High Net Worth Estate Planning Series
Creative Uses of Non-Grantor Trusts
Guest: Joy Matak
Partner, Leader of Trust & Estate Practice, Sax LLP
August 1, 2023
Estate Planning Lessons From The Levine Case
Guest: Eryka Morehead
CEO of Collaborative Planning Group Inc.
July 18, 2023
Split-Dollar Life Insurance
Guest: Eryka Morehead
CEO of Collaborative Planning Group Inc.
June 20, 2023
Preferred Freeze Partnerships Part 2
Guests: Jerry Hesch and Stephen Breitstone
Meltzer, Lippe, Goldstein, and Breitstone, LLP
June 6, 2023
Preferred Freeze Partnerships Part 1
Guests: Jerry Hesch and Stephen Breitstone
Meltzer, Lippe, Goldstein, and Breitstone, LLP
May 23, 2023
Family Office – Tax Strategies for Investment Expenses
Guests: Daniel Gerety and David Holmes of Gerety & Associates in Las Vegas, Nevada
March 28, 2023
Nevada Private Family Trust Companies
Guests: Daniel Gerety and David Holmes of Gerety & Associates in Las Vegas, Nevada
January 31, 2023
Premium Finance
Guest: Dain Duin, certified estate planner at TR Estate Planning, Tagge Rutherford
December 13, 2022
Family Office
Guest: Mary Vandenack, Founder, CEO and
Managing Member at Vandenack Weaver Truhlsen
November 15, 2022
Asset Protection for Accumulated Wealth
Guests: Rachel Truhlsen,
Managing Member at Vandenack Weaver Truhlsen
November 1, 2022
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