Estate Dispute Archives - Business RadioX ®

Personal Property and Estates: Planning, Appraising and Auctioning

October 28, 2020 by Mike

Gwinnett Studio

Personal Property and Estates: Planning, Appraising and Auctioning

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Allen Venet/SunTrust Bank (now Truist)

Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million – with each including unique personal property. A graduate of Southern Illinois University and the University of Illinois College of Law, he practiced estate planning law and then served as an advisor at the leading trust department in his native Chicago before joining SunTrust, Atlanta in 1995. He is a regular speaker at legal and trust continuing education programs in Georgia, Florida, Tennessee and other states. He and his wife live in DeKalb County where they raised their two sons.

Alyssa Quinlan/Hindman Auctions

Alyssa Quinlan is the Chief Business Development Officer at Hindman Auctions, based in their Chicago headquarters. Hindman is recognized internationally as a leading fine art auction house with 12 offices across the country. With an unyielding focus on client service, Hindman operates more salesrooms in the United States than any other firm and conducts over 100 auctions annually in categories such as fine art, modern design, jewelry and timepieces, fine books and manuscripts, couture and luxury accessories, fine furniture, decorative arts and more. Hindman is home to a team of over 150 experienced professionals and specialists dedicated to providing comprehensive auction services.

Quinlan returned to Hindman following nearly two decades of experience in wealth management, and the art and auction industry with nationally renowned firms including JP Morgan’s Private Bank and Citi Smith Barney Asset Management, Leslie Hindman Auctioneers and Gurr Johns. She oversees business development efforts nationally, in tandem with the firm’s ongoing expansion in locations, services and expertise.

Alyssa enjoys staying involved with local and national organizations where she has served as a charity auctioneer for charitable organizations including Special Olympics, University of Chicago Cancer Research Foundation, Misericordia, and Children’s Home & Aid to name a few. She has been a member of the Ravinia Associates board since 2008 and a member of the Ravinia Woman’s Board since 2017. She was named one of Michigan Avenue Magazine’s “Women of Influence” and was featured in the “Phenomenal Women Project” benefitting Dress for Success. Alyssa received her BA from DePauw University where she studied English Literature and Economics.

CLICK HERE to watch the Zoom video of this episode.

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 watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

October 23, 2019 by Mike

Gwinnett Studio

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

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Craig Frankel, Adam Gaslowitz, Robert Port

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Mike

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Financial Planning in Advance for Long Term Care

April 24, 2019 by Mike

Gwinnett Studio

Financial Planning in Advance for Long Term Care

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Adam Gaslowitz, Brent Eden, David Hultstrum, Craig Frankel

Brent Eden/Nease, Lagana, Eden & Culley, Inc.

Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA.

Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to families, business owners, corporate executives & other individuals of substantial income and/or assets. He also has experience in planning for privately & publicly held businesses, including key person & buy-sell agreement funding.

Brent recommends solutions that are in the best interests of his clients and match their overall planning strategies and objectives. He enjoys collaboration with his clients’ advisors and has a strong commitment to high quality service and innovative solutions.

Brent is extensively involved in many civic organizations including leadership roles and advisory and executive board memberships for various events and committees within the Jewish Federation of Greater Atlanta and the Atlanta Jewish Foundation. He is also a member of the Atlanta Beltline 67 (AB67), a group of leading young professionals who serve as advocates for the Atlanta BeltLine vision in support of the mission of the Atlanta BeltLine Partnership.

Brent obtained his law degree from the Georgia State University’s College of Law, focusing on estate planning and litigation, and holds a Bachelor of Arts degree in political science from the University of Michigan. He is a registered representative of M Holdings Securities, Inc.

David Hultstrom/Financial Architects

David Hultstrom is co-founder and chief investment officer of Financial Architects. He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst (CFA). He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.

Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has also taught in the Certified Financial Planner programs at several universities.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th 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

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

March 28, 2019 by Mike

Business Is Good

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

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Robert Port, Stacy Hanley, Jessica Reece Fagan, Lisa Brown, Craig Frankel

Jessica Reece Fagan/Hedgepeth Heredia Law

Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out of court. Jessica is admitted to appear before the Supreme Court of Georgia, all Superior and State Courts of Georgia, and the U.S. District Court for the Northern District of Georgia.

Jessica is an active member of the State Bar of Georgia, the Young Lawyers Division of the State Bar (“YLD”), and the State Bar Family Law Section. Jessica is a graduate of the State Bar of Georgia YLD Leadership Academy and previously served on the YLD Executive Council. Jessica is also a member of Lawyers Club of Atlanta, and an active member of the Family Law Section of the Atlanta Bar Association and the DeKalb Bar Association.

A native of Augusta, GA, Jessica is a cum laude graduate of The University of Georgia. Jessica earned her law degree, with honors, from Georgia State University. Prior to joining HHR, Jessica practiced at the international law firm of Smith, Gambrell & Russell, LLP.

Stacy Hanley/Leftkoff, Duncan, Grimes, McSwain & Hass

Stacy W. Hanley is a partner at the law firm of Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Stacy practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters.

A native of Atlanta, GA, Stacy graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington & Lee, Stacy played on the first women’s basketball team and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy
was elected to of The Order of the Coif, served as Senior Notes Editor for the International
Journal of Comparative and International Law and was awarded The Real Property Law Section
Award.

Lisa Brown/Brightworth

Lisa has focused her entire career in wealth management for high-net-worth families. “The most rewarding part of my job is helping my clients retire well, with confidence and security about their future.” Her straight forward, results oriented approach appeals to the busy professional.

Lisa is a Partner and Wealth Advisor at Brightworth where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association’s Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th 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

Using State Tax Credits to Reduce Your Income Tax Burden

August 22, 2018 by Mike

Gwinnett Studio

Using State Tax Credits to Reduce Your Income Tax Burden

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Craig Frankel, Brian Sengson, Peter Stathopoulos, Adam Gaslowitz

Brian Sengson/Bennett Thrasher

Brian Sengson is a Manager in the State and Local Tax practice with Bennett Thrasher. Brian specializes in helping clients reduce their effective state tax rates through multi-state tax planning, state credits, and economic development incentives. Brian also provides state tax consulting for M&A due diligence with an emphasis on income/franchise tax, sales and use tax, and unclaimed property.

Prior to joining the firm, Brian managed the tax litigation practice of a national consulting firm specializing in federal and state tax credits for small/medium sized businesses and Fortune 500 companies. Brian earned his Juris Doctorate with honors at Georgia State University and graduated from Lee University Magna Cum Laude with a Bachelor of Science degree, majoring in Business Management. Brian is a licensed attorney with the State Bar of Georgia, and is a member of the Bar’s Tax Law Section in addition to the American Bar Association (“ABA”).

Peter Stathopoulos/Bennett Thrasher

Peter Stathopoulos is a Partner and leads Bennett Thrasher’s State and Local Tax practice. Peter has been practicing in the area of state and local taxation and economic development incentives since 1993. Peter has extensive experience in helping clients reduce their effective state tax rates through multi-state tax planning and in resolving state tax controversies from the audit level through litigation in state trial and appellate courts.

Prior to joining the firm, Peter was a partner with a national law firm and practiced in the area of state and local tax controversy and litigation. Prior to entering private law practice, Peter was a principal consultant in the multi-state tax consulting practice of a Big Four accounting firm. Prior to joining Big Four accounting, Peter was a tax policy attorney with the Georgia Department of Revenue.

Peter has worked closely with state tax and economic development policy makers to represent the business community’s interests. In 2008, Peter helped draft a portion of the Georgia Entertainment Industry Investment Act as well as legislation that expanded a variety of Georgia tax credits to apply to the broadcasting industry. In 2002, he co-chaired a joint Georgia Department of Revenue/State Bar of Georgia committee that help draft Georgia’s current consolidated income tax return regulations. In 2001, he served on the executive committee of the Business Council of Alabama that helped draft Alabama’s privilege tax scheme. In 1995, he was a tax policy attorney with the Georgia Department of Revenue and led the drafting of regulations for many of Georgia’s current tax credits and acted as a liaison with the Governor’s Economic Development Council.

About Gaslowitz Frankel:

CLICK HERE to watch the video of this show.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in HERE on the 4th 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

Retirement Planning for Overworked Business Owners

February 28, 2018 by Mike

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in on the 4th 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

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

September 27, 2017 by Mike

Gwinnett Studio

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

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Millie Baumbusch, Shari Martin, Dale Hughes, Lula Dawit, Craig Frankel

Dale Hughes/Jeremiah

Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge.

A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with businesses of all sizes—including some of Georgia’s most respected companies—for 30 years in the roles of providing legal counsel, advising private shareholders, managing real estate initiatives, and serving in various corporate capacities. He was managing partner for the Atlanta office of the national law firm, Dow Lohnes. He was a Senior Vice President at Cox Enterprises where he worked with the legal department, the real estate department, the family office/foundation and the energy department during his time at Cox.

Now, he and his wife, Cindy run a family business named Jeremiah that focuses on historic buildings, community projects including new business incubation and mentoring. Among their incubation investments are community restaurants, a soccer company and a learning and work performance software company named one of the “Coolest New Businesses in America” by Business Insider. In their real estate and consulting efforts, they focus on renovation and revitalization in historic downtown areas. He also has taught Business Law and Business Ethics as an Adjunct Professor. His priority, however, is family and he is very proud of his three children: Lauren, Lindsey and Luke. Dale is also a mentor to individuals and businesses and has a love for investing in others through volunteering in programs with focuses on the needs of our local communities and individuals. His favorite pastime is driving around in his truck with his daughters’ dogs, Scout and Lucy, thinking about ways to grow and build community.

Lula Dawit/Woodruff Arts Center

Lula S. Dawit was born and raised in Gainesville, Florida and moved to Atlanta in 2010 after completing her JD and Masters in Taxation from the University of Florida. Lula is the Director of Planned Giving for the Woodruff Arts Center. Prior to joining the Woodruff Arts Center, Lula managed Spelman College’s planned giving program. Prior to Spelman, Lula worked as a wills, trusts, and probate attorney in Atlanta.

Lula is an active member of the Fiduciary Planning and Taxation sections of the Georgia Bar. She was a member of the 2014 LEAD Atlanta and is president of the Bernard A. Zuckerman Museum of Art’s advisory board at Kennesaw State University. On her spare time, Lula enjoys reading, camping and visiting national parks

Shari Martin/Cobb Community Foundation

After five years on its Board of Directors including one as Board Chair, Shari B. Martin stepped into the role of Executive Director of the Cobb Community Foundation (CCF) in 2017. Shari’s personal passion is to help others to help others, a phrase which has also become the mantra for CCF.

Shari’s background of 30 years in the wealth management industry provided a firm foundation for her to lead this growing community foundation. She began her career at SunTrust when it was still known as Trust Company Bank in 1986, served as Regional Manager for Synovus Trust Company, then ended her wealth management career as a Principal with Diversified Trust Company. It was there that she learned about the Cobb Community Foundation and the impact it is having in the region. Shari remains a member of the Atlanta Estate Planning Council and is also now a member of Marietta Kiwanis.

Shari was raised in Atlanta and obtained her B.A. from Furman University in Greenville, SC. She has resided in Atlanta since college. She has two grown sons, Michael and Matthew Harvey, of whom she is immensely proud, and is married to the love of her life, Tom Martin. Shari and Tom are active members of North Point Community Church.

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

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

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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How To Protect Your Kids From Estate Disputes

January 25, 2017 by Mike

Gwinnett Studio

How To Protect Your Kids From Estate Disputes

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This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch.

Adam Gaslowitz

As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Mr. Gaslowitz’s approach to his practice is rooted in his belief that his clients need more than just an attorney; they need guidance in making both legal and practical decisions during a time of enormous emotional stress. To his clients, he is a counselor in every sense of the word, providing both expert legal advice and perspective on what really matters. Always keeping his clients’ best interests in mind, Mr. Gaslowitz is also an expert on mediation and alternative methods of resolving estate disputes.

Mr. Gaslowitz graduated summa cum laude from Emory University’s Goizueta Business School, earning degrees in accounting and finance. After business school, he earned a J.D. from the University of Michigan Law School.

Mr. Gaslowitz has served as an expert commentator on CNN and the Layman’s Lawyer. He has given numerous seminars and lectures on estate litigation. As an active member of the community, Mr. Gaslowitz often lectures to groups such as AARP and serves on the Boards of several legal organizations, such as the Atlanta Probate Bar. He is proud to have been honored with many accolades, including being elected as a Fellow of ACTEC, attaining an “AV” Attorney Rating by Martindale Hubbell, and being recognized by Super Lawyers of Georgia annually since 2006.

Craig Frankel

Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and trusts, fiduciary duties, employment claims, civil rights, and civil appeals. Known throughout the legal profession as a principled, aggressive attorney who gets the job done, Mr. Frankel emphasizes open and frank exchanges with every client, adversary, and the court. As a founding partner of Gaslowitz Frankel LLC, he takes pride in his firm’s ability to create favorable resolutions for their clients, whether through trial or settlements. Mr. Frankel’s approach to his practice is centered on the belief that any successful result must meet both the financial and emotional challenges of his clients. Therefore, in addition to his years of experience in a courtroom, Mr. Frankel is well versed in mediation and alternative dispute resolution techniques.

Mr. Frankel attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society. He later attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and a research assistant to Deans Beaird and Brussack. After achieving his J.D. with honors, Mr. Frankel clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit.

Mr. Frankel is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he discusses fiduciary duties and the risks for fiduciaries. Additionally, his successful law practice is balanced with extensive pro bono work. Mr. Frankel currently serves on the Board of Directors of Hillside Hospital, a residential and outpatient facility for severely abused or emotionally disturbed adolescents and their families.

Millie Baumbusch

Millie Baumbusch head shotMillie Baumbusch is a litigator who specializes in fiduciary matters, including disputes concerning wills, estates, trusts, and business interests. Her particular focus is on contested guardianships and conservatorships. Ms. Baumbusch represents clients in all phases of litigation, from filing pleadings and conducting discovery through strategizing for and managing hearings and trials. In addition, she often engages in settlement negotiations to assist clients in resolving their disputes prior to trial, saving resources and permitting them a measure of control over the outcome.

Ms. Baumbusch attended Brown University and obtained a B.A. degree in English literature. She was an Assistant Vice President at Chemical Bank in New York City, where she was a lending officer to middle market companies and held several positions in strategic planning and market research. Ms. Baumbusch attended the Georgia State University College of Law, earning a J.D. cum laude. While in law school, she served as Research Co-Editor of the Law Review.

Ms. Baumbusch is certified in civil collaborative practice and has more than 1,200 hours of hands-on experience with Guardianship and Conservatorship cases. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and related topics.

Ms. Baumbusch’s passion for estate and trust litigation is rooted in the combination of analyzing complex legal issues and being attuned to family dynamics. With cases that often involve clients’ family members, Ms. Baumbusch focuses on the legalities involved and interactions with opposing counsel, while never losing sight of the impact the final outcome will have on her client’s family. She understands that seeking a mediated settlement that would foster a better family relationship is often a more appropriate approach than taking an aggressive stance in litigation. However, each case presents different family, factual, and legal issues, making every day a fresh challenge.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in on the 4th 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