wealth matters radio show Archives

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

October 23, 2019 by Mike

Gwinnett Studio

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

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Craig Frankel, Adam Gaslowitz, Robert Port

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”.

CLICK HERE to watch the video of this show.

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

Financial & Estate Planning for Young Adults

September 25, 2019 by Mike

Gwinnett Studio

Financial & Estate Planning for Young Adults

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Craig Frankel, Alicyn McLeod, Chloe Moore, Cherish De la Cruz, Robert Port

Alicyn McLeod/Atlanta Tax

Alicyn McLeod with Atlanta.Tax is a Certified Public Accountant and a Certified Financial Planner with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits.

A Georgia native, Alicyn is a graduate of Augusta University where she earned a Bachelors in Business Administration in Accounting and a Masters of Business Administration. She is an animal-lover who wanted to be a veterinarian as a child and accidentally stumbled into accounting while working her way through school. She quickly appreciated that each day holds its own unique professional challenges and learning opportunities. She enjoys applying her specialized knowledge to her clients’ business and tax situations to help them understand and navigate confusing issues that have a large impact on their finances.

Alicyn resides near Chastain Park and is an active member of the Atlanta business community. She has contributed her professional skills over the years by volunteering with several organizations including serving as President of the American Woman’s Society of CPAs – Georgia Affiliate, Treasurer of Goethe-Zentrum Atlanta (a German cultural center), and serving on the finance committees for the Georgia Lawyers for the Arts and Atlanta Gay & Lesbian Chamber of Commerce. Alicyn is a 2016-2017 participant in the Philanthropic Advisor Leadership Institute (PALI) sponsored by the Community Foundation for Greater Atlanta, as well as a 2018 participant in the Atlanta Women’s Foundation’s Women on Board program.

Chloe Moore/Financial Staples

Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Financial Staples is dedicated to serving young professionals and small business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. As a Certified Financial Planner professional, Chloe takes a comprehensive approach with clients and creates customized solutions that incorporate her clients’ values and financial objectives.

Prior to launching Financial Staples, Chloe advised high net worth individuals and families at a southeastern based independent trust company. She also works as a consultant for other financial advisors, providing outsourced financial planning and practice management solutions.

In addition to promoting financial literacy through volunteer efforts, Chloe also focuses on the cultivation of female and minority financial planners. She serves on the advisory committee for the XY Planning Network and is an active member of several professional organizations. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017.

Cherish De la Cruz/De la Cruz Law, LLC

Cherish De la Cruz established De la Cruz Law, LLC in 2013 to help multi-generational families plan their futures. In 2012, Cherish experienced losing a close family member to cancer. While taking care of her aunt’s affairs, she realized the stress and unnecessary hardship of not having a comprehensive and customized estate plan. As a mother of three young children and as the daughter of aging baby boomer parents, Cherish is both personally and professionally fluent in the complexities that arise in ensuring that family members are protected with life and estate planning. With her background and expertise in investments and insurance, Cherish works collaboratively with advisors in helping families and small businesses develop tailored estate plans.

Community involvement and leadership has always been important to Cherish. She is the Immediate Past President of the Georgia Asian Pacific American Bar Association (GAPABA), Chair of the Elder Law Section of the Atlanta Bar Association, a founding Board Member of XPX – The Exit Planning Exchange and Board Member of Mosaic Georgia (formerly the Gwinnett Sexual Assault Center and Children’s Advocacy Center). She is also a graduate of the 34th Class of Leadership Gwinnett (2019). In 2017, the Georgia Asian Times named Cherish as one of the Most Influential Asian Americans in Georgia.

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

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

March 28, 2019 by Mike

Business Is Good

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

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Robert Port, Stacy Hanley, Jessica Reece Fagan, Lisa Brown, Craig Frankel

Jessica Reece Fagan/Hedgepeth Heredia Law

Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out of court. Jessica is admitted to appear before the Supreme Court of Georgia, all Superior and State Courts of Georgia, and the U.S. District Court for the Northern District of Georgia.

Jessica is an active member of the State Bar of Georgia, the Young Lawyers Division of the State Bar (“YLD”), and the State Bar Family Law Section. Jessica is a graduate of the State Bar of Georgia YLD Leadership Academy and previously served on the YLD Executive Council. Jessica is also a member of Lawyers Club of Atlanta, and an active member of the Family Law Section of the Atlanta Bar Association and the DeKalb Bar Association.

A native of Augusta, GA, Jessica is a cum laude graduate of The University of Georgia. Jessica earned her law degree, with honors, from Georgia State University. Prior to joining HHR, Jessica practiced at the international law firm of Smith, Gambrell & Russell, LLP.

Stacy Hanley/Leftkoff, Duncan, Grimes, McSwain & Hass

Stacy W. Hanley is a partner at the law firm of Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Stacy practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters.

A native of Atlanta, GA, Stacy graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington & Lee, Stacy played on the first women’s basketball team and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy
was elected to of The Order of the Coif, served as Senior Notes Editor for the International
Journal of Comparative and International Law and was awarded The Real Property Law Section
Award.

Lisa Brown/Brightworth

Lisa has focused her entire career in wealth management for high-net-worth families. “The most rewarding part of my job is helping my clients retire well, with confidence and security about their future.” Her straight forward, results oriented approach appeals to the busy professional.

Lisa is a Partner and Wealth Advisor at Brightworth where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association’s Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.

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

How To Protect Your Kids From Estate Disputes

January 25, 2017 by Mike

Gwinnett Studio

How To Protect Your Kids From Estate Disputes

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This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch.

Adam Gaslowitz

As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Mr. Gaslowitz’s approach to his practice is rooted in his belief that his clients need more than just an attorney; they need guidance in making both legal and practical decisions during a time of enormous emotional stress. To his clients, he is a counselor in every sense of the word, providing both expert legal advice and perspective on what really matters. Always keeping his clients’ best interests in mind, Mr. Gaslowitz is also an expert on mediation and alternative methods of resolving estate disputes.

Mr. Gaslowitz graduated summa cum laude from Emory University’s Goizueta Business School, earning degrees in accounting and finance. After business school, he earned a J.D. from the University of Michigan Law School.

Mr. Gaslowitz has served as an expert commentator on CNN and the Layman’s Lawyer. He has given numerous seminars and lectures on estate litigation. As an active member of the community, Mr. Gaslowitz often lectures to groups such as AARP and serves on the Boards of several legal organizations, such as the Atlanta Probate Bar. He is proud to have been honored with many accolades, including being elected as a Fellow of ACTEC, attaining an “AV” Attorney Rating by Martindale Hubbell, and being recognized by Super Lawyers of Georgia annually since 2006.

Craig Frankel

Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and trusts, fiduciary duties, employment claims, civil rights, and civil appeals. Known throughout the legal profession as a principled, aggressive attorney who gets the job done, Mr. Frankel emphasizes open and frank exchanges with every client, adversary, and the court. As a founding partner of Gaslowitz Frankel LLC, he takes pride in his firm’s ability to create favorable resolutions for their clients, whether through trial or settlements. Mr. Frankel’s approach to his practice is centered on the belief that any successful result must meet both the financial and emotional challenges of his clients. Therefore, in addition to his years of experience in a courtroom, Mr. Frankel is well versed in mediation and alternative dispute resolution techniques.

Mr. Frankel attended the Honors Program of the University of North Carolina at Chapel Hill, where he was inducted into Phi Beta Kappa and the Order of the Grail Honor Society. He later attended the University of Georgia School of Law as a Bryant T. Castellow Scholar, where he served as Executive Editor of the Georgia Law Review and a research assistant to Deans Beaird and Brussack. After achieving his J.D. with honors, Mr. Frankel clerked with the Hon. John C. Godbold, then Chief Judge of the United States Court of Appeals for the Eleventh Circuit.

Mr. Frankel is a frequent speaker at continuing legal education programs, wealth management programs, and estate and tax programs, where he discusses fiduciary duties and the risks for fiduciaries. Additionally, his successful law practice is balanced with extensive pro bono work. Mr. Frankel currently serves on the Board of Directors of Hillside Hospital, a residential and outpatient facility for severely abused or emotionally disturbed adolescents and their families.

Millie Baumbusch

Millie Baumbusch head shotMillie Baumbusch is a litigator who specializes in fiduciary matters, including disputes concerning wills, estates, trusts, and business interests. Her particular focus is on contested guardianships and conservatorships. Ms. Baumbusch represents clients in all phases of litigation, from filing pleadings and conducting discovery through strategizing for and managing hearings and trials. In addition, she often engages in settlement negotiations to assist clients in resolving their disputes prior to trial, saving resources and permitting them a measure of control over the outcome.

Ms. Baumbusch attended Brown University and obtained a B.A. degree in English literature. She was an Assistant Vice President at Chemical Bank in New York City, where she was a lending officer to middle market companies and held several positions in strategic planning and market research. Ms. Baumbusch attended the Georgia State University College of Law, earning a J.D. cum laude. While in law school, she served as Research Co-Editor of the Law Review.

Ms. Baumbusch is certified in civil collaborative practice and has more than 1,200 hours of hands-on experience with Guardianship and Conservatorship cases. She has made CLE presentations and lectured on guardianships, how to avoid estate disputes, and related topics.

Ms. Baumbusch’s passion for estate and trust litigation is rooted in the combination of analyzing complex legal issues and being attuned to family dynamics. With cases that often involve clients’ family members, Ms. Baumbusch focuses on the legalities involved and interactions with opposing counsel, while never losing sight of the impact the final outcome will have on her client’s family. She understands that seeking a mediated settlement that would foster a better family relationship is often a more appropriate approach than taking an aggressive stance in litigation. However, each case presents different family, factual, and legal issues, making every day a fresh challenge.

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

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: