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...


Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
Tax Reform EBook NC.jpg

Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.  Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way.Our eBook provides a compilation of all of the articles in the Tax Reform InsightsThis digital resource puts timely tax planning information right at your fingertips, in one easy-to-access location.

Read More...