Podcasts about fiduciary law

Tamar Frankel, Emeritus Professor of Law at Boston University, talks about growing up in Israel during its pre-State period, her service in the army and government, and how she came to Harvard Law School. She explains how she developed an interest in fiduciary law and trained international students about the importance of trust in business. She taught at Boston University Law School an amazing 47 years before retiring in 2018. Tamar has also taught at Harvard Law School, Harvard Business School, Oxford University, and the University of Tokyo. Her writings cover fiduciary law in considerable depth and a range of other issues. Her website, www.tamarfrankel.com, references over 100 articles and 11 books. She is still writing as she turns 97.

Kim Martin/Nadler Biernath LLC Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor s Degree in English Literature from the University of Virginia (1990). She earned her law […] The post Estate Planning for Families with a Special Needs Child appeared first on Business RadioX ®.

Christy Butler Eckoff/Community Foundation for Greater Atlanta Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta s comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of […] The post How Will The New Tax Law Impact Giving To Non-Profits? appeared first on Business RadioX ®.

Kendall Crye/Aging Life Care of Atlanta Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and […] The post How to Help Your Aging Parents Get the Help They Need When They Need It appeared first on Business RadioX ®.

Sarah Watchko/Hill & Watchko Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of […] The post Georgia’s New Power of Attorney Law: What Does It Mean For You? appeared first on Business RadioX ®.

Mary Galardi/Galardi Law Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the […] The post Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages appeared first on Business RadioX ®.

Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small. Emily Sanders/United Capital Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top […] The post Financial and Estate Planning Issues Facing Women appeared first on Business RadioX ®.

  On June 9th, 2017 – only four short days from today – is a day many believe will live in infamy. This Friday is the DOL Fiduciary Rule implementation day, and it is a day making headlines in the financial news – carrying a multitude of questions for advisors and financial firms alike.   How will the Fiduciary Rule evolve business practices? What impact will the rule have on our future and current relationships with clients? These are excellent questions many of us are asking, but perhaps this rule is not as earth-shattering as we seem to think.   This Monday Morning, we are taking a moment to explore the fundamental meaning of the word fiduciary. Once dissected and peeled back to its root, we find that to be a fiduciary is to be an individual who values trust and character. We must remind ourselves that to act as a fiduciary, you are simply required to act in the interest of another; and if you operate within a business that upholds a genuine client-centric model, you are already acting in this manner. Ceteris Paribus, we should all maintain fiduciary mindset, because in the long term, it can produce better relationships and results.    Resources:   The Fiduciary Principle Austin W. Scott, 1949 The California Law Review; Volume 37, Issue 4 http://scholarship.law.berkeley.edu/cgi/viewcontent.cgi?article=3487&context=californialawreview   Fiduciary Law in the Twenty-First Century Tamar Frankel, 2011 http://www.bu.edu/law/journals-archive/bulr/documents/frankel.pdf   Six Core Fiduciary Duties for Financial Advisors Knut A. Rostad, 2013 The Institute for the Fiduciary Standard http://www.thefiduciaryinstitute.org/wp-content/uploads/2013/09/InstituteSixCoreFiduciaryDuties.pdf    

This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch. Adam Gaslowitz As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial […] The post How To Protect Your Kids From Estate Disputes appeared first on Business RadioX ®.

On this week s episode of Wealth Matters , hosts Craig Frankel and Millie Baumbusch discuss Will or Trust: What is the Best Estate Planning Document for You? . Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker. Melissa Walker/Salo & Walker Melissa is a partner with the firm of Salo & […] The post Will or Trust: What is the Best Estate Planning Document for You? appeared first on Business RadioX ®.

On this week s episode of Wealth Matters , hosts Millie Baumbusch and Craig Frankel discuss What You Need to Know About Protecting Your Digital Assets . Guests include Jim Dougherty, Technology Services Director at Bennett Thrasher LLP; Elizabeth Faist, Associate at Sutherland LLP; and Putnam Smith, Attorney at Lipscomb, Johnson, Sleister, Dailey & Smith LLP. Jim Doughtery/Bennett […] The post What You Need to Know About Protecting Your Digital Assets appeared first on Business RadioX ®.

On this week s episode of Wealth Matters , hosts Millie Baumbusch and Robert Port discuss Do The Children Want Our Antiques? Personal Property and Your Estate Plan . Guests include Roger Kirschenbaum, owner of Roger A. Kirschenbaum PC and Spalding Nix, owner of Spalding Nix Fine Art. Roger Kirschenbaum/Wagner, Johnston and Rosenthal P.C. Roger Kirschenbaum of Wagner, […] The post Do The Children Want Our Antiques? Personal Property and Your Estate Plan appeared first on Business RadioX ®.

On this week s episode of Wealth Matters , hosts Adam Gaslowitz and Robert Port discuss Exit and Succession Strategies for Closely Held Business Owners . Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management. Bryan […] The post Exit and Succession Strategies for Closely Held Business Owners appeared first on Business RadioX ®.

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships with their guests Vivian M. Wright and Tim Curtin. Vivian Wright/Common Sense Solutions Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied […] The post Helping Mom and Dad Pay Their Bills as They Age appeared first on Business RadioX ®.

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the planning stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, […] The post The “Planning” Stage of Estate Planning appeared first on Business RadioX ®.

In this edition of the BU Law podcast, host and media veteran, Dan Rea of WBZ-Radio 1030 welcomes BU Law Professor Tamar Frankel to discuss her new book entitled, Fiduciary Law. Dan and Tamar explore fiduciary law, the power of trust and honesty and the impact of new legislation.