Do I Need a Trust?

Richard Barnes/Barnes Law LLC

Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and estate planning and fiduciary litigation. Richard is a Fellow of the American College of Trust and Estate Counsel and a Past Chair of the Fiduciary Law Section of the State Bar of Georgia, where he continues to serve on its Trust Code Revision Committee. Richard is the founder of a new blog on issues regarding estate and life planning found at www.leavewell.com.

Caroline Bradshaw, Cumberland Trust

Caroline Bradshaw, the Senior Vice President & Managing Director, Trust Administration, joined Cumberland Trust as a trust officer in 2007. Caroline is responsible for relationship management and account administration, with a focus on high net worth families and their needs. As a managing director of the personal trust administration department, she mentors trust officers and their teams, building connections with administrators, external advisors, and clients.

Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana.

CLICK HERE to watch the video of this show.

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.