estate planning Archives - Page 12 of 12

How To Protect Our Aging Parents

March 25, 2015 by Garrett Ervin

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:

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 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

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

Estate Planning Issues in High-End Divorces

October 22, 2014 by Garrett Ervin

Gwinnett Studio

Estate Planning Issues in High-End Divorces

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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.

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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 Garrett Ervin

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

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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

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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.

Business Advisor Elizabeth Gordon shares Chic Tips on Business Success from Financial Adviser Martina A. Jimenez and Estate Planning Attorney Patti Elrod-Hill on the Chic Perspectives Show

August 27, 2010 by angishields

Elizabeth Gordon, founder of Flourishing Business and author of The Chic Entrepreneur: Put Your Business in Higher Heels sat down with financial advisor Martina Jimenez of Eagle Strategies, LLC and estate planning attorney Patricia Elrod-Hill of The Elrod-Hill Law Firm to discuss WIFS, Women in Insurance and Financial Services.

Listen to these chic tips on business success from their conversation.