Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages

Craig Frankel, Jillian Wagenheim, Mary Galardi, Adam Gaslowitz

Mary Galardi/Galardi Law

Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the top 50 women lawyers in the state, most recently this year. Mary received her Juris Doctor from the University of San Diego School of Law and her undergraduate degree from Texas Tech University, graduating cum laude.

Mary is active in the Fiduciary Law Section of the State Bar, currently serving as Chair for 2017-18. She is active in the Atlanta Bar Association where she has served as Chair of the Estate Planning Section.

Jillian Wagenheim/Sertus Consulting

Jillian Wagenheim is the Founder and Principal Consultant at Sertus Consulting, LLC. With over a decade of experience in the non-profit sector, she has found her passion facilitating and acting as a change agent, helping nonprofits, individuals and multigenerational families explore next generation engagement in their philanthropy and family enterprises.

Jillian is a highly respected speaker, both nationally and internationally, on the topics of next generation engagement, innovation, values identification and generational personalities and perspectives.

Before opening her own consulting firm, Jillian was Director of Family Philanthropy at the Jewish Federation of Greater Atlanta assisting multigenerational families with engaging the next generation. Prior to that, she held the position of Senior Philanthropic Advisor focusing on Next Gen Major Donors. Jillian has also served as the Director of Membership Services at Ahavath Achim Synagogue, the largest and oldest Conservative synagogue in Atlanta. While there, she implemented programs focused on engaging the next generation in synagogue life which earned the synagogue national recognition with a Gold Solomon Schechter Award. Jillian taught fifth grade for three years in an Atlanta elementary school after earning a BA in Elementary Education at Michigan State University.

Jillian is a certified speaker and consultant for 21/64, a nonprofit specializing in mutigenerational engagement in philanthropy and family enterprise. She is a member of, and holds a Certificate in Family Wealth Advising (CFWA) and a Certificate in Family Business Advising (CFBA) from, the Family Firm Institute.

Jillian can be reached at jillian@sertusconsults.com or 404.272.7555

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.