Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
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Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Kenley Stark, Counsel in the Private Client Services Department at Wiggin and Dana, for an in-depth…
Ep. 65 - When AI Walks Into the Estate Planning Meeting
How is artificial intelligence reshaping estate planning discussions, and where does it fall short?In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear examines the…
Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson
Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated…
Ep. 63 – The Human Side of Planning with Brian Lasher
In this episode of Future Focused, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls – and what it takes to move forward…
Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities
In this episode, host Michael Clear welcomes back Corporate Partner R.J. Kornhaas to unpack the critical responsibilities and risks associated with modern board membership. Michael and R.J. supply…
Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson
In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison…
Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies,…
Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power," an automation bot…
Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown
In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional…
Ep. 57 – Planning Strategies for Successful Business Transitions with Daniela Spanos
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses…
Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo
On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the…
Ep. 55 - It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman
On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners…
Probate Disputes: Discussing Capacity, Influence, and Fraud with Mike Kenny
In this episode of Future Focused: Sophisticated Estate Planning, Host Michael Clear is joined by Litigation Partner Michael Kenny, where they discuss the complexities of probate disputes, focusing…
Elevating the Practice from Within: In Conversation with Dan Maloney
In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business…
Qualified Small Business Stock After OBBBA: Key Updates and Opportunities
In this episode of Future Focused: Sophisticated Estate Planning, hosts Michael Clear and Erin Nicholls are joined by Corporate Partners Scott McClure and Len Gray to discuss how the One Big…
Navigating the Complexities of Private Foundations: Best Practices and Compliance Insights with Erin Nicholls and Sara Osinski
In this episode of Future Focused: Sophisticated Estate Planning, Partner Erin Nicholls and Associate Sara Osinski examine the complexities of managing private foundations. They focus on how the 5%…
50 Episodes: A Lookback and Celebration
Today marks a special milestone, our 50th episode! Since launching in 2023, we've had the privilege of engaging with thought leaders, innovators, and trusted advisors to explore the most pressing…
Speaker Showcase: Strategies for Navigating Disputes in Contested Matters with Steve Malech and Matt Smith
In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They…
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning…
Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls
In the inaugural episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and…
Frequently Asked Questions
Future Focused: Sophisticated Estate Planning has published 66 episodes since January 2023, covering topics in Business, Education.
Future Focused: Sophisticated Estate Planning is currently highly active with new episodes every 2 weeks. Average episode length is 21m.
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