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.

Avsnitt(107)

Color, Creativity, and the Power of Jewelry with Nicholas Varney

Color, Creativity, and the Power of Jewelry with Nicholas Varney

In this episode of Duologue, Leslie sits down with Nicholas Varney. Nick is the founder and designer behind Nicholas Varney Jewels. His work has earned him widespread recognition—from appearances in ...

5 Mars 1h 1min

Thinking With Machines: AI, Human Judgment, and the Future of Intelligence with Vasant Dhar

Thinking With Machines: AI, Human Judgment, and the Future of Intelligence with Vasant Dhar

In this week’s episode, Leslie Heaney sits down with Vasant Dhar—professor at NYU Stern School of Business and the Center for Data Science at New York University, founder of SCT Capital, and author of...

25 Feb 59min

The Environment Shaping Your Health - Pt. 2 with Tapp Francke

The Environment Shaping Your Health - Pt. 2 with Tapp Francke

I am very excited to bring you Part 2 of my conversation with clinical nutritionist and co-founder of Hamptons BioMed, Tapp Francke. In last week’s episode, we talked about learning about your own bod...

18 Feb 40min

Root Cause: Understanding Your Health - Pt. 1 with Tapp Francke

Root Cause: Understanding Your Health - Pt. 1 with Tapp Francke

In Part 1, Leslie sits down with clinical nutritionist Tapp Francke to talk about a more personalized, functional approach to health. Instead of only treating symptoms, they explore what might be happ...

11 Feb 39min

The Insurance You Have v. The Insurance You Need with Julianna Obeid

The Insurance You Have v. The Insurance You Need with Julianna Obeid

Most people think they’re protected... until the day they find out they’re not. In this episode, Leslie sits down with Julianna Obeid of Alliant Insurance Services to explain how homeowners and famili...

4 Feb 1h 16min

Mental Health, Medication, and the Importance of Informed Choice with Laura Delano

Mental Health, Medication, and the Importance of Informed Choice with Laura Delano

When Laura Delano was just 14 years old, a single psychiatric appointment set her on a 14-year path of diagnoses, medications, and a belief that her brain was permanently broken. In this conversation,...

21 Jan 1h

The Business Behind the Music with Josh Gruss

The Business Behind the Music with Josh Gruss

What does it really mean to own a song? In this episode of Duologue, Leslie sits down with Josh Gruss, founder and CEO of Round Hill Music, to explore the hidden business behind the songs we love. Fr...

14 Jan 1h 11min

Finding Your Silver Lining: Resilience, Transformation, & Grace with Hollye Jacobs

Finding Your Silver Lining: Resilience, Transformation, & Grace with Hollye Jacobs

At 39, Hollye Jacobs went in for a routine mammogram and received a life-changing breast cancer diagnosis—suddenly moving from caregiver to patient. In this deeply human conversation, Hollye, a nurse,...

7 Jan 1h

Populärt inom Samhälle & Kultur

podme-dokumentar
aftonbladet-krim
en-mork-historia
gynning-berg
p3-dokumentar
creepypodden-med-jack-werner
mardromsgasten
skaringer-nessvold
killradet
badfluence
hor-har
kod-katastrof
blenda-2
flashback-forever
nemo-moter-en-van
vad-blir-det-for-mord
historiska-brott
aftonbladet-daily
spar
rss-mer-an-bara-morsa