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Louis Silverman with Silverman Law Offices

January 19, 2021 by Karen

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Phoenix Business Radio
Louis Silverman with Silverman Law Offices
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Louis Silverman with Silverman Law Offices

Silverman Law Offices offers legal counsel and services for estate and wealth planning, trust maintenance, probate services, business succession planning, corporations, partnerships, and limited liability entities. The Silverman Law firm serves clients from all walks of life—all are welcome at Silverman Law!

In 2018 Silverman Law was honored by the Tempe Chamber of Commerce as a finalist in the small business of the year category. Lou Silverman and Silverman Law have been featured as a top estate planning attorney by AZ Biz Media Magazine.

Louis-Silverman-Silverman-Law-OfficesLouis Silverman has been practicing law in Arizona since 1981. In 2005, he changed  focus of his civil litigation practice to estate planning, estate administration, and probate law. In 2015, Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona.

His practice emphasizes estate planning, which includes wills and trusts, powers of attorney, and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, a collegial national association of approximately 2,500 lawyers whose practices are exclusively dedicated to or include estate planning law. He is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona.

He is on the board of trustees of Southwest College of Naturopathic Medicine and president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas. Lou is also a Certified Specialist in Estate and Trust Law.

Connect with Louis on Facebook and Instagram and follow Silverman Law Offices on LinkedIn.

Tagged With: avoiding probate, creditor protection, estate planning, probate, trust administration, trust planning

MIND MONEY MOTION María Tomás-Keegan with Transition and Thrive with Maria and Heather Parker with The Parker Law Office

October 17, 2019 by Karen

MIND-MONEY-MOTION-Mara-Tomas-Keegan-with-Transition-and-Thrive-with-Maria-and-Heather-Parker-with-The-Parker-Law-Office1
Phoenix Business Radio
MIND MONEY MOTION María Tomás-Keegan with Transition and Thrive with Maria and Heather Parker with The Parker Law Office
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MIND MONEY MOTION María Tomás-Keegan with Transition and Thrive with Maria and Heather Parker with The Parker Law Office

Maria Tomas-Keegan, a life coach specializing in transitions, clarifies the normalcy of grief, the wisdom of how to achieve peace of mind, and take action advice for before and after experiencing loss. Heather Parker, an estate planning attorney, reviews the various documents needed to provide for yourself and your family, explains the dangers of not having wishes in writing, and encourages families to communicate. 

The vast majority of women will lose a spouse and/or a parent. This segment prepares them for the mindset as well as the legal/financial aspect of that life experience. To better understand grief, caregiving challenges, and the legal documents you need to have in place before you need them, listen in to learn and get motivated for your family’s benefit.

Transition & Thrive with María offers career & life coaching and consulting services to help women navigate through the chaos that can erupt when life suddenly changes. The “5 Petals of Power” program provides tools and strategies that clients can learn and adapt to their unique circumstances.

These tested techniques have inspired many women to put the pieces of their lives back together again in a new way. LifeCareerCoachTag

Life will continue to happen. When women learn how to handle these events in empowering ways, they will be prepared for anything life throws at them in the future. It’s how they step back into their power.

Maria-Tomas-Keegan-on-Phoenix-Business-RadioXLife can turn someone upside down without warning, at the most inopportune times. It could be a divorce, loss of a loved one, or an unexpected layoff.

Navigating the change that comes with those major life events can cause them to question who they are now that things have changed, and where they are headed next. Helping women turn their world right-side up again is a specialty of  María Tomás-Keegan.

She is a certified career & life coach, specializing in transitions. She is an award-winning author of “Upside Down to Right Side Up: Turning Transition into Triumph” and producer and host of an international video podcast called “Tips for the Transition,” in which she has conversations with inspiring women about their own upside-down moments and the lessons they learned that will help others know they are not alone.

Connect with Maria on LinkedIn, Facebook, Twitter and Instagram.

The Parker Law Office provides professional, personal service to help you prepare a plan to care for your family in your absence. They are dedicated to serving their clients with the utmost integrity and respect. PLOLogoforLinkedInBanner

They consider it their privilege to discuss all of a clients possible options to allow them the ability to make an educated decision about planning for their future and that of their families.

The Parker Law Office strives to be the firm to which you refer your own family and friends because you received impeccable service and professionalism.

Heather-Parker-on-Phoenix-Business-RadioXHeather Parker is an attorney in Chandler, who focuses her practice in estate planning and business law.

She is passionate about educating and empowering others so they can make informed decisions about how to best plan for the futures of their families and their businesses.

She realized this passion for this through loss in her own family and made it her mission to start her own firm focusing on serving the community by taking the time to really make sure her clients understand the process and their options for estate planning and business formation.

Heather’s background includes an undergraduate degree in Business Finance, and her law degree from John Marshall Law School in Chicago. She has been an attorney for almost 19 years and is licensed in both Illinois and Arizona.

Heather has lived here in the East Valley for over 15 years with her husband, of twenty-five years, Kurt, and their daughter, who is a senior in high school this year. When not practicing law, you will find Heather helping with children’s programs at her church, serving on a number of Boards, including some non-profits, as well as cooking, swimming and spending time with the family.

Connect with Heather on LinkedIn and follow The Parker Law Office on Facebook.

ABOUT OUR SPONSORS

The Women’s Enterprise Foundation (WEF) is a 501(C)3 charitable organization that supports and inspires women business owners within the greater Phoenix area. For over 10 years we have sponsored women through scholarships and grant funding.  Our monthly scholarship applications and bi-annual grant opportunities have assisted over 20 women in 2018 and 2019. These women continue to develop themselves as business leaders. The grants give them the increased capital to help generate greater revenue in their business.  Scholarships help support their business growth through leadership and business training. We know when women grow their businesses, they benefit entire communities. WEF-Logo

The first Friday in November each year, we hold our annual fundraiser at the Scottsdale Resort at McCormick Ranch. This year our featured guest speaker will be Dr. Connie Mariano, the first military woman to serve as a White House Physician to the President. Info for scholarships and grants, as well as our upcoming event may be found at . 

WEF is proud to sponsor Marie Burns in her podcasts, Mind, Money and Motion, that will positively educate women about money habits.  We are excited for Marie Burns to spread her message, as it is consistent with the success for women in business, as well as their personal financial growth.

Our financial support of Marie’s grant continues to create a foundation that WEF fosters. We believe that women are the glue for their communities as they participate in, orchestrate and mediate relationships, opportunities and business growth. We are confident that her support and success will multiply and benefit many others.

mindmoneymotionlogoMind Money Motion is an education business whose mission is to help women worry less about running out of money by keeping their mind and body healthy so they can enjoy LESS WORRY, MORE LIFE.

Money is the number one stressor in American’s lives and one of the main reasons for divorce. Women are often uncomfortable with financial decisions OR don’t have the time or interest to take care of financial matters OR don’t know where to begin or if they are on track.

As the founder, Marie Burns provides tools and resources through her podcast, books, speaking events, website and social media to be the financial advocate women need.

ABOUT YOUR HOST:

Marie-Burns-on-Phoenix-Business-RadioXMarie Burns, a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for almost 20 years.

Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now has an independent advisory practice where she offers financial planning and investment management called Focus Point Planning.

She is a volunteer ambassador and board member for The Financial Awareness Foundation, member of the Financial Planning Association, board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion, where she strives to help women enjoy LESS WORRY, MORE LIFE!

Follow Mind, Money, Motion on Facebook.

Tagged With: Estate Planning Chandler, Estate Planning Gilbert, Life Coach, life coach for women, Maria Tomas Keegan, transition coach, trust planning

Trust Planning Issues Concerning Special Need Individuals

January 28, 2015 by Mike

Gwinnett Studio
Gwinnett Studio
Trust Planning Issues Concerning Special Need Individuals
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Craig Frankel, Kristen Lewis, Fontaine Lee, Kathy Keeley, Adam Gaslowitz

On this episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel  discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust.

The panel will discuss information relating to special needs trust planning and helping families understand their individual roles in a special needs trust.

 Kristen Lewis/Smith, Gambrell & Russell, LLP

Kristen M. Lewis practices law in Atlanta, GA with Smith, Gambrell & Russell, LLP. She is a Fellow of the American College of Trust and Estate Counsel, and is a nationally recognized expert on “Special Needs Trust” planning for persons challenged by disabilities. She is an active member of the Special Needs Alliance, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, the American Bar Association, the New York Bar Association Elder Law Section, the State Bar of Georgia Fiduciary Law Section, and the Georgia Planned Giving Council. She recently completed her tenure as Co-Chair of the Long-Term Care, Medicaid and Special Needs Trusts Committee of the Elder Law, Disability Planning and Bioethics Group of the Real Property, Probate and Trust Law Section of the ABA. In her free time, she trains certified service dogs for Canine Assistants based in Milton, GA.

Ms. Lewis received her B.A. degree in French and political science, with highest honors, from Wellesley College in 1981. She earned her J.D. degree from Cornell Law School in 1984. She is admitted to practice law in both New York and Georgia.

Ms. Lewis co-authored an article entitled “Top 15 Tips for Estate Planners When Planning for Special Needs”, published in Probate & Property, Volume 24, Number 2, March/April 2010, which won the magazine’s 2010 Excellence in Writing Award for “Best Overall Article – Trusts & Estates”. She most recently authored an article entitled “The Crime of the 21st Century: Financial Abuse of Elders” which was published in Probate & Property, Volume 28, Number 4, July/August 2014.

LinkedIn: www.linkedin.com/pub/kristen-lewis/22/901/32

Company LinkedIn Page: https://www.linkedin.com/company/27889

Twitter: https://twitter.com/sgrlaw

Kathy Keeley/All About Developmental Disabilities

Kathy Keeley is the Executive Director of All About Developmental Disabilities (AADD) which focuses on creating a meaningful life for individuals with developmental disabilities through family support, employment and community engagement. Prior to joining AADD, she had her own consulting firm providing strategic planning and business planning to large cities and nonprofits throughout the U.S. She is a social entrepreneur having started the first loan fund for women-owned businesses in the U.S. and the first micro-enterprise association of lenders. She is the former Chief of Staff for a Mayor, launched the Calvert Foundation, and provided technical assistance in nearly 30 counties on economic and business development. Keeley came to AADD to jump off Delta flights and make an impact in her home community with a focus on restructuring one of the longest serving nonprofits focused on developmental disabilities in Georgia.

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

Twitter: https://twitter.com/AADDorg

Linkedin: https://www.linkedin.com/company/aadd

Fontaine Lee/Cumberland Trust & Investment Company

Fontaine Lee is currently the Vice President and Business Development Officer with Cumberland Trust & Investment Company, an independent trust company with headquarters in Nashville, TN. She opened the Atlanta office for Cumberland in the Fall of 2010 and is responsible for business development in Georgia, Florida and South Carolina. Fontaine began her career at Citigroup in Institutional Fixed Income Sales and Trading where she focused on tax-exempt offerings. After receiving her M.B.A from Emory University, she transitioned from capital markets into private wealth management. Since that time, she has held business development roles at Atlanta-based Reliance Trust and with a multi-family office. Fontaine also spent two years at the Coca-Cola Company working in marketing research.

A native of Atlanta, Fontaine is actively involved with the Atlanta Vanderbilt Club and is a graduate of the Atlanta Women’s Foundation Destiny Fund program, and co-authored the L.E.A.D. program for Leadership Atlanta. She sits on the board for the Agape You and Family Center and is on the Marketing and Development Committee for Whitefoord, Inc. She has also served as a board member for Executive Women of Goizueta, the women’s alumni organization for the Goizueta Business School. In addition to her M.B.A., Fontaine has a B.A. from Vanderbilt University.

LinkedIn: http://www.linkedin.com/pub/fontaine-mcdaniel-lee/0/381/1a9

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

If you would like to listen to past episode of Wealth Matters please visit our YouTube Channel.

Remember to tune in the last Wednesday of every month at 8:30 a.m. to listen live to our show!

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

Twitter: https://twitter.com/EstateDispute

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

 

Tagged With: craig frankel, Cumberland Trust, cumberland trust & investments, development disabilities, disabilities, financial planning, Fontaine Lee, Kathy Keeley, Kristen Lewis, planning trusts, special needs, special needs individuals, special needs trust planning, trust planning, trusts, wealth, Wealth Matters

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