Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1
Send us Fan Mail In this first episode of the Rockefeller Family Estate mini series, we explore how John Rockefeller built Standard Oil into an industrial empire and set the stage for one of the most ...
23 Jun 13min
Episode 252. Cautionary Tales - When an Irrevocable Trust Needs an Update
Send us Fan Mail Irrevocable trusts don’t always mean “unchangeable,” and today we’re breaking down why. We cover the key legal pathways that often allow modifications, and what happens when a trust b...
9 Jun 16min
Episode 251. Celebrity Estate Planning - Estate of Ernie Banks
Send us Fan Mail "Mr. Cub" Ernie Banks was beloved on the field, but his estate became a battleground after a last-minute plan left everything to his caregiver instead of his family. This episode brea...
2 Jun 15min
Episode 250. Current Trends - Real Estate in the Great Wealth Transfer
Send us Fan Mail In this episode, we break down how real estate is becoming one of the most complicated pieces of the Great Wealth Transfer, especially when there’s no clear estate plan in place. From...
26 Mai 14min
Episode 249. Cautionary Tales - To Gift or Not to Gift
Send us Fan Mail Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans....
19 Mai 15min
Episode 248. Celebrity Estate Planning - Estate of Jerry Garcia
Send us Fan Mail This episode explores the life and legacy of Jerry Garcia, from his rise with the Grateful Dead to the complex estate battles that followed his death. It highlights how—even with a Wi...
12 Mai 15min
Episode 247. Current Trends - Trusts & Estates on the Bar Exam … Or Not!
Send us Fan Mail The upcoming NextGen Bar Exam is changing the way new lawyers are tested, and Trusts & Estates is losing its spotlight as a standalone subject. In this episode, we explore what that m...
5 Mai 14min
