On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss the ABC’s of asset protection with their special guests Tony Turner and Katlyn Dennis.
Katlyn Dennis/NFP Private Client Group
Katlyn Davis of NFP Private Client Group started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client Group (both in Palm Beach and Atlanta) from September 2005 through October 2010, and joined NFP Private Client Group in October 2010.
They focus on Personal Insurance for high net worth individuals and families. Reviewing their current programs and placing them with the best carrier and coverage’s for their needs. Most high net worth individuals have very comprehensive programs that need annual reviews and constant review. They can place in all 50 states and have numerous specialty markets for the hard to place risks. They are a boutique hands on firm that concentrates only on personal insurance needs.
Facebook Page: https://www.facebook.com/OneNFP
LinkedIn Profile: https://www.linkedin.com/pub/katlyn-dennis/39/ab8/312
Tony Turner/ Cohen Pollock Merlin & Small PC
Tony Turner of Cohen Pollock Merlin & Small PC practices family wealth planning, estate and charitable planning, probate and estate administration and business succession. He is a Fellow of the American College of Trust and Estate Counsel, named a Top 100 Attorney in the United States by Worth Magazine, a Georgia Super Lawyer and has also been one of Georgia Trend Magazine’s Legal Elite.
Mr. Turner graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and a Juris Doctor, both with honors. He received his Master of Laws in Taxation from Emory University, graduating first in his class. Mr. Turner has also passed the Certified Public Accountant examination.
Mr. Turner actively speaks and writes about wealth planning, estate and tax planning and related topics. In 2014, he has given talks such as: “State of the Estate and Gift Tax” (Meeting of the Financial Planning Association of Georgia) and “Love, Sex, Money and Death: Estate Planning Aspects of Divorce” (American Bar Association of Family Law).
Facebook Page: https://www.facebook.com/pages/Cohen-Pollock-Merlin-Small-PC/279710319364?fref=ts
LinkedIn Profile: https://www.linkedin.com/pub/tony-turner/3/759/545
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.
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Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
