Topics Asset Protection Planning Private Client Services 2025 Year-End AdvisoryAdministration of Irrevocable Life Insurance TrustsThe Big Beautiful Bill: 5 Key Takeaways on Estate and Income Tax Planning Client Memoranda Administration of Irrevocable Life Insurance TrustsSpousal Lifetime Access TrustsAssisting Children with Residential Purchases Domicile and Residence Flying South, Taxed Up North: Another Snowbird DilemmaResidence and Domicile Issues for Non-Citizens: Key Considerations Estate Planning Ep. 64 – PPLI in Practice: A Conversation with Carl PetersonEp. 63 – The Human Side of Planning with Brian LasherEp. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson Family and Closely-Held Business Planning Ep. 63 – The Human Side of Planning with Brian LasherGovernor Hochul Vetoes Proposed NYLTA AmendmentPrivate Client Services 2025 Year-End Advisory Family Office and Strategic Investments Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and OpportunitiesPrivate Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo Florida Planning Ep. 38 - From the Sidelines to the Spotlight: Winning Strategies with Thomas ArcherEp. 30 - Launching “Future Focused: Private Wealth Insights”Commonly Asked Questions on Funding Revocable Trusts Gift Planning Ep. 64 – PPLI in Practice: A Conversation with Carl PetersonEp. 63 – The Human Side of Planning with Brian LasherPrivate Client Services 2025 Year-End Advisory International Private Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria FiengoResidence and Domicile Issues for Non-Citizens: Key Considerations News Chambers High Net Worth 2025 Honors Wiggin and Dana Lawyers and Private Client Services PracticeWelcome Jevera Hennessey to Wiggin and Dana’s Private Client Services TeamRuth Fortune to Receive Hartford County Bar Association’s Judge Maxwell Heiman Memorial Award Philanthropy Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and OpportunitiesPrivate Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo Planning for Business Owners Private Client Services 2025 Year-End AdvisoryEp. 52 - Qualified Small Business Stock After OBBBA: Key Updates and OpportunitiesGRATs and Insider Trading Prenuptial and Postnuptial Agreement Planning Private Client Services 2025 Year-End AdvisoryEp. 36 - Speaker Series: Divorce-Proofing Your Dynasty with TrustsEp. 34 - Speaker Series: Prenups - Protecting Your Assets Before Saying "I Do" Private Wealth Disputes Private Client Services 2025 Year-End AdvisoryProbate Litigation Alert: Connecticut Supreme Court Affirms Validity of Summary Judgements in Probate MattersPrivate Client Services 2024 Year-End Advisory Trust and Estate Administration Ep. 64 – PPLI in Practice: A Conversation with Carl PetersonPrivate Client Services 2025 Year-End AdvisoryAssisting Children with Residential Purchases
