurance, give them a call. Their ability to shop your coverage with several companies allows for the best results in the marketplace.

Mike DiLeone/Lanier Islands

Situated along the shores of Georgia’s Great Lake, Lanier Islands features 1,500 scenic acres, beckoning to families and corporate groups alike. Marrying luxurious amenities with unparalleled natural beauty, a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded. With over 24,000 sq feet of indoor space, multiple unique outdoor function spaces and extensive team-building activities, a meeting at Lanier Islands is never just a meeting – it’s an inspirational experience.