fiduciary Archives - Page 2 of 3

Inherited Property – Resolving Tangled Title

July 25, 2018 by Garrett Ervin

Gwinnett Studio

Inherited Property - Resolving Tangled Title

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Craig Frankel, Joann Johnston, Shunta McBride, Robert Port

Joann Johnston/Georgia Heirs Property Law Center

Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving title disputes, lender liability defense, federal and state regulatory compliance and unfair and deceptive trade practices claims. Joann’s passion is using her legal training to work with families to overcome generational poverty and homelessness.

Shunta McBride/The Vincent McBride Law Firm

Shunta McBride has practiced law for more than 12 years in Atlanta and founded her law firm Vincent McBride Law in 2016 to provide estate planning, probate, and real estate legal services to clients. She has a knack for explaining the unfamiliar and navigating clients through what they often perceive as uncharted territory in the area of wills, probate and real estate – and in particular, heirs’ property. She is skilled at crafting a solution that is well-tailored for your needs before taking on an engagement.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

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

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

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

Twitter: https://twitter.com/EstateDispute

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

How to Help Your Aging Parents Get the Help They Need When They Need It

May 23, 2018 by Garrett Ervin

Gwinnett Studio

How to Help Your Aging Parents Get the Help They Need When They Need It

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Robert Port, Nanette Duffey, Kendall Crye, Craig Frankel

Kendall Crye/Aging Life Care of Atlanta

Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and financial responsibilities.

Kendall’s interest in working with the aging adult population sparked in her teens, as she volunteered with the elderly in her local Atlanta community. She went on to attain a Bachelor’s of Science degree in Human Development, with an emphasis in Adults and Aging, from Auburn University.

Since 2000, Kendall’s roles in assisted living facilities have included Life Enrichment Director, Business Manager, Care Coordinator, Director of Resident Care, and Community Relations Director. These experiences have equipped her to understand and manage all aspects of a senior’s life. Her expertise encompasses caring for seniors with a wide range of needs, including those suffering from dementia and Alzheimer’s Disease, Parkinson’s Disease, Rheumatoid Arthritis, Infectious Diseases, Cardiac conditions, Kidney failure, and those receiving rehabilitation.

As an Aging Life Care Manager, Kendall is passionate about ensuring that seniors enjoy the best quality of life possible and that families achieve peace of mind as they care for their loved ones.

Nanette Duffey/Organized Instincts, LLC

Organized Instincts frees busy clients from the minutiae of daily money management by providing a variety of financial services, including bill-paying, organizing and digitizing financial documents, tracking spending and tax-related information, and resolving billing errors and financial mysteries. Organized Instincts customizes services to work one-on-one and virtually with clients, including busy families, traveling professionals, and semi-retired seniors, all seeking freedom form financial tasks so they can lead richer, more robust lives.

As Georgia’s first Professional Daily Money Manager and owner of Organized Instincts, Duffey is a tenacious financial anthropologist, uncovering the intricacies of clients’ financial histories and analyzing spending transactions to help clients better understand their monetary pictures and build more prosperous futures. Her Bachelor of Science in Financial Management and prior work experience give her a depth and breadth of knowledge of financial sub-disciplines and exposure to fields such as personal income tax, investments, and financial analysis.

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

SIMON SAYS, LET’S TALK BUSINESS: Jerri Hewitt Miller & Dan Miller with Wealth Horizon and Debra Kline with Business Wise

May 18, 2018 by Garrett Ervin

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Jerri Hewitt Miller & Dan Miller with Wealth Horizon and Debra Kline with Business Wise

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Jerri Hewitt Miller, Dan Miller, Debra Kline, Al Simon

Jerri & Dan Miller/Wealth Horizon

Wealth Horizon is an independent financial planning and wealth management firm that acts in a fiduciary capacity for their clients. Partners Dan Miller and Jerri Hewett Miller have more than 45 combined years of experience in the financial markets. As a married couple, they bring a fresh and unique perspective to the clients they serve.

Debra Kline/Business Wise

For business-to-business sales and marketing pros frustrated with the size or quality of their opportunity pipeline in Atlanta, Georgia, Dallas, or Charlotte, Business Wise provides the answer. Since 1980 their local research team phone verifies critical demographic information on all of the businesses in the footprint area. BWise subscribers uncover hidden prospects to make successful connections in their local market.

Identifying Investment Fraud and Misconduct

April 27, 2018 by Garrett Ervin

Gwinnett Studio

Identifying Investment Fraud and Misconduct

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Robert Port, Jason Doss, David Bain, Millie Baumbusch

Jason Doss/The Doss Firm

Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors who lost their life savings due to bad investment advice and in some cases, financial fraud.

Notably, Mr. Doss successfully represented a large of group of investors who were defrauded in a Ponzi scheme at the Atlanta-based mega-church New Birth Missionary Baptist Church. The case was deemed as one of the largest church-based affinity fraud schemes in American history, received national media attention, and was featured on the popular ABC show Nightline. In addition, Jason Doss was co-lead counsel on two separate consumer class action cases against two of Georgia’s largest natural gas providers, obtaining class settlements totaling $18.5 million on behalf of over 750,000 Georgia residents for alleged overcharges.

Jason Doss is past-President and a current Board of Directors member of Public Investors Arbitration Bar Association (PIABA). PIABA is an international bar association devoted to protecting the rights of the investing public. Mr. Doss is also a founding board member and current President and CEO of The PIABA Foundation, a charitable organization devoted to promoting investor education.

Jason Doss believes that the best way to avoid becoming a victim of consumer fraud and/or investment abuse is through education. To help prevent investment and consumer abuse, Mr. Doss co-authored a book with best-selling author and investment adviser Frank Armstrong III, entitled “The Retirement Challenge: Will You Sink or Swim?” It was released in January 2009 and is currently sold at book stores across the country.

David Bain/Law Offices of David A. Bain

David Bain represents angry investors. He began his practice with a class action firm, litigating securities class actions in the age of Enron. For the last 11 years he’s had his own practice The Law Offices of David A. Bain, representing investors in cases against directors, officers, auditors, investment bankers, venture capital firms, broker-dealers, and investment advisers. He often provides the plaintiff’s perspective at securities seminars and has assisted state officials in preparing to testify before Congress concerning securities legislation.

David received his undergraduate degree, magna cum laude, from the University of Georgia, where he was a Woodruff Scholar and was named to Phi Beta Kappa. He was awarded a Chancellors Scholarship to the University of North Carolina at Chapel Hill School of Law, where he received his J.D. with honors.

David is active in the leadership of several community organizations, including having served as President of the Board of Directors for the Federal Defender Program, Inc. and President of the Board of Directors of GreenLaw (an environmental non-profit organization). He recently concluded his term as Co-Chair of the Atlanta Bar’s Securities Subsection, and he is currently the President of the Federal Bar Association’s Atlanta Chapter.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

Carl Schuessler with Mitigate Partners and Susan Boland Butts & Keith Fenton with Hi-Hope Service Center

April 19, 2018 by Garrett Ervin

Gwinnett Business Radio

Carl Schuessler with Mitigate Partners and Susan Boland Butts & Keith Fenton with Hi-Hope Service Center

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Carl Schuessler, Susan Boland Butts, Keith Fenton

Carl Schuessler/Mitigate Partners

Mitigate Partners is an intentionally small “concierge” consulting firm offering a unique approach to benefits management to a select group of clients. Mitigate Partners provide insurance, risk management, cost containment, and employee benefits consulting services. They have chosen collaboration over competition and maintain healthy relationships with a cadre’ of like-minded consultants and resources throughout the region. Being open to and encouraging the ideas of others allows them to remain on the cutting edge of thinking in their area of expertise, rather than developing the myopic view of the world that so often occurs in single source benefit brokerage shops.

By serving as a fiduciary and steward of their client’s health plan dollars, and focusing on how to reduce the cost of healthcare (rather than the cost of insurance), they operate more as Population Health Managers rather than as “Brokers”, allowing their team to specialize in cost containment and risk mitigation strategies that result in dramatic reductions in the overall health plan spending of their clients. More than 100 years of combined experience in benefit planning, allows Mitigate Partners to offer clients improved cash flow, “employer friendly health plans”, and lower cost trends over time.

Having spent the past six years deeply engaged in research also makes Mitigate Partners sought-after speakers and authors as well. Their recent speaking engagements have led them to the National Community Pharmacy Association as well as to the Substance Use and the Workplace Community Forum (Opioid Abuse) in Morganton, NC which included North Carolina Attorney General Josh Stein in the speaking lineup. Click here to see their interview at the 14th Annual World Healthcare Congress.

Susan Boland Butts & Keith Fenton/Hi-Hope Service Center

Hi-Hope Service Center provides weekday, residential, and employment services for adults with intellectual and developmental disabilities. They operate a weekday program intended to help individuals to be active participants in the life of their community, including many opportunities for them to make a contribution through volunteering. Hi-Hope Service Center supports individuals seeking competitive employment by helping to reduce the barriers that often times keep them from successfully obtaining and maintaining a job. They operate five group homes nestled in neighborhoods throughout Gwinnett County. Providing round the clock staff ensures that individuals can live in their home over the long term, including aging in place. Hi-Hope believes that their work ensures that adults with developmental disabilities have every opportunity to show themselves as vital contributors to our diverse community.

So We Have a New Tax Code: What Does That Mean For Me?

January 24, 2018 by Garrett Ervin

Gwinnett Studio

So We Have a New Tax Code: What Does That Mean For Me?

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Scott Harty/Alston & Bird

Scott Harty is a partner with Alston & Bird in the Federal and International Tax Group and focuses his practice on complex domestic and cross-border commercial transactions, including taxable and tax-free mergers and acquisitions, joint ventures and corporate restructurings. Mr. Harty has substantial experience advising corporate and private clients on all facets of U.S. inbound and outbound investments, including treaty planning, due diligence in acquisitions, investments in U.S. real estate, Subpart F and withholding tax issues arising under FATCA.

Mr. Harty also represents clients in tax controversy matters through the audit process and administrative appeals, including the negotiation and settlement of taxes and civil penalties. He has handled tax audits for public and private companies, income and gift tax audits for individuals and cases with significant offshore trust and foreign corporate tax issues.

Mr. Harty received his law degree from Vanderbilt University, where he was honored for outstanding scholastic achievement, and received his LL.M. in tax from New York University, where he earned high honors. He is a frequent speaker and has been recognized by Chambers USA as one of the leading tax lawyers in Georgia.

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

State Income Tax Issues For Residents Relocating To States Without Income Tax

July 27, 2017 by Garrett Ervin

Gwinnett Studio

State Income Tax Issues For Residents Relocating To States Without Income Tax

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Robert Port, Brian Enlow, Richard Litwin, Millie Baumbusch

This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC.

Richard Litwin/The Litwin Law Firm

Richard C. Litwin is an Atlanta attorney, who specializes in state and local taxation and tax disputes, including sales and use tax, multistate corporate income tax, personal income tax, state residency, employment tax and property tax matters. Mr. Litwin is a Georgia Super Lawyer and has been listed in The Top 100 (lawyers in Georgia). He is also listed in U.S. News and World Report’s The Best Lawyers in America, for (1) Litigation and Controversy – Tax and (2) Tax Law; Georgia’s Top-Rated Lawyers (publication of The Atlanta Journal-Constitution, The Wall Street Journal and The Daily Report) and Mr. Litwin has also been voted as one of the state’s top attorneys in Georgia Trend Magazine’s Legal Elite, in Taxes/Estates/Trusts. Mr. Litwin is Co-Moderator of the Georgia Department of Revenue Attorney Liaison Committee, which meets twice each year.

Mr. Litwin served as Chairperson of the State Bar of Georgia Section of Taxation (2001-2002) and served as a member of the State Bar of Georgia Tax Section Georgia Tax Court Task Force. Mr. Litwin was Chairperson of the Atlanta Bar Association Taxation Section (2004-2005) and currently serves as a board member. Mr. Litwin has also served as a member-at-large of the Atlanta Bar Association CLE Board of Trustees. Mr. Litwin has worked on projects with the Department of Revenue, in his role as a member of the Georgia Department of Revenue Liaison Committee and as a member of a special task force formed to address State consolidated return filing regulations. He also served as a member of the Georgia Department of Revenue Business Advisory Committee from 2007-2008.

Prior to forming his current firm, Mr. Litwin was a partner at an Atlanta law firm. Mr. Litwin was also an Assistant Attorney General in the Tax Section of the Georgia Attorney General’s Office and worked in the Tax Department at the Atlanta office of an international accounting firm. Mr. Litwin speaks frequently on various tax topics, at national and state bar seminars and at seminars sponsored by the Georgia Society of CPAs. Mr. Litwin has also published articles on various aspects of taxation, including “The Georgia Tax Tribunal Act of 2012,” an article that he co-authored and that was published in the December 2012 edition of The Georgia Bar Journal. Mr. Litwin serves as a volunteer tax lawyer with Pro Bono Partnership of Atlanta. He also serves, by appointment by the Georgia Supreme Court, as on the State Bar of Georgia’s Standing Committee on the Unlicensed Practice of Law.

Mr. Litwin graduated from the University of South Carolina, with a B.S. degree, cum laude, in Economics, and was inducted into Phi Beta Kappa. He graduated from Emory Law School, where he was a member of the Moot Court Society. In September 2016, Mr. Litwin was appointed by the Univ. of South Carolina Board of Trustees to serve a three-year term as an at-large member of the USC Board of Visitors.

Brian Enlow/Warren Averett

Brian Enlow is a CPA in Warren Averett’s tax division and is a member of the firm’s Entrepreneurial Leadership Roundtable. For over 15 years, Brian has served as a trusted advisor to multi-state businesses and their owners, focusing on the manufacturing and distribution, real estate, and service industries. He has helped these clients in all stages, from business formation to successful exits, including sales to private equity funds and ESOPs. Brian resides in Atlanta with his wife and twin 3 year old sons.

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

Strategies For Sharing or Transferring the Family Vacation Home

March 22, 2017 by Garrett Ervin

Gwinnett Studio

Strategies For Sharing or Transferring the Family Vacation Home

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Millie Baumbusch, Cynthia Duncan, Frank Norton, Robert Port

This episode of “Wealth Matters” presents a discussion about the financial impact of vacation homes. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel with special guests Cynthia Duncan of The Bowden Spratt Law Firm and Frank Norton of The Norton Agency.

Cynthia Duncan/The Bowden Spratt Law Firm

Cynthia Duncan is a shareholder in The Bowden Spratt Law Firm, P.C. She has over fourteen years of experience in the field of trusts and estates matters. Her practice focuses on wealth transfer, business succession, and family governance.

Cynthia is a member of the Atlanta Bar Association, the State Bar of Georgia, and the American Bar Association. Cynthia is also a member of the Business Planning Group of the ABA. Cynthia is the co-author of several articles for professional journals and frequently speaks at continuing legal education programs. Her most recent article “McCord to Holman – Five Years of Value Judgments” appeared in the Spring 2009 ACTEC Journal. Cynthia spoke at the 2009 ABA Spring Symposium on the Anatomy of a Limited Liability Company Operating Agreement. In 2011, she spoke at the 56th Annual Estate Planning Institute on the Anatomy of a Grantor Trust and, most recently, at the 62nd Annual Estate Planning Institute on the nontax issues associated with family recreational properties.

Cynthia received her B.A., cum laude, in English from Wake Forest University in 1996 and received her J.D. from the University of Florida in 2002, where she graduated with high honors. Cynthia and her husband, Derek, have two young children, Lucy and Sam.

Frank Norton/The Norton Agency

Many people think they know Frank Norton, Jr., but the real Frank Norton, Jr. just may surprise you. Spend some time talking with him and you’ll uncover a creative introvert with strong family values, an untenable work ethic, and a heart for being a community servant—all traits that serve him well in his role as President of The Norton Agency.

Norton grew up in a family devoted to real estate—his grandfather, father and mother all worked in the profession from as far back as the late1920s—but he decided to pursue a degree in architecture at Georgia Tech. While working his way through college in the research department at Coldwell Banker, however, Norton found himself enticed to try his luck in the real estate field, and quickly became the youngest manager in Coldwell Banker’s history.

“My time with Coldwell Banker gave me an unbelievable perspective of the real estate field,” he says. “I also saw other people working hard, but enjoying what they were doing; I saw you could have fun at work and still be successful.”

After the birth of his first child, the appeal of living and raising his family in a small town drew Norton home and, in 1986, he joined The Norton Agency, rolled up his sleeves and became a part of the community.

“I chose to come back to Gainesville to work and raise my family because, to me, family is the most important part of my life and being a part of a community is important, as well,” Norton says. “Being from a small town, being a part of Gainesville was what I knew, and I wanted those same experiences for my children.”

Norton’s personal and professional commitment to community has led him to support numerous area non-profits; however, his only “hands-on” philanthropic work is with the Boy Scouts of America. A life-long Scout, Norton received his personal Eagle Scout designation at the age of 13, and he’s been involved with the Eagle Scout program for 11 years, helping more than 100 young men achieve the distinction.

Norton’s Boy Scout ties influence several of his business philosophies—specifically his belief in unflinching honesty and challenging injustice—while his general approach to business was shaped by his dad, Frank Norton, Sr., a “workaholic” entrepreneur with an uncanny memory and a passion for taking risks.

“I’ve never considered myself the smartest person in the room, but I can outwork anyone,” Norton says. “I have the work ethic, the energy, and a passion for what I do, and I hire people with those same traits. Certainly, I love my family and my time spent with them, but I also love coming to work and the positive energy generated by the people around me at the agency.”

Norton’s day-to-date tasks center on strengthening the agency’s brand, steering a proactive strategic planning and vision process, and being a “rainmaker” through company expansion and generation of new business. He also acts as a “cheerleader” for a 300+ member team representing 49 family units.

“We’d be nowhere without nepotism,” Norton jokes. “In all honesty though, we are extremely diligent and careful about recruiting our staff. We want people who are going to be engaged and who want to work here. We want people who want to be a part of a family and hold the same values and vision.”

When asked what he values most, Norton’s answer is quick and simple: “Life experiences. Those moments you remember and treasure for a long, long time,” he says. And buying a home is one of the largest life moments.

“The Norton Agency doesn’t need to be the biggest, and we don’t need to have our name on everything in town, but we do want to help shape, mold and change lives,” Norton says. “Finding someone a home changes their life, and we want to be a part of those life-changing moments.”

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

Will or Trust: What is the Best Estate Planning Document for You?

May 25, 2016 by Garrett Ervin

Gwinnett Studio

Will or Trust: What is the Best Estate Planning Document for You?

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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

Melissa Walker/Salo & Walker

Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Loraine DiSalvo/Morgan and DiSalvo

Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics

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