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007: The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards

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Manage episode 516952253 series 3596038
Content provided by Farella Braun + Martel LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farella Braun + Martel LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company, to discuss the movie The Hangover.

As if we were roaming a Las Vegas buffet and trying a little bit of everything, Justin and I cover a multitude of topics – including generation-skipping transfer tax issues, asset protection, income tax residency vs. domicile, and other prudent estate planning considerations.

What are some common mistakes when preparing GST trusts? Just as importantly, what is Justin's connection to Bradley Cooper?

We explore these questions and more, so let's jump in, 'cause …

"You never walk away from the table when you're on a heater."

Show Notes:

Hons Yung, Podcast Host, Family Wealth Partner, Farella Braun + Martel

Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 516952253 series 3596038
Content provided by Farella Braun + Martel LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farella Braun + Martel LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company, to discuss the movie The Hangover.

As if we were roaming a Las Vegas buffet and trying a little bit of everything, Justin and I cover a multitude of topics – including generation-skipping transfer tax issues, asset protection, income tax residency vs. domicile, and other prudent estate planning considerations.

What are some common mistakes when preparing GST trusts? Just as importantly, what is Justin's connection to Bradley Cooper?

We explore these questions and more, so let's jump in, 'cause …

"You never walk away from the table when you're on a heater."

Show Notes:

Hons Yung, Podcast Host, Family Wealth Partner, Farella Braun + Martel

Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

  continue reading

6 episodes

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