estate planning Archives - Page 10 of 12

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Garrett Ervin

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

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.

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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Retirement Planning for Overworked Business Owners

February 28, 2018 by Garrett Ervin

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!

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Georgia’s New Power of Attorney Law: What Does It Mean For You?

November 21, 2017 by Garrett Ervin

Gwinnett Studio

Georgia's New Power of Attorney Law: What Does It Mean For You?

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Millie Baumbusch, Blake Melton, Sarah Watchko, Craig Frankel

Sarah Watchko/Hill & Watchko

Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of very few Georgia Certified Elder Law Attorneys (“CELA”) by the National Elder Law Foundation, the only national certifying program for elder law and special needs attorneys.

Sarah graduated magna cum laude from East Carolina University in 2005, and obtained a full merit scholarship to Wake Forest University School of Law, graduating from Wake Forest in 2008. She developed a passion for working with elderly and special needs clients during her time at Wake Forest School of Law’s Elder Law Clinic during the summer of 2007. Upon graduation, this led her to Atlanta Legal Aid’s Georgia Senior Legal Hotline, where she volunteered and eventually worked as a staff attorney. She entered private practice in 2009, and joined her current firm in 2013.

Sarah is a member of the State Bar of Georgia, the Atlanta Bar Association, and the North Fulton Bar Association. She is accredited by the VA and is a member of the National Academy of Elder Law Attorneys, the Georgia Association of Women Lawyers, the Fiduciary Section of the Georgia Bar, the Atlanta Bar’s Estate Planning and Probate Section, and the Atlanta Bar’s Elder Law Section, serving as chair of the Elder Law Section during its 2012-2013 term.

Blake Melton/Synovus Family Asset Management

Blake is a Senior Wealth Strategist at Synovus Family Asset Management, a multi-family office housed within Synovus Financial Corp., N.A. Prior to joining FAM in 2007, Blake was in private practice with Page, Scrantom, Sprouse, Tucker, and Ford. Blake earned his BA in Economics from the University of Colorado at Boulder, his law degree from the University of Georgia School of Law (cum laude), and his LL.M. in tax from the University of Alabama School of Law (summa cum laude). He is also a Certified Financial Planner (CFP®). Blake is a member of the Georgia and Alabama Bars. He is highly involved in the Fiduciary Section of the Georgia Bar, is currently in the leadership of the Section, and is a frequent speaker at professional education programs. He is also a member of the Columbus and Atlanta Estate Planning Councils.

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

October 25, 2017 by Garrett Ervin

Gwinnett Studio

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

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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:

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

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

September 27, 2017 by Garrett Ervin

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!

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

Twitter: https://twitter.com/EstateDispute

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

Financial and Estate Planning Issues Facing Women

August 23, 2017 by Garrett Ervin

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

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Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

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

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

Transitioning the Family Business

June 28, 2017 by Garrett Ervin

Gwinnett Studio

Transitioning the Family Business

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Brian Corbett, Gina Miller, Adam Gaslowitz, Craig Frankel

Gina Miller/Bennett Thrasher LLP

Gina Miller with Bennett Thrasher has twenty years of experience consulting on the valuation of equity interests in closely held and publicly traded companies. They offer valuations for a variety of purposes including estate and gift tax reporting requirements, financial reporting, acquisitions, buy-sell agreements, and employee stock ownership plans.

Brian Corbett/CCG Advisors

Brian Corbett is the founder and Managing Partner of CCG Advisors. He has over 15 years of experience advising the owners of successful privately held businesses as to the value and marketability of their businesses and the alternatives they have in terms of liquidity, exit strategies and accessing growth capital.

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

What To Do When It’s Time For Mom and Dad To Move Out Of The House

April 26, 2017 by Garrett Ervin

Gwinnett Studio

What To Do When It's Time For Mom and Dad To Move Out Of The House

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Robert Port, Page Hall, Melissa Benton, Craig Frankel

Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.”

Melissa Benton/Atlanta Senior Advocates

Melissa’s personal experience in the senior living industry began in 2005. She was the only family member in town, so she began caring for her grandparents in Dunwoody. Senior living options in Atlanta at that time were very limited, especially for a couple who wanted to remain living together. Their needs varied greatly as one spouse was independent and the other was struggling with Alzheimer’s disease. Over the course of 6 years, Melissa experienced first-hand the nuances, both pit falls and successes, of in-home care, independent living, memory care, assisted living, skilled care and finally hospice.

Melissa started her career working in Georgia politics in various capacities as the Chief of Staff to the current Lieutenant Governor, a Lobbyist for the Boys and Girls Club of Georgia, and a Campaign Manager for state and local races. She later moved into the legal realm as the Director of Business Development for a subsidy of the corporate and commercial real estate practices at Greenberg Traurig.
In 2012, a conversation with a friend regarding their family’s struggle with their parents not being able to live at home any longer brought to her attention that many families could benefit from what she learned when going through the same process. While she was passionate about teaching students for five years in Washington, DC, it felt like her calling to help others in crises with aging parents and serving as a voice for the senior population. She returned to Atlanta to work as a Family Advocate and became Co-Founder and President of Atlanta Senior Advocates. She dedicates her work to grandparents, Winnie and Bud, because having the honor to care for them has allowed her to help so many others.

Melissa is an Atlanta native and attends Mt. Paran Church. You can find her seeking the sun in the spring and summer and rooting for her Georgia Bulldogs in the fall.

Page Hall/Everything But The House

Page Hall leads the Atlanta sales and business development team for Everything But The House, the premier national online estate sale auction marketplace specializing in personal property liquidation. Prior to launching Everything But The House’s Atlanta operation in March of 2015, she built a diverse background in sales, retail merchandising, and home decor product design and development. Most recently, Page was a Merchandise Buyer for Atlanta’s own Ballard Designs, for whom she traveled the world seeking design inspiration and working with manufacturers. Before joining Ballard, Page worked in advertising sales for Home & Garden Television and in PR and Marketing for BD Jeffries. These experiences honed her project management skills and gave her a highly trained eye for design. This led to her opening a home decor and lifestyle brick and mortar retail store, which she successfully operated for five years. Her multi-faceted range of experiences have two common threads: a drive for unparalleled customer service and a passion for discovering unique items that make a home special. These skills and experiences give Page a genuine desire to help clients navigate life’s transitions and personal property liquidation and to bring untold treasures to the marketplace where they can find new homes to be loved for years to come.

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

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

July 27, 2016 by Garrett Ervin

Gwinnett Studio

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

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Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.