Video: Retirement Planning Implications of the Secure Act

Brian Oard and Alvina H. Lo |
Wealth Planning
Retirement-Planning-Implications-of-the-Secure-Act

What steps have you taken to help your clients update their estate plans with IRAs and other retirement plans? Henderson, Caverly, Pum & Trytten LLP Partner Steven E. Trytten sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to discuss how to maximize your estate plan to take advantage of the Secure Act changes.Download Transcript >Please see important disclosures at the end of the video.

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Video: The Virtual Private Trust Company

Brian Oard and Alvina H. Lo |
Wealth Planning
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What are the substantial tax planning and governance advantages of establishing a Virtual Private Trust Company in a jurisdiction like Delaware? Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo, sat down with Jonathan Lurie, partner at Venable LLP, at the 2019 Hawaii Tax Institute to delve into the world of Virtual Private Trust Companies.Download Transcript > Please see important disclosures at the end of the video.

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Episode 2: Is There a Planning Silver Lining to This Economic Downturn?

Alvina H. Lo |
Emerald GEMs
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May 12—In this time of economic and market uncertainty, many are asking: Is there a planning silver lining to this economic downturn? Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate. Why? Because its success is tied to two things: low interest rates and low valuation of assets—both of which we have today.

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