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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
60 episodes
1 week ago
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.
Show more...
Management
Education,
Business,
How To
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All content for Future Focused: Sophisticated Estate Planning is the property of Wiggin and Dana LLP's Erin Nicholls and Michael Clear and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.
Show more...
Management
Education,
Business,
How To
Episodes (20/60)
Future Focused: Sophisticated Estate Planning
Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026
1 week ago
23 minutes 1 second

Future Focused: Sophisticated Estate Planning
Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II
3 weeks ago
26 minutes 32 seconds

Future Focused: Sophisticated Estate Planning
Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown
1 month ago
23 minutes 22 seconds

Future Focused: Sophisticated Estate Planning
Ep. 57 – Planning Strategies for Successful Business Transitions with Daniela Spanos
1 month ago
24 minutes 48 seconds

Future Focused: Sophisticated Estate Planning
Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo
2 months ago
26 minutes 23 seconds

Future Focused: Sophisticated Estate Planning
Ep. 55 - It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman
2 months ago
26 minutes 51 seconds

Future Focused: Sophisticated Estate Planning
Probate Disputes: Discussing Capacity, Influence, and Fraud with Mike Kenny
3 months ago
27 minutes 36 seconds

Future Focused: Sophisticated Estate Planning
Elevating the Practice from Within: In Conversation with Dan Maloney
3 months ago
28 minutes 31 seconds

Future Focused: Sophisticated Estate Planning
Qualified Small Business Stock After OBBBA: Key Updates and Opportunities
4 months ago
24 minutes 53 seconds

Future Focused: Sophisticated Estate Planning
Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski
5 months ago
25 minutes 21 seconds

Future Focused: Sophisticated Estate Planning
50 Episodes: A Lookback and Celebration
6 months ago
26 minutes 8 seconds

Future Focused: Sophisticated Estate Planning
Speaker Showcase: Strategies for Navigating Disputes in Contested Matters with Steve Malech and Matt Smith
7 months ago
20 minutes 9 seconds

Future Focused: Sophisticated Estate Planning
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
7 months ago
20 minutes 15 seconds

Future Focused: Sophisticated Estate Planning
Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls
8 months ago
17 minutes 59 seconds

Future Focused: Sophisticated Estate Planning
Unlocking Digital Asset Potential with Expert Jake Claver
9 months ago
26 minutes 18 seconds

Future Focused: Sophisticated Estate Planning
Artful Estate Planning: Strategies for Collectors with Deborah Robinson
10 months ago
32 minutes 37 seconds

Future Focused: Sophisticated Estate Planning
Wealth Wars: Navigating the Battlefields of Family Disputes with Partner Steve Malech
10 months ago
31 minutes 29 seconds

Future Focused: Sophisticated Estate Planning
Strategic Gifting: Reducing Taxes by Removing Assets
11 months ago
14 minutes 22 seconds

Future Focused: Sophisticated Estate Planning
Speaker Series: Family Office and Strategic Investments with Erin Nicholls, R.J. Kornhaas and Dimitri Tournas
1 year ago
12 minutes 44 seconds

Future Focused: Sophisticated Estate Planning
The Role of Legal Counsel in Private Investments with R.J. Kornhaas
1 year ago
30 minutes 23 seconds

Future Focused: Sophisticated Estate Planning
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.