estate planning Archives - Page 3 of 12

Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

September 7, 2021 by Karen

Phoenix Business Radio

Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

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Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

The Legally Savvy book and the Legally Savvy Movement were established by Attorney Zarinah Nadir to disrupt everyday perceptions of lawyers and help the rest of us feel more confident, empowered, and less stressed while navigating the legalities of love, life, and business.

Zarinah Nadir is an award-winning American lawyer, educator, social justice advocate, entrepreneur and visionary. Also known as the “legal translator,” she has a rare ability to make the law plain and accessible for everyday people. Over this last decade she has been laser-focused on bringing about access to justice to historically disenfranchised individuals, artists, families, communities, emerging entrepreneurs, and seasoned business owners in the United States and Canada to know their rights in areas from civil rights, juvenile law, family law, criminal justice, immigration, and corporate law.

Zarinah founded the Legally Savvy Movement to disrupt everyday perceptions of lawyers and help people feel more confident, empowered and less stressed while navigating the legalities of love, life, and business. Additionally, she works alongside progressive socially-conscious go-getters to build the largest human rights organizations on the planet bringing affordable access to attorneys to the masses – an essential key to social justice.

Raised in Phoenix to celebrate multiculturalism by woke parents from New York, language is one of her favorite tools for cultural understanding. She graduated with a Bachelor’s degree in Spanish from Arizona State University and after the tragic events of September 11th, was inspired to learn law as her next language. Graduating with a Juris Doctor from the Sandra Day O’Connor College of Law at ASU, shortly following her graduation she was appointed as its first African American Muslim woman Director of Admissions. Zarinah is currently adjunct faculty at the University of Dubuque teaching courses in criminal justice and sociology.

She is a highly sought-after speaker and guest on national podcasts. Having contributed to the community since her teens, Zarinah is an Arizona fixture being featured in multiple city of Tempe History Museum exhibits, most recently Tempe’s 150 Sesquicentennial Celebration. On a personal note, Zarinah loves being born in Queens but raised in Arizona, loves learning languages, and Zumba!

Connect with Zarinah on LinkedIn and Instagram.

Dr. Aneesah Nadir & Associates‘ motto is “Building bridges to a just home, community and society”. It’s mission is to build bridges by providing education and advocacy for mental health, wellness and peace of mind among individuals, families and communities.

The Before the Nikah Institute is a division of Dr Aneesah Nadir & Associates which provides relationship education and skills for singles, newlyweds, and divorced people.

Dr. Aneesah Nadir is the CEO and President of Dr. Aneesah Nadir and Associates, LLC. She is a social worker, family life educator and relationship life coach. With over 42 years experience as a social worker and a prevention specialist, she is passionate about teaching her Before the Nikah Marriage Preparation Course students how to prevent marriage and relationship problems and to live a loving, compassionate, fulfilling and peaceful life.

Dr. Aneesah has a Doctor of Philosophy of Social Work Degree from Arizona State University, where she taught for 17 years. Thousands of junior college and university level students of diverse backgrounds have studied the profession of social work and have been mentored by her.

Dr. Nadir combines her love of teaching, social work, and her concern for the state of marriages, families, and communities. Her Before the Nikah Marriage Preparation Course enables her to teach about a subject she loves while making a difference. Her new book titled, Before the Nikah: Proven Principles to Help Single Muslims Choose Wisely and Build Strong Marriages provides an opportunity to expand her reach and help her readers benefit from the lessons she has learned and shared with students over the past 20 years.

As a Co-Founder and the President of the nonprofit Islamic Social Services Association, Inc., Dr Nadir initiated and coordinated the community based Healthy Marriage Initiative and National Muslim Marriage Week which has led to the growing Healthy Muslim Marriage Movement in the U.S.A and Canada.

For her years of community service and pioneering work in the field of social work and Muslim Mental Health, Dr. Aneesah received numerous awards. In May 2021 Dr. Nadir was recognized as the 2021 Businesswoman of the Year by the Tempe, Arizona Chamber of Commerce for her work in the field of business and entrepreneurship!

On a personal note, Dr. Nadir and her husband Karim have been married for 40 years. Together they have four adult children, an amazing daughter in law and three grandchildren. Dr. Aneesah loves spending time with her family. She also enjoys mentoring young people, as well as up and coming professionals.

Connect with Dr. Nadir on LinkedIn, Facebook or by email.

Investing for the Long Term: What You Need to Know

August 26, 2021 by Mike

Gwinnett Studio

Investing for the Long Term: What You Need to Know

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David Bibicoff/Strategies For Wealth

For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment Confidence Builder, Wealth Protect, and Future Lifestyle Realization.

In an industry predominantly focused on wealth accumulation, David’s end in mind approach takes the focus beyond that to one of wealth utilization.

Fred Kettler/Kettler Financial

Founded by Fred Kettler in 1992, Kettler Financial is a well respected, full-service independent insurance and financial services firm serving South Florida businesses and the community. Fred Kettler is a trusted professional specializing in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. Fred has over 30-years of industry experience providing insurance based retirement planning, income protection, as well as employee benefits to businesses. A native New Yorker, Fred’s first five years in financial services, as both Advisor and Sales Manager, began in 1987 with Prudential Financial in Santa Monica, CA.

Expanding his practice upon moving to South Florida in 1992, Fred formed Kettler Financial, a full service financial advisory agency and leading provider of both personal financial security planning for individuals, as well as employee benefits for companies. Motivated to best organize the financial lives of his clients, Fred has incorporated a wide-angle, holistic in nature, financial guidance “philosophy of care” that works. Most people use traditional financial methods, theories, and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets fully at risk, they consider your complete financial picture and assure your financial security first.

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!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

July 29, 2021 by Mike

Gwinnett Studio

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

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Chip Kelleher/Wilmington Trust

Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations.

Chip joins Wilmington Trust with deep industry experience working with business owners and sophisticated multigenerational families. Most recently, as a wealth advisor for Bessemer Trust, he employed the resources of the firm to help multi-generational clients achieve their objectives. Chip initially joined Bessemer’s Boston office where he worked with clients throughout the Northeast before moving to their Atlanta office and assuming greater responsibilities throughout the Southeast. Prior to
joining Bessemer, Chip began his career in wealth management as a financial advisor at UBS in Boston. Before entering financial services, Chip was the fourth generation of management in his family’s construction management company.

Garrett Alton/Wilmington Trust

Garrett Alton is responsible for managing Wilmington Trust’s Atlanta, GA and Southeast region, including all administrative and business development functions for personal trust, investment management, and private banking. In this role, he oversees the development and coordination of Wealth Management services for prominent individuals, families, and middle market institutional investment accounts. Garrett and his team work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.

Garrett has 28 years of experience in the wealth management industry, working with ultra high-net-worth individuals and families, endowments, foundations and family offices. Prior to joining Wilmington Trust in 2020, Garrett was managing director and regional head of client strategy for BNY Mellon Wealth Management, serving as their regional business development leader for the Central region.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

July 16, 2021 by John Ray

Family Business Radio

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

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Chris Miller of North Fulton Wills and Andrew Walker with Brady, Ware & Company (Family Business Radio, Episode 22)

Both Chris Miller of North Fulton Wills in law and Andrew Walker in accounting with Brady, Ware & Company developed a passion for their respective disciplines starting in high school. They shared how they enjoy using their expertise to serve individuals, families, and businesses with host Anthony Chen. Chris Miller discussed probate and what happens when a business owner passes away, either with or without proper planning. Andrew expounded on the current state of the construction industry, prices, the impact of the pandemic on business, and much more. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Chris Miller, Owner, The Law Offices of J. Christopher Miller

**J Christopher Miller, Owner at Law Offices of J. Christopher Miller, PC (North Fulton Wills)**

The Law Offices of J. Christopher Miller, known in the community as North Fulton Wills, is a team of three attorneys and a highly skilled office manager. Its mission is to provide capable legal representation in a welcoming atmosphere.

Whether guiding clients in starting their business, helping form special needs trusts, or helping surviving spouses and family members through the grief of losing a loved one, they are there for their clients every step of the way.

North Fulton Wills helps guide clients throughout their decision-making process and walk them step by step through often difficult decisions. The ultimate goal is to make sure that all clients understand how their documents will carry out their wishes.

J. Christopher Miller focuses his time in the areas of trusts and estates, taxation, and business law. His experience with all angles of estate administration informs his common-sense style of practicing law and helps him to form estate plans that suit each client’s situation. Chris has helped to broker reasonable settlements in a number of intra-family disputes and has successfully guided clients through estate tax filings and audits.

Chris enjoys his work in the special needs community, regularly discussing the use of Special Needs Trusts at the seasonal conferences of the Down Syndrome Association of Atlanta. He also serves on the faculty of several CLE seminars regarding Georgia’s probate code and its Limited Liability Company (LLC) Act. He uses his experience in counseling small businesses as a basis for workshops on drafting strong, flexible Operating Agreements for use in a variety of family business and commercial situations. In 2014, he wrote a chapter titled “Asset Protection Planning” for a guidebook written for physicians and healthcare professionals.

Chris resides in Johns Creek with his wife, Sharon, and a 7-year-old daughter.

Chris has been recognized as one of Georgia Trend’s Legal Elite in the field of Taxes, Estates, and Trusts both in 2009 and in 2014.

Chris was also voted best attorney in the North Fulton Family Life 2014 “Best of life” contest.

Company website | LinkedIn

Andrew Walker, CPA, MBA, Brady Ware & Company

Brady Ware & Company has guided clients through complex financial and tax issues since the early 50s. They combine unparalleled tax, audit, and advisory expertise with industry-specific knowledge. And they work with you collaboratively and efficiently to create the custom financial solutions that fit your needs. Brady Ware’s solutions keep you compliant, minimize your tax burden, improve operations, and free up the capital your business needs to grow.

Andrew joined Brady Ware in 2012 and has over 10 years of experience in public accounting and private industry.

Andrew specializes in audit, review, and advisory services for small to medium sized construction companies, contractors and EPC’s looking to grow and increase profitability.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

July 15, 2021 by angishields

North Fulton Studio

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

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Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

Neeli Shah: [00:00:00] What I find when I work with business owners is lack of clarity. So, what I encourage whenever I work with business owners at the onset is for them to know their gaps. And there’s three gaps that I specifically focus on. So, there is the wealth gap. There’s the value gap. And then, there’s the profit gap.

Neeli Shah: [00:00:21] The wealth gap is, you know, kind of it’s your number. What’s your number? What do you want? What’s your net worth going to be when you retire? And where are you right now? That difference is the wealth gap. The value gap specifically deals with the business. So, the business itself, do you know what the value of your business is currently? And what I find is, oftentimes, business owners don’t exactly know the true value of their business. They maybe have an idea of what it’s worth, but may not know the exact value. And where you want that value to be to get to your wealth gap. So, it kind of all relates back to it and that’s your value gap.

Neeli Shah: [00:01:02] And then, the same thing with profitability and profit gap. You know, where does your profitability need to be for you to get to that value, to ultimately then get to your wealth gap? So, they kind of all relate and they’re connected to each other. But those three numbers gives you clarity and sense of direction in where you are and where you need to be from a business perspective as well as a personal financial perspective.

Neeli Shah: [00:01:28] And then, the third leg of that stool is the the final act. I always focus on this as well, you know, like what do you envision doing after this transfer? You know, if you’re thinking about exiting, what does that next step look like? So, I think I start with clarity. And then, you know, the other very important piece is a team. Do you have a team? You know, typically you need a financial adviser, a CPA, a business attorney as a planning attorney, and a business consultant kind of all on the same bus, driving in the same direction. And that’s not usually the case. That’s kind of the second goal.

Neeli Shah, The Law Offices of Neeli Shah

The Law Offices of Neeli Shah is a boutique will, trusts, and estates law practice that provides comprehensive legal advice to individuals, small businesses, and nonprofits.

They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Listen to the complete ProfitSense interview here.

The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Oren Ross, Oren Ross & Associates

June 8, 2021 by John Ray

North Fulton Business Radio

Oren Ross, Oren Ross & Associates

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Oren Ross, Oren Ross & Associates (North Fulton Business Radio, Episode 362)

Estate planning attorney Oren Ross joined the show with some eye-opening stories on the significant fractures and stresses families can endure without proper estate planning. In a conversation with host John Ray, Oren discussed his personal motivations for focusing on estate planning law, various kinds of trusts and how to use them, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Oren Ross & Associates

Oren Ross & Associates specializes in Estate Planning – creating Trusts, Wills, and associated documents. They build customized, comprehensive estate plans for every client, taking into consideration all aspects of their clients’ lives – family dynamics, taxes, business ownership, nursing home expenses, legacies, and final wishes.

After working for a national estate planning law firm for several years, Mr. Ross decided to open his own law firm to better serve his clients. We are committed to providing our clients with the best legal representation available for competitive fees. While many attorneys pass much of their work off to their staff, we work directly with our clients to achieve their goals. Our mission is to provide our clients with the best value in legal services through a combination of a hands-on approach, low overhead, and a hard-working, dedicated staff.

Company website | LinkedIn | Facebook

Oren Ross

Oren Ross is originally from Tifton, GA. He graduated from Valdosta State University with a degree in Political Science, then moved to Atlanta to attend Georgia State University, where he earned an MBA in addition to his law degree. After working for a national estate planning law firm for several years, he decided to open his own law firm in 2020 to assist people across the North Atlanta Metro with their estate planning needs. He now lives in Johns Creek with his wife Rachel, their son Bo, and their 2 dogs and 3 cats. In his spare time, Oren enjoys lifting weights and spending time with his family.

Questions and Topics in this Interview:

Why Oren focuses his practice on estate planning
Why so many people avoid proper estate planning
Probate – What it is, How Long it Takes, How Much it Costs
Living Trusts – Not just for the wealthy
Inheritance Trusts – protecting the assets you leave to your children
Special Needs Trusts – how to leave an Inheritance to special needs children without them losing their government benefits.
Nursing Home Expenses – using trusts to avoid the Medicaid spenddown

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

May 12, 2021 by John Ray

Family Business Radio

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

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Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal (Family Business Radio, Episode 20)

Attorney Neeli Shah combined her love of numbers and her legal education and experience into her own firm which helps business owners and entrepreneurs with wills and estate planning. Barry Brimer founded his graphic design studio over 35 years ago and has been at the leading edge of adopting innovative technology to serve his clients. Each of these accomplished business leaders joined host Anthony Chen for this episode of Family Business Radio, which is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Neeli Shah, The Law Offices of Neeli Shah

Neeli Shah, Attorney, The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life. They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Barry Brimer, BeOriginal

**Barry Brimer, Founder/Owner, BeOriginal**

BeOriginal is a multi-disciplined graphic design studio located in Suwanee, GA. In 1986, BeOriginal began providing creative services and consulting on all aspects of branding and marketing to help businesses achieve their marketing goals. Projects from corporate training videos and materials, to billboards, require an in-depth knowledge of many different production processes to make a marketing campaign successful. BeOriginal has that knowledge. Companies like Napa Rayloc and Winton Machine have relied on the quality design services of BeOriginal for more than 35 years.

Company website | Company LinkedIn | Twitter | Brimer LinkedIn

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Estate and Financial Planning for Families with Unmarried Partners

April 28, 2021 by Mike

Gwinnett Studio

Estate and Financial Planning for Families with Unmarried Partners

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Jennifer Gibbs/Gibbs Tillery, LLC

Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support and/or visitation, contempt, guardianships, and estate planning.

For over 10 years, Jennifer taught history and coached basketball in the Missouri and Florida public and private school systems. Jennifer decided to leave teaching and went on to earn a Master’s degree in Sports Administration, followed by earning her law degree from Emory School of Law.

Kelley Napier/Brannon Napier Elder Law

Kelley Napier is a partner at Brannon Napier Elder Law in Atlanta. She is a member of the National Academy of Elder Law Attorneys, where she currently serves on the board of the Georgia Chapter. Kelley serves on the Parkinson’s Foundation Georgia Chapter Advisory Board. She also participates in the Georgia Association of Women Lawyers, the Stonewall Bar Association, and the Planned Giving Council at Oglethorpe University. She has been selected as a Super Lawyer Rising Star in 2020 and 2021.

Prior to joining Brannon Napier Elder Law, Kelley worked with another local firm specializing in Medicaid Planning. It was this legal work and Kelley’s experience navigating the long-term care system for her grandmother that prompted her enrollment in law school. Previous to her legal work, Kelley worked in the construction industry for several years.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Richard Morgan, Morgan and DiSalvo

April 20, 2021 by John Ray

North Fulton Business Radio

Richard Morgan, Morgan and DiSalvo

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Richard Morgan, Morgan and DiSalvo (North Fulton Business Radio, Episode 348)

An expert in estate planning, Richard Morgan of Morgan and DiSalvo joined host John Ray to explain particular issues business owners must be aware of, the impact of potential tax law changes, the challenges involved with blended families, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Morgan and DiSalvo, P.C.

Morgan and DiSalvo is a full service, high-end, estate and tax planning law firm. Their planning is individualized for their clients and clients are not shoved into pre-existing form documents. Service is a high priority, and they treat clients like family. Life changes, and Morgan and DiSalvo helps clients plan for it.

Their areas of specialty are estate planning, special needs planning, probate and administration, and dispute resolution.

Company website | LinkedIn | Facebook

Richard Morgan, Attorney, Morgan and DiSalvo

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 is recognized as a U.S. News & World Report and Best Lawyers.com “Best Law Firm” since 2013. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 23 law firms in Georgia.

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 serves on the Executive, Legislative and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.

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 59 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 his 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.

Richard loves life and all that it has to offer, but his greatest accomplishments have all related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

Questions and Topics in this Interview:

What is estate planning and why is it important for everyone?
What is the particular importance to business owners?
Most people are concerned with how assets pass, can you explain the options?
Tax changes are on the horizon, what do you see as major changes and how should we plan now for those changes?
What are some of the extraordinary circumstances, such as a special needs child, which affect estate planning?

“North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.