New Fiduciary Rules and What They Mean for Retirement Investment Accounts

new fiduciary rule 2016
After five years in the making, the DOL finally approved a new fiduciary rule that is designed to protect client retirement investment accounts by regulating investment advice from dealer-brokers. The rule has stirred up quite a bit of controversy in the financial world, as it will dramatically change the suitability standard that brokers previously operated under. Broker-dealers are currently operating in an environment of increasingly stringent regulations and scrutiny, but with investm...
More

Gaslowitz Frankel Firm News | April 2016

On Air at Gwinnett Business Radio X
Partners Craig Frankel and Millie Baumbusch Lead Discussion on “Wealth Matters” Radio Show Last week, Partners Craig Frankel and Millie Baumbusch hosted our “Wealth Matters” radio show on Gwinnett Business Radio X. The topic of discussion was “What You Need to Know About Protecting Your Digital Assets.” Special guests Jim Dougherty, Technology Services Director at Bennett Thrasher, Elizabeth Faist, Associate at Sutherland Asbill & Brennan LLP, and Putnam Smith, Partner at Lipscomb,...
More

Donation to the Community Advanced Practice Nurses, Inc.

We continue to celebrate the firm's 25th anniversary with charitable giving. Last month we gave a $500 donation to Community Advanced Practice Nurses, Inc.  This non-profit organization provides free health care services to Atlanta's homeless and economically disadvantaged population. Learn more about Community Advance Practice Nurses
More

Adam Completes Bike Ride from Ft. Lauderdale to Atlanta!

Adam and his daughter all geared up
A little background: My 27 year old daughter left her home in Pittsburgh 11 months ago on a solo bike trip around the continent. Starting in Pennsylvania, she biked up into Canada and all the way across that country to Fairbanks, Alaska, then down through Alaska and the U.S. west coast to Mexico and then all the way across Mexico to its eastern most point, Cancun. From there she flew back to Ft. Lauderdale at the end of February where she asked me to meet her with my bicycle so tha...
More

Robert Port Presents at Atlanta Bar Association’s Elder Law Section Meeting

headshot_rport
Partner Robert Port was honored to speak at the November Atlanta Bar Association's Elder Law Section meeting. Mr. Port spoke on the topic, "Elder Investment Fraud and Financial Exploitation." The Atlanta Bar Association is the largest voluntary bar association in the southeast with a membership of over 6000 members from twelve counties throughout the metro Atlanta region. For more information on the Atlanta Bar Association, please visit their website at www.atlantabar.org.
More

Gaslowitz Frankel Receives Tier 1 Ranking with Best Lawyers and U.S. News

Best Lawyers Logo
Gaslowitz Frankel is pleased to announce that the firm has been recognized by Best Lawyers® and U.S. News in their 2016 "Best Law Firms" rankings with a Tier 1 ranking for Atlanta in the specialty of Litigation - Trusts and Estates. The U.S.News - Best Lawyers "Best Law Firms" rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their field, and review of additional information provided by law ...
More

Robert Port Speaks with the Public Investors Arbitration Bar Association

rport1
Partner Robert Port was honored to speak on a panel at the Annual Meeting and Securities Law Seminar of the Public Investors Arbitration Bar Association (PIABA) at the Ponte Vedra Beach and Club, Ponte Veda Beach, Florida on October 21-24. The panel spoke about "Overcoming Comparative Fault, Ratification and Other Common Brokerage Defenses." For more information about PIABA, visit the website is www.piaba.org.
More

Millie Baumbusch Scheduled to Present at ICLE Basic Fiduciary Practice Seminar at Mercer Law School

headshot_mbaumbusch
Next month, Partner Millie Baumbush has been invited to speak at the ICLE Basic Fiduciary Practice Seminar being held on October 16 at the Mercer Law School in Macon, GA.  Ms. Baumbusch will be speaking on the topic "Planning to Minimize the Risk of an Estate Dispute."  For more information or to register for the seminar, please visit ICLE's website.
More

Gaslowitz Frankel Prevails on $80M Motion for Summary Judgement

Gaslowitz Frankel recently prevailed on a motion for summary judgment that resulted in its client retaining ownership and control of a grantor trust with a limited partnership interest valued at more than $80 million dollars.  The case, which was heard by Fulton County Superior Court, Business Court Division, centered on the issue of whether the terms of a grantor trust authorized the grantor to unilaterally substitute a limited partnership interest owned by the trust with an unsecured note. ...
More