Worth It: Insights on wealth management and personal planning strategies.
Insights on wealth management and personal planning strategies.
Episodes
In this episode of Worth It, Proskauer associates Jacob Wonn and Nathalie Stenmark discuss qualified personal residence trusts (also known as “QPRTs”), how they work, what the potential benefits are and why clients might consider this particular estate planning technique. With the current rising interest rate environment, there has been a renewed interest in QPRTs, so be sure to tune in!
Heirs of owners of cryptocurrencies have concerns that they will not be able to gain access to and collect cryptocurrencies after the death of the owner. In this episode of Worth It, partner Hank J. Leibowitz and associate James Muller describe the process that they went through in order to collect and liquidate the account of a decedent owning several cryptocurrencies held in a Coinbase account.
In this episode of Worth It, Proskauer associates Jacob Wonn and James Muller discuss the idea of "decanting" irrevocable trusts and what that means for clients. Clients who have assets that might pass outright to their descendants may consider decanting to extend the term of the trust and provide additional management benefits and creditor protection to their descendants. So be sure to tune in and see why clients may consider deca...
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.
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.
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.
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 o...
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.
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...
With the election only a couple of months away and a possibility that some established estate planning techniques may be unavailable in the future, creating a grantor retained annuity trust while that technique is still available (commonly referred to as a "GRAT") is a relatively simple way to transfer property to your children at virtually no gift tax cost. In order for a GRAT to be successful, your retained annuity from the G...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Saskia Inwood woke up one morning, knowing her life would never be the same. The night before, she learned the unimaginable – that the husband she knew in the light of day was a different person after dark. This season unpacks Saskia’s discovery of her husband’s secret life and her fight to bring him to justice. Along the way, we expose a crime that is just coming to light. This is also a story about the myth of the “perfect victim:” who gets believed, who gets doubted, and why. We follow Saskia as she works to reclaim her body, her voice, and her life. If you would like to reach out to the Betrayal Team, email us at betrayalpod@gmail.com. Follow us on Instagram @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
The Dan Bongino Show delivers no-nonsense analysis of the day’s most important political and cultural stories. Hosted by the former Deputy Director of the FBI, former Secret Service agent, NYPD officer, and bestselling author Dan Bongino, the show cuts through media spin with facts, accountability, and unapologetic conviction. Whether it’s exposing government overreach, defending constitutional freedoms, or connecting the dots the mainstream media ignores, The Dan Bongino Show provides in-depth analysis of the issues shaping America today. Each episode features sharp commentary, deep dives into breaking news, and behind-the-scenes insight you won’t hear anywhere else. Apple: https://podcasts.apple.com/us/podcast/the-dan-bongino-show/id965293227?mt=2 Spotify: https://open.spotify.com/show/4sftHO603JaFqpuQBEZReL?si=PBlx46DyS5KxCuCXMOrQvw Rumble: https://rumble.com/c/bongino?e9s=src_v1_sa%2Csrc_v4_sa_o
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!