Attorney LeAnne Gilbert is Promoted to Partner at Gaslowitz Frankel, LLC

Gaslowitz Frankel LLC, Georgia’s premier fiduciary litigation and estate dispute resolution law firm, is pleased to announce its newest partner, LeAnne M. Gilbert. “LeAnne represents the highest standards that we uphold at Gaslowitz Frankel, and we are proud to include her as a partner at the firm,” says Founding Partner Adam Gaslowitz. “She is an integral part of the firm's continued success." Ms. Gilbert specializes in fiduciary and commercial litigation for the firm. She litigates cases i...

Pull Out the Paperwork and Get Current on Your Retirement Planning

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If you’ve ever applied for a life insurance policy, signed up for your company’s 401(k) plan, or engaged in any other retirement planning, chances are you filled out a fair bit of paperwork along the way. From designating beneficiaries to selecting a premium schedule, retirement planning—and the paperwork that goes with it—can be quite time-consuming. But when was the last time you looked at that paperwork? Are your beneficiary designations up-to-date? And what about your statements and premi...

Learn the Signs of a Ponzi Scheme Before You Fall Victim to One

In 2008, thousands of people discovered that they had lost money as Bernie Madoff was arrested, and he admitted that the wealth management arm of his business was a Ponzi Scheme. His clients were victims of a $64.8 billion scheme. How can you protect your investments and make sure that you are not victimized by a Ponzi scheme (or other investment scams and frauds)? Understanding how a Ponzi Scheme works and how to recognize one could be one of the most important steps you take in your preserv...

How Can DNA Testing Affect Estate Disputes?

It may sound like something from a television show like CSI, but DNA test results can be helpful tools in an estate dispute. As DNA testing has become more available and affordable, its use in litigation has become increasingly common. Because each person has a unique DNA code made up of genetic data from his or her parents, a DNA test can be used to establish paternity and other types of familial relationships. You may be familiar with DNA testing in custody disputes, but it also can be usef...

Understanding a Conservator’s Responsibility with Inventory and Asset Management Plans

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When an individual becomes unable to make decisions about his or her finances and investment, family members or friends may petition the probate court for a conservatorship. This decision should not be taken lightly, and all interested parties should evaluate whether a conservatorship is actually necessary. If the court agrees that the individual in question is no longer capable of managing his or her own finances, a conservator will be appointed and entrusted with managing the property and inco...

How to Avoid Estate Disputes in Blended Families

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Blended families come with unique joys and challenges. When it comes to an estate, the chance of a dispute can be higher as there tends to be more jealousy and sibling rivalry at play. When a parent dies, or both parents die, these disputes can surface as each side tries to fight for what they feel is rightfully theirs. Here’s how you can lessen the chance of a dispute: The first step in avoiding an estate dispute is to have a will in place. Without a valid will, the state will decide where y...

Adam Gaslowitz and Craig Frankel Listed in the 2017 Chambers High Net Worth Guide

Gaslowitz Frankel LLC is honored to announce that both Adam Gaslowitz and Craig Frankel, as well as the firm, have been listed in the 2017 Chambers and Partners High Net Worth Guide as leaders in their field for private wealth law. Both Mr. Gaslowitz and Mr. Frankel were chosen due to their extensive knowledge and experience in fiduciary law. In order to choose firms and attorneys for the Guide, Chambers and Partners conduct surveys in the legal community. These surveys are then investigated ...

Common Scams that Target the Elderly and How to Protect Your Loved Ones

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From phone scams to email phishing, the occurrence of financial fraud is growing exponentially and is now one of the fastest growing forms of elder abuse. What makes this type of fraud especially damaging is that embarrassment and confusion cause many seniors to let the crime go unreported. How can you protect your elderly family members? The best way to help is to educate yourself on the most common scams. Why Seniors are Common Targets Many seniors have built a small amount of wealth, an...

Transitioning Your Family Business to the Next Generation

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You spent your life building a successful business, and you don’t want to see that wealth disappear with your death or retirement. But transitioning a family business to a new generation can be a difficult process. Many attempts at this transition fail, so if you want to keep the company in the family, you need to have an open conversation with your heirs to help them understand your desires and to make sure that one of them wants to continue running the business. Here are some steps you can tak...

Ignoring a Court Deadline Can Be Costly

Partner Millie Baumbusch was counsel in a recent Georgia case in which the opposing party faced severe sanctions for missing deadlines set by the court. The plaintiffs filed their lawsuit in the Superior Court of Cobb County, seeking a determination by that court regarding the title and security interest in a house. Ms. Baumbusch represented the defendants. During the course of litigation, the defendants served discovery requests on the plaintiffs, seeking documents related to the plaintiffs’ cl...