Estate Planning 101 - feat. David Posner and Jillian E. Merns
Duologue with Leslie Heaney19 Kesä 2024

Estate Planning 101 - feat. David Posner and Jillian E. Merns

As Benjamin Franklin once said, nothing in life is certain except death and taxes. Yet many of us are wholly unprepared for the inevitable. We have a lot of questions… “How can we pass along our estate and protect our assets? Do we need a trust? What if we can no longer make decisions for ourselves? And how can we pass along our assets without tax liability?” There are so many questions surrounding estate planning.

In this episode, we have two of the most well-respected experts in estate planning, David Posner and Jillian E. Merns of Willkie Farr and Gallagher. David and Jillian are both Partners of Willkie’s Private Wealth Group.

Their practice focuses on counseling high-net-worth individuals and family offices on various legal matters, including estate planning and estate/trust administration. They have extensive experience in the development and execution of sophisticated estate plans and wealth preservation techniques, including the preparation of complex wills, trusts, and related instruments.

In today's episode, Jillian and David provide an incredible overview of the estate planning process, what we should all be thinking about, what documents and tools we need, what the best practices are, and advice for how we should be structuring our estate.

It was an incredible privilege and honor to have such superstars on the podcast. I learned a tremendous amount from them both and I know that you will too. If you enjoy The Interview with Leslie, please subscribe on your favorite platform and leave us a review. Follow us on Instagram @theinterviewwithleslie.


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