In the inaugural episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and high-net-worth clients in Connecticut. The discussion addresses the potential sunset of the estate and gift tax exemptions in 2026, offering practical gifting strategies to maximize the currently high exemption amount. Michael and Erin also highlight Connecticut’s latest advancements in trust modifications and non-judicial settlement agreements, and caution practitioners on the potential tax implications that may arise from enacting these strategies. Don’t miss this insightful conversation on hot, hot topics in estate planning.

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Photo of Michael T. Clear Michael T. Clear

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate…

Michael is the Chair of our Private Client Services Department where he leads our group of over 30 lawyers and allied professionals.  As a Partner in the firm’s Private Client Services Department, Michael regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning. Yet he is also a trained counselor with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation. He is also a member of wiggin(x).

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Photo of Erin D. Nicholls Erin D. Nicholls

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin…

Erin is a Partner in Wiggin and Dana’s Private Client Services Department, where she focuses her practice on a wide range of tax, estate, and business planning matters. She is Co-Chair of the Family Office and Strategic Investments Group.

In that role, Erin works with individuals, family offices, and closely held businesses on issues related to wealth preservation, taxation, business succession planning, and charitable giving. She also counsels tax-exempt entities throughout all phases of their formation and compliance, and she advises a multinational financial institution with respect to fiduciary duties and trust administration.

Outside of the office, Erin is a fellow on the Connecticut Advisory Board of the Trust for Public Land, and she is an active member of the Connecticut Bar Association.

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