Today’s families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Carolyn Reers, a partner at Wiggin and Dana, and Suzanne Shier, counsel at Levenfeld Pearlstein, to discuss the forces driving today’s cross-border planning challenges
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Andi Hughes, Director of Strategic Partnerships at TrustHouse, for an insightful discussion on concierge home care and the role it plays in helping individuals and families navigate complex care needs for safety, dignity, and peace of mind. Andi explains how proactive
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Joshua Chadajo, Founder of JEC Philanthropy, for an insightful discussion on how intentional philanthropy can help donors align their charitable giving with their core values and priorities rather than simply reacting to requests or tax-driven considerations. Josh shares strategies that help donors
In 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, for an in-depth conversation about the complex lifecycle of art ownership. Together, they delve into the many stages collectors face—from the initial acquisition to the eventual sale
How is artificial intelligence reshaping estate planning discussions, and where does it fall short? In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear examines the growing role of AI in the estate planning process, as clients increasingly arrive with AI‑generated strategies in hand. While these tools can help simplify complex concepts
On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the importance of understanding the broad definition of disqualified persons to avoid impermissible self-dealing actions that the IRS would consider an abuse of its rules. In this vein, practitioners
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025. In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust
Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market conditions and the importance of
On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur’s guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on estate planning synergy and
In the latest podcast episode, host Michael Clear introduces the “Future Focused: Private Wealth Insights” blog, a platform designed to help optimize and protect your financial future. Explore domestic and international estate planning strategies, tax optimization, and more, with regularly updated content to keep you informed about the latest trends and developments. Visit www.privatewealthinsights.com to