Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Future Focused: Sophisticated Estate Planning
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Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Future Focused: Sophisticated Estate PlanningEpisodes
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Future Focused: Sophisticated Estate Planning
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On this episode, Partners Michael Clear and Erin Nicholls review the requirements under the Corporate Transparency Act (“CTA”) now in effect. They discuss what exemptions available to entities, who the beneficial owners are, when to file report
Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversa
On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58th Annual Heckerling Institute on Estate Planning Confer
Life insurance can be a valuable estate planning tool for generational wealth planning, creating liquidity and time diversification. On this week’s episode, Michael Clear and special guest Sarah Moore, Director of Advisor Relations at the Coyle
The role of a conservator is often misunderstood and recent headlines about celebrity conservatorships tend to paint conservatorships in a negative light. However, in this episode, Hosts Erin Nicholls and Michael Clear, provide context to under
With so many people fleeing their northern home states and heading south for a sunnier lifestyle, it’s more important than ever to understand the process of changing domicile and residence. On this week’s episode, Partner Michael Clear travels
Ready to kick off the New Year and make good on all those estate planning resolutions? On this first episode of 2024, Partners Erin Nicholls and Michael Clear highlight the estate planning opportunities resulting from changes in estate, gift an
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 ra
As 2023 draws to a close, we gear up for a busy holiday season and start planning for 2024 (#FutureFocused). On this week’s episode, Partners Erin Nicholls and Michael Clear highlight a few things that clients and advisors should focus on as we
On this episode of “Future Focused: Sophisticated Estate Planning,” Partners Erin Nicholls and Michael Clear sit down with Partner Helen Heintz to discuss the intricacies of prenuptial agreements. From the nuances of defining separate and marit
For many, pets are part of their family like any other family member, sometimes more so. That said, who cares for your pets after your death, and what money can be set aside for their support? Questions like these are addressed on this episode
For many potential home buyers, purchasing a home can be daunting, especially in today’s housing market. It is often a huge financial burden, and many will need some assistance to close the deal. On this episode of “Future Focused: Sophisticate
There has been a longstanding effort globally and a lot of pressure on the United States to implement some sort of registry on a federal level for ownership of small and mid-sized entities. On today’s episode of “Future Focused, Sophisticated E
Funding education at any level can be a large expense and may require a lot of advanced planning. In this episode of "Future Focused: Sophisticated Estate Planning," hosts Erin Nicholls and Michael Clear discuss key strategies for funding educa
Trustees behaving badly? In this episode of "Future Focused," hosts Erin Nicholls and Michael Clear discuss trusts and mechanisms available for a trust beneficiary to remove a trustee. From understanding the roles of trustees and educating bene
In this episode of “Future Focused,” Partners Erin Nicholls and Michael Clear discuss the operation of family foundations as a wealth planning strategy. They highlight the trade-offs between donor advised funds and private foundations, focusing
In an ever-evolving landscape, it's crucial to audit an estate plan and ensure it keeps pace with your life. On this episode, Partners Erin Nicholls and Michael Clear dive into the importance of revisiting your estate plan, examining the impact
With summer swiftly approaching, many families will be celebrating high school graduations and making plans to send those children off to college. But many are not prepared for the reality that parents lose their ability to access health and fi
On this episode, join Partners Erin Nicholls and Michael Clear as they dive into a discussion on jurisdiction selection in the context of advanced planning strategies. What does it mean to select a jurisdiction when establishing a trust, and wh
On this episode, join Partners Dan Daniels and Michael Clear as they discuss the importance of educating the next generation on an estate planning matters. From the protection of assets in cases of divorce or litigation, to aligning a child’s a
On this episode, join Partners Erin Nicholls and Michael Clear as they discuss mechanisms we have at our disposal to “fix” an irrevocable trust. The use of decanting, which is traditionally thought of as moving all the assets of one trust to a
On this episode, join Partners Erin Nicholls and Michael Clear as they discuss key considerations when addressing Generation-Skipping Transfer (GST) Tax. With a particular focus on interesting planning opportunities and things to look out for w
On this episode, join Partners Michael Clear and Vanessa Maczko as they discuss estate planning considerations for digital assets, which often require special attention when compared to more traditional assets, like real property and marketable
In this episode, Erin Nicholls and Michael Clear discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homes
Discussing Spousal Lifetime Access Trusts and strategies for using them for each spouse.
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