• Testimonials for Gaslowitz Frankel | Fiduciary Litigation

    Testimonials for Craig Frankel, Fiduciary Litigation Attorney from Gaslowitz Frankel LLC http://www.gaslowitzfrankel.com Gaslowitz Frankel LLC is Georgia's premiere Fiduciary Litigation and Estate Dispute Resolution law firm that employs quality litigation attorneys experienced in a wide variety of cases. For over 25 years the firm has been a leader in the Southeast in Estate and Fiduciary Litigation. Its lawyers have tried cases in state and federal courts and appeared before the Georgia Supreme Court, the Georgia Court of Appeals, Superior Courts throughout Georgia and the Southeast, Federal District Courts throughout Georgia and the Southeast, and United States Court of Appeals for the Eleventh Circuit. As a result, Gaslowitz Frankel LLC established an impressive track record and a repu...

    published: 10 Feb 2014
  • What is Fiduciary Litigation? Answered as a Short Story

    In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...

    published: 20 Jun 2014
  • November 17, 2016 (Atlanta) - Ethical Obligations of Trustees in Fulfilling Their Fiduciary Duties

    On November 17, 2016, The W. Homer Drake, Jr. Georgia Bankruptcy American Inn of Court, in conjunction with the Metro Atlanta Consumer Bankruptcy Attorney Group (MACBAG), presented a panel presentation titled "Ethical and Professional Obligations or Concerns of Trustees in Fulfilling Their Fiduciary Duties." The panel included Neil Gordon, Nancy Whaley, and Jeneane Treace.

    published: 04 Apr 2017
  • The Big Short (2015) - Mark Baum: "I Say When We Sell!" [1080p]

    "Kathy...What, what is happening?" "The long exposure is.......15 billion." "Jesus" "I SAY WHEN WE SELL!" Mark Baum (Steve Eisman) learns about Morgan Stanley's Long Exposure

    published: 21 Nov 2016
  • Veterans Services to Employers

    The Georgia Department of Labor actively assists employers in finding and hiring skilled veterans, who have great work ethics and a commitment to success. This report explains some of the services provided to employers by the GDOL.

    published: 09 Oct 2013
  • Talking to Children about Wealth | Wealth Matters

    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 ...

    published: 24 Jul 2014
  • Transitioning Business to the Next Generation | Wealth Matters

    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! Radio Show "Wealth Matters" by Adam Gaslowitz and Craig Frankel of Gaslowitz Frankel LLC http://wwwGaslowitzFrankel.com Listen to the show here: http://gwinnettbusinessradio.businessradiox.com/2014/08/27...

    published: 28 Aug 2014
  • Exemption/Rate & Gifting Benefits & the 2010 Tax Act by Richard M. Morgan, Esq.

    July 14, 2011 discussion of Rules and Benefits of gifting during 2011 -- 2012. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education.

    published: 29 Jul 2011
  • Gaslowitz Frankel LLC on 11 Alive 5/14/14

    Watch Atlanta Fiduciary Litigation law firm Gaslowitz Frankel LLC and its "Year of Giving" in the news. Featured on 11 Alive, our law firm will donate more than $12,000 to charities as a way to celebrate its 25th anniversary. It's a year-long campaign that's divided into 25 donations of $500 each. Lawyers and staff get the chance to select their favorite nonprofits. The Georgia Chapter of the ALS Association, the Women's Resource Center to End Domestic Violence in Decatur, Lost-N-Found Youth, and Tabitha's House are some of the charities that have benefited so far (May 2014).

    published: 19 May 2014
  • Fiduciary responsibility for branch libraries? @ SGRL 2012-09-18

    southside library hours Monthly Meeting, South Georgia Library Board (SGLB) Valdosta, Lowndes County, Georgia, 18 September 2012. Videos by Gretchen Quarterman for Lowndes Area Knowledge Exchange (LAKE). http://lake.typepad.com/on-the-lake-front/2012/10/south-georgia-library-board-sglb-2012-09-18.html

    published: 19 Sep 2012
  • Your agent's fiduciary responsibilities to you and what too easily goes wrong!

    http://www.luxuryandcountry.com What does excellence in negotiation and representation look like? What are a Realtor's fiduciary responsibilities to you, the client? What is a realtors highest value to you? How on a $2 million transaction with $60,000 in commissions can a client be delighted with their realtor receiving that fee for their services? I'll give you a hint it has nothing to do with putting up signs, making flyers, sitting in open houses, setting up property alerts, driving you around to see homes, It has everything to do with representing your best interests in every conversation and negotiating for every dollar as if it were their own money at stake. What does excellence in negotiations and representation look like? Best price. Best Terms. No surprises! California and U...

    published: 30 Jan 2014
  • Legal Aid in Georgia

    This video is about legal aid in Georgia

    published: 18 Jan 2013
  • "Investigating Financial Crimes Against the Elderly"

    Combating Elder Abuse Conference Emory University School of Law, October 11, 2012 Session 2: David Blake, Financial Forensic Specialist, Georgia Department of Human Services, Division of Aging Services

    published: 11 Dec 2012
  • Contracts - real estate exam webinar

    http://prepagent.com In this webinar go over the essentials of a contract. For more exam concepts made simple. Check our our library of previous webinars. Sample exam questions Real Estate Exam Videos Follow us at: https://www.prepagent.com/ https://www.facebook.com/PrepAgent/ https://twitter.com/prep_agent https://www.instagram.com/prep_agent/

    published: 04 Nov 2014
  • ERISA for Employers 101 - Archived Webinar

    This webinar covers a basic review of the requirements under ERISA, including: what is an ERISA benefit, what documentation requirements have to be met, what disclosure requirements have to be met, what reporting requirements need to be met, what is a fiduciary, and what are other requirements.

    published: 30 Sep 2015
  • Fiduciary responsibility of LCC to oversee VLCIA? --John S. Quarterman, LCC, 8 March 2011

    Lowndes County Commission regular session, 8 March 2011, Valdosta, Lowndes County, Georgia. Pictures by Gretchen Quarterman for LAKE, the Lowndes Area Knowledge Exchange.

    published: 10 Mar 2011
  • Divorce process in Georgia white board video explainer

    This video was created for mediation firm - One Mediation. Want a video like this for your business? Let us know. We would love to help! You can always reach us at 770-376-5756 :)

    published: 09 Jul 2014
  • The End of Life Stage of Estate Planning | Gaslowitz Frankel

    http://www.gaslowitzfrankel.com/ On this episode of Wealth Matters, hosts Craig Frankel and Adam Gaslowitz discuss family planning dynamics at the “end of life” stage of estate planning with their guests Wealth Manager Brandy Wright of Cambridge Wealth Counsel and Attorney Nikola Djuric, a Partner at Sutherland. Gaslowitz Frankel LLC is Georgia’s premier fiduciary litigation law firm. The firm has earned a reputation for excellence across Georgia and the Southeast providing representation to individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Connect With Us: Facebook: https://www.facebook.com/EstateDispute Twitter: https://twitter.com/EstateDi...

    published: 07 Sep 2015
  • NC LLC Partners - Fiduciary Duty.mov

    In this short video blog, Attorney Jason A. McGrath discusses whether a partner (member) in a North Carolina limited liabililty company (LLC) owes a fiduciary duty to other partners (members). This is one of the more common questions that Mr. McGrath is asked by his business law clients. www.mcgrathspielberger.com If you are in North Carolina, South Carolina, Georgia, Florida or Tennessee please fill out our confidential client intake form for legal assistance. http://mcgrathspielberger.com/contact-us

    published: 13 Jan 2012
  • Senator Isakson Introduces President of Georgia Company at Hearing

    Senator Johnny Isakson, R-Ga., introduces Peter Schneider of Duluth, Ga., president of Primerica, Inc., as a witness at a HELP subcommittee hearing on the Department of Labor’s fiduciary rule.

    published: 21 Jul 2015
  • What Funds Are Included In The Government Wide Financial Statements?

    Government-wide Financial Statements. The GWFS are reported using the economic resources measurement focus and the full accrual basis of accounting. GWFS report information about the government as a whole without displaying individual funds or fund types. 34 basic financial statements gasb. General government wide financial statements are your key to finding out how state and traditional accounting practices reported on various funds or blocks not included in the statement of activities results for fiduciary new model calls governmentwide be gasb arrived at based research that views national integrated with reporting enhanced fund means will. Included are land, building nancial assets and liabilities generally included on their balance sheets. Deriving government wide financial statements ...

    published: 12 Dec 2017
  • Real Estate License - Practice Exam #1 - Laws of Agency - Free Test - USA -130 Questions

    From www.realestate-exam-guide.com Knowing what to expect in the real test is the first step to overcoming test anxiety and to scoring high on your exam. You can take and practice this real estate exams as many times as you want until you have mastered the questions and key concepts. Our practice exams are proven to help individuals get into their comfort zones and improve their test scores. This unique prep tool allows students to both test their acquired technical knowledge and practice writing a mock exam within the constraints of time. The main topics covered in this Real Estate Certification - Practice Exam #1 are: • Agency Law • Duties of Parties • Real Estate Agency Contracts • The Agency Relationship in Real Estate Brokerage • Real Estate Listings • Earning of Commission • Ter...

    published: 19 Apr 2013
  • What Is A Successor Attorney In Fact?

    Elder law what is the difference of successor power attorney avvo. She wants hubby to be successor trustee and me attorney in fact, making financial decisions, 12 mar 2014 what does it mean when i'm poa? Either a date, or just the fact that this is temporary will followed by another notarized lawyer. Googleusercontent search. How many agents should you name on your durable power of what is a successor attorney in fact? ? Successor fact may owe fiduciary duties. If an attorney in fact takes legal action your name, it is the same as if you had done yourself. Created on 25 august 2013 last updated 27 kathy tatone 0 comments. 040 liability for reliance on power of attorney document common law power of attorney minnesota state bar association. Oregon durable power of attorney form i. Power of a...

    published: 27 Nov 2017
  • Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer

    Hargrove Law Firm Fiduciary Law/ Estate Planning Atlanta GA 4042231968 http://www.hargrovelawfirm.com/ Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer

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developed with YouTube
Testimonials for Gaslowitz Frankel | Fiduciary Litigation

Testimonials for Gaslowitz Frankel | Fiduciary Litigation

  • Order:
  • Duration: 1:35
  • Updated: 10 Feb 2014
  • views: 32
videos
Testimonials for Craig Frankel, Fiduciary Litigation Attorney from Gaslowitz Frankel LLC http://www.gaslowitzfrankel.com Gaslowitz Frankel LLC is Georgia's premiere Fiduciary Litigation and Estate Dispute Resolution law firm that employs quality litigation attorneys experienced in a wide variety of cases. For over 25 years the firm has been a leader in the Southeast in Estate and Fiduciary Litigation. Its lawyers have tried cases in state and federal courts and appeared before the Georgia Supreme Court, the Georgia Court of Appeals, Superior Courts throughout Georgia and the Southeast, Federal District Courts throughout Georgia and the Southeast, and United States Court of Appeals for the Eleventh Circuit. As a result, Gaslowitz Frankel LLC established an impressive track record and a reputation for expertise in the fiduciary field that has been recognized with multiple awards in the recent years.
https://wn.com/Testimonials_For_Gaslowitz_Frankel_|_Fiduciary_Litigation
What is Fiduciary Litigation? Answered as a Short Story

What is Fiduciary Litigation? Answered as a Short Story

  • Order:
  • Duration: 3:59
  • Updated: 20 Jun 2014
  • views: 5312
videos
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped take care of their elderly father as much as they could. They both lived out of town and had families and full-time jobs. David was single and lived close to their Dad. He did not have a stable job, so Dad helped support him and pay his bills. With age, Dad's memory got worse and he began to rely on David more and more. Eventually, David got their father to sign a power of attorney, which enabled him to authorize Dad's checks and even transfer some of his assets. After Dad died, it turned out that David was named the Executor of the will, so he was responsible for collecting all of Dad's property and distributing his estate to all the beneficiaries. When Nancy and John asked David what was in the estate, he just ignored them. Eventually, David became impossible to communicate with. Though the will appeared to leave the estate to the three of them equally, David said there were almost no assets left at the time of Dad's death. Now, Nancy and John were not only grieving the loss of their father -- they were also alarmed by their brother's secretive behavior. After talking to a friend, Nancy discovered that there was a litigation law firm called Gaslowitz Frankel LLC that specialized in helping people protect their inheritance rights. John's company lawyer mentioned the same law firm as being one of the country's best at solving estate and trust litigation problems. A quick Internet search revealed that Gaslowitz Frankel LLC was selected a Best Law Firm in Georgia in Trust and Estate Litigation, and Adam Gaslowitz and Craig Frankel have been widely recognized by their peers and the media as leaders in trust and estate litigation. Adam Gaslowitz also was listed in the Guide to the World's Leading Trust and Estate Litigators. For over 25 years attorneys at Gaslowitz Frankel LLC have specialized in a very unique area of law -- fiduciary litigation: will, estate, and trust disputes. Nancy and John realized that to have the law work for them, they needed a lawyer who specialized in fiduciary litigation. They called Gaslowitz Frankel LLC and shared their problem with an attorney who listened and understood. They learned that David had a fiduciary duty, a legal responsibility, to them, and that there were laws to protect their inheritance rights. Hiring Gaslowitz Frankel LLC gave them peace of mind and confidence that the best attorneys were protecting their rights. David was forced to account for all of the assets in Dad's estate, though he had already spent some of them. He was also removed as Executor to prevent further losses, and remaining assets were distributed appropriately. While happy with the outcome, Nancy and John regretted not hiring Gaslowitz Frankel LLC sooner, before David had the chance to take advantage of their father. If you ever have a dispute over a will or trust, either as an executor, trustee, or beneficiary, become involved in a contested guardianship or conservatorship, discover an abuse of a power of attorney, or face a business or financial dispute among partners, shareholders, or investors, call Gaslowitz Frankel LLC at 404-892-9797. The sooner you act, the better! For more information visit: www.GaslowitzFrankel.com twitter.com/EstateDispute facebook.com/EstateDispute
https://wn.com/What_Is_Fiduciary_Litigation_Answered_As_A_Short_Story
November 17, 2016 (Atlanta) - Ethical Obligations of Trustees in Fulfilling Their Fiduciary Duties

November 17, 2016 (Atlanta) - Ethical Obligations of Trustees in Fulfilling Their Fiduciary Duties

  • Order:
  • Duration: 59:06
  • Updated: 04 Apr 2017
  • views: 8
videos
On November 17, 2016, The W. Homer Drake, Jr. Georgia Bankruptcy American Inn of Court, in conjunction with the Metro Atlanta Consumer Bankruptcy Attorney Group (MACBAG), presented a panel presentation titled "Ethical and Professional Obligations or Concerns of Trustees in Fulfilling Their Fiduciary Duties." The panel included Neil Gordon, Nancy Whaley, and Jeneane Treace.
https://wn.com/November_17,_2016_(Atlanta)_Ethical_Obligations_Of_Trustees_In_Fulfilling_Their_Fiduciary_Duties
The Big Short (2015) - Mark Baum: "I Say When We Sell!" [1080p]

The Big Short (2015) - Mark Baum: "I Say When We Sell!" [1080p]

  • Order:
  • Duration: 4:15
  • Updated: 21 Nov 2016
  • views: 346261
videos
"Kathy...What, what is happening?" "The long exposure is.......15 billion." "Jesus" "I SAY WHEN WE SELL!" Mark Baum (Steve Eisman) learns about Morgan Stanley's Long Exposure
https://wn.com/The_Big_Short_(2015)_Mark_Baum_I_Say_When_We_Sell_1080P
Veterans Services to Employers

Veterans Services to Employers

  • Order:
  • Duration: 3:02
  • Updated: 09 Oct 2013
  • views: 330
videos
The Georgia Department of Labor actively assists employers in finding and hiring skilled veterans, who have great work ethics and a commitment to success. This report explains some of the services provided to employers by the GDOL.
https://wn.com/Veterans_Services_To_Employers
Talking to Children about Wealth | Wealth Matters

Talking to Children about Wealth | Wealth Matters

  • Order:
  • Duration: 48:49
  • Updated: 24 Jul 2014
  • views: 882
videos
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.” ABOUT DONNA TRAMMELL: 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 multigenerational facilitator. ABOUT BARRY FRANKEL: As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of HA&W, 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. ABOUT DAVID DODSON: 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. If you enjoyed the show and would like to connect with our guest experts, please see their contact information below. Follow us on Twitter @EstateDispute Thank you for your support! Feel free to share this episode with your friends and colleagues. CONNECT WITH OUR GUESTS: Donna Trammell · website www.bessemer.com · phone: 212-708-9380 · email: trammell@bessemer.com Barry Frankel · website www.hawcpa.com · phone: 404-898-8211 · email: barry.frankel@hawcpa.com David Dodson · website www.morganstanley.com/wealth/ · phone: 404-365-3206 · email: david.dodson@ms.com ABOUT GASLOWIZ FRANKEL LLC: 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. Estate-related fiduciary litigation: - Will Disputes - Estate Disputes - Trust Disputes - Guardianships and Conservatorships - Appeals - Alternative Dispute Resolution Business-related fiduciary litigation: - Shareholder / Partnership Disputes - Oppression of Minority Shareholders - Conversion / Misappropriation of Corporate Assets - Business Divorces Securities and investment arbitration and litigation: - Breach of Fiduciary Duty - Churning, Excessive and Unauthorized Trading - Unsuitable Investments - Elder Financial Abuse - Failure to Diversify Investments - Failure to Supervise Brokers - Improper and High Pressure Annuity Sales - Private Placements and Limited Partnerships - Non-traded REITS - 401k, IRA, and other Pension / Retirement Abuse - Ponzi Schemes and other Investment Frauds
https://wn.com/Talking_To_Children_About_Wealth_|_Wealth_Matters
Transitioning Business to the Next Generation | Wealth Matters

Transitioning Business to the Next Generation | Wealth Matters

  • Order:
  • Duration: 42:51
  • Updated: 28 Aug 2014
  • views: 472
videos
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! Radio Show "Wealth Matters" by Adam Gaslowitz and Craig Frankel of Gaslowitz Frankel LLC http://wwwGaslowitzFrankel.com Listen to the show here: http://gwinnettbusinessradio.businessradiox.com/2014/08/27/gaslowitz-frankel-3/ 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.” ABOUT JIM SPRATT: 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. ABOUT STEPHANIE BRUN DE PONTET: 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. Follow us on Twitter for news and updates on the show @EstateDispute Thank you for your support! Feel free to share this episode with your friends and colleagues. CONNECT WITH OUR GUESTS: Jim Spratt • website www.BowdenSpratt.com • phone: 404-523-8337 • email: JimSpratt@BowdenSpratt.com Stephanie Brun de Pontet • website www.theFBCG.com • phone: 678-773-1675 • email: BrunDePontet@theFBCG.com ABOUT GASLOWIZ FRANKEL LLC: 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. Estate-related fiduciary litigation: - Will Disputes - Estate Disputes - Trust Disputes - Guardianships and Conservatorships - Appeals - Alternative Dispute Resolution Business-related fiduciary litigation: - Shareholder / Partnership Disputes - Oppression of Minority Shareholders - Conversion / Misappropriation of Corporate Assets - Business Divorces Securities and investment arbitration and litigation: - Breach of Fiduciary Duty - Churning, Excessive and Unauthorized Trading - Unsuitable Investments - Elder Financial Abuse - Failure to Diversify Investments - Failure to Supervise Brokers - Improper and High Pressure Annuity Sales - Private Placements and Limited Partnerships - Non-traded REITS - 401k, IRA, and other Pension / Retirement Abuse - Ponzi Schemes and other Investment Frauds
https://wn.com/Transitioning_Business_To_The_Next_Generation_|_Wealth_Matters
Exemption/Rate & Gifting Benefits & the 2010 Tax Act by Richard M. Morgan, Esq.

Exemption/Rate & Gifting Benefits & the 2010 Tax Act by Richard M. Morgan, Esq.

  • Order:
  • Duration: 3:23
  • Updated: 29 Jul 2011
  • views: 91
videos
July 14, 2011 discussion of Rules and Benefits of gifting during 2011 -- 2012. Presented at the 2011 Fiduciary law Institute sponsored by the State Bar of GA's Fiduciary Law Section and GA Institute on Continuing Legal Education.
https://wn.com/Exemption_Rate_Gifting_Benefits_The_2010_Tax_Act_By_Richard_M._Morgan,_Esq.
Gaslowitz Frankel LLC on 11 Alive 5/14/14

Gaslowitz Frankel LLC on 11 Alive 5/14/14

  • Order:
  • Duration: 0:26
  • Updated: 19 May 2014
  • views: 10
videos
Watch Atlanta Fiduciary Litigation law firm Gaslowitz Frankel LLC and its "Year of Giving" in the news. Featured on 11 Alive, our law firm will donate more than $12,000 to charities as a way to celebrate its 25th anniversary. It's a year-long campaign that's divided into 25 donations of $500 each. Lawyers and staff get the chance to select their favorite nonprofits. The Georgia Chapter of the ALS Association, the Women's Resource Center to End Domestic Violence in Decatur, Lost-N-Found Youth, and Tabitha's House are some of the charities that have benefited so far (May 2014).
https://wn.com/Gaslowitz_Frankel_Llc_On_11_Alive_5_14_14
Fiduciary responsibility for branch libraries? @ SGRL 2012-09-18

Fiduciary responsibility for branch libraries? @ SGRL 2012-09-18

  • Order:
  • Duration: 3:34
  • Updated: 19 Sep 2012
  • views: 9
videos
southside library hours Monthly Meeting, South Georgia Library Board (SGLB) Valdosta, Lowndes County, Georgia, 18 September 2012. Videos by Gretchen Quarterman for Lowndes Area Knowledge Exchange (LAKE). http://lake.typepad.com/on-the-lake-front/2012/10/south-georgia-library-board-sglb-2012-09-18.html
https://wn.com/Fiduciary_Responsibility_For_Branch_Libraries_Sgrl_2012_09_18
Your agent's fiduciary responsibilities to you and what too easily goes wrong!

Your agent's fiduciary responsibilities to you and what too easily goes wrong!

  • Order:
  • Duration: 3:32
  • Updated: 30 Jan 2014
  • views: 210
videos
http://www.luxuryandcountry.com What does excellence in negotiation and representation look like? What are a Realtor's fiduciary responsibilities to you, the client? What is a realtors highest value to you? How on a $2 million transaction with $60,000 in commissions can a client be delighted with their realtor receiving that fee for their services? I'll give you a hint it has nothing to do with putting up signs, making flyers, sitting in open houses, setting up property alerts, driving you around to see homes, It has everything to do with representing your best interests in every conversation and negotiating for every dollar as if it were their own money at stake. What does excellence in negotiations and representation look like? Best price. Best Terms. No surprises! California and US law, makes it clear that a Realtor has fiduciary responsibilities to their client similar to an a Dr. or an Attorney. It begins your Realtor putting their clients financial interests above their own. Sounds simple enough. 30 day close of escrow versus 45, the question should only be which is best for you, the client, not which one gets the Realtors paid sooner. The other agent calls and asks your agent "what's your client bottom line #, so that you and I can put this deal together"? But like the legal & medical field a Realtors fiduciary responsibility also includes keeping what their client has told them confidential. Sounds simple enough. The Buyer or their agent asks, "So why are your Sellers selling?". Your agent knows you are going through a tough divorce. If they disclose that, could it have an adverse affect on you, their client? Even the prior question, "what's your client bottom line #?". Violation of confidentiality. A Realtor's fiduciary responsibility on the other hand is to fully disclose to their client everything they know about the property or the other parties to the transaction. Sounds simple enough. The other agent tells your agent, "hey confidentially, my clients are going through a divorce, but our clients are so far apart right now on price, don't tell your client, it will just make it less likely for your client to offer more". Yesh!!! Sadly, more often than not, many real estate transactions where I've dutifully represented my Buyers or Sellers I've seen each of these fundamentals fiduciary duties violated by the other party's agent. Fulfilling my fiduciary responsibility to my client is in my mind, just, a basic, "got to have". Our clients say it best, this is one of the areas where I excel. And I assure you that anyone who joins the Luxury and Country International Real Estate team will have to also! I would strongly encourage you to talk to our past clients and ask them about how well we negotiated and represented them. No one seems our praises better than those who have experienced our Smart trustworthy and caring representation Call or email me and I would be happy to send you contact information so you can talk with our past clients!
https://wn.com/Your_Agent's_Fiduciary_Responsibilities_To_You_And_What_Too_Easily_Goes_Wrong
Legal Aid in Georgia

Legal Aid in Georgia

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  • Duration: 2:14
  • Updated: 18 Jan 2013
  • views: 29
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This video is about legal aid in Georgia
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Contracts - real estate exam webinar

Contracts - real estate exam webinar

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  • Duration: 48:14
  • Updated: 04 Nov 2014
  • views: 113803
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http://prepagent.com In this webinar go over the essentials of a contract. For more exam concepts made simple. Check our our library of previous webinars. Sample exam questions Real Estate Exam Videos Follow us at: https://www.prepagent.com/ https://www.facebook.com/PrepAgent/ https://twitter.com/prep_agent https://www.instagram.com/prep_agent/
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ERISA for Employers 101 - Archived Webinar

ERISA for Employers 101 - Archived Webinar

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  • Duration: 48:32
  • Updated: 30 Sep 2015
  • views: 367
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This webinar covers a basic review of the requirements under ERISA, including: what is an ERISA benefit, what documentation requirements have to be met, what disclosure requirements have to be met, what reporting requirements need to be met, what is a fiduciary, and what are other requirements.
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Fiduciary responsibility of LCC to oversee VLCIA? --John S. Quarterman, LCC, 8 March 2011

Fiduciary responsibility of LCC to oversee VLCIA? --John S. Quarterman, LCC, 8 March 2011

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  • Duration: 3:08
  • Updated: 10 Mar 2011
  • views: 8
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Lowndes County Commission regular session, 8 March 2011, Valdosta, Lowndes County, Georgia. Pictures by Gretchen Quarterman for LAKE, the Lowndes Area Knowledge Exchange.
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Divorce process in Georgia white board video explainer

Divorce process in Georgia white board video explainer

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  • Duration: 2:13
  • Updated: 09 Jul 2014
  • views: 48
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This video was created for mediation firm - One Mediation. Want a video like this for your business? Let us know. We would love to help! You can always reach us at 770-376-5756 :)
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The End of Life Stage of Estate Planning | Gaslowitz Frankel

The End of Life Stage of Estate Planning | Gaslowitz Frankel

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  • Duration: 15:17
  • Updated: 07 Sep 2015
  • views: 73
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http://www.gaslowitzfrankel.com/ On this episode of Wealth Matters, hosts Craig Frankel and Adam Gaslowitz discuss family planning dynamics at the “end of life” stage of estate planning with their guests Wealth Manager Brandy Wright of Cambridge Wealth Counsel and Attorney Nikola Djuric, a Partner at Sutherland. Gaslowitz Frankel LLC is Georgia’s premier fiduciary litigation law firm. The firm has earned a reputation for excellence across Georgia and the Southeast providing representation to individuals, executors, trustees, investors, shareholders, and financial institutions in complex fiduciary disputes involving wills, estates, trusts, guardianships, businesses, and securities. Connect With Us: Facebook: https://www.facebook.com/EstateDispute Twitter: https://twitter.com/EstateDispute LinkedIn: https://www.linkedin.com/company/estatedispute
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NC LLC Partners - Fiduciary Duty.mov

NC LLC Partners - Fiduciary Duty.mov

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  • Duration: 2:42
  • Updated: 13 Jan 2012
  • views: 238
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In this short video blog, Attorney Jason A. McGrath discusses whether a partner (member) in a North Carolina limited liabililty company (LLC) owes a fiduciary duty to other partners (members). This is one of the more common questions that Mr. McGrath is asked by his business law clients. www.mcgrathspielberger.com If you are in North Carolina, South Carolina, Georgia, Florida or Tennessee please fill out our confidential client intake form for legal assistance. http://mcgrathspielberger.com/contact-us
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Senator Isakson Introduces President of Georgia Company at Hearing

Senator Isakson Introduces President of Georgia Company at Hearing

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  • Duration: 0:37
  • Updated: 21 Jul 2015
  • views: 89
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Senator Johnny Isakson, R-Ga., introduces Peter Schneider of Duluth, Ga., president of Primerica, Inc., as a witness at a HELP subcommittee hearing on the Department of Labor’s fiduciary rule.
https://wn.com/Senator_Isakson_Introduces_President_Of_Georgia_Company_At_Hearing
What Funds Are Included In The Government Wide Financial Statements?

What Funds Are Included In The Government Wide Financial Statements?

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  • Duration: 0:46
  • Updated: 12 Dec 2017
  • views: 0
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Government-wide Financial Statements. The GWFS are reported using the economic resources measurement focus and the full accrual basis of accounting. GWFS report information about the government as a whole without displaying individual funds or fund types. 34 basic financial statements gasb. General government wide financial statements are your key to finding out how state and traditional accounting practices reported on various funds or blocks not included in the statement of activities results for fiduciary new model calls governmentwide be gasb arrived at based research that views national integrated with reporting enhanced fund means will. Included are land, building nancial assets and liabilities generally included on their balance sheets. Deriving government wide financial statements and required what are statements? Government reporting faces an overhaul journal of accountancy. Annual financial statement westerly, ri. A) with respect to fund basis financial statements, a government may the statements present as an agglomeration of would be included in which columns wide statement (level 1); Fund 2)rsi gfa and gltd reported only on g w chapter 5 reporting depreciation expense should activities follows fiduciary funds not adjustment process they are widegeneral capital assets. Governmental activities and business type are to be reported the government wide financial statement amounts which, must presented on reconciliation shall included with basic statements in an proprietary funds used account for a government's ongoing that do not meet accountability criteria may reporting entity report capital assets both fund will all (including governmental retain current resources individual discrete component units when appropriate oct 21, 1992 include residual balances of internal service generally accounting is system recording whose use has been limited unrestricted nonprofit governments same 4 standard as profit although general fixed would part (reporting. Touring the financial report, part i statement of net assets. 20 office of financial management34 the cpa journal archive. A financial statements. Changes in the fund balances to government wide statement of activities. In the government wide and fund nancial statements, both governmental elements to be included in discussion include an analysis of statement net position (reporting wide);; Statement reconciliation balance sheet funds position;Government financial statements reporting requirements summary no. Government wide financial statements georgia department of fund accounting wikipedia. Touring the financial report, part ii statement of activitieschapter 5 governmental accounting, auditing, & reporting. Government wide statements reporting of expenses. Government wide financial statements reporting requirements summary of statement no. Government wide financial reporting utm. Government wide financial statements south dakota department reconciling from fund to government. The government w
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Real Estate License - Practice Exam #1 - Laws of Agency - Free Test - USA -130 Questions

Real Estate License - Practice Exam #1 - Laws of Agency - Free Test - USA -130 Questions

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  • Duration: 7:05
  • Updated: 19 Apr 2013
  • views: 238236
videos
From www.realestate-exam-guide.com Knowing what to expect in the real test is the first step to overcoming test anxiety and to scoring high on your exam. You can take and practice this real estate exams as many times as you want until you have mastered the questions and key concepts. Our practice exams are proven to help individuals get into their comfort zones and improve their test scores. This unique prep tool allows students to both test their acquired technical knowledge and practice writing a mock exam within the constraints of time. The main topics covered in this Real Estate Certification - Practice Exam #1 are: • Agency Law • Duties of Parties • Real Estate Agency Contracts • The Agency Relationship in Real Estate Brokerage • Real Estate Listings • Earning of CommissionTermination of an Agency Contract • Real Estate License Law • Revocation Procedures • Handling of Trust Money • Real Estate Commissions • Other Provisions What you need to know to pass your exam in all the 50 states. All questions answered and explained. You don't need to memorize the questions and answers because this is not the real exam, instead you should read and understand the concepts behind the question. Don't miss this opportunity to improve your chances of passing your Real Estate Certification exam.
https://wn.com/Real_Estate_License_Practice_Exam_1_Laws_Of_Agency_Free_Test_USA_130_Questions
What Is A Successor Attorney In Fact?

What Is A Successor Attorney In Fact?

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  • Duration: 0:46
  • Updated: 27 Nov 2017
  • views: 0
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Elder law what is the difference of successor power attorney avvo. She wants hubby to be successor trustee and me attorney in fact, making financial decisions, 12 mar 2014 what does it mean when i'm poa? Either a date, or just the fact that this is temporary will followed by another notarized lawyer. Googleusercontent search. How many agents should you name on your durable power of what is a successor attorney in fact? ? Successor fact may owe fiduciary duties. If an attorney in fact takes legal action your name, it is the same as if you had done yourself. Created on 25 august 2013 last updated 27 kathy tatone 0 comments. 040 liability for reliance on power of attorney document common law power of attorney minnesota state bar association. Oregon durable power of attorney form i. Power of attorney adams county school district 14. Mean when i'm successor power of attorney agingcare attorneyjustia law. Agent under financial power of attorney. The document is called a power of attorney, and the person named to make decisions on your behalf an attorney in fact (otherwise known as agent) 11 apr 2013 with other estate planning documents, successor nominated be available should 27 aug agents can also problematic since bank going for instance, husband names wife his son her (agent) appointed by someone (the principal) act him or way. This person is called a successor attorney in fact 20 may 2014 if you have executed durable power of attorney, then signed document appointing to make financial decisions on your behalf. Attorney in fact, executor and trustee successor attorney fact. A successor 27 jun 2013 georgia court of appeals affirms breach fiduciary duty verdict against attorney in fact under power liability fiduciaries for alleged by plymouth explains. Legalzoom legalzoom of attorney successor in fact url? Q webcache. You can also name a successor attorney. A) as between the principal and attorney in fact or successor named a power of executed conformity attorneys fact, remaining may act alone an agent, also referred to is person designated by another agent document, remains (b) if circumstances conditions stated that minnesota, with all powers duties given my this instrumenta common law poa allows your should be competent trustworthy adult, but need any state legal authority on behalf for under regard financial decisions. Attorney in fact, executor and trustee successor attorney fact the difference between an epilawg. Assuming your question is drafted mom surviving trustee of family trust. If the person you originally appointed as your attorney in fact dies, resigns, is removed, or becomes legally disabled, a new will assume his her position. Bryan cave duties of successor attorney in fact plymouth explains. Successor trus q&a avvo. Minnesota statutes 2016, chapter 523 revisor of. This is modification, termination or suspension of power attorneyresignation attorney. A power of the successor attorney in fact is person who takes over if initial can no longer serve.
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Best Dog Bite Attorney Atlanta GA   Atlanta Georgia Dog Bite Lawyer

Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer

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  • Duration: 1:44
  • Updated: 23 Aug 2016
  • views: 3
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Hargrove Law Firm Fiduciary Law/ Estate Planning Atlanta GA 4042231968 http://www.hargrovelawfirm.com/ Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer Best Dog Bite Attorney Atlanta GA Atlanta Georgia Dog Bite Lawyer
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