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Pathways – A Framework for Helping Clients Cut Through the Complexity of Estate Planning

Families considering estate planning are faced with significant complexity.  Making sense of that complexity is often difficult.  The advice clients most often receive is largely tactical – how specific planning ideas can reduce estate taxes.  Often, however, clients concerns are more global – they worry about the about the impact of this planning on their children and about their own long-term aspirations for the use of their wealth in future generations.  In this call, we will provide PWAs with a simple framework and explanatory tools to help clients understand that framework.  By the end of the call, advisors will feel they have a new way to talk with their clients that will 1) help them gain strategic clarity about their planning, 2) will help them match the structures they create to the capacities and capabilities of their children, and 3) open conversations that are both realistic and meaningful about their clients’ hopes, dreams, and aspirations.

By | August 29th, 2017|Catalysts for Collaboration|

Electronic Wills and Recent Legislative Activity: Yesterday’s Techie Youth Are Now Today’s Testators

In 2013, an Ohio judge admitted to probate a Will written entirely with an electronic stylus pen on a Samsung Galaxy tablet and later signed electronically by the testator and witnesses.  In 2017, the concept of an electronic Will or “e-Will” has become a hot topic with the help of a for-profit company seeking to procure favorable legislation in Florida and beyond.  Not all agree that electronic will legislation as being proposed is a good idea.  Do you? Kyle Gee provides background into the concept of electronic Wills by explaining factors leading to their creation by emerging generations.  He also summarizes electronic Will cases from around the world.  Kyle shares reasons proponents are pushing for enactment of electronic Will statutes and the concerns raised by those in opposition.

By | August 15th, 2017|Purposeful Next-Gen Collaboration, Technical Corner|

Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets

This presentation explained how to identify a client’s key digital assets; described how tech companies are coming up with their own private solutions to these issues; reviewed the evolution of contact, cyber-security, and probate law and legislative and lobbying history that led to the widespread adoption of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) across America in 2016 and 2017; and provided practical insight as to how to plan for and administer these assets.

By | August 8th, 2017|Family Business Forum, Family Office Summit, Technical Corner|