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.
Vivian Thoreen, Executive Partner at Holland & Knight LLP and chair of the firm’s national private wealth services dispute resolution team, discusses pre-death litigation amongst family members.
Raising Financially Fit Kids
Joline Godfrey, Founder & Chief Creative Officer of The Unexpected Table and author of “Raising Financially Fit Kids,” explains about how she helps families tackle conversations around wealth and assets.
David Beeton, Private Risk Advisor with Willis Towers Watson, and Ben Bollenbacher, Strategic Partnerships Manager at Chubb Insurance, discuss the liabilities facing a corporate trustee and how to insure those risks.
Robert Kirkland, Managing Partner at Kirkland Woods & Martinsen LLP, says that electronic wills are on the horizon and explains how courts around the country are addressing the topic.
Spousal Lifetime Access Trust
Andy Katzenstein, a Partner at Proskauer Rose LLP, discusses the higher tax exemptions created by federal tax reform and explains why setting up a spousal lifetime access trust – now – could be quite advantageous.
Keith Schiller, Founder and Owner of the Schiller Law Group, talks about some of the errors clients make when gifting to family members.
Working with the Wealth Strategy Group
Wilmington Trust’s Alvina Lo and Brian Oard discuss how recent U.S. tax reforms are shaping client wealth management strategies – both stateside and abroad.
Please see important disclosures at the end of each video.
For more insights on the latest tax and wealth transfer developments, watch more video highlights from our conversations at the Hawaii Tax Institute Conference.