Family Office and Strategic Investments

On this episode, join Partners Erin Nicholls and Michael Clear as they discuss one of the hottest topics in the estate planning world, spousal lifetime access trusts (SLATs), and the implications of using SLATs in a post-Tax Cuts and Jobs Act world. Focusing primarily on maximizing the use of one’s lifetime exemption amount and removing

As we approach the latter half of 2022, our Private Client Service team would like to share some exciting updates in the areas of:

  • Estate Planning
  • Business Succession Planning
  • Fiduciary and Probate Litigation
  • International Private Client Services
  • Philanthropy
  • Trust and Estate Administration Services

We trust you will find it both interesting and a reflection of