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As we wrap up 2023, let us take a look back at some of the important estate planning topics that were discussed throughout the year. Our Partners Erin Nicholls and Michael Clear and their distinguished guests shared their expertise on a wide range of subjects, including Using Trusts for Your BeneficiariesSLATsEstate Planning and Digital AssetsKey Considerations with Generation-Skipping Transfer TaxHow to Include Family Members in an Estate Planning ConversationThe Corporate Transparency Act, and Prenuptial Agreements. You can access the full episodes by clicking the link below to better understand these topics. Plus, we have exciting plans to bring you more informative and insightful episodes next year, so stay tuned!  

If you’d like to listen to episodes on your preferred streaming platform, please click the links below to subscribe.

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Photo of Michael T. Clear Michael T. Clear

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate…

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Yet he is also a trained counselor with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation. He is also a member of wiggin(x).

Photo of Erin D. Nicholls Erin D. Nicholls

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin…

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin works with individuals, family offices, and closely held businesses on issues related to wealth preservation, taxation, business succession planning, and charitable giving. She also counsels tax-exempt entities throughout all phases of their formation and compliance, and she advises a multinational financial institution with respect to fiduciary duties and trust administration.

Outside of the office, Erin is a fellow on the Connecticut Advisory Board of the Trust for Public Land, and she is an active member of the Connecticut Bar Association.

Photo of Daniel L. Daniels Daniel L. Daniels

For three decades, Dan has dedicated himself to counseling families in preserving wealth from generation to generation. His clients include affluent individuals, family offices, business owners, C-suite executives and private equity and hedge fund founders. He assists them in estate and business planning…

For three decades, Dan has dedicated himself to counseling families in preserving wealth from generation to generation. His clients include affluent individuals, family offices, business owners, C-suite executives and private equity and hedge fund founders. He assists them in estate and business planning, trust and estate administration, probate litigation, and more. He is Co-Chair of the Family Office and Strategic Investments Group.

Dan has been named by Worth magazine as one of the top 100 trust lawyers in the United States. He is one of six trust and estate lawyers in Connecticut ranked in Band 1 by the international ranking service Chambers and Partners. Dan is a fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America. Best Lawyers has also named Dan its Lawyer of the Year for the Stamford area in the category of trusts and estates.

Photo of Helen C. Heintz Helen C. Heintz

Helen advises individuals, couples, families, and fiduciaries in all aspects of trust, estate, and guardianship matters, helping families navigate the legal landscape to achieve their goals.

As a Partner in the Private Client Services Department at Wiggin and Dana, Helen counsels individuals, couples…

Helen advises individuals, couples, families, and fiduciaries in all aspects of trust, estate, and guardianship matters, helping families navigate the legal landscape to achieve their goals.

As a Partner in the Private Client Services Department at Wiggin and Dana, Helen counsels individuals, couples, and families in tax-efficient estate, gift, and income tax planning. She advises individual and corporate fiduciaries regarding all aspects of trust and estate administration, including taxation and fiduciary law. She also negotiates and structures prenuptial and postnuptial agreements.

Photo of Vanessa L. Maczko Vanessa L. Maczko

Vanessa is a Partner in Wiggin and Dana’s Private Client Services Department in the Greenwich, CT and New York, NY offices.

Vanessa advises high net-worth individuals and families on multi-generational transfers of assets, such as closely-held business interests, marketable securities, art collections, real…

Vanessa is a Partner in Wiggin and Dana’s Private Client Services Department in the Greenwich, CT and New York, NY offices.

Vanessa advises high net-worth individuals and families on multi-generational transfers of assets, such as closely-held business interests, marketable securities, art collections, real estate, tangible personal property and insurance policies. Her practice focuses on estate, gift and generation-skipping transfer tax planning.

Photo of Carolyn A. Reers Carolyn A. Reers

Carolyn is a Partner in Wiggin and Dana’s Private Client Services Department and a member of the firm’s Executive Committee resident in the New York and Greenwich offices. Carolyn has more than 25 years of experience servicing high-net-worth individuals, their closely held companies…

Carolyn is a Partner in Wiggin and Dana’s Private Client Services Department and a member of the firm’s Executive Committee resident in the New York and Greenwich offices. Carolyn has more than 25 years of experience servicing high-net-worth individuals, their closely held companies and family offices with a focus on international estate and tax planning.

Immediately before joining Wiggin and Dana, Carolyn was a Partner at a leading international law firm, where she was integral in all aspects of trust and estate planning and administration. Carolyn was also responsible for the creation and management of public charities and private foundations.