The Verdict: Estate Planning Through Film

009: The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries

Welcome to The Verdict: Estate Planning Through Film. Today, Farella partner and podcast host Hons Yung is joined by Gazelle Summe, Director of Portfolio and Wealth Advisory at BBR Partners, to discuss the movie, The Talented Mr. Ripley. Against the backdrop of fictional Mongibello and 1950s Riviera Chic, Gazelle and I discussed some proactive steps to take to protect, help, and educate trust beneficiaries. Should Dickie be permitted to serve as trustee of his own trust? Should Tom have kept Dickie's rings? We explore these questions and more. As Marge Sherwood would say, "Why do I think there's never been a Ripley rainy day?" Show Notes: Hons Yung [https://www.fbm.com/hons-yung/], Podcast Host, Family Wealth Partner, Farella Braun + Martel LLP Gazelle Summe [https://www.bbrpartners.com/people/gazelle-b-summe/], Director of Portfolio and Wealth Advisory, BBR Partners LLC 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.

008: Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Associate Lucy Campbell, to discuss the movie Batman Begins. Join me and Lucy as we explore the streets of Gotham City. Along the way, Lucy and I discuss directed trusts, contingent trust beneficiaries, powers of appointment, and some highlights from the One Big Beautiful Bill Act. What are some common reasons for directed trusts? How might Bruce Wayne's butler, Alfred Pennyworth, inherit the entire Wayne family fortune? Equally important, what are Lucy's and my thoughts on some of Batman's gadgets? We explore these questions and more, because … "Death is not considerate or fair." Show Notes: Hons Yung [https://www.fbm.com/hons-yung/], Podcast Host, Family Wealth Partner, Farella Braun + Martel Lucy Campbell [https://www.fbm.com/lucille-campbell/], Family Wealth Associate, Farella Braun + Martel 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.

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

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 [https://www.fbm.com/hons-yung/], Podcast Host, Family Wealth Partner, Farella Braun + Martel Justin Miller [https://www.linkedin.com/in/justinmilleresq/], 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.

006: Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More

Welcome to The Verdict: Estate Planning Through Film. Today I'm joined by Gigi Orta, a managing director at J.P. Morgan Private Bank, to discuss the movie, Love Actually. Gigi and I unabashedly revisit this Christmas movie in the month of May and discuss the potential estate planning issues facing the characters in five of the movie's storylines. Do Harry and Karen stay together? Should Juliet and Peter get a prenup? We explore these questions and more, and … "If you look for it, I've got a sneaky feeling you'll find that love actually, is, all around." Show Notes: Hons Yung [https://www.fbm.com/hons-yung/], Podcast Host, Family Wealth Partner, Farella Braun + Martel Gigi Orta [https://www.linkedin.com/in/gigi-orta-503673/], Managing Director, J.P. Morgan Private Bank 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.

005: Mamma Mia!: Common Estate Planning Issues for Blended Families

Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I'm joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate planning documents up to date. Should Sam, Harry, and Bill revise their estate plans after their trip to Greece? What do we think about Pierce Brosnan's singing? We explore these questions and more, and as Sam Carmichael would say … "Why waste a good wedding?" Show Notes: Hons Yung [https://www.fbm.com/hons-yung/], Podcast Host, Partner, Farella Braun + Martel Taylor E. Porter [https://www.fbm.com/taylor-e-porter/], Senior Associate, Farella Braun + Martel 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.