2023 Year in Review - Future Focused: Sophisticated Estate Planning
Manage episode 391746775 series 3434332
As we wrap up 2023, let us take a look back at some of the important estate planning topics that were discussed throughout the year. Our Partners Erin Nicholls and Michael Clear and their distinguished guests shared their expertise on a wide range of subjects, including Using Trusts for Your Beneficiaries, SLATs, Estate Planning and Digital Assets, Key Considerations with Generation-Skipping Transfer Tax, How to Include Family Members in an Estate Planning Conversation, The Corporate Transparency Act, and Prenuptial Agreements. You can access the full episodes by clicking the link below to better understand these topics. Plus, we have exciting plans to bring you more informative and insightful episodes next year, so stay tuned!
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