estate dispute attorneys Archives

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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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!

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The “Administrative” Stage of Estate Planning

September 22, 2015 by Mike

Gwinnett Studio

The "Administrative" Stage of Estate Planning

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Adam Gaslowitz, Ronnie Genser, Jeff Scroggin, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “administrative” stage of estate planning with their guests Ronnie Genser and Jeff Scroggin.

Ronnie Genser/Bereavement Navigators

Prior to founding Bereavement Navigators in 2012, Ronnie Genser’s professional background included over 25 years in international and domestic sales, marketing, training, and consulting. In addition to her sales and marketing career, from 2006-2008 Ronnie served on the Board of Directors of the Lewy Body Dementia Association. As a board member and subsequent volunteer, over a five-year period (2006-2011) she created the organization’s support group network of almost 100 support groups, which spanned 36 states and the province of Ontario, Canada. This support group network continues to provide families and care givers the resources to cope with the life changes wrought by Lewy Body Dementia, an incurable, progressive disease that currently ravages 1.3 million Americans.

Ronnie’s successful career path took an unexpected turn after the sudden death of her husband, Dr. Sandy Weinberg, an Associate Professor of Healthcare Management at Clayton State University, as well as an internationally-renowned FDA Regulatory Affairs consultant to the pharmaceutical, medical device, and biologics industries. He died unexpectedly on October 8, 2011 at age 61, after complications from a heart attack, having spent two days in the ICU at Northside Hospital in Atlanta and seven days in the cardio-vascular ICU at St. Joseph’s Hospital.

The things Ronnie learned about what she needed to do after Sandy’s death including how to organize the numerous and unexpected tasks, the resources she found, and the tips she learned, she now shares in her work as a Bereavement Navigator with other widows, widowers, adult children, and other relatives who have lost a loved one, in hopes that her knowledge will make this process and the journey ahead easier for them.

Because Ronnie’s experience also taught her that being well-prepared before a death is one of the greatest gifts you can give a loved one, she also works with healthy couples and individuals to prepare, or in some cases better prepare, their affairs before their own deaths. As a result, Bereavement Navigators offers them and their loved ones the priceless gift of peace-of-mind, knowing the potentially myriad tasks their loved ones will face after their death will be much easier, less time-consuming, and most importantly, less stressful.

Jeff Scroggin/Scroggin & Company, P.C.

Jeff Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 36 years. His practice Scroggin & Company, P.C. is devoted to tax planning, estate planning, business representations, business succession and sales of businesses and properties. He is co-creator of the “Family Incentive Trust” and creator of the “The Family Love Letter.” Jeff practices out of an 1883 house in the historic district of Roswell, Georgia. The building contains one of the largest collections of tax memorabilia in the US. The tax collection was featured in a front page article in the Wall Street Journal on April 15, 2015. Jeff is known for his ability to convert complex, technical information into practical, useable forms. He also hopes he is not as pompous as this bio would seem to indicate.

Jeff serves as a Member of the University of Florida Levin College of Law Board of Trustees. Jeff received the following degrees from the University of Florida: B.S.B.A. (Accounting), 1974; Juris Doctorate, 1977; Master of Laws in Taxation (LL.M.), 1979. Jeff has taught tax law at the University of Florida College of Law and College of Business.

Jeff is a Founding Board member of the University of Florida College of Law Tax Institute and a Founding member of the University of Florida Advisor Network. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner, is rated “AV” by Martindale Hubbell (since 1990) and has been named in Atlanta magazine as a Georgia “Super-Lawyer” (2009, 2010, 2011, 2012, 2013, 2014 and 2015) and “Five Star Wealth Advisor” (2009, 2010, 2011, 2013, 2014 and 2015). He holds a perfect 10 rating from AVVO. Jeff was Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning from 2006-2011 and was Co-Editor of Commerce Clearing House’s Journal of Practical Estate Planning from 2004-2006.

Jeff’s professional affiliations include: The State Bar of Georgia, the Florida Bar, American Revenues Society, American Tax Token Society, Atlanta Estate Planning Council, Buckhead Study Group, Georgia Planned Giving Council, and the North Georgia Estate Planning Council (President, 2002-2005). He was Chairman of the North Fulton Community Foundation from 2007-2009 and is a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-2010) where he was Co-Chairman of the Long Range Planning Committee and served as Chairman of the Publications Committee. He is a member of the Board of Directors of the Historic Roswell Convention and Visitors Bureau ( 2004-2015), and is a member of the Roswell Rotary Club. He served as Founding Chairman of the Friends of Barrington Hall (2008-2012).

Jeff is the author of over 250 published articles and columns. He was a columnist for Advisor Today Magazine (1997-2010) and a contributing writer to National Underwriter. He has written three books and was recognized by the CFP Board of Examiners for writing one of the best planning articles for the year 2000. His website has been recommended by the Journal of Accountancy for estate planning purposes.

Jeff is a frequent speaker on business, tax and estate planning issues. He has been married for 37 years to Lynn Geiger Scroggin and has three children. His oldest son is a professional blacksmith, his daughter works as a charitable event planner & fundraiser and his youngest son is an Iraq war veteran.

About Gaslowitz Frankel:

If you would like to listen to 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

The “Aging” Stage of Estate Planning

July 22, 2015 by Mike

Gwinnett Studio

The “Aging” Stage of Estate Planning

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Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.

John Montag/Montag Wealth Management

John Montag joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.

As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.

LinkedIn: https://www.linkedin.com/company/a.-montag-&-associates

Dr. Mary Gresham/Atlanta Financial Psychology

Dr. Mary Gresham with Atlanta Financial Psychology is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.

She is active in and belongs to the Georgia Psychological Association, the American Psychological Association, the Financial Therapy Association, the Financial Planning Association and the Purposeful Planning Institute.

Facebook: http://www.facebook.com/atlantafinancialpsychology

LinkedIn: http://www.linkedin.com/in/doctorgresham

Twitter: http://www.twitter.com/docgresh

Kel Long, III/Hendrick, Rascoe, Zitron & Long, LLP

Kel Long, III, Esq is a partner at Hendrick, Rascoe, Zitron & Long, LLP, an estate planning law firm in Atlanta Georgia. Kel has been practicing law for over 25 years and specializes in the following practice areas:

Estate Planning
Wills, Trusts and Probate
Estate Tax Reduction
Estate Freeze Techniques
Tax Planning
Business Succession and Reorganization
Partnerships/LLCs
Corporate Law
Buy-Sell Arrangements
Charitable Planning
Tax Controversies
Settlement/Special Needs Trusts

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

LinkedIn: https://www.linkedin.com/company/hendrick-rascoe-zitron-&-long-llc

About Gaslowitz Frankel:

If you would like to listen to 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! (Click on the arrow below “Listen Live” in top right-hand corner of screen)

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

Twitter: https://twitter.com/EstateDispute

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

How To Protect Our Aging Parents

March 25, 2015 by Mike

Gwinnett Studio

How To Protect Our Aging Parents

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Millie Baumbusch, Paul Black, Metta Johnson, Jeanne Canavan, Craig Frankel

On this episode of “Wealth Matters”, Craig Frankel and Millie Baumbusch discuss how to protect your aging parents with special guests Paul Black, Metta Johnson and Jeanne Canavan.

Metta Johnson/Metta Johnson & Associates

Metta Johnson is Founder and CEO of Metta Johnson & Associates. As an RN, Metta Johnson has served those with chronic and aging illness for over 25 years. After working in oncology for many years, she founded the first inpatient hospice in metro Atlanta, growing the program to one of the largest and most respected in the city. She is nationally certified in oncology, hospice and palliative care. She is a Certified Care Manager. Seeing the need for guidance for seniors in all areas of aging, Metta and her husband Clyde founded Metta Johnson & Associates in 2002. Metta Johnson & Associates provides comprehensive oversight and coordination of overall needs for seniors especially healthcare and living arrangements.

LinkedIn: http://www.linkedin.com/pub/metta-johnson/18/670/647/en

Jeanne Canavan/County DA Office

Jeanne Canavan has been with the DeKalb County District Attorney’s Office for twenty years, and she currently heads the white-collar crime/elder exploitation unit. Under Ms. Canavan’s leadership, the unit has aggressively prosecuted “travelers”, fraudulent repairmen, professional caregivers, investment advisors and family members who have victimized elder citizens. Ms. Canavan has lectured on elder exploitation to attorneys and judges both in Georgia and outside the state, and she frequently speaks to senior citizens to educate them about how to avoid being scammed.

LinkedIn: http://www.linkedin.com/pub/jeanne-canavan/27/396/879/en

Facebook Page: https://www.facebook.com/pages/DeKalb-County-Georgia-District-Attorneys-Office/122623774440873

Paul Black/Brannon + Black

Paul Black’s experience as the son of two parents with big health challenges is what led him to the work he does today. His mother has wrestled with Parkinson’s Disease for more than two decades. His father suffered a major stroke in May 2001. Paul’s active involvement in their care gives him first-hand knowledge of the challenges that many caregivers and family members face.

While attending Georgia State University College of Law, Paul gained invaluable experience interning at the two senior-oriented divisions of Atlanta Legal Aid Society, the Georgia Senior Legal Hotline and the Senior Citizens Law Project. After graduation from GSU Law, Paul was chosen from dozens of applicants nationwide as one of three 2010-2011 Borchard Foundation Law & Aging Fellows.

After completing his fellowship in late 2011, Paul launched his own private practice. He joined Chris Brannon to found Brannon+ Black in January 2014. Today, Paul finds great satisfaction in serving clients across Georgia who need help with elder law issues (including Medicaid & Veterans Benefits eligibility issues, guardianships and conservatorships), estate planning and administration, and special needs planning. Paul is the Young/New Attorneys member of the editorial board for the National Academy of Elder Law Attorneys (NAELA) News, the monthly news magazine for elder law attorneys.

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

Facebook: https://www.facebook.com/pages/Brannon-Black-LLC/278728078861490

ABOUT GASLOWITZ FRANKEL, LLC:

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

Recognizing and Avoiding Triggers That Lead To Estate Disputes

February 25, 2015 by Mike

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:

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