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 TrustsInstructions for Facilitating a Child’s Home Purchase Domicile and Residence Flying South, Taxed Up North: Another Snowbird DilemmaResidence and Domicile Issues for Non-Citizens: Key Considerations Estate Planning Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison DonaldsonFlying South, Taxed Up North: Another Snowbird DilemmaEp. 60 – Looking Back, Planning Ahead: Estate Planning in 2026 Family and Closely-Held Business Planning Governor Hochul Vetoes Proposed NYLTA AmendmentPrivate Client Services 2025 Year-End AdvisoryEp. 57 – Planning Strategies for Successful Business Transitions with Daniela Spanos Family Office and Strategic Investments Private Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria FiengoThe Big Beautiful Bill: 5 Key Takeaways on Estate and Income Tax Planning 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 Private Client Services 2025 Year-End AdvisoryAdministration of Irrevocable Life Insurance TrustsSpousal Lifetime Access Trusts 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 Private Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria FiengoEp. 45 - Artful Estate Planning: Strategies for Collectors with Deborah Robinson 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 Private Client Services 2025 Year-End AdvisoryInstructions for Facilitating a Child’s Home PurchaseTop 5 Reasons to Create and Fund a Revocable Trust in New York
