millie baumbusch Archives - Business RadioX ®

Identifying Investment Fraud and Misconduct

April 27, 2018 by Mike

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:

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

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

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

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Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Mike

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two 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

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

Georgia’s New Power of Attorney Law: What Does It Mean For You?

November 21, 2017 by Mike

Gwinnett Studio

Georgia's New Power of Attorney Law: What Does It Mean For You?

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Millie Baumbusch, Blake Melton, Sarah Watchko, Craig Frankel

Sarah Watchko/Hill & Watchko

Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of very few Georgia Certified Elder Law Attorneys (“CELA”) by the National Elder Law Foundation, the only national certifying program for elder law and special needs attorneys.

Sarah graduated magna cum laude from East Carolina University in 2005, and obtained a full merit scholarship to Wake Forest University School of Law, graduating from Wake Forest in 2008. She developed a passion for working with elderly and special needs clients during her time at Wake Forest School of Law’s Elder Law Clinic during the summer of 2007. Upon graduation, this led her to Atlanta Legal Aid’s Georgia Senior Legal Hotline, where she volunteered and eventually worked as a staff attorney. She entered private practice in 2009, and joined her current firm in 2013.

Sarah is a member of the State Bar of Georgia, the Atlanta Bar Association, and the North Fulton Bar Association. She is accredited by the VA and is a member of the National Academy of Elder Law Attorneys, the Georgia Association of Women Lawyers, the Fiduciary Section of the Georgia Bar, the Atlanta Bar’s Estate Planning and Probate Section, and the Atlanta Bar’s Elder Law Section, serving as chair of the Elder Law Section during its 2012-2013 term.

Blake Melton/Synovus Family Asset Management

Blake is a Senior Wealth Strategist at Synovus Family Asset Management, a multi-family office housed within Synovus Financial Corp., N.A. Prior to joining FAM in 2007, Blake was in private practice with Page, Scrantom, Sprouse, Tucker, and Ford. Blake earned his BA in Economics from the University of Colorado at Boulder, his law degree from the University of Georgia School of Law (cum laude), and his LL.M. in tax from the University of Alabama School of Law (summa cum laude). He is also a Certified Financial Planner (CFP®). Blake is a member of the Georgia and Alabama Bars. He is highly involved in the Fiduciary Section of the Georgia Bar, is currently in the leadership of the Section, and is a frequent speaker at professional education programs. He is also a member of the Columbus and Atlanta Estate Planning Councils.

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

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

September 27, 2017 by Mike

Gwinnett Studio

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

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Millie Baumbusch, Shari Martin, Dale Hughes, Lula Dawit, Craig Frankel

Dale Hughes/Jeremiah

Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge.

A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with businesses of all sizes—including some of Georgia’s most respected companies—for 30 years in the roles of providing legal counsel, advising private shareholders, managing real estate initiatives, and serving in various corporate capacities. He was managing partner for the Atlanta office of the national law firm, Dow Lohnes. He was a Senior Vice President at Cox Enterprises where he worked with the legal department, the real estate department, the family office/foundation and the energy department during his time at Cox.

Now, he and his wife, Cindy run a family business named Jeremiah that focuses on historic buildings, community projects including new business incubation and mentoring. Among their incubation investments are community restaurants, a soccer company and a learning and work performance software company named one of the “Coolest New Businesses in America” by Business Insider. In their real estate and consulting efforts, they focus on renovation and revitalization in historic downtown areas. He also has taught Business Law and Business Ethics as an Adjunct Professor. His priority, however, is family and he is very proud of his three children: Lauren, Lindsey and Luke. Dale is also a mentor to individuals and businesses and has a love for investing in others through volunteering in programs with focuses on the needs of our local communities and individuals. His favorite pastime is driving around in his truck with his daughters’ dogs, Scout and Lucy, thinking about ways to grow and build community.

Lula Dawit/Woodruff Arts Center

Lula S. Dawit was born and raised in Gainesville, Florida and moved to Atlanta in 2010 after completing her JD and Masters in Taxation from the University of Florida. Lula is the Director of Planned Giving for the Woodruff Arts Center. Prior to joining the Woodruff Arts Center, Lula managed Spelman College’s planned giving program. Prior to Spelman, Lula worked as a wills, trusts, and probate attorney in Atlanta.

Lula is an active member of the Fiduciary Planning and Taxation sections of the Georgia Bar. She was a member of the 2014 LEAD Atlanta and is president of the Bernard A. Zuckerman Museum of Art’s advisory board at Kennesaw State University. On her spare time, Lula enjoys reading, camping and visiting national parks

Shari Martin/Cobb Community Foundation

After five years on its Board of Directors including one as Board Chair, Shari B. Martin stepped into the role of Executive Director of the Cobb Community Foundation (CCF) in 2017. Shari’s personal passion is to help others to help others, a phrase which has also become the mantra for CCF.

Shari’s background of 30 years in the wealth management industry provided a firm foundation for her to lead this growing community foundation. She began her career at SunTrust when it was still known as Trust Company Bank in 1986, served as Regional Manager for Synovus Trust Company, then ended her wealth management career as a Principal with Diversified Trust Company. It was there that she learned about the Cobb Community Foundation and the impact it is having in the region. Shari remains a member of the Atlanta Estate Planning Council and is also now a member of Marietta Kiwanis.

Shari was raised in Atlanta and obtained her B.A. from Furman University in Greenville, SC. She has resided in Atlanta since college. She has two grown sons, Michael and Matthew Harvey, of whom she is immensely proud, and is married to the love of her life, Tom Martin. Shari and Tom are active members of North Point Community Church.

ABOUT GASLOWITZ FRANKEL, LLC:

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

Financial and Estate Planning Issues Facing Women

August 23, 2017 by Mike

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

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Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

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 Mike

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 Mike

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

How To Protect Your Kids From Estate Disputes

January 25, 2017 by Mike

Gwinnett Studio

How To Protect Your Kids From Estate Disputes

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This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch.

Adam Gaslowitz

As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Mr. Gaslowitz’s approach to his practice is rooted in his belief that his clients need more than just an attorney; they need guidance in making both legal and practical decisions during a time of enormous emotional stress. To his clients, he is a counselor in every sense of the word, providing both expert legal advice and perspective on what really matters. Always keeping his clients’ best interests in mind, Mr. Gaslowitz is also an expert on mediation and alternative methods of resolving estate disputes.

Mr. Gaslowitz graduated summa cum laude from Emory University’s Goizueta Business School, earning degrees in accounting and finance. After business school, he earned a J.D. from the University of Michigan Law School.

Mr. Gaslowitz has served as an expert commentator on CNN and the Layman’s Lawyer. He has given numerous seminars and lectures on estate litigation. As an active member of the community, Mr. Gaslowitz often lectures to groups such as AARP and serves on the Boards of several legal organizations, such as the Atlanta Probate Bar. He is proud to have been honored with many accolades, including being elected as a Fellow of ACTEC, attaining an “AV” Attorney Rating by Martindale Hubbell, and being recognized by Super Lawyers of Georgia annually since 2006.

Craig Frankel

Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and trusts, fiduciary duties, employment claims, civil rights, and civil appeals. Known throughout the legal profession as a principled, aggressive attorney who gets the job done, Mr. Frankel emphasizes open and frank exchanges with every client, adversary, and the court. As a founding partner of Gaslowitz Frankel LLC, he takes pride in his firm’s ability to create favorable resolutions for their clients, whether through trial or settlements. Mr. Frankel’s approach to his practice is centered on the belief that any successful result must meet both the financial and emotional challenges of his clients. Therefore, in addition to his years of experience in a courtroom, Mr. Frankel is well versed in mediation and alternative dispute resolution techniques.

Mr. Frankel attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society. He later attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and a research assistant to Deans Beaird and Brussack. After achieving his J.D. with honors, Mr. Frankel clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit.

Mr. Frankel is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he discusses fiduciary duties and the risks for fiduciaries. Additionally, his successful law practice is balanced with extensive pro bono work. Mr. Frankel currently serves on the Board of Directors of Hillside Hospital, a residential and outpatient facility for severely abused or emotionally disturbed adolescents and their families.

Millie Baumbusch

Millie Baumbusch head shotMillie Baumbusch is a litigator who specializes in fiduciary matters, including disputes concerning wills, estates, trusts, and business interests. Her particular focus is on contested guardianships and conservatorships. Ms. Baumbusch represents clients in all phases of litigation, from filing pleadings and conducting discovery through strategizing for and managing hearings and trials. In addition, she often engages in settlement negotiations to assist clients in resolving their disputes prior to trial, saving resources and permitting them a measure of control over the outcome.

Ms. Baumbusch attended Brown University and obtained a B.A. degree in English literature. She was an Assistant Vice President at Chemical Bank in New York City, where she was a lending officer to middle market companies and held several positions in strategic planning and market research. Ms. Baumbusch attended the Georgia State University College of Law, earning a J.D. cum laude. While in law school, she served as Research Co-Editor of the Law Review.

Ms. Baumbusch is certified in civil collaborative practice and has more than 1,200 hours of hands-on experience with Guardianship and Conservatorship cases. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and related topics.

Ms. Baumbusch’s passion for estate and trust litigation is rooted in the combination of analyzing complex legal issues and being attuned to family dynamics. With cases that often involve clients’ family members, Ms. Baumbusch focuses on the legalities involved and interactions with opposing counsel, while never losing sight of the impact the final outcome will have on her client’s family. She understands that seeking a mediated settlement that would foster a better family relationship is often a more appropriate approach than taking an aggressive stance in litigation. However, each case presents different family, factual, and legal issues, making every day a fresh challenge.

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!

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

May 25, 2016 by Mike

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