millie baumbusch Archives - Page 2 of 2

What You Need to Know About Protecting Your Digital Assets

April 27, 2016 by Mike

Gwinnett Studio

What You Need to Know About Protecting Your Digital Assets

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Millie Baumbusch, Putnam Smith, Elizabeth Faist, Jim Dougherty, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Craig Frankel discuss “What You Need to Know About Protecting Your Digital Assets”. Guests include Jim Dougherty, Technology Services Director at Bennett Thrasher LLP; Elizabeth Faist, Associate at Sutherland LLP; and Putnam Smith, Attorney at Lipscomb, Johnson, Sleister, Dailey & Smith LLP.

Jim Doughtery/Bennett Thrasher

Jim Dougherty is a Director in the Technology Services Department at Bennett Thrasher. He has ten years of industry experience and a commitment to customer service. Jim has streamlined internal operations, designed and built networks for small to medium sized businesses and provides outsourced CIO Services.

Prior to joining Bennett Thrasher, Jim was the Chief Operating Officer for Graves Technology Group, LLC. Jim joined Graves Technology in 2010 and focused on streamlining process and procedures for day-to-day activities. He got his start at an L.A. based IT Service Company providing technical support and project management.

Jim graduated from Loyola-Marymount University with a Bachelor of Business Administration degree, with an emphasis in Information Technology. He views IT as a tool for businesses to leverage and design network plans around not only their day-to-day operations, but also their goal for growth in the future.

Elizabeth Faist/Sutherland LLP

Elizabeth Faist of Sutherland LLP practices tax law, primarily serving clients in the areas of trusts, estates, and the taxation of tax-exempt organizations. She manages a variety of matters, including gift and generation-skipping transfer tax issues, preparation of estate-planning documents, administration of estates, IRS tax disputes, and tax advice regarding private foundations and public charities. Elizabeth also counsels clients on tax and succession planning for their businesses. Additionally, she provides guidance on how to most efficiently safeguard assets during multi-generational wealth transfers, incorporating insurance planning and charitable giving programs as appropriate.

Prior to joining Sutherland, Elizabeth practiced at a law firm in Sarasota, Florida where she drafted estate plans, prepared federal and state filings for tax-exempt organizations and administered estates and trusts. Elizabeth provided research assistance to Professor Patricia E. Dilley during the LL.M. program, and, while in law school, she served as a judicial extern for the United States Bankruptcy Court, Middle District of Florida.

Putnam Smith/Lipscomb, Johnson, Sleister, Dailey & Smith, LLP

Attorney Putnam C. Smith represents Main Street business owners and executives, professionals of all types and local, regional and national real estate investors, developers and operators, concentrating on business and commercial real estate transactions and tax and estate planning. Common transactions include start-ups, acquisitions and sales of closely held business, tax-free mergers and reorganizations, asset purchases, leveraged buyouts and joint ventures and partnerships in a wide range of industries.

He has practiced corporate law in Atlanta and the surrounding metropolitan area since 1988, initially with Nall & Miller, LLP and later with Robert W. Fisher, P.C., a tax boutique that was instrumental in the creation of Nextel and a number of international ventures in the telecommunications industry before disbanding in 1994. Before attending law school, he incorporated Jimmy Carter’s 1976 presidential campaign and worked as a legal assistant with other leading Atlanta law firms, including King & Spalding, LLP and Kilpatrick Stockton, LLP, gaining invaluable experience with public corporations and investment banks.

During his tenure with Lipscomb, Johnson, Sleister, Dailey & Smith, LLP, Mr. Smith has handled private equity investments in shopping centers and industrial and commercial property in several southeastern states, land assemblages requiring services ranging from quiet title actions to road closures and a $116 million buyout to resolve a shareholder’s dispute involving a closely held technology business.

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

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

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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

Helping Mom and Dad Pay Their Bills as They Age

January 27, 2016 by Mike

Gwinnett Studio

Helping Mom and Dad Pay Their Bills as They Age

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Millie Baumbusch, Tim Curtin, Vivian Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships” with their guests Vivian M. Wright and Tim Curtin.

Vivian Wright/Common Sense Solutions

Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied Early Childhood Education at the University of West Georgia and was a member of the Chi Omega sorority. She began her career at The First National Bank of Atlanta in 1981 as a secretary. Vivian quickly became enamored with numbers and within six months was promoted to Tax Analyst, preparing trust, charitable, employer and estate tax returns. While continuing to pursue a career in Trust and Investment Management, Vivian simultaneously earned her B.S. in Accounting from Georgia State University.

She is a graduate of Southern Trust School (1991), Cannon Financial Institute, National Trust School (1994) and National Graduate Trust School (1996). In 1992 Vivian was inducted among the distinguished charter designees as a Certified Trust and Financial Advisor. Frequently recognized, Vivian earned Outstanding Performer awards repeatedly during her tenure at both Wells Fargo (then) Wachovia and SunTrust Bank.

Prior to founding Common Sense Solutions, Vivian enjoyed a 20 year career managing fiduciary relationships at The First National Bank of Atlanta, First Atlanta, First Wachovia, Wachovia, now Wells Fargo; NationsBank, now Bank of America; SouthTrust, now Wells Fargo; and First Union, now Wells Fargo. By drawing on her experience with Atlanta’s leading Wealth Management Divisions, Vivian now serves the needs of clients and beneficiaries using her sense of fiduciary duty and compassion. Vivian constantly seeks practical ways to add value by compiling and analyzing client financial resources, reducing redundancy and greatly simplifying financial situations to bring a greater quality of life. Vivian is supported by an experienced and attentive staff dedicated to preserving client retention.

Incorporating in 2001 as Common Sense Solutions, Vivian realized her goal of creating a specialized business providing Private Fiduciary and Personal Bookkeeping services she had previously provided members of the bank’s Board of Directors and their families during her career at the Banks. Vivian enjoys working with the current generations of some of those same families.

Vivian has served on the Board of Directors of The American Association of Daily Money Managers, Lifespan Resources, BreakThru House and she and her husband, Andy Raper, previously served on the Board of Directors for The Men’s Health and Wellness Center. Vivian is also a member of the National Association of Professional Organizers.

Facebook: https://www.facebook.com/Common-Sense-Solutions-Inc-362681707588/

Tim Curtin/Curtin Law Firm

Tim Curtin is the President of Curtin Law Firm. Tim’s passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing practical, customized, and cost effective estate plans. As part of his goal-oriented estate planning process, he first seeks to understand his clients’ goals and needs. His advice focuses on how his clients’ estate planning documents advance your goals. He uses plain English so they know what they need to do in order ensure their plan works the way it was intended. His personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.

In addition to creating estate plans, Tim assists families in navigating the probate process when loved ones pass away, and he establishes guardianships and conservatorships for individuals with special needs and adults who can no longer manage their own affairs. For the past fifteen years, he has served as a court appointed attorney and guardian ad litem for incapacitated adults in the Fulton County, Georgia Probate Court.

Tim believes effective estate planning is critical to our financial, physical, and emotional well-being, and he is grateful for the opportunity to be involved in this process.

Tim is currently serving on the board of the Estate Planning and Probate Section of the Atlanta Bar Association. He is also a member of the Elder Law Section of the Atlanta Bar Association and the Fiduciary Law Section of the Georgia State Bar. He is honored to have received an “AV” rating from the Martindale-Hubbell legal directory, which rating is based upon a review by his peers and is the highest designation awarded. He received his law degree from Wake Forest University and his undergraduate degree from Hampden-Sydney College.

LinkedIn: www.linkedin.com/in/tim-curtin-a0102b82

To watch this program on You Tube, CLICK HERE.

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

How To Protect Our Aging Parents

March 25, 2015 by Mike

Gwinnett Studio

How To Protect Our Aging Parents

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Millie Baumbusch, Paul Black, Metta Johnson, Jeanne Canavan, Craig Frankel

On this episode of “Wealth Matters”, Craig Frankel and Millie Baumbusch discuss how to protect your aging parents with special guests Paul Black, Metta Johnson and Jeanne Canavan.

Metta Johnson/Metta Johnson & Associates

Metta Johnson is Founder and CEO of Metta Johnson & Associates. As an RN, Metta Johnson has served those with chronic and aging illness for over 25 years. After working in oncology for many years, she founded the first inpatient hospice in metro Atlanta, growing the program to one of the largest and most respected in the city. She is nationally certified in oncology, hospice and palliative care. She is a Certified Care Manager. Seeing the need for guidance for seniors in all areas of aging, Metta and her husband Clyde founded Metta Johnson & Associates in 2002. Metta Johnson & Associates provides comprehensive oversight and coordination of overall needs for seniors especially healthcare and living arrangements.

LinkedIn: http://www.linkedin.com/pub/metta-johnson/18/670/647/en

Jeanne Canavan/County DA Office

Jeanne Canavan has been with the DeKalb County District Attorney’s Office for twenty years, and she currently heads the white-collar crime/elder exploitation unit. Under Ms. Canavan’s leadership, the unit has aggressively prosecuted “travelers”, fraudulent repairmen, professional caregivers, investment advisors and family members who have victimized elder citizens. Ms. Canavan has lectured on elder exploitation to attorneys and judges both in Georgia and outside the state, and she frequently speaks to senior citizens to educate them about how to avoid being scammed.

LinkedIn: http://www.linkedin.com/pub/jeanne-canavan/27/396/879/en

Facebook Page: https://www.facebook.com/pages/DeKalb-County-Georgia-District-Attorneys-Office/122623774440873

Paul Black/Brannon + Black

Paul Black’s experience as the son of two parents with big health challenges is what led him to the work he does today. His mother has wrestled with Parkinson’s Disease for more than two decades. His father suffered a major stroke in May 2001. Paul’s active involvement in their care gives him first-hand knowledge of the challenges that many caregivers and family members face.

While attending Georgia State University College of Law, Paul gained invaluable experience interning at the two senior-oriented divisions of Atlanta Legal Aid Society, the Georgia Senior Legal Hotline and the Senior Citizens Law Project. After graduation from GSU Law, Paul was chosen from dozens of applicants nationwide as one of three 2010-2011 Borchard Foundation Law & Aging Fellows.

After completing his fellowship in late 2011, Paul launched his own private practice. He joined Chris Brannon to found Brannon+ Black in January 2014. Today, Paul finds great satisfaction in serving clients across Georgia who need help with elder law issues (including Medicaid & Veterans Benefits eligibility issues, guardianships and conservatorships), estate planning and administration, and special needs planning. Paul is the Young/New Attorneys member of the editorial board for the National Academy of Elder Law Attorneys (NAELA) News, the monthly news magazine for elder law attorneys.

LinkedIn: http://www.linkedin.com/in/pvblack/en

Facebook: https://www.facebook.com/pages/Brannon-Black-LLC/278728078861490

ABOUT GASLOWITZ FRANKEL, LLC:

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

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

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

Twitter: https://twitter.com/EstateDispute

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

Recognizing and Avoiding Triggers That Lead To Estate Disputes

February 25, 2015 by Mike

Gwinnett Studio

Recognizing and Avoiding Triggers That Lead To Estate Disputes

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Robert Port, Craig Frankel, Adam Gaslowitz, Millie Baumbusch

On today’s episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes.

Robert Port/Gaslowitz Frankel

Robert Port has over 30 years of experience in civil litigation, arbitration and mediation. In addition to handling business and contract disputes, and will, trust, estate, and other fiduciary disputes, Robert has an emphasis on representing investors harmed by the misconduct of their stockbroker, investment advisor, insurance agent, or other trusted advisor.

Robert has handled court and arbitration cases across a broad range of financial misconduct, including cases arising from inappropriate strategies, unsuitable sales of annuities and life insurance products, failed or unlawfully offered private placements, real estate investment trusts (REITs), excessive trading (churning), unauthorized trading, sale of unregistered securities, and losses suffered as a result of Ponzi schemes.

Robert is AV rated by Martindale-Hubbell, and has been repeatedly selected as a Georgia Super Lawyer. He is the Editor of Georgia Business Litigation, a one-volume comprehensive guide to subjects that business litigators often encounter in their practices, published by the Daily Report and American Law Media (ALM). He also publishes and lectures on investing, securities litigation, and arbitration, including articles in both legal and general interest publications. He has been interviewed ind quoted by a variety of media outlets including the Wall Street Journal, Atlanta Business Chronicle, Atlanta Journal-Constitution and the Daily Report.

LinkedIn: http://www.linkedin.com/in/robertport/en

Millie Baumbusch/Gaslowitz Frankel

Millie Baumbusch is a litigator specializing in trust and estate matters. This includes contested will cases, claimes regarding trust and estate accountings, claims for breaches of fiduciary duty andabuses of powers of attorney, and a variety of disputes involving trust and esatte holdings in companies and partnerships.

A significant portion of Millie’s practice involves contested adult guardianships and conservatorships. Millie is certified in civil collaborative practice. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and other related topics.

Prior to beginning her law practice with Gaslowitz Frankel, Millie was a lending officer to middle market companies at a New York money center bank. During her time there, she held several positions in strategic planning and market research. Millie currently serves on the Board of Directors of the ALS Association Georgia Chapter. Millie joined Gaslowitz Frankel in 2007.

LinkedIn: http://www.linkedin.com/in/milliebaumbusch/en

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 the last 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