7 episodes

Insights on wealth management and personal planning strategies.

Worth it: Insights on wealth management and personal planning strategies‪.‬ Proskauer

    • Business
    • 5.0 • 1 Rating

Insights on wealth management and personal planning strategies.

    Episode 7: Lifetime Planning - The Benefits of Creating Lifetime Trusts for Children and Other Descendants

    Episode 7: Lifetime Planning - The Benefits of Creating Lifetime Trusts for Children and Other Descendants

    In this episode of Worth It, Proskauer Associate Dan Hatten and Senior Counsel Nathaniel Birdsall discuss why clients should strongly consider planning with lifetime trusts for their children, grandchildren and more remote descendants. 

    • 14 min
    Episode 6: What Estate Planning Documents Does Every Client Need?

    Episode 6: What Estate Planning Documents Does Every Client Need?

    In this episode of Worth It, Proskauer partner Stephanie Heilborn and associate Dan Hatten discuss the standard estate planning documents every client needs, what those documents do, and why those documents are important to have in place.

    • 14 min
    Episode 5: Tax Matters - An Overview Of The Proposed Changes To Federal Transfer Tax Law

    Episode 5: Tax Matters - An Overview Of The Proposed Changes To Federal Transfer Tax Law

    In this episode of Worth It, Proskauer partner and head of the firm's Private Client Services Group David Pratt and associate Daniel W. Hatten discuss the recent bills introduced in Congress which could dramatically alter federal transfer taxes, how those changes could affect clients, and what steps clients can take in the interim.

    • 18 min
    Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences and Outstanding Loans?

    Episode 4: Pain Free Gifting – Using Your Lifetime Gift Tax Exemption With Residences and Outstanding Loans?

    In this episode of Worth It, associate Daniel W. Hatten, and senior counsel Vanessa Maczko discuss options for clients who are seeking to use their remaining federal lifetime gift tax exemption without the “pain” generally associated with giving up assets.  To that end, we will talk about options for gifting personal residences and ways to use outstanding loans to make gifts. Tune in as Dan and Vanessa explain in more detail some options for "pain-free" gifting.

    • 6 min
    Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?

    Episode 3: Having Your Cake and Eating It Too - How to Use SLATs to Use Your Lifetime Gift Tax Exemption?

    In this episode of Worth It, associate Daniel W. Hatten, and partner Andrew M. Katzenstein, discuss whether clients should consider creating spousal lifetime access trusts (SLATs) to use their federal lifetime gift tax exemption before the end of 2020.  Tune in as Dan and Andy describe in more detail what a SLAT is, why it is particularly beneficial this year and why it may be appropriate for clients to create SLATs.

    • 7 min
    Episode 2: Should You Use Your Gift Tax Exemption in 2020?

    Episode 2: Should You Use Your Gift Tax Exemption in 2020?

    In this episode of Worth It, associate Daniel W. Hatten, and partner, Lindsay A. Rehns, will discuss whether clients should use their federal lifetime gift tax exemption before the end of 2020.  As part of this podcast discussion, Dan and Lindsay will explain some details about the lifetime gift tax exemption, highlight some of the potential tax consequences of the upcoming election and ultimately explain why now is in fact a great time to use the remainder of one's lifetime gift tax exemption.

    • 7 min

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