High Net Worth Estate Planning Series


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

Private Family Trust Companies
Guests: Rachel Truhlsen,
Managing Member at Vandenack Weaver Truhlsen
October 04, 2022

Taxation of Aircraft
Guest: Mary Vandenack
Founding and Managing Member, CEO, Vandenack Weaver Truhlsen
August 9, 2022

New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?
Guests: Jonathan Blattmachr
May 17, 2022

Family Limited Partnership – An Estate Planning Strategy
Guest: Lara Sass
Estate Planning Attorney in New York City serving high net worth clientele
February 22, 2022

Legislative Proposals and Year End Tax Planning for 2021
Guests: Marty Shenkman and Jonathan Blattmachr
November 16, 2021

Dynasty Trusts
Guest: Lara Sass
Estate Planning Attorney in New York City serving high net worth clientele
September 14, 2021
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