All Episodes
Future Focused: Sophisticated Estate Planning — 69 episodes
Ep. 69 - International Lives and the New Reality of Estate Planning
Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind
Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy
Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors
Ep. 65 - When AI Walks Into the Estate Planning Meeting
Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson
Ep. 63 – The Human Side of Planning with Brian Lasher
Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities
Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson
Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026
Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II
Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown
Ep. 57 – Planning Strategies for Successful Business Transitions with Daniela Spanos
Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo
Ep. 55 - It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman
Probate Disputes: Discussing Capacity, Influence, and Fraud with Mike Kenny
Elevating the Practice from Within: In Conversation with Dan Maloney
Qualified Small Business Stock After OBBBA: Key Updates and Opportunities
Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski
50 Episodes: A Lookback and Celebration
Speaker Showcase: Strategies for Navigating Disputes in Contested Matters with Steve Malech and Matt Smith
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls
Unlocking Digital Asset Potential with Expert Jake Claver
Artful Estate Planning: Strategies for Collectors with Deborah Robinson
Wealth Wars: Navigating the Battlefields of Family Disputes with Partner Steve Malech
Strategic Gifting: Reducing Taxes by Removing Assets
Speaker Series: Family Office and Strategic Investments with Erin Nicholls, R.J. Kornhaas and Dimitri Tournas
The Role of Legal Counsel in Private Investments with R.J. Kornhaas
Speaker Series: Hot Topics in International Estate Planning with Carolyn Reers
Speaker Series: The Corporate Transparency Act
From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer
Counsel for the C-Suite: Management Representation in M&A with Christian Chandler and James Greifzu
Speaker Series: Divorce-Proofing Your Dynasty with Trusts
Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
Navigating the Tax Landscape: Insights on Gifting
Seal the Deal: The Art of Selling Companies with M&A Expert Jacob Koenig
The Entrepreneur’s Guide to Equity: Structuring for Success: Part 2
Launching “Future Focused: Private Wealth Insights”
The Entrepreneur's Guide to Equity: Structuring for Success
A Guide for Business Owners: Navigating the Complexities of Estate Planning
The CTA is Here to Stay: Reporting Requirements under the Corporate Transparency Act
Teaching the Value of the Dollar: Guest Tom Henske Makes Total Cents
Lessons Learned with Larry Lipoff: Live From the 58th Annual Heckerling Institute on Estate Planning Conference
Life Insurance and Trust Planning: Insights from Special Guest Sarah Moore
A Closer Look at Conservatorships: What You Should Know
Sun, Sand, and State Residency: Navigating Florida’s Domicile Rules
Estate Planning in 2024: Opportunities and Challenges Ahead
2023 Year in Review - Future Focused: Sophisticated Estate Planning
And Just Like That, 2023 is Over: Preparing for 2024
Prenuptial Agreements: Safeguarding Your Family’s Financial Future
Purr-fectly Prepared: Estate Planning for Pets
Home Sweet Loan: Helping Loved Ones Buy a Home
The Corporate Transparency Act: Navigating Reporting and Compliance
From Cradle to College: Strategies for Funding Educational Expenses
Trustee Troubles: A Beneficiary’s Guide to Trustee Removal
Private Foundations 101: Annual Administrative Requirements
The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes
Life After Leaving the Nest: Key Estate Planning Considerations for High School Grads
Location, Location, Location: Benefits of Jurisdiction Selection in Trust Planning
Beyond the Documents: How to Include Family Members in an Estate Planning Conversation
Fixing my Irrevocable Trust: Decanting
Key Considerations with Generation-Skipping Transfer Tax
Estate Planning for Digital Assets
Legacy Assets in Estate Planning
SLATs: are two too good to be true?
SLATs and Gifting
Using Trusts for Your Beneficiaries