On Saturday, February 24th, COO and Finance Director Bob Chesner once again presented at Tony Robbins’ Platinum Partnership event, held this year in Sun Valley, Idaho. Bob’s presentation highlighted the power of private placement life insurance in creating abundant tax-free retirement income. We’re thrilled that Bob was once again extended the incredible opportunity to share his passion among such distinguished company.
We are excited to welcome Therese Gansle to our team as GSRJ’s newest legal assistant. Therese brings more than 20 years of legal and paralegal experience, having worked for prestigious firms in both Austin and Washington, D.C. In her role with the firm, she will support partners Derry Swanger, Amy Jetel, and Steven Baker, and associate Lauren Fitte. She will also play an important role in helping conceive and plan the firm’s social functions. Please join us in welcoming Therese to the team!
On September 29, nearly a dozen members of the GSRP team attended the Austin Business Journal’s Profiles in Power awards luncheon to celebrate Leslie Giordani, who was recognized by more than 600 attendees for her enduring good works within the Austin community. The prestigious annual award honors local “working women of distinction” in fields such as government, education, media and marketing, law, technology, healthcare, and nonprofits. Leslie was one of just 30 finalists selected by the ABJ, out of 108 nominees from across Central Texas.
A founding partner of GSRP, Leslie has been a leader and innovator both in her personal practice and in the life of our firm for more than 25 years. She is an internationally recognized expert in certain niche applications of the law, particularly complex and high-end estate planning, sophisticated worldwide asset protection, and the design and implementation of private placement life insurance, with clients who span the globe. Although her expertise no doubt influenced ABJ’s decision to name her a finalist, it is her uncompromising vision for the firm, for her clients, and for her colleagues that sets her apart.
Leslie is a compassionate and consummately professional attorney and friend, dedicated to creating a space at GSRP that values the needs of women and men, both in their work and in their personal lives. Her commitment to clients, whom she considers an extension of her family, and her focus on the career development and continued success of all members of the firm, mark her as a woman of distinction and power, and an invaluable member of the Austin community.
A profile on Leslie is featured on the ABJ website and in the print version of this week’s paper – pick up a copy and familiarize yourself with 30 of the most influential women in Austin!
We are happy to announce that Leslie Giordani, Derry Swanger and Michael Ripp have once again been selected to appear in the Texas Super Lawyers magazine, which recognizes the top 5% of lawyers in the state. An imprint of Thomson Reuters, Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement.
Please help us welcome the newest member of the GSRP family! Baby Oliver was born earlier this month, weighing in at 7 lbs, 10 oz. We’re overjoyed for his mom, our tax coordinator Laura Bredeson, and know little Oliver is destined for great things.
Maybe he’ll be a lawyer? Tax professional? Insurance expert? No matter, we are proud and thrilled to have him here!
Peggy Ugent presents “The New 3.8% Tax on Net Investment Income—Ready or Not!” at the Winter Meeting of the Texas Association of Certified Public Accountants on February 7th.
Leslie Giordani presents a CLE webinar, “Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families,” with Tom Bounty and Amy Jetel for the American Law Institute – American Bar Association Section of Real Property, Trust & Estate Law.
As we begin 2014, it is with pleasure that we at GSRP have added Steven D. Baker to our team of attorneys. Steven brings 15 years of estate planning and tax expertise to GSRP. He is both an attorney and CPA, and is Board Certified in Estate Planning and Probate.
Steven has extensive prior experience in both large and small firm environments providing quality, personalized estate planning, probate, and trust services to individuals and families, as well as counseling fiduciaries on a wide variety of trust and estate administration matters. He will primarily assist GSRP’s clients with domestic estate planning and tax matters, but will also support GSRP’s large family relationships in relation to their closely held business, complex trust administration, charitable foundation, and tax compliance needs. We welcome Steven and look forward to working with him.
Leslie Giordani presents “Evaluating Private Placement Life Insurance In A High Investment Tax Environment” at the 39th Annual Notre Dame Tax & Estate Planning Institute conference. The conference took place at the University of Notre Dame.
Bob Chesner presents “Recent Trends in Private Placement Life Insurance for Affluent Families: Tax Free Investing in a Taxing Environment” at Callan Independent Adviser Group’s 2013 National Conference in Washington, D.C.