October 6, 2020, GEM 23—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Coordinator Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.
June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.
Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.