All Wealth Planning Content

Videos: Succession Planning for Business Owners

Alvina H. Lo |
My Business

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.

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Video: Estate and Tax Benefits of a ‘Basis Swap’

Brian Oard |
Wealth Planning

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.

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Video: Key Factors to Consider When Establishing a Family Office

Brian Oard |
Wealth Planning

The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Wilmington Trust’s Brian Oard and Alvina Lo sat down with industry experts at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office.

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