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.

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