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

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.


Hosted on Ausha. See ausha.co/privacy-policy for more information.

Jaksot(107)

Blind Spots - feat. Kimberly Berens, Ph.D.

Blind Spots - feat. Kimberly Berens, Ph.D.

Today in the US, close to 70% of all students are below proficiency in math and reading, and close to 90% of low-income students are below proficiency. With an overwhelming majority of our students gr...

5 Maalis 20251h 9min

American Heroes - feat. James Patterson and Timothy Malloy

American Heroes - feat. James Patterson and Timothy Malloy

It is an honor and a privilege to introduce my next two guests, James Patterson and Tim Malloy. James Patterson is one of the most successful authors of all time, having sold over 425 million books. H...

26 Helmi 202554min

[REVISIT] The Women Who Created a President - feat. Ed O'Keefe

[REVISIT] The Women Who Created a President - feat. Ed O'Keefe

In honor of President’s Day this past Monday, we are re-releasing this incredible episode about the women who made Teddy Roosevelt. In this episode, Leslie sits down with Ed O’Keefe — an award-winning...

19 Helmi 20251h 9min

Decoding The Cosmos - feat. Rosie Cutter

Decoding The Cosmos - feat. Rosie Cutter

It turns out that many celebrities, politicians, and CEOs look to astrology before making any plans – they consult their astrologer before a political race, before accepting a role in a movie, or befo...

12 Helmi 202542min

Tennessee Innocence Project - feat. Jason Gichner

Tennessee Innocence Project - feat. Jason Gichner

Today, it is estimated that approximately 3 percent of incarcerated people in the United States are innocent. Thankfully, there are Innocence Projects across the country who are dedicated to investiga...

5 Helmi 202556min

Starting From Scratch - feat. Eleni Gianopulos

Starting From Scratch - feat. Eleni Gianopulos

Eleni Giannopoulos is the woman behind the great Eleni’s cookies.  Driven by a desire to start her own company along with a love of baking and an old family recipe, Eleni launched Eleni’s back in the ...

29 Tammi 202547min

LIVE from New York! - feat. Lindsay Shookus

LIVE from New York! - feat. Lindsay Shookus

It’s hard to believe that it was 50 years ago this year that Saturday Night Live made its debut on television. A four-part docuseries is coming out this week on Peacock, SNL 50: Beyond Saturday Night,...

22 Tammi 20251h 5min

Colorectal Cancer: A Conversation feat. Dr. Andrea Cercek and Kelly Spill Bonito

Colorectal Cancer: A Conversation feat. Dr. Andrea Cercek and Kelly Spill Bonito

Colorectal cancer, the disease that claimed the life of "Black Panther" actor Chadwick Boseman at age 43, was once considered an “old person’s” illness. It no longer is. The National Cancer Institute...

15 Tammi 202559min

Suosittua kategoriassa Yhteiskunta

olipa-kerran-otsikko
i-dont-like-mondays
siita-on-vaikea-puhua
kaksi-aitia
gogin-ja-janin-maailmanhistoria
poks
uutiscast
antin-palautepalvelu
kolme-kaannekohtaa
sita
yopuolen-tarinoita-2
aikalisa
rss-murhan-anatomia
mamma-mia
meidan-pitais-puhua
loukussa
lahko
rss-palmujen-varjoissa
rss-napy
rss-haudattu