Robert Port Archives - Business RadioX ®

Spotlight on Conservatorships and Guardianships

September 22, 2021 by Mike

Gwinnett Studio

Spotlight on Conservatorships and Guardianships

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Michael K. Johnson/Metta Johnson & Associates

Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael has honed his skills in helping families understand complex medical issues, confusing government benefits, and the emotional challenges of caring for a loved one with various medical needs. He serves as a professional guardian and is a nationally certified guardian.

Diane Weinberg/Weinberg Elder Law, LLC

Diane Weinberg is the Founder of Weinberg Elder Law, LLC. Diane focuses her practice on helping families resolve disputes that often impact seniors and individuals with disabilities. Specifically, her practice encompasses guardianships and conservatorships (both contested and uncontested) of adults, conservatorships of minors, fiduciary litigation, and protecting vulnerable populations from abuse and exploitation.

A member of the State Bar of Georgia and a Veterans Administration Accredited Attorney, Diane is also a member of the Atlanta Bar Association, the Academy of Special Needs Planners, and the National Academy of Elder Law Attorneys (NAELA). She serves as the State Ambassador for the Georgia Chapter of NAELA.

Diane is a Martindale-Hubbell AV Preeminent-rated attorney and has an AVVO rating of 10/10. In 2020, she was recognized as a Georgia Super Lawyer. Additionally, Diane is a frequent local and national speaker on a variety of aspects of guardianships, special needs trusts, and Medicaid planning and has testified before the Georgia General Assembly.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

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

Investing for the Long Term: What You Need to Know

August 26, 2021 by Mike

Gwinnett Studio

Investing for the Long Term: What You Need to Know

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David Bibicoff/Strategies For Wealth

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

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

Fred Kettler/Kettler Financial

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

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

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Estate and Financial Planning for Families with Unmarried Partners

April 28, 2021 by Mike

Gwinnett Studio

Estate and Financial Planning for Families with Unmarried Partners

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Jennifer Gibbs/Gibbs Tillery, LLC

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

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

Kelley Napier/Brannon Napier Elder Law

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

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

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

It’s Complicated: Estate Planning for Blended Families

February 24, 2021 by Mike

Gwinnett Studio

It's Complicated: Estate Planning for Blended Families

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Brooke French/Kessler & Solomiany LLC

Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates her clients through this process as efficiently as possible.

She takes a special interest in protecting children and maintaining stability in their lives as the family structure changes. Children’s needs are sometimes inadvertently overshadowed when parents are struggling, and Brooke makes a special effort to educate her clients about the impact their decisions will have on children. The mother of two young children, she has focused on the needs of children in divorce throughout her career. She is trained as a guardian ad litem and is on the list of preferred attorneys for these matters in Fulton and Cobb counties. She writes frequently about custody issues and other family law developments.

Brooke strongly believes mediation is the best option for resolution in the majority of family law cases – particularly those in which children of any age are involved. She completed 100 hours of Civil Mediation and Divorce and Family Mediation training, and is a registered neutral with the Georgia Office of Dispute Resolution.

Henry Bowden, Jr./The Bowden Law Firm, LLC

Henry Bowden, Partner with The Bowden Law Firm LLC, is a native of Atlanta, GA and received his B.A. with Honors from the University of Virginia in 1971 and his J.D. with Distinction from Emory University Law School in 1974. Mr. Bowden earned memberships in Phi Beta Kappa, Omicron Delta Kappa and the Order of the Coif during his college and law school careers; he was also elected Articles Editor of the Emory Law Journal. After law school, he clerked on the United States Court of Appeals, Fifth Circuit, for the Honorable Griffin B. Bell.

Mr.Bowden joined King & Spalding in 1975, making partner there in 1982. His areas of concentration have included estate planning and administration, charitable gift planning, and the representation of tax-exempt organizations. In June of 1995, Mr. Bowden founded The Bowden Law Firm.

Mr. Bowden was elected a Fellow of the American College of Trust & Estate Counsel in 1986, and served as State Chair of the College in Georgia for five years. He served as chair of the Fiduciary Law Section of the State Bar of Georgia in 1990-91, and as President of the Atlanta Estate Planning Council in 1995-96. From 1982-87, he was an adjunct professor at Emory Law School, teaching estate and gift taxation in the Masters in Taxation program there.

Mr. Bowden has served as President of the Atlanta Council of Younger Lawyers, as Chairman of the Board of the Atlanta Ballet, Inc., as Chairman of the Board of Historic Oakland Foundation, Inc., as a Trustee of the Westminster Schools, and as a member of the Board of Managers of the University of Virginia Alumni Association. He is currently an emeritus member of the Board of Trustees of Emory University, and an active trustee of Wesley Woods Senior Living, Inc. On January 1, 2016, Mr. Bowden was appointed by the Supreme Court of Georgia to serve a six-year term on the State Board of Bar
Examiners, and now chairs that Board. He is a lifelong member of Northside United Methodist Church, where he teaches Sunday school.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Understanding the IRS Collection Process

January 27, 2021 by Mike

Gwinnett Studio

Understanding the IRS Collection Process

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Jeffrey Kess/MendenFreiman

Jeffrey Kess is a partner in MendenFreiman’s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands of clients before the Internal Revenue Service, the State of Georgia, and other state taxing authorities. Jeffrey also works closely with CPAs in devising strategies to eliminate or minimize potential taxes, penalties, and interest for their clients.

“I am passionate about formulating strategies to help my clients eliminate or minimize potential taxes, penalties, and interest so they can live the American Dream!”

Jeffrey has served in leadership positions with numerous professional and community organizations. He has shared his knowledge and experience by speaking to a wide variety of groups, including the Georgia Society of CPAs, the State Bar of Georgia, the Family Law Section and the Tax Section of the Atlanta Bar Association, The North Atlanta Tax Council, the National Business Institute, and the Institute of Continuing Legal Education in Georgia.

Prior to joining MendenFreiman, Jeffrey was a partner at Gomel Davis & Watson, LLP.

Amy McGehee/MendenFreiman

Amy McGehee is an associate in MendenFreiman’s tax controversy and collection and tax planning practice areas. Amy also practices in the areas of estate planning and business law. She joined the firm in 2019 and has extensive experience counseling clients in a wide variety of matters; including tax controversies with the IRS and state taxing agencies; drafting, filing and negotiating offers in compromise, penalty abatement requests, installment agreements, and “currently not collectible” status; and stopping collection action such as wage garnishments, levies, and asset liens. She also represents business owners with payroll and employment tax issues.

Amy has spent her career advising and representing business owners in transactional matters, complex tax planning and business succession planning, entity selection and formation matters, business organization and reorganization, as well as operational compliance matters and governance matters. She has experience reviewing, drafting, and negotiating general business contracts ranging from employment agreements to commercial leases and drafting tax opinions and applications for credits and incentives.

“I enjoy working with my clients to turn big problems into small problems.”

Over the course of her career, Amy has spent half her time practicing estate planning; and she has extensive experience with sophisticated estate and tax planning for individuals and families of significant means, including drafting complex wills, revocable and irrevocable trusts, GRATs, CLATs, CRUTs, LITs and FLPs. Amy’s estate experience also includes probating simple and complex estates — including overseeing challenging valuation matters — and preparing and filing 706 and 1041 tax returns.

Prior to joining MendenFreiman, she was an associate at Gomel Davis & Watson, LLP, practicing in similar areas. Prior to her time at Gomel, Davis & Watson, LLP, Amy was employed as a tax attorney with a Fortune 500 energy company and gained experience in corporate tax matters and energy credits and incentives.

Brad Gomel/Gomel & Advisors

Brad Gomel, CPA is a Principal and Tax Manager at Gomel & Advisors (G&A). He graduated from the University of South Alabama with a Bachelor of Science in Business Administration. Brad worked for the tax law firm Gomel, Davis and Watson, LLP for 10 years before forming G&A. Brad holds his CPA License in Georgia.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Philanthropy in 2020 and Beyond

December 20, 2020 by Mike

Gwinnett Studio

Philanthropy in 2020 and Beyond

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Christy Butler Eckoff/Atlanta Jewish Foundation

Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation.

Previously, Christy served as managing director, philanthropic counsel at the Community Foundation for Greater Atlanta and served as senior director of gift planning at Georgia State University. She previously practiced tax and fiduciary law. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising
Professionals (AFP) Greater Atlanta chapter and a member of the Junior League of Atlanta.

Christy was a board member of AdNet (the Advancement Network for Community Foundations) and is currently on the board of the Atlanta Estate Planning Council, the National Association of Charitable Gift Planners (CGP), and the Association of Fundraising Professionals National PAC board. Christy co-leads the National Standards for Gift Planning Success task force of CGP.

Randy Gorod/Pisgah Consulting

Randy Gorod is the President & CEO of Pisgah Consulting. He has had a long and diverse career serving in the non-profit sector. He worked with Young Judaea and at Camp Judaea for over three years. After graduate school, he returned to Atlanta to work at Congregation Etz Chaim as its Youth Director and Executive Director for nine years. His development experience began at Etz Chaim and continued at the Jewish Federation of
Greater Atlanta where he helped lead the Community Campaign for Caring for three years and to its highest annual level of over $18 million in one year. He moved to Emory University to be part of the university’s $1.6 billion comprehensive campaign and worked through the campaign completion, nearly six years. After helping The Jewish Agency for
Israel work on a better development process for almost two years, he left to form Pisgah Consulting.
At Pisgah Consulting, he has worked with organizations like Hillel International, ORT Atlanta, local Hillels, the Center for the Visually Impaired and others. Pisgah Consulting offers non-profits the opportunity to focus on core competencies by building strong development operations, plans and staff.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Personal Property and Estates: Planning, Appraising and Auctioning

October 28, 2020 by Mike

Gwinnett Studio

Personal Property and Estates: Planning, Appraising and Auctioning

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Allen Venet/SunTrust Bank (now Truist)

Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million – with each including unique personal property. A graduate of Southern Illinois University and the University of Illinois College of Law, he practiced estate planning law and then served as an advisor at the leading trust department in his native Chicago before joining SunTrust, Atlanta in 1995. He is a regular speaker at legal and trust continuing education programs in Georgia, Florida, Tennessee and other states. He and his wife live in DeKalb County where they raised their two sons.

Alyssa Quinlan/Hindman Auctions

Alyssa Quinlan is the Chief Business Development Officer at Hindman Auctions, based in their Chicago headquarters. Hindman is recognized internationally as a leading fine art auction house with 12 offices across the country. With an unyielding focus on client service, Hindman operates more salesrooms in the United States than any other firm and conducts over 100 auctions annually in categories such as fine art, modern design, jewelry and timepieces, fine books and manuscripts, couture and luxury accessories, fine furniture, decorative arts and more. Hindman is home to a team of over 150 experienced professionals and specialists dedicated to providing comprehensive auction services.

Quinlan returned to Hindman following nearly two decades of experience in wealth management, and the art and auction industry with nationally renowned firms including JP Morgan’s Private Bank and Citi Smith Barney Asset Management, Leslie Hindman Auctioneers and Gurr Johns. She oversees business development efforts nationally, in tandem with the firm’s ongoing expansion in locations, services and expertise.

Alyssa enjoys staying involved with local and national organizations where she has served as a charity auctioneer for charitable organizations including Special Olympics, University of Chicago Cancer Research Foundation, Misericordia, and Children’s Home & Aid to name a few. She has been a member of the Ravinia Associates board since 2008 and a member of the Ravinia Woman’s Board since 2017. She was named one of Michigan Avenue Magazine’s “Women of Influence” and was featured in the “Phenomenal Women Project” benefitting Dress for Success. Alyssa received her BA from DePauw University where she studied English Literature and Economics.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Preparing Women for Prosperity

September 25, 2020 by Mike

Gwinnett Studio

Preparing Women for Prosperity

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Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C

Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999.

Stacy began her legal career at Long, Aldridge & Norman, LLP in the commercial real estate group. She then went on to become General Counsel for Homes by Williamscraft, Inc., the homebuilding company started by her father, Wilmont Williams. When Stacy’s father unexpectedly died in 2015, Stacy experienced firsthand the complexities of the estate administration process for family businesses. Stacy then decided to join Lefkoff, Duncan, Grimes McSwain and Hass, P.C. so that she could utilize her practical and legal experience to help individuals and families navigate the estate planning and estate administration process.

She is passionate about educating and empowering women to take the driver’s seat in planning for their futures.

Tiffany Kent/Wealth Engagement LLC

Tiffany Kent is a Certified Financial Planner and founder of Wealth Engagement LLC, a registered investment advisor firm. After 20 years of working as a portfolio manager and financial advisor on Wall Street, she started Wealth Engagement to provide clear, conflict-free, and personalized financial/investment advice at a low cost. Kent is a graduate of U.C. Berkeley and Harvard Business School.

Tiffany lives in Atlanta, GA with her husband and three kids. When she is not investing and advising clients, Tiffany can usually be found running on West Paces Ferry Road.

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

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

Money Messages: Unpacking Our Emotional Relationship with Money

July 22, 2020 by Mike

Gwinnett Studio

Money Messages: Unpacking Our Emotional Relationship with Money

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David Geller/Wealth Enhancement Group

David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual’s talents, wisdom, network, and relationships. David has been featured in a number of prominent outlets including The New York Times, The Wall Street Journal, and The Huffington Post. He enjoys sharing his wealth management philosophy through professional engagements and workshops.

David Bokman/Morgan Stanley Wealth Management

Morgan Stanley Wealth Management‘s Family Office Resources provides ultra high net worth clients a virtual family office experience with world-class, comprehensive services including family governance and wealth education, philanthropy, estate planning, customized asset allocation and portfolio construction, and lifestyle advisory. David Bokman’s diverse background has convinced him that ultra high net worth families benefit by approaching their wealth management needs from the broadest possible perspective. Prior to joining Morgan Stanley, he spent 13 years at GenSpring Family Offices, where he served as president of the Atlanta office, head of the Wealth Advisory Center and, most recently, chief advisory officer responsible for the overall delivery of the firm’s family office services. David also has previous experience with ultra high net worth clients as a vice president with Goldman Sachs’ Private Client Group; as a partner with King & Spalding focused on trusts and estates law; and as a senior tax manager with Arthur Andersen. David graduated summa cum laude from Yale College in 1984 and received his J.D. from Yale Law School in 1988.