Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakash attended the 2018 Hawaii Tax Institute Conference and discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers Robert Kirkland, managing partner of Kirkland Woods & Martinsen LLP, Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, and Keith Schiller, founder and owner of the Schiller Law Group.
Hear some of their insights on electronic wills, spousal lifetime access trusts, gifting considerations, opportunities created by the new U.S. tax law, and more.
Spousal Lifetime Access Trust
Working with the Wealth Strategy Group
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For more insights on the latest tax and wealth transfer developments, watch more video highlights from our conversations at the Hawaii Tax Institute Conference.