estate planning Archives - Page 11 of 12

Helping Mom and Dad Pay Their Bills as They Age

January 27, 2016 by Mike

Gwinnett Studio

Helping Mom and Dad Pay Their Bills as They Age

00:00 /

Millie Baumbusch, Tim Curtin, Vivian Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships” with their guests Vivian M. Wright and Tim Curtin.

Vivian Wright/Common Sense Solutions

Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied Early Childhood Education at the University of West Georgia and was a member of the Chi Omega sorority. She began her career at The First National Bank of Atlanta in 1981 as a secretary. Vivian quickly became enamored with numbers and within six months was promoted to Tax Analyst, preparing trust, charitable, employer and estate tax returns. While continuing to pursue a career in Trust and Investment Management, Vivian simultaneously earned her B.S. in Accounting from Georgia State University.

She is a graduate of Southern Trust School (1991), Cannon Financial Institute, National Trust School (1994) and National Graduate Trust School (1996). In 1992 Vivian was inducted among the distinguished charter designees as a Certified Trust and Financial Advisor. Frequently recognized, Vivian earned Outstanding Performer awards repeatedly during her tenure at both Wells Fargo (then) Wachovia and SunTrust Bank.

Prior to founding Common Sense Solutions, Vivian enjoyed a 20 year career managing fiduciary relationships at The First National Bank of Atlanta, First Atlanta, First Wachovia, Wachovia, now Wells Fargo; NationsBank, now Bank of America; SouthTrust, now Wells Fargo; and First Union, now Wells Fargo. By drawing on her experience with Atlanta’s leading Wealth Management Divisions, Vivian now serves the needs of clients and beneficiaries using her sense of fiduciary duty and compassion. Vivian constantly seeks practical ways to add value by compiling and analyzing client financial resources, reducing redundancy and greatly simplifying financial situations to bring a greater quality of life. Vivian is supported by an experienced and attentive staff dedicated to preserving client retention.

Incorporating in 2001 as Common Sense Solutions, Vivian realized her goal of creating a specialized business providing Private Fiduciary and Personal Bookkeeping services she had previously provided members of the bank’s Board of Directors and their families during her career at the Banks. Vivian enjoys working with the current generations of some of those same families.

Vivian has served on the Board of Directors of The American Association of Daily Money Managers, Lifespan Resources, BreakThru House and she and her husband, Andy Raper, previously served on the Board of Directors for The Men’s Health and Wellness Center. Vivian is also a member of the National Association of Professional Organizers.

Facebook: https://www.facebook.com/Common-Sense-Solutions-Inc-362681707588/

Tim Curtin/Curtin Law Firm

Tim Curtin is the President of Curtin Law Firm. Tim’s passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing practical, customized, and cost effective estate plans. As part of his goal-oriented estate planning process, he first seeks to understand his clients’ goals and needs. His advice focuses on how his clients’ estate planning documents advance your goals. He uses plain English so they know what they need to do in order ensure their plan works the way it was intended. His personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.

In addition to creating estate plans, Tim assists families in navigating the probate process when loved ones pass away, and he establishes guardianships and conservatorships for individuals with special needs and adults who can no longer manage their own affairs. For the past fifteen years, he has served as a court appointed attorney and guardian ad litem for incapacitated adults in the Fulton County, Georgia Probate Court.

Tim believes effective estate planning is critical to our financial, physical, and emotional well-being, and he is grateful for the opportunity to be involved in this process.

Tim is currently serving on the board of the Estate Planning and Probate Section of the Atlanta Bar Association. He is also a member of the Elder Law Section of the Atlanta Bar Association and the Fiduciary Law Section of the Georgia State Bar. He is honored to have received an “AV” rating from the Martindale-Hubbell legal directory, which rating is based upon a review by his peers and is the highest designation awarded. He received his law degree from Wake Forest University and his undergraduate degree from Hampden-Sydney College.

LinkedIn: www.linkedin.com/in/tim-curtin-a0102b82

To watch this program on You Tube, CLICK HERE.

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 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 “Administrative” Stage of Estate Planning

September 22, 2015 by Mike

Gwinnett Studio

The "Administrative" Stage of Estate Planning

00:00 / 0:47:38

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 “End of Life” Stage of Estate Planning

August 26, 2015 by Mike

Gwinnett Studio

The "End of Life" Stage of Estate Planning

00:00 /

Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel — Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

Brandy Wright/Cambridge Wealth Counsel

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

Nick Djuric/Sutherland

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

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 “Planning” Stage of Estate Planning

June 24, 2015 by Mike

Gwinnett Studio

The "Planning" Stage of Estate Planning

00:00 /

Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.

John Howard/Resource Planning Group

John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

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

LinkedIn: https://www.linkedin.com/company/resource-planning-group

Twitter: https://twitter.com/rpgplanner

Richard Morgan/Morgan & DiSalvo, P.C.

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best Lawyers.com “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Facebook: https://www.facebook.com/pages/Morgan-DiSalvo-PC/118280784932490

LinkedIn: https://www.linkedin.com/company/morgan-&-disalvo-p.c.

YouTube: https://www.youtube.com/user/MorganDisalvo/videos

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

Workers’ Compensation Law & More

June 9, 2015 by angishields

BRX National

Workers' Compensation Law & More

00:00 /

E Rowell, M Moebes, D Scott, N Hartman, E McBurney, & M Friedman

Michael Friedman w/ Law Office of Michael H. Friedman, LLC.

A licensed attorney since 1992, Michael H. Friedman has been practicing exclusively in the area of Workers’ Compensation law since 1993. Mr. Friedman has devoted the first 20 years of his practice representing employers and insurance companies, and began representing the injured workers of Georgia in 2011. His past experience representing insurance companies gives him a unique perspective and successful approach to representing injured employees, and sets him apart as an advocate for Georgia workers. Michael Friedman practices all over Georgia and is experienced in handling all types of cases and injuries.

Attorney Michael H Friedman has tried over 100 cases before the administrative law judges at the State Board of Workers Compensation, and has handled appeals to the Appellate Division, the superior courts, and the Georgia State Court of Appeals.

Areas of Practice

100% Workers Compensation

Litigation Percentage

100% of Practice Devoted to Litigation

Bar Admissions

Georgia, 1992
U.S. District Court Northern District of Georgia, 1993
U.S. Court of Appeals 11th Circuit, 1993

Education

Georgia State University College of Law, Atlanta, Georgia
- J.D. – 1992
Georgia State University, Atlanta, Georgia
- B.S. – 1988

Professional Associations and Memberships

State Bar of Georgia, Member, 1992 – Present
State Bar of Georgia, Workers’ Compensation Section, Member, 1993 – Present

Pro Bono Activities

Georgia High School Mock Trial, 1992 – Present

Website Atlanta Law Service GA Workers’ Comp Law LinkedIn

Emily McBurney w/ Kegel McBurney, LLC.

For more than a decade, Emily’s law practice has been primarily devoted to Qualified Domestic Relations Orders (“QDROs”) and other retirement benefit matters. Prior to forming Kegel McBurney LLC in 2012, Emily was a shareholder at the Atlanta law firm of Davis, Matthews, & Quigley, P.C.

Emily is a recognized expert in the field of QDROs, and provides QDRO preparation and consultation services for clients across the country. She is a popular speaker, and is frequently invited to lecture on this subject by legal and professional organizations nationwide. Emily has published numerous articles and contributed to various publications about QDROs. She also writes a QDRO blog for the Huffington Post (http://www.huffingtonpost.com/emily-w-mcburney/).

Emily is a member of both the Family Law and Employee Benefits Sections of the State Bar of Georgia and the Family Law section of the Atlanta Bar Association. She is a member of the Georgia Association for Women Lawyers, Women In Pensions, and a Barrister in the Charles Longstreet Weltner Family Law Inn of Court. Emily served as the Staff Attorney to the Honorable Cynthia D. Wright during the inaugural term of the Family Division of the Fulton County Superior Court in 1998. Emily also served as a Staff Attorney for the United States Court of Appeals for the 11^th Circuit.

Emily graduated, magna cum laude, from Brown University with a B.A. in 1990 and was elected to Phi Beta Kappa. She received her law degree, cum laude, from Harvard Law School in 1995. Emily was raised in New Rochelle, New York.

Website LinkedIn

Nathan A. Hartman w/ Hartman Private Law, LLC.

Nathan Hartman, a resident of the Atlanta community for 16 years, is the principal of Hartman Private Law. Mr. Hartman attended Emory University College, Candler School of Theology, and the Emory School of Law. His professional life has been complimented by service as an Elder of Emory Presbyterian Church, founder of the law school’s E.A.G.L.E. orientation program, and as owner of Alexander Antiques. He very much enjoys the opportunity of sharing what he has learned through his deep commitment to the law and to the community. He invites you to contact him if you or someone you love does not yet have a Will or needs any of the services of a Trusts and Estates attorney.

Website LinkedIn Special Needs Trust Article

Debra Donaldson Scott w/ Vining Financial Services, Inc.

Debra Donaldson Scott is an independent financial planner working at Vining Financial Services, Inc., a full service financial planning firm offering securities through Triad Advisors, Inc., and clearing services through National Financial Services. Debra is a native of Georgia who grew up on a working family farm, earned her Bachelor of Arts in Journalism from the University of Georgia, a Paralegal Certification from the National Center of Paralegal Training, and completed the Certified Financial Planning Program from the University of Georgia. Her informal education through personal life experiences has been as valuable as her formal education to assist in understanding her clients’ concerns and struggles financially. She worked in the metropolitan Atlanta area as a corporate and litigation paralegal for 17 years then obtained her insurance and securities licenses while working for an insurance company in 2000. Debra worked for Wachovia Bank as an officer and financial specialist until 2007 and currently has clients ranging from young professionals to the elderly, small business owners and families. Due to her background with corporate clients and litigation, Debra’s specialties are small business planning and structured settlements. However, she has a soft spot for working with women who find themselves solely responsible for the finances of their businesses or families due to circumstances they did not anticipate such as divorce. Debra enjoys teaching clients the fundamentals of planning for immediate, short term and long term financial goals and covers cash flow analysis, risk management, and investment planning including preparing for retirement, college and windfalls such as awards from lawsuits and inheritances.

Website Facebook LinkedIn

Michael Moebes w/ Moebes Law, LLC.

Michael Moebes began his professional career as a client representative with IBM before resigning to attend law school at Georgia State University in Atlanta. He spent three years representing employers and insurers at the insurance defense law firm of Drew, Eckl & Farnham in midtown Atlanta before joining the legal team at Liberty Mutual Insurance Company for two years. These five years taught him how insurers evaluate injury claims in terms of validity and financial exposure in addition to teaching him about the nuances of practicing injury law throughout the great state of Georgia.

In 2009, Mr. Moebes started Moebes Law, LLC and has passionately represented the injured ever since. In fact, he has recovered millions of dollars and won the right to countless medical procedures in the course of his representation of injured workers and veterans since starting his firm. He is active in the National Organization for Veterans’ Advocates, the Workers Injury Law and Advocacy Group, and numerous local and national bar organizations.

Mr. Moebes has been named a “Rising Star” by the Georgia “Super Lawyers” organization, an honor given to 2.5% of attorneys in their practice field as voted upon by their peers. He has also been named among the “Legal Elite” by GeorgiaTrend magazine. He has lectured at the Georgia Trial Lawyers annual convention, the “Fundamentals of Law Practice” course at Georgia State University College of Law, and the “National Return to Work Week” radio show.

When not practicing law, Lieutenant Colonel Moebes serves as a Medical Service Corps officer with the U.S. Air Force Reserves. He has deployed three times in support of Operation Iraqi Freedom: twice to Balad Air Base, Iraq and once to Andrews AFB, Maryland. In the course of his decorated military service, he has facilitated the aeromedical evacuation of thousands of wounded warriors, and he participated in the Jessica Lynch rescue mission in 2003.

Website LinkedIn Facebook Twitter

Hold your Workers Compensation Depositions, client consultations, and Meditations in professional and neutral Atlanta Conference Rooms. Peachtree Offices offers 30+ rooms across metro-Atlanta for attorneys.

How To Protect Our Aging Parents

March 25, 2015 by Mike

Gwinnett Studio

How To Protect Our Aging Parents

00:00 /

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

Estate Planning Issues in High-End Divorces

October 22, 2014 by Mike

Gwinnett Studio

Estate Planning Issues in High-End Divorces

00:00 /

Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel — Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

Attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

Randy Kessler/Kessler & Soloimiany

A nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School.

Phone: 404-688-8810
Email: rkessler@ksfamilylaw.com

Larry Freiman/MendenFreiman LLP

A founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute.

Phone: 770-379-1450
Email: lfreiman@mendenfreiman.com

Georgia O’Brien/Family Financial Management

A Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst.

Phone: 404-850-7930
Email: georgia@trustffm.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

INFOGRAPHIC: Divorce Statistics in the U.S.

April Rooks with Cornerstone Personal Development, Jim Miskell with Estate Planning of Georgia, Stan Shkilnyi with the Barrow Group, and Art & Denise Picus with Sports Image

October 2, 2014 by Mike

Gwinnett Business Radio

April Rooks with Cornerstone Personal Development, Jim Miskell with Estate Planning of Georgia, Stan Shkilnyi with the Barrow Group, and Art & Denise Picus with Sports Image

00:00 /

Mike Sammond, April Rooks, Jim Miskell, Denise Picus, Stan Shkilnyi, Art Picus, Steven Julian

April Rooks/Cornerstone Personal Development

Cornerstone Personal Development is a team of management professionals providing training and development for business in North Georgia through innovate seminars, events and on-site leadership development programs. Their objective is to assist organizations in developing healthy cultural habits, defining boundaries and expectations that provide structure, improve productivity and help with conflict resolution. By also working with teams and individuals they are able to provide character development to improve work ethics and build life skills. They believe if you wish to build a better company, invest in people.

Jim Miskell/Estate Planning Law Group of Georgia

The Estate Planning Law Group of Georgia provides peace of mind removing undue anxiety for their clients; whether it’s working with families to create an asset protection plan for elder years, or documenting decisions made in advance of a crisis for healthcare and financial wishes, they help families to legally prepare for what the future holds.

Stan Shkilnyi/Barrow Group

The Lion is more than a symbol to them. Its strength is at the heart of everything they do. The experience of the Barrow Group in the temp staffing and Film/TV production industries allows them to design an insurance program specifically for your company. Ares of expertise and coverage include workers compensation, general liability, and group health benefits. Why settle for the help of an “insurance agency” when you can have the Barrow Group’s staffing industry & film production industry experience work for you.

Art Picus & Denise Picus/Sports Image

Sports Image is an all-inclusive sports marketing and event management firm helping schools and grassroots organizations nationwide. Through sponsorship activation, they strive to help organizations get free equipment and funding for their programs. They help to “take the PAY out of PLAY.”

Estate Planning and Veteran’s Benefits Made Easy – Victoria Collier

December 20, 2012 by angishields

Eugeria

Estate Planning and Veteran's Benefits Made Easy - Victoria Collier

00:00 /

From her early years, Victoria Collier has had a passion for serving the senior community. As a high school student, she worked as a nurse’s aide in a nursing home. She wanted to go to college, so she enlisted in the Air Force, where she served for six years during Desert Storm. When she got out of the military, she went back to finish her Psychology degree at Valdosta State University. Not sure what to do with that degree, and having served as a paralegal, she decided to pursue a career as an attorney. She enrolled, and ultimately earned her law degree from the University of Nebraska.

Today, Victoria is the Principal in the Elder & Disability Law Firm of Victoria Collier. Her offices are in Decatur, and she specializes in Medicaid Planning, Veteran’s Benefits Planning, Special Needs/Disability Planning and Estate Planning.

Victoria has a particular knack for making complex ideas and processes simple. Listen in as she provides some very clear information on Veterans Aid and Benefits. For more information, visit her website at www.elderlawgeorgia.com, or call her office at 404-370-0696.

We want to thank Griswold Home Care for sponsoring today’s show. Griswold Home Care has been a preferred provider of high quality, affordable in-home senior care in Atlanta for 20 years.