Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today, we are joined by Asher Lowenstein Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.”

By way of background, many estate and trust disputes arise from planning decisions that unintentionally leave room for conflict. This program examines common sources of litigation involving children, surviving spouses, and outside parties, and equips planners and advisors with concrete steps to address them. This episode will explore how structural planning choices, family dynamics, and documentation practices can each mitigate or magnify the likelihood of breakdown. By the end of this show, listeners should leave with a clear framework for identifying where disputes tend to originate and the tools to build estate plans that hold up when families don't.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is Tuesday, June 9th @ 8:30am on “Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens” featuring Scott Kestenbaum and Jill Monoson from the firm Kestenbaum & Mark LLP based in Long Island, NY.. You can register here: https://us02web.zoom.us/webinar/register/WN_Ajvu1_eASTGeOflgXBJ3zQ***

M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.

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Episoder(164)

Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money

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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we go IN FOCUS where we explore mor...

6 Mai 29min