Video: The Best Advice I Ever Gave

Sharon L. Klein |
Wealth Planning
woman looking out of window

This roundtable discussion hosted by Family Lawyer Magazine features Sharon Klein and three other seasoned attorneys who share the best advice each has ever given in the family law setting. These highly respected professionals discuss their top tips for those maneuvering through divorce and their professional advisors. Please see important disclosures at the end of the video.

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Elder Abuse: The Risks of Third Party Fraud

Brian Oard and Alvina H. Lo |
Wealth Planning
Elder Abuse Third Party Fraud.png

What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

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Reducing the Risk of Estate Litigation

Brian Oard and Alvina H. Lo |
Wealth Planning
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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.

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