For wealth managers advising business owners, the transition of a closely held family enterprise represents the largest point of asset vulnerability their client will face. This asset is exposed to catastrophic risk during a generational shift. While the original owner often runs the business informally with single-owner control, including the potential for aggressive compensation or […]
For wealth managers, the relationship with a client’s estate planning attorney is one of collaborative foresight, focused on meticulous drafting, tax efficiency, and smooth administration. However, when a client faces a contentious claim, such as a challenge to a trust’s validity, an allegation of breach of duty against an executor, they need a fiduciary litigator, […]
The specialized practice of fiduciary litigation requires aggressive advocacy and meticulous technical knowledge. For our referral partners, corporate fiduciaries, wealth managers, and estate planning attorneys, a litigator’s value rests on their validated expertise in contentious disputes. Gaslowitz Frankel is proud to announce that attorney LeAnne M. Gilbert has accepted the invitation to become a Fellow […]
For wealth managers, the transition from asset accumulation and management to multi-generational wealth preservation presents a critical inflection point where fiduciary litigation expertise becomes indispensable. While a wealth manager’s core competence lies in optimizing investments and managing liquidity, the integrity of a client’s total balance sheet, including illiquid assets held in trusts, LLCs, and family […]
For wealth managers, the referral decision for a client facing a fiduciary dispute is one of the more consequential recommendations they will make. But exactly when do wealth managers need a fiduciary litigator? While estate planning attorneys and general commercial counsel can serve invaluable roles in creating the structure for growth and administration of a […]
For family law attorneys, the complexities of a high-asset divorce can present an array of potential pitfalls. While a family lawyer is an expert in the laws and proceedings of divorce, they may not be equipped to recognize and address the intricacies of fiduciary duties, fraudulent transfers, or improper asset titling. These are the details […]
The increasing trend of “gray divorce,” the dissolution of marriages among couples in their 50s and 60s, presents a distinct set of challenges for family law attorneys. Unlike divorces earlier in life, these cases often involve a lifetime of accumulated wealth, held in complex financial structures that require a specialized skill set to navigate. The […]
When a family law case involves a high-net-worth couple, the equitable division of marital assets can become a complex and daunting task. While a family law attorney is an expert in matters of domestic relations, they may not possess the specialized knowledge required to navigate the intricacies of trusts, family businesses, or other complex financial […]
Wealth managers serve as trusted guides in the intricate world of investments and financial planning, striving to optimize growth and manage risk for their clients’ financial well-being. Yet clients can still become victims of investment misconduct, fraud, or negligence by other financial professionals. These situations can rapidly escalate into complex legal disputes, threatening significant financial […]
Fiduciary disputes arise when individuals who are supposed to be acting in your client’s best interest fail to fulfill their duties. These disputes can surface in a variety of situations, and it’s important to understand the intricacies involved with each. If you’re in Georgia and suspect a breach of fiduciary duty, Gaslowitz Frankel can help. Here’s […]
