Into the Woods

Woods Oviatt Gilman
  • 4.8 (4)
  • BUSINESS
  • UPDATED MONTHLY

The legal landscape doesn’t have to be a dark, scary place. With host Dave Shaffer, Partner and Chair of the Family Wealth and Estate Planning Department at Woods Oviatt Gilman, as your guide, we talk through a variety of legal topics, shedding light on the issues of the day, welcoming guest attorneys from across the Woods Oviatt Gilman law firm, and answering questions to help you see both the forest and the trees.

  1. APR 14

    Episode 24 – Transfer on Death Deeds: Does New Mean Good?

    In this episode, Dave Shaffer and Morgan Napierski discuss New York's new Transfer on Death deed law, explaining the limitations and pitfalls that make this probate avoidance tool less useful than it seems for most families.

    18 min

  2. MAR 31

    Episode 23 – Why Estate Planning Isn’t Just for Your Parents and Grandparents

    In this episode of Into the Woods, attorney Hannah Mills joins host Dave Shaffer to explain why estate planning isn’t just for older generations. They cover New York’s intestacy laws, planning considerations for young families, unmarried couples, and business owners, and share a cautionary tale about the author of The Girl with the Dragon Tattoo.

    19 min

  3. MAR 17

    Episode 22 – 10 Immediate Steps to Take When a Loved One Passes Away

    In this episode of Into the Woods, host Dave Shaffer and estates paralegal Deana Kilpatrick walk through the 10 immediate steps families should take when a loved one passes away – from obtaining death certificates and finding the will to tracking assets, managing debts, and knowing when to seek legal guidance.

    19 min

  4. MAR 3

    Episode 21 – Estate Planning as a Team Sport (Part 2)

    In Part 2 of their teamwork series, Dave Shaffer and Hannah Cannon discuss estate administration, tax filing requirements, and the importance of working with financial advisors—plus a $21 million lesson about fiduciary duty.

    16 min

  5. FEB 17

    Episode 20 – Estate Planning as a Team Sport (Part 1)

    In Part 1 of their teamwork series, Dave Shaffer and Hannah Cannon discuss why estate planning requires collaboration between lawyers, financial advisors, and insurance agents—plus a cautionary case about the cost of failing to coordinate.

    17 min

  6. FEB 3

    Episode 19 – Real Estate & Estate Planning: Trusts & LLCs (Part 2)

    In Part 2 of their real estate series, Dave Shaffer and Tom Rickettson discuss trusts and LLCs as tools for avoiding probate, protecting assets, and managing property—plus celebrity examples of creative trust naming for privacy.

    14 min

  7. JAN 21 ·  BONUS VIDEO

    2026 Trends Video Special – Top 5 Estate Planning Trends for the New Year

    In this special video episode filmed at the WOG holiday party, Dave Shaffer and Caroline Cercone preview the top 5 estate planning trends for 2026—including New York estate tax strategies, gifting, asset protection, and digital asset planning.

    11 min

  8. 12/30/2025

    Episode 18 – Real Estate & Estate Planning: The Fundamentals (Part 1)

    In Part 1 of their real estate series, Dave Shaffer and Tom Rickettson discuss how property ownership affects estate planning, explain common deed structures, and share lessons from HBO's Succession about the importance of planning ahead.

    16 min
See All (25)

Ratings & Reviews

4.8
out of 5
4 Ratings

About

The legal landscape doesn’t have to be a dark, scary place. With host Dave Shaffer, Partner and Chair of the Family Wealth and Estate Planning Department at Woods Oviatt Gilman, as your guide, we talk through a variety of legal topics, shedding light on the issues of the day, welcoming guest attorneys from across the Woods Oviatt Gilman law firm, and answering questions to help you see both the forest and the trees.

Information

  • Creator
    Woods Oviatt Gilman
  • Years Active
    2025 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Into the Woods