Preserving Prosperity: Mastering Multi-Generational Wealth Transfer

• Post author:Cheri Duryea
• Post published:December 5, 2023
• Post category:High Net Worth Estate Planning

Guest: Zac Ritchey Partner, Managing Director Private Wealth Asset Management December 5, 2023

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Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes

• Post author:Cheri Duryea
• Post published:November 7, 2023
• Post category:High Net Worth Estate Planning

Guest:Kenneth Alter Managing Director, Planning Alliance November 7, 2023

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Creative Uses of Non-Grantor Trusts

• Post author:Cheri Duryea
• Post published:August 1, 2023
• Post category:High Net Worth Estate Planning

Guest: Joy Matak Partner, Leader of Trust & Estate Practice, Sax LLP August 1, 2023

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Estate Planning Lessons From The Levine Case

• Post author:Cheri Duryea
• Post published:July 18, 2023
• Post category:High Net Worth Estate Planning

Guest: Eryka Morehead CEO of Collaborative Planning Group Inc. July 18, 2023

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Split-Dollar Life Insurance

• Post author:Cheri Duryea
• Post published:June 20, 2023
• Post category:High Net Worth Estate Planning

Guest: Eryka Morehead CEO of Collaborative Planning Group Inc. June 20, 2023

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Preferred Freeze Partnerships Part 2

• Post author:Cheri Duryea
• Post published:June 6, 2023
• Post category:High Net Worth Estate Planning

Guests: Jerry Hesch and Stephen Breitstone Meltzer, Lippe, Goldstein, and Breitstone, LLP June 6, 2023

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Preferred Freeze Partnerships Part 1

• Post author:Cheri Duryea
• Post published:May 23, 2023
• Post category:High Net Worth Estate Planning

Guests: Jerry Hesch and Stephen Breitstone Meltzer, Lippe, Goldstein, and Breitstone, LLP May 23, 2023

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Family Office – Tax Strategies for Investment Expenses

• Post author:Cheri Duryea
• Post published:March 28, 2023
• Post category:High Net Worth Estate Planning

Guests: Daniel Gerety and David Holmes of Gerety & Associates in Las Vegas, Nevada March 28, 2023

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Nevada Private Family Trust Companies

• Post author:Cheri Duryea
• Post published:January 31, 2023
• Post category:High Net Worth Estate Planning

Guests: Daniel Gerety and David Holmes of Gerety & Associates in Las Vegas, Nevada January 31, 2023

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Premium Finance

• Post author:Cheri Duryea
• Post published:December 12, 2022
• Post category:High Net Worth Estate Planning

Guest: Dain Duin, certified estate planner at TR Estate Planning, Tagge Rutherford December 13, 2022

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