Grow Your Business and Grow Your Wealth

Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.

Eido founded the Walny Legal Group in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eido Walny about business succession planning.

Here are some of the beneficial topics covered on this week’s show:

●    Why business owners should have a succession plan in place.

●    How most businesses continue on after the owner retires.

●    Why it’s important for financial planners to use a holistic approach.

●    Why the biggest problem with succession planning is not doing it at all.

●    How business owners should do their succession planning sooner rather than later.

Connect with Eido:

Links Mentioned:

walnylegal.com

Guest Contact Info:

Twitter

@WalnyLegalGroup

LinkedIn

linkedin.com/company/walny-legal-group-llc

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Jonathan Sparks is the founder of Sparks Law and works in Business Law. He helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday life.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jonathan Sparks about protecting businesses using different kinds of intellectual properties.

Here are some of the beneficial topics covered on this week’s show:

●    Why trademarks are the most cost effective because they only take 6 months.

●    How copyrights prevent others from making a direct copy of your product.

●    How there isn’t a time limit on how long trademarks can last.

●    Why owning a website or URL doesn’t mean you own that trademark.

Connect with Jonathan:

Links Mentioned:

sparkslawpractice.com

Guest Contact Info:

Twitter

@mysparkslaw

Instagram

@sparkslawyer

Facebook

facebook.com/SparksLawPractice

LinkedIn

linkedin.com/company/sparkslaw

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Eric S. Steiner has helped business and consumer clients throughout Maryland discharge millions of dollars of debt. His practice focuses on representing those in financial distress – as both debtors and debtors-in-possession – in pre-bankruptcy and bankruptcy planning, transactions with bankruptcy estates, bankruptcy litigation and bankruptcy fraud, automatic stay and discharge injunction violations. He also advises clients on commercial loan and lease workouts and Article 9 litigation, as well as financing, insurance and contract disputes. Mr. Steiner takes pride in counseling clients with compassion, empathy and understanding, while acting as a zealous advocate for them during times of difficulty.

A sought-after speaker and writer, he regularly educates audiences on all facets of bankruptcy – presenting to such audiences as the Maryland Society of Accounting & Tax Professionals, Exit Planning Exchange, the Maryland Association for Justice, the Maryland LGBTQ Chamber of Commerce and the Collaborative Professionals of Baltimore. In his spare time, Mr. Steiner plays piano in a local wedding band and enjoys skiing, traveling and spending time with family and friends. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Steiner about filing for bankruptcy.

Here are some of the beneficial topics covered on this week’s show:

●    Why using effective communication with clients is so important.

●    How bankruptcy doesn’t have to be the last resort people turn to.

●    Why bankruptcy is more reputable than credit repair or debt consolidation.

●    How child support and alimony cannot be discharged with bankruptcy.

●    Why people shouldn’t risk filing for bankruptcy by themselves.

Connect with Eric:

Links Mentioned:

steinerlawgroup.com

Guest Contact Info:

Twitter

@LawSteiner

Facebook

facebook.com/SteinerLawGroupLLC

LinkedIn

linkedin.com/company/Steiner-law-group

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Bringing nearly 20 years of mortgage industry experience, Steven J. Sless runs PRMI’s first consumer-direct retail branch dealing exclusively with reverse mortgages (located in Owings Mills, Md.) He also coaches traditional loan originators working at PRMI’s 270 branches nationwide about reverse mortgages. A powerful speaker and communicator, Steven regularly present seminars and learning workshops for senior home owners, their family and trusted advisors. His passion, expertise and dynamic personality electrify audiences and inspire people to act.

Steven educates on how the strategic use of home wealth with a reverse mortgage, can protect and preserve a retirement portfolio to ensure so seniors don’t outlive their money. His goal is to dispel myths and common misperceptions about reverse mortgages, and show seniors how to achieve peace of mind by helping them to secure the retirement they deserve. In 2019, Steven earned the CLTC®: Certified Long-Term Care professional designation, demonstrating that he also has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Steven Sless about reverse mortgages.

Here are some of the beneficial topics covered on this week’s show:

●    How reverse mortgages are really great, well-rounded financial planning.

●    Why you must maintain your taxes and your insurance with a reverse mortgage.

●    How the biggest misconception of a reverse mortgage is you can lose the home.

●    How the reverse mortgage can be used as a pool of equity when needed.

●    How a reverse mortgage allows people to get equity while keeping their home.

Connect with Steven:

Links Mentioned:

thestevenjslessgroup.com

reversebaltimore.com

Guest Contact Info:

Twitter

@morewithsless

Instagram

@morewithsless

Facebook

facebook.com/morewithsless

LinkedIn

linkedin.com/company/reversemortgage

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Jerry Truman has been advising high-net-worth clients for more than 20 years, working closely with them to develop comprehensive and cohesive paths to meet their financial and life goals. The one-on-one time and individual attention he dedicates to each client often leads to them calling him their trusted advisor. Jerry’s passion for helping others is evident in his work both with clients and with the community.

An avid philanthropist, Jerry has been a member of the Lido Civic Club of Washington, D.C., for over 15 years and has served as the civic chairman since 2010. Jerry has also been a member of Metro Bethesda Rotary since 2013. In 2009, Jerry co-founded Truman Charities—a local group that hosts unique and exclusive dinners and events to raise funds for various local and national charities. Since its inception, Truman Charities has raised more than $950,000 to local and national charities.

Jerry has been a Washingtonian his entire life. He graduated from Dematha Catholic High School in 1990 and received a bachelor’s degree in political science from the University of Maryland in 1995. Jerry currently lives in Bethesda, Maryland, with his wife, Jamie, and their boys, Zachary and Dominic.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jerry Truman about smart financial planning.

Here are some of the beneficial topics covered on this week’s show:

●    How listening to people and asking the right questions is very important.

●    Why financial planners should know the clients’ plans for their business.

●    How one size doesn’t fit all for people’s financial planning and businesses.

●    Why having more contact with your client’s will give them a better service.

●    How important it is to have a financial plan in place during these uncertain times.

Connect with Jerry:

Links Mentioned:

us.rbcwealthmanagement.com/trumanwmgroup

LinkedIn

linkedin.com/in/jerry-truman-46031852

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Jamie Barwin is an attorney and a CPA devoted to helping clients achieve their goals. Jamie is part of Strobl and Sharp's Trust and Estate Practice Group and she serves a wide range of clients from middle-class individuals through ultra-high net worth families and is able to provide all of her clients with a unique perspective given her diverse background in accounting, taxation and law. Jamie counsels clients regarding their life-time and post-mortem estate planning, including trust planning and charitable planning, as well as advises on probate and estate administration. Jamie also works on family law-related planning, including antenuptial and postnuptial agreements.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jamie Barwin about being a trust attorney and CPA.

Here are some of the beneficial topics covered on this week’s show:

●    How family law and estate planning overlap on the administrative side.

●    Why it’s a myth that people need to be wealthy to do estate planning.

●    How clients need to ask what happens after they establish their estate plan.

●    Why people should reach out to their estate planner when they have a life event.

●    How clients don’t like to talk about estate planning because they fear death.

Connect with Jamie:

Guest Contact Info:

LinkedIn

linkedin.com/company/stroblsharppllc

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Kristen Herwitz is a business attorney committed to helping women entrepreneurs make great money while protecting their ideas and work as their business grows. Previously, she worked as general counsel of BlogHer, a venture-backed startup that grew to become the largest women-focused digital platform on the internet, paying out $36MM to network members between 2009 and 2015. She built her law practice on paying it forward 6 years ago, reinvesting at least 10% of profits in organizations supporting gender, racial, and environmental justice, and she now offers an accessibly-priced DIY contract template shop in addition to her flat-rate, transparent pricing for strategic legal and business advisor services. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Kristen Herwitz about helping small business owners streamline their business.

Here are some of the beneficial topics covered on this week’s show:

●    Why business owners should use a more holistic approach for their business.

●    How service providers should require a non-refundable deposit with new clients.

●    Why it’s so important for business owners to plan and strategize ahead of time.

●    What could happen when business partners get into a dispute with each other.

●    Why business owners must build legal fees into their budget.

Connect with Kristen:

Links Mentioned:

kristenherwitz.com

Guest Contact Info:

Instagram

@herwitzlaw

Facebook

facebook.com/HerwitzLaw

LinkedIn

linkedin.com/in/kristenherwitz

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Alina Mardesich joined the George Smith Partners family in 2017 with over 25 years’ experience in commercial real estate in the areas of new business development, asset management, loan workouts and most notably loan originations. Alina’s well rounded experience includes funding over $2.5 billion at Fremont Investment & Loan, working with Oaktree Capital Management’s Real Estate Debt Fund and managing a $300 million portfolio of distressed loans at US Bank during the downturn for the Archon Group. 

Alina boasts a stellar track record in originating highly structured complex real estate transactions with an expertise in ground up development in all asset classes including retail, office, industrial, multifamily, hospitality, student housing, master-planned community and urban mixed-use. Alina is most notably recognized for pioneering the financing of the adaptive re-use/artist loft conversion movement early in the last cycle with over $500 million funded in the Downtown Los Angeles Arts District. Alina saw the opportunity in DTLA long before the large institutional and foreign investors came in. 

Alina also funded over $350 million in master-planned community infrastructure development loans in Southern California that despite the economic downturn, performed through the down cycle due to her diligent underwriting and structuring. At George Smith Partners, Alina’s 25+ years of relationships and strong brand in the real estate community will allow her to bring best-in-class sponsors, middle market and up and coming developer/operators together with capital sources covering the full capital stack. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Alina Mardesich about working as a commercial real estate mortgage broker.

Here are some of the beneficial topics covered on this week’s show:

●    How COVID-19 has affected the commercial real estate market.

●    Why developers in commercial real estate are used to pivoting with the market.

●    Why lenders aren’t looking to lend to retail stores during the pandemic.

●    How money is still out there, and deals are still happening.

●    How the commercial real estate business is all about relationships.

Connect with Alina:

Links Mentioned:

GSPartners.com

Guest Contact Info:

LinkedIn

linkedin.com/company/george-smith-partners

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.

Eido founded the Walny Legal Group in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.

Mr. Walny was named one of the Best Lawyers in America for 2021. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. Eido was recognized for his contributions to the legal professional as a 2013 “Leader in the Law” by the Wisconsin Law Journal, and named as a Fellow to the Wisconsin Law Foundation’s class of 2013. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal, and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee. Eido is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Fewer than 100 attorneys in the nation have attained the EPLS designation. He has also been awarded the international TEP designation from the Society of Trust and Estate Practitioners.

In addition to numerous professional positions, Eido is the President for the Village of Bayside, Wisconsin, and serves on several subcommittees, and county-wide committees. He is the Past-President of the Wisconsin Association of Mediators. He also serves on the Planned Giving Counsel of the Zoological Society of Milwaukee, is a member of the President’s Advisory Council of the Froedtert Hospital Foundation, and has been honored as a charter member by the Greater Milwaukee Foundation Mueller Society in recognition of the advancement of philanthropy.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eido Walny about estate planning, asset protection, business succession, probate, and trust administration.

Here are some of the beneficial topics covered on this week’s show:

●    How, “I need a will,” is code for, “I need estate planning help.”

●    Why single people with no children do not have the easiest estates.

●    Why there are different powers of attorney and how they are used.

●    How the state government issues one will that doesn’t fit everyone.

●    Why people need a professional to help them with estate planning.

Connect with Eido:

Links Mentioned:

walnylegal.com

Twitter

@WalnyLegalGroup

LinkedIn

linkedin.com/company/wanly-legal-group-llc

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston where he assists individuals and their business with cross-border tax planning, estate planning, and estate administrations. John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization.

John is the Chair of the International Tax Committee of the State Bar of Texas Tax Section, was named Rookie of the Year by the Tax Section of the State Bar of Texas, was a 2015-2017 Fellow of the American Bar Association Section of Real Property, Trust and Estate Law, and was a Young Leader of the American College of Trusts and Estates Counsel. 

After earning a BS in Zoology from the University of Texas at Austin, he spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before heading to law school.

When he's not practicing law, he spends his time with his wife Emily and their rescued mutts Griswold, Molly, and Billy; runs marathons (43 as of March 1, 2020); homebrews beer; and writes about client service issues for professionals.  

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with John Strohmeyer about cross border tax planning, estate planning, and estate administration.

Here are some of the beneficial topics covered on this week’s show:

●    Why it’s better to let someone else take on your risk as a new lawyer.

●    How estate plans need regular care and maintenance to best serve you.

●    Why people need estate planners to help protect their assets.

●    How people should always be thinking about tax planning.

●    How you can minimize your estate taxes each year.

Connect with John:

Links Mentioned:

strohmeyerlaw.com

Twitter

@johnthelawyer

Instagram

@strohmeyerlawpllc

Facebook

facebook.com/strohmeyerlaw

LinkedIn

linkedin.com/in/johnthelawyer

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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