Videos: Wealth Transition & Legacy Planning Strategies

Brian Oard |
Wealth Planning

Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakash  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.

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Videos: Succession Planning for Business Owners

Alvina H. Lo |
My Business

Wilmington Trust’s Alvina Lo, Brian Oard, and Adam Bakash check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.

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