Category: Professional Development

GSRP Partners Join Prestigious IR Global

We are proud to announce our inclusion in IR Global, a United Kingdom-based professional services network that exists to connect legal, accounting, and financial advisors both to each other and to clients the world over. IR Global recruited and approved Leslie Giordani, Derry Swanger, and Michael Ripp, Jr. for membership in the areas of Wills and Estates, Trust and Charity Law, and Tax (Private Client), respectively.

They are now listed alongside foremost attorneys in every area of law in numerous countries around the world, from the UK to the United Arab Emirates, China and everywhere in between. We are currently the exclusive Texas firm in all of our registered practice areas.

Click here to learn more about IR Global, which is the fastest growing professional service firm network in the world.

Peggy Ugent Appointed to AICPA Panel

Peggy Ugent is appointed to the American Institute of CPA’s Trust, Estate and Gift Tax Technical Resource Panel for the 2013-2014 year. The 10-person panel monitors legislative and regulatory activity, meets and collaborates with technical staff at IRS and the Department of the Treasury and other professional groups, and supports the AICPA membership by developing products and services to assist members in tax practice.

Alyssa Gault Joins ALA

Alyssa Gault, Accounting Administrator for GSRP, has been accepted into membership in the Association of Legal Administrators (“ALA”). ALA is a professional organization that identifies and provides solutions to the most strategic and operational challenges law firms face today. Congratulations, Alyssa!

Cindy Grossman Elected Texas Bar Foundation Fellow

Cindy Grossman was elected as a Fellow of the Texas Bar Foundation, in recognition for her exceptional professional accomplishments and dedication to the advancement of the Texas legal system. The Foundation funds projects to promote justice, ethics in the legal profession, education of the public, research, and victim services. Each year, the top one-third of one percent of Texas attorneys are invited to become Fellows. We congratulate Cindy on her achievement and commitment to professionalism and the community.

Bruce Kentros Joins STEP

Trust Matters Coordinator Bruce Kentros has been accepted as a member of the Society of Trust and Estate Practitioners (STEP). Founded in 1991, STEP has more than 20,000 members across the world from a range of professional backgrounds, and have broadened their emphasis to help its members become trusted advisors to families engaged in long-term wealth planning.

Bruce has expertise not only in the field of traditional investments but also in the area of hedge funds, funds of funds, leveraged funds, private equity funds, and venture investments. He also coordinates the firm’s professional relationships in the areas of international estate and asset protection planning.

Firm News from 2005

Michael Ripp presented two sessions at Financial Resource Associates’ 3rd Annual Event: Insurance & Annuity-Based Hedge Fund Investing Forum in New York: “Life Insurance and Annuity Basics: Product, Tax and Regulatory Issues” and “Back to Basics: Revisit the Fundamentals and Convergence of Hedge Funds, PPLI’s & Annuities.”

We proudly welcomed Michael H. Ripp as a new partner of the firm.

Leslie Giordani and Derry Swanger were named to the Texas Super Lawyers list for 2006, as published by Super Lawyers magazine. Super Lawyers represent the top 5% of lawyers in the state, as determined by Law & Politics magazine. Each attorney is featured in the Texas Super Lawyers Edition in the October issue of Texas Monthly. Michael Ripp was named to the Super Lawyers’ Texas Rising Star list for 2006. Rising Stars represent the top 2.5% of up-and-coming lawyers in Texas.

Leslie Giordani and Derry Swanger were selected for inclusion in Best Lawyers in America© 2006. Each partner is featured in a special section of tAmerican Lawyer magazine (November 2005).

Leslie Giordani presented at the Eighth Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and US Clients – International Trust and Estate Planning Conference, which was held in Seattle, Washington, August 25-26. Her session was titled “Offshore Private Placement Life Insurance.”

We welcomed Mari M. Reed as a new associate attorney of the firm. Prior to joining, Ms. Reed was an associate in the Dallas office of Carrington, Coleman, Sloman & Blumenthal, L.L.P.

Leslie Giordani serves as chairman of IBC’s Third Annual Hedge Fund Investing through Life Insurance and Annuities, held June 13-14 in New York. She spoke at a session titled “Exploring the Benefits and Trade-offs of Onshore vs. Offshore Private Placement Life Insurance.” Michael Ripp also attended, leading the session “Legal Issues and Structures: What’s Going on in the PPLI Marketplace?”

Leslie Giordani presented at the FOX Wealth Advisor Conference, Understanding and Servicing the Ultra-Affluent Client, held in Coconut Grove, Florida February 9-11. Her presentation was called “Private Placement Life Insurance: Friend or Foe?” 

Leslie Giordani was selected as chairperson for IBC’s Third Annual National Event, Hedge Fund Investing through Life Insurance and Annuities.