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.
Wealth Planning
Opportunities and Challenges Under the SECURE Act
All Wealth Planning Content
Videos: Succession Planning for Business Owners
Wilmington Trust’s Alvina Lo, Brian Oard, and Adam Bakash check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.
Video: Estate and Tax Benefits of a ‘Basis Swap’
Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.
