Future Focused: Sophisticated Estate Planning
di Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Ultimo episodio
Ep. 69 - International Lives and the New Reality of Estate Planning
Ep. 69 - International Lives and the New Reality of Estate Planning
Informazioni su questo podcast
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy.
Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results.
Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.
Episodi
I 20 episodi più recenti su 69
- Ep. 69 - International Lives and the New Reality of Estate Planning · 28 min · Episodio 69Today’s families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. In this episode of Future Focused: Sophisticated…
- Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind · 29 min · Episodio 68In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Andi Hughes, Director of Strategic Partnerships at TrustHouse, for an insightful…
- Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy · 22 min · Episodio 67In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Joshua Chadajo, Founder of JEC Philanthropy, for an insightful discussion on how…
- Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors · 20 min · Episodio 66In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Kenley Stark, Counsel in the Private Client Services Department at Wiggin and Dana…
- Ep. 65 - When AI Walks Into the Estate Planning Meeting · 15 min · Episodio 65How is artificial intelligence reshaping estate planning discussions, and where does it fall short?In this episode of Future Focused: Sophisticated Estate Planning, host Michael…
- Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson · 25 min · Episodio 64Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future…
- Ep. 63 – The Human Side of Planning with Brian Lasher · 35 min · Episodio 63In this episode of Future Focused, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls – and what it…
- Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities · 18 min · Episodio 62In this episode, host Michael Clear welcomes back Corporate Partner R.J. Kornhaas to unpack the critical responsibilities and risks associated with modern board membership…
- Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson · 28 min · Episodio 61In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors…
- Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026 · 23 min · Episodio 60In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift…
- Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II · 27 min · Episodio 59In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will…
- Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown · 23 min · Episodio 58In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds…
- Ep. 57 – Planning Strategies for Successful Business Transitions with Daniela Spanos · 25 min · Episodio 57In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for…
- Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo · 26 min · Episodio 56On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The…
- Ep. 55 - It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman · 27 min · Episodio 55On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to…
- Probate Disputes: Discussing Capacity, Influence, and Fraud with Mike Kenny · 28 min · Episodio 54In this episode of Future Focused: Sophisticated Estate Planning, Host Michael Clear is joined by Litigation Partner Michael Kenny, where they discuss the complexities of probate…
- Elevating the Practice from Within: In Conversation with Dan Maloney · 29 min · Episodio 53In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture…
- Qualified Small Business Stock After OBBBA: Key Updates and Opportunities · 25 min · Episodio 52In this episode of Future Focused: Sophisticated Estate Planning, hosts Michael Clear and Erin Nicholls are joined by Corporate Partners Scott McClure and Len Gray to discuss how…
- Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski · 20 min · Episodio 51In this episode of Future Focused: Sophisticated Estate Planning, Partner Erin Nicholls and Associate Sara Osinski examine the complexities of managing private foundations. They…
- 50 Episodes: A Lookback and Celebration · 26 min · Episodio 50Today marks a special milestone, our 50th episode! Since launching in 2023, we've had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore…
