Wealth Matters Archives - Page 7 of 7

Trust Planning Issues Concerning Special Need Individuals

January 28, 2015 by Mike

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 21^st 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.

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

Twitter: https://twitter.com/EstateDispute

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

Why You Should Include Planned Giving in Your Estate Plan

November 19, 2014 by Mike

Gwinnett Studio

Why You Should Include Planned Giving in Your Estate Plan

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Craig Frankel, Adam Gaslowitz — Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz

What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships?

If you ever ask yourself these or similar questions, 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 episode of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel discuss why you should include planned giving in your estate plan with guests Phyllis Silvertein and Alicia Philipp.

Alicia Philipp/Community Foundation for Greater Atlanta

Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. The Community Foundation strengthens the 23-county metro Atlanta region by providing quality services to donors and innovative leadership on community issues. Philipp has led the Foundation’s grantmaking, fundraising and collaborative initiatives with donors, nonprofits and community leaders for the past 37 years. Under her leadership, The Community Foundation has grown from $7 million in assets in 1977 to more than $929 million in total assets today.

In 2013, The Community Foundation distributed more than $134 million representing 5,800 grants to approximately 2,100 nonprofits locally, nationally and internationally – making 2013 one of the largest years in the Foundation’s history for grantmaking. Named to Georgia Trend’s “100 Most Influential Georgians” list, Philipp has also been named one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, one of 175 “Emory History Makers” by Emory University and has received the Georgia State University Distinguished Alumni Award. Her local, regional and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector and the National Center on Family Philanthropy. Philipp received a bachelor’s degree from Emory University and a master’s in business administration from Georgia State University.

Phone: 404-588-3189
Email: aphilipp@cfgreateratlanta.org

Phyliss Silverstein/Wells Fargo

Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.

Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.

Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women’s empowerment foundation, middle school PTSA and lacrosse youth sports.

Phone: 404-238-0444
Email: Phyllis.Silverstein@wellsfargo.com

About Gaslowitz Frankel:

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

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

September 24, 2014 by Mike

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

As 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

Having 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

With 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:

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.

Transferring Business to the Next Generation

August 27, 2014 by Mike

Gwinnett Studio

Transferring Business to the Next Generation

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Adam Gaslowitz, Stephanie Brun de Pontet, Jim spratt, Craig Frankel — Adam Gaslowitz, Stephanie Brun de Pontet, Jim Spratt, Craig Frankel

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there any tax advantages of transferring the business to the next generation?

If you ever ask yourself these or similar questions, 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 episode, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Stephanie Brun de Pontet of The Family Business Consulting Group and James D. Spratt, Jr. of The Bowden Spratt Law Firm, P.C. The topic of their discussion is “Transitioning Business to the Next Generation.”

Jim Spratt/The Bowden Spratt Law Firm, P.C.

As a partner/shareholder at The Bowden Spratt Law Firm, P.C., Jim focuses his practice on wealth transfer planning, business succession, and charitable giving. With his thirty plus years of experience in resolving trusts and estates matters, tax-related issues, and tax and probate controversies connected to trusts and estates. Jim is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the State Bar of Georgia, the American Bar Association, and the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel, and he is the current State Chair. He is also listed in the 2014-2015 edition of The Best Lawyers in America in the Trusts and Estates category. Jim is a current Trustee of The Georgia Federal Tax Conference and a Council Member of the RPTE Section. He is a frequent lecturer and panel member for continuing legal education programs.

Phone: 404-523-8337
Email: JimSpratt@BowdenSpratt.com

Stephanie Brun de Pontet/The Family Business Consulting Group

As a senior consultant of The Family Business Consulting Group, Inc., Stephanie specializes in advising family enterprises facing important transitions. She has extensive experience working with sibling teams and developing training programs to educate next-generation family members. A recognized expert on the topic of succession, Stephanie frequently collaborates with clients on establishing succession plans, drafting needed policies and governance structures, and building a framework for next-generation collaborations. Her work is driven by knowledge and experience from the fields of management, entrepreneurship, and psychology. In addition to her consulting work, Stephanie is a co-author of “Building a Successful Business Board” and “Siblings and the Family Business.” A regular contributor to thought leadership in the field, Stephanie is also the Executive Editor of the Family Business Advisor.

Phone: 678-773-1675
Email: BrunDePontet@theFBCG.com

About Gaslowitz Frankel:

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.

How Wealthy Families Can Talk With Their Children About Wealth

July 23, 2014 by Mike

Gwinnett Studio

How Wealthy Families Can Talk With Their Children About Wealth

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Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

When is the best time to talk to children about money and the family’s wealth? How do you pass values to children instead of just money? How does the generation that created the wealth avoid producing a generation without drive and ambition? How can you educate children to become good stewards of the family wealth? If you ever ask yourself these or similar questions, 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 episode of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Donna Trammell, Director of Family Wealth Stewardship and Managing Director at Bessemer Trust; Barry Frankel, Partner-In-Charge of the Dispute Resolution Services Group at Habif, Arogeti & Wynne, LLP; and David Dodson, Executive Director and Financial Advisor at Morgan Stanley Wealth Management. The topic of their discussion is “How Wealthy Families Can Talk With Their Children About Wealth.”

Donna Trammell/Bessemer Trust

As a Director of Family Wealth Stewardship and Managing Director at Bessemer Trust, Donna Leads Bessemer’s initiatives with next-generation education, family communication, and governance. She works directly with clients’ families on a range of issues, including tailoring wealth educational programs for individual family members, facilitating family meetings, and helping family members make decisions as a group. Donna shares best practices and practical techniques gleaned from Bessemer’s experience working with multigenerational families. She is a certified 21/64 multi-generational facilitator.

Phone: 212-708-9380
Email: trammell@bessemer.com

Barry Frankel/Habif, Arogeti & Wynne, LLP

As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of Habif, Arogeti & Wynne, LLP, Barry is a leader of a team that was named Georgia’s Outstanding Forensic Accounting practice for 2013 (and 2012) by The Daily Report. The services provided by his firm include internal investigations, transaction analysis, business valuations, damages calculations, and related matters. His personal experience includes commercial and domestic cases, and he is also an experienced mediator, an arbitrator, and a court-appointed Special Master/Auditor and Receiver. He works out both Atlanta and Sarasota, FL offices.

Phone: 404-898-8211
Email: barry.frankel@hawcpa.com

David Dodson/Morgan Stanley Wealth Management

As a Financial Advisor and Executive Director at Morgan Stanley Wealth Management, David Dodson has been assisting client families and their advisors in devising, planning, and implementing wealth management and transfer strategies for approximately twenty years. Having served as a senior trust and estates specialist, as well as Division Director, with responsibility for the tax attorneys, trust specialists, and insurance specialists within Merrill Lynch’s Wealth Structuring Group from Michigan to Florida, David offers clients valuable perspective on the tools, strategies, and best practices related to the constructive transfer and efficient administration of significant wealth.

Phone: 404-365-3206
Email: david.dodson@ms.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.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

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.