The Future Focused: Sophisticated Estate Planning, podcast explores high-level estate planning techniques and trends. It is ideal for professionals in the accounting, insurance, investment, and financial planning industries since each episode will offer concise and timely information on topics that are critical to the planning they do with their clients.
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On this episode, join Partners Erin Nicholls and Michael Clear as they discuss key considerations when addressing Generation-Skipping Transfer (GST) Tax. With a particular focus on interesting planning opportunities and things to look out for when addressing GST tax, Erin and Michael emphasize the importance of thinking strategically about GST tax and its effects on
On this episode, join Partners Michael Clear and Vanessa Maczko as they discuss estate planning considerations for digital assets, which often require special attention when compared to more traditional assets, like real property and marketable securities. For example, sentimental digital assets (such as social media accounts, email, photos on your computer or cell phone), may
On this episode, join Partners Erin Nicholls and Michael Clear as they discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homesteads, Erin and Michael discuss considerations related to carrying costs, ownership structures, bloodline protection and
On this episode, join Partners Erin Nicholls and Michael Clear as they delve deeper into a discussion on creating SLATs for married clients to use up both clients’ lifetime exemption amounts, while also reducing the likelihood of the imposition of the Reciprocal Trust Doctrine by the IRS. Citing several examples, Erin and Michael provide strategies
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
On this episode, join Partners Erin Nicholls and Michael Clear as they dispel some of the common misconceptions related to trust planning and delve into the three reasons why trust planning is important for many clients. With an understanding that most clients do not want to “rule from the grave,” Erin and Michael highlight the