Foundational Estate Planning Series


Life Insurance in Estate Planning
Guest: Eryka Morehead
CEO of Collaborative Planning Group Inc.
March 14, 2023

Fiduciary Issues in Estate Planning
Guest: Ross Polking
Senior Lead Advisor, The Foster Group
October 25, 2022

Intersection of Marital Law and Estate Planning
Guest: Sharon Klein
Executive Vice President at Wilmington Trust, Head of the National Divorce Advisory Practice
September 20, 2022

Best Practices for Financial Assets in Estate Planning
Guest: Stacie Neussendorfer,
Senior Lead Advisor with The Foster Group
August 23, 2022

Then and Now – Divorce and Estate Planning
Guest: Sharon Klein
Executive Vice President at Wilmington Trust, Head of the National Divorce Advisory Practice
July 26, 2022

Sports Analogies for Estate Planning
Guest: Ross Polking
Senior Lead Advisor, The Foster Group
July 19, 2022

Estate Planning For Cryptocurrency
Guest: Lara Sass
Estate Planning Attorney in New York City serving high net worth clientele
July 12, 2022

Health Care Directive Issues
Guest: Michael Sneeringer,
Attorney, Porter Wright, Naples, FL
May 3, 2022

The Concept of “Both/And” in Estate Planning
Guest: Vanessa Kanaga,
CEO, InterActive Legal
April 5, 2022

Estate Planning for Ag Clients
Guests: Bryan Holen, Financial Advisor with Insource Benefits Group.
Monte Schatz, Attorney
October 26, 2021
More topics:
- Business Exit Strategies
- Elder Law
- Foundational Estate Planning
- Healthcare
- High Net Worth Estate Planning
- Law Firm Finance
- Law Firm Leadership and Culture
- Law Practice Management
- Legal Technology
- Philanthropy
- Physician Estate Planning
- Starting Your Own Business
- Tax Planning
- Trust and Estate Litigation
- Welcome to Legal Visionaries
- Wellness