fiduciary law firm Archives - Page 3 of 3

What Charitable Advisors Need to Know in 2020

January 22, 2020 by Mike

Gwinnett Studio

What Charitable Advisors Need to Know in 2020

00:00 /

Robert Port, Kathryn Hecker, Michael Van Cise, Craig Frankel

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month’s episode of “Wealth Matters”.

Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP

Michael Van Cise and Kathryn Hecker are partners at Arnall Golden Gregory in Atlanta, where they focus their practice on wealth transfer planning for ultra high net worth clients, business succession planning, international estate planning, and charitable planning. Both are members of the Society of Trust and Estate Practitioners and are included in the Chambers High Net Worth guide. Kathryn and Michael also work on a broad array of issues pertaining to the needs of tax-exempt entities.

Michael, a graduate of Mercer University and the University of Georgia School of Law,
is a fellow of the American College of Trust and Estate Counsel. He is listed in Best Lawyers in America for trusts and estates law. Michael recently participated in the Philanthropic Advisor Leadership Institute, a collaboration between the Jewish Federation of Greater Atlanta, the Community Foundation for Greater Atlanta, and United Way. Michael is a past-president of the alumni council of Darlington School. Michael currently serves on the Code Revision Committee of the Fiduciary Section of the State Bar of Georgia.

Kathryn graduated from Yale University and Emory Law School. A member of the firm’s Tax Exempt and Charitable Organizations Practice and the Executive Committee of the Nonprofit Law Section of the State Bar of Georgia, she is actively involved in several civic and nonprofit organizations, including among others, the Children’s Healthcare of Atlanta Foundation, the Georgia Planned Giving Council, and the Atlanta Legal Aid Society.

CLICK HERE to watch the video of this show.

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

Do The Children Want Our Antiques? Personal Property and Your Estate Plan

March 23, 2016 by Mike

Gwinnett Studio

Do The Children Want Our Antiques? Personal Property and Your Estate Plan

00:00 /

Millie Baumbusch, Spalding Nix, Roger Kirschenbaum, Robert Port

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Robert Port discuss “Do The Children Want Our Antiques? Personal Property and Your Estate Plan”. Guests include Roger Kirschenbaum, owner of Roger A. Kirschenbaum PC and Spalding Nix, owner of Spalding Nix Fine Art.

Roger Kirschenbaum/Wagner, Johnston and Rosenthal P.C.

Roger Kirschenbaum of Wagner, Johnston and Rosenthal P.C. obtained his undergraduate degree (B.A., 1978) from Brown University He began his practice of law in 1981 after his graduation from the Emory University School of Law. In 1985 he received a Master of Laws in Taxation degree from Emory. He is a member of both the Georgia Bar and New York Bar. Roger is a member of the Atlanta Estate Planning Council, served as Chair of the Estate Planning and Probate Section of the Atlanta Bar Association (2014-15), and serves on the Emory University Gift Planning Advisory Council. Roger has been a public arbitrator for the National Association of Securities Dealers, Inc.

Roger was counsel to a client for a significant donation of an art collection to the High Museum of Art. Roger has expertise in probate matters relating to wrongful death negligence cases and has presented “The Role of the Personal Injury and Probate Attorney in Negligent Death Cases” with Laurie Speed for the Atlanta Bar Association in November 2011 and December 2013.

His primary areas of practice include estate planning, probate and estate administration, general corporate and business law, and related tax planning matters. Roger’s clients are mainly high net worth individuals and closely-held business owners for whom he plans the methods to achieve both fundamental and complex estate, business succession, and charitable goals.

Spalding Nix/Spalding Nix Fine Art

Atlanta native Spalding Nix has a long history in the Atlanta art world – interning at the Heath Gallery, working at Jackson Fine Art, and opening his eponymous gallery in 2003. Spalding Nix majored in both Art History and Studio Art at the University of Virginia. After working at Jackson Fine Art after college, Spalding attended the University of Georgia’s School of Law specializing in Intellectual Property and International Law.

During his undergraduate and law school summers, Spalding worked at The National Gallery of Art on their Design and Development team and in the General Counsel’s Office of The Smithsonian in Washington, D.C. After passing the Georgia Bar, Spalding worked for Sotheby’s in their Client Development group working closely with Sotheby’s Appraisal and Valuations Department.

In the fall of 2003, Spalding opened Spalding Nix Fine Art. After working at Sotheby’s in New York, Spalding saw an opportunity to purchase 18th and 19th century paintings at auction in Europe and offer them to the Southeastern market. Additionally, Spalding followed his love for contemporary art with regular “Boutique Shows” at his gallery with artists like the ceramicist Garth Johnson and the painter Comer Jennings while serving on the board of MOCA GA.

Today, Spalding’s gallery highlights the best of contemporary art from abstract artists like Katherine Sandoz and Sally King Benedict to more traditional realists like Marc Chatov and Sarah Lamb. The gallery is unique, because it has moved beyond the white box of most contemporary galleries. It offers the work in a sumptuous setting with period antiques emphasizing the allure of the mix. “The Mix is IN,” says Spalding. “Mixing the old with the new allows both pieces to sing and truly reflects the collector’s taste. The “Golden Rule’ for any collector must be “Buy what you love!” Spalding’s gallery takes advantage of multiple platforms from 1stdibs to Facebook to promote his artists.

In addition to dealing art, Spalding is an appraiser valuing art and antiques who recently rediscovered a long lost Norman Rockwell. As an Accredited Member of the American Society of Appraisers, Mr. Nix provides valuation services for donation, estate, insurance, and litigation-related purposes.

As an art advisor, Spalding assists individual and corporate clients like the Fortune 500 company Printpack in navigating the art world by offering confidential and objective advice in the acquisition or sale of fine and decorative art.

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

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