Latest Content

Videos: Wealth Transition & Legacy Planning Strategies

Alvina H. Lo |
Wealth Planning

Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakash attended the 2018 Hawaii Tax Institute Conference and discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers Robert Kirkland, managing partner of Kirkland Woods & Martinsen LLP, Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, and Keith Schiller, founder and owner of the Schiller Law Group.

View Video...


Video: Succession Planning for Closely Held Businesses

Brian Oard |
My Business

Wilmington Trust’s Alvina Lo and Brian Oard check in with Keith Schiller, founder and owner of the Schiller Law Group, at the 2018 Hawaii Tax Institute Conference to find out what obstacles clients face when implementing a succession plan for a closely held business.Please see important disclosures at the end of the video.For more insights on the latest tax and wealth transfer developments, watch more video highlights from our conversations at the Hawaii Tax Institute Conference.

View Video...


Video: Estate and Tax Benefits of a ‘Basis Swap’

Brian Oard |
Wealth Planning

Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.

View Video...