Robert Port Archives - Page 4 of 5

What To Do When It’s Time For Mom and Dad To Move Out Of The House

April 26, 2017 by Mike

Gwinnett Studio

What To Do When It's Time For Mom and Dad To Move Out Of The House

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Robert Port, Page Hall, Melissa Benton, Craig Frankel

Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.”

Melissa Benton/Atlanta Senior Advocates

Melissa’s personal experience in the senior living industry began in 2005. She was the only family member in town, so she began caring for her grandparents in Dunwoody. Senior living options in Atlanta at that time were very limited, especially for a couple who wanted to remain living together. Their needs varied greatly as one spouse was independent and the other was struggling with Alzheimer’s disease. Over the course of 6 years, Melissa experienced first-hand the nuances, both pit falls and successes, of in-home care, independent living, memory care, assisted living, skilled care and finally hospice.

Melissa started her career working in Georgia politics in various capacities as the Chief of Staff to the current Lieutenant Governor, a Lobbyist for the Boys and Girls Club of Georgia, and a Campaign Manager for state and local races. She later moved into the legal realm as the Director of Business Development for a subsidy of the corporate and commercial real estate practices at Greenberg Traurig.
In 2012, a conversation with a friend regarding their family’s struggle with their parents not being able to live at home any longer brought to her attention that many families could benefit from what she learned when going through the same process. While she was passionate about teaching students for five years in Washington, DC, it felt like her calling to help others in crises with aging parents and serving as a voice for the senior population. She returned to Atlanta to work as a Family Advocate and became Co-Founder and President of Atlanta Senior Advocates. She dedicates her work to grandparents, Winnie and Bud, because having the honor to care for them has allowed her to help so many others.

Melissa is an Atlanta native and attends Mt. Paran Church. You can find her seeking the sun in the spring and summer and rooting for her Georgia Bulldogs in the fall.

Page Hall/Everything But The House

Page Hall leads the Atlanta sales and business development team for Everything But The House, the premier national online estate sale auction marketplace specializing in personal property liquidation. Prior to launching Everything But The House’s Atlanta operation in March of 2015, she built a diverse background in sales, retail merchandising, and home decor product design and development. Most recently, Page was a Merchandise Buyer for Atlanta’s own Ballard Designs, for whom she traveled the world seeking design inspiration and working with manufacturers. Before joining Ballard, Page worked in advertising sales for Home & Garden Television and in PR and Marketing for BD Jeffries. These experiences honed her project management skills and gave her a highly trained eye for design. This led to her opening a home decor and lifestyle brick and mortar retail store, which she successfully operated for five years. Her multi-faceted range of experiences have two common threads: a drive for unparalleled customer service and a passion for discovering unique items that make a home special. These skills and experiences give Page a genuine desire to help clients navigate life’s transitions and personal property liquidation and to bring untold treasures to the marketplace where they can find new homes to be loved for years to come.

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

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

Financial Management and Life Care Options for Seniors

June 22, 2016 by Mike

Gwinnett Studio

Financial Management and Life Care Options for Seniors

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Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss Financial Management and Life Care Options for Seniors on this episode of “Wealth Matters“. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

Miles Hurley/Hurley Elder Care Law

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

Miles is committed to making the process of planning for the future – our own and that of those we love – as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
Life Care Planning
Veterans Benefits Eligibility
Medicaid and nursing home planning
Guardianship/Conservatorship
Asset Protection
Special Needs planning
Wills, Trusts and Powers of Attorney
Probate and Estate Administration

Miles has undergraduate degrees from Emory University and University of Tennessee and a law degree from Georgia State University College of Law.

Barbara Scurry/Senior Partners

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Chris Foster/A Hand to Hold

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies. As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of 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

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

Exit and Succession Strategies for Closely Held Business Owners

February 24, 2016 by Mike

Gwinnett Studio

Exit and Succession Strategies for Closely Held Business Owners

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Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

Bryan Koepp/Regions Private Wealth Management

Bryan Koepp joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

Cardel McKinstryHabif, Arogeti & Wynne, LLP/

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

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

The “Aging” Stage of Estate Planning

July 22, 2015 by Mike

Gwinnett Studio

The “Aging” Stage of Estate Planning

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Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.

John Montag/Montag Wealth Management

John Montag joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.

As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.

LinkedIn: https://www.linkedin.com/company/a.-montag-&-associates

Dr. Mary Gresham/Atlanta Financial Psychology

Dr. Mary Gresham with Atlanta Financial Psychology is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.

She is active in and belongs to the Georgia Psychological Association, the American Psychological Association, the Financial Therapy Association, the Financial Planning Association and the Purposeful Planning Institute.

Facebook: http://www.facebook.com/atlantafinancialpsychology

LinkedIn: http://www.linkedin.com/in/doctorgresham

Twitter: http://www.twitter.com/docgresh

Kel Long, III/Hendrick, Rascoe, Zitron & Long, LLP

Kel Long, III, Esq is a partner at Hendrick, Rascoe, Zitron & Long, LLP, an estate planning law firm in Atlanta Georgia. Kel has been practicing law for over 25 years and specializes in the following practice areas:

Estate Planning
Wills, Trusts and Probate
Estate Tax Reduction
Estate Freeze Techniques
Tax Planning
Business Succession and Reorganization
Partnerships/LLCs
Corporate Law
Buy-Sell Arrangements
Charitable Planning
Tax Controversies
Settlement/Special Needs Trusts

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

LinkedIn: https://www.linkedin.com/company/hendrick-rascoe-zitron-&-long-llc

About Gaslowitz Frankel:

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

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show! (Click on the arrow below “Listen Live” in top right-hand corner of screen)

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

Twitter: https://twitter.com/EstateDispute

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

The “Planning” Stage of Estate Planning

June 24, 2015 by Mike

Gwinnett Studio

The "Planning" Stage of Estate Planning

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Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.

John Howard/Resource Planning Group

John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

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

LinkedIn: https://www.linkedin.com/company/resource-planning-group

Twitter: https://twitter.com/rpgplanner

Richard Morgan/Morgan & DiSalvo, P.C.

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best Lawyers.com “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Facebook: https://www.facebook.com/pages/Morgan-DiSalvo-PC/118280784932490

LinkedIn: https://www.linkedin.com/company/morgan-&-disalvo-p.c.

YouTube: https://www.youtube.com/user/MorganDisalvo/videos

About Gaslowitz Frankel:

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

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

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

Twitter: https://twitter.com/EstateDispute

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

Structuring and Managing Investment Portfolios

May 27, 2015 by Mike

Gwinnett Studio

Structuring and Managing Investment Portfolios

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

Bill Leonard/Taylor English Duma LLP

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

Lane Steinberger/Redwood Wealth Management

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

About Gaslowitz Frankel:

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

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

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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