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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Video: Why the First State Remains the Top Choice for Personal Trusts

Jeffrey C. Wolken |
Wealth Planning
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Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Wilmington Trust’s National Director, Delaware Trust Planning Jeff Wolken, sits down with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning to share his insights on how Delaware sets itself apart from other states.Please see important disclosures at the end of the video.

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Video: Planning Opportunities for Business Owners

Andrew J. Horwitz, CFP® |
My Business
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Wilmington Trust’s Deputy Chief Wealth Strategist Drew Horwitz offers timely planning advice to business owners at the 54th Annual Heckerling Institute on Estate Planning. Watch his conversation with Susan Lipp, editor in chief of Trust & Estates magazine, on the importance of planning early while still running a successful business. Please see important disclosures at the end of the video.

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