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Estate Planning Issues in High-End Divorces

October 22, 2014 by Mike

Gwinnett Studio
Gwinnett Studio
Estate Planning Issues in High-End Divorces
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Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel
Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

Attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

Randy Kessler/Kessler & Soloimiany

RandyA nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School.

Phone: 404-688-8810
Email: rkessler@ksfamilylaw.com

Larry Freiman/MendenFreiman LLP

LarryA founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute.

Phone: 770-379-1450
Email: lfreiman@mendenfreiman.com

Georgia O’Brien/Family Financial Management

A Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst.

Phone: 404-850-7930
Email: georgia@trustffm.com

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.

 

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

INFOGRAPHIC: Divorce Statistics in the U.S.

Divorce in America

Tagged With: craig frankel, divorce, estate planning, estates, family financial management, ffm, finnaces, finnacial planning, Gaslowitz Frankel, georgia o'brien, high-end divorce, kessler & solomiany, ks family law, larry freiman, menden freiman, mendenfreiman, prenups, Randy Kessler, WEALTH MATTERS RADIO

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio
Gwinnett Studio
Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk
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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel
Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

image2As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

image1Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

image3With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

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.

 

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute

Thank you for your support! Feel free to share this episode with your friends and colleagues.

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Tagged With: craig frankel, eden & culley, finance, finances, homrich berg, investing, investment risk, investments, lagana, mark willoughby, modera wealth management, money, nease, peter fleming, Robert Port, ross bramwell, Wealth Matters, WEALTH MATTERS RADIO

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