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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Life Insurance Needs for Business Owners

Alvina H. Lo and Brian Oard |
My Business
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Is your business set up to keep operating if you are not there to run it? Thompson Coburn LLP Partner Stephen B. Gorin discusses how life insurance for business owners is key in helping sustain business operations and cash flow, and pay taxes, in the event of your premature death with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo.Download Transcript >Please see important disclosures at the end of the video.

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Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
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Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.

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