Undue influence from family members on mom’s and dad’s estate plan can lead to costly estate litigation. Vivian Thoreen, partner, Holland and Knight, sat down with Wilmington Trust’s Brian Oard, president, Western region and Alvina Lo, chief wealth strategist to review the steps you can take to reduce the risk of painful and expensive estate litigation.Download Transcript >Please see important disclosures at the end of the video.
May 12—In this time of economic and market uncertainty, many are asking: Is there a planning silver lining to this economic downturn? Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate. Why? Because its success is tied to two things: low interest rates and low valuation of assets—both of which we have today.
Amid chaos, there is a silver lining for estate planning opportunities. Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.
Wilmington Trust and Family Business Magazine hosted a Delaware trust advantage for business owners webinar on October 10, featuring our own Alvina Lo and Jeff Wolken. The webinar provided a comprehensive look at the special challenges business owners face in structuring estate plans due to their needs for control, flexibility, asset protection, and confidentiality—and how a Delaware trust can be an excellent way to help address these important issues.
Wilmington Trust’s Brian Oard, Alvina Lo, and Adam Bakash sat down with industry experts at the 2018 Hawaii Tax Institute to discuss trends in the tax and wealth transfer industry. Please see important disclosures at the end of the video.Click here to watch more conversations from the Hawaii Tax Institute.