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 Hiring Household Employees: 5 Practical Steps for Families and Household EmployersNavigating Name and Gender Marker Alignment in Estate PlanningFlying South, Taxed Up North: Another Snowbird Dilemma Estate Planning Ep. 69 - International Lives and the New Reality of Estate PlanningEp. 68 - Creating a Circle of Care: Planning for Independence and Peace of MindEp. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy Family and Closely-Held Business Planning Section 645 Election: A Quietly Powerful Tool in Estate AdministrationEp. 63 – The Human Side of Planning with Brian LasherGovernor Hochul Vetoes Proposed NYLTA Amendment Family Office and Strategic Investments Hiring Household Employees: 5 Practical Steps for Families and Household EmployersEp. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and OpportunitiesPrivate Client Services 2025 Year-End Advisory 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. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and LegacyPrepare for New York’s Pied-à-Terre TaxEp. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors International Ep. 69 - International Lives and the New Reality of Estate PlanningPrivate Client Services 2025 Year-End AdvisoryEp. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo 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. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and LegacyEp. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and OpportunitiesPrivate Client Services 2025 Year-End Advisory 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 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. 69 - International Lives and the New Reality of Estate PlanningEp. 68 - Creating a Circle of Care: Planning for Independence and Peace of MindNavigating Name and Gender Marker Alignment in Estate Planning
