On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St.
Future Focused
Private Wealth Insights
Future Focused, published by Wiggin and Dana LLP, covers topics related to private client services with a focus on estate planning, trust administration, and probate litigation. The blog discusses legal strategies for managing and protecting family wealth, including the use of revocable trusts, gift and estate tax planning, and fiduciary responsibilities. It also addresses emerging issues such as the impact of recent tax law changes, the role of technology in estate planning, and the emotional and procedural aspects of probate disputes. The content includes practical guidance on navigating complex legal developments affecting private clients and their advisors.
Latest from Future Focused - Page 10
Speaker Series: Hot Topics in International Estate Planning with Carolyn Reers
On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St.…
Carolyn Reers and Mi-Hae Russo Author Practice Notes on Foreign Trusts in Thomson Reuters’ Practical Law
On October 21st, Partner Carolyn Reers and Associate Mi-Hae Russo published two Practice Notes titled, Estate Planning and Foreign Trusts and Foreign Trust Tax Consequences Checklist.
Estate Planning Considerations for Non-U.S. Citizen Spouses
Speaker Series: The Corporate Transparency Act
On the fourth episode of our speaker series, Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas dive into the key compliance requirements of the Corporate Transparency Act (CTA) and its impact on small to medium-sized companies. They break down…
From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer
In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession…
Ep. 38 – From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer
In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession…


