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Hosted by Unknown Host · 🇺🇸 US · EN · 69 episodes
Established thought leaders with verified media credentials.
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.
Unknown Host hosts Future Focused: Sophisticated Estate Planning, a business show with 69 episodes published.
Today’s families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. In this episode of Future Focused: Sophisticated Estate Planning , host Michael Clear welcomes C
In this episode of Future Focused: Sophisticated Estate Planning , host Michael Clear welcomes Andi Hughes, Director of Strategic Partnerships at TrustHouse, for an insightful discussion on concierge home care and the ro
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 conversation about the co
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 growing role of AI in
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 Estate Planning . Hosts
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 with clarity and confide
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 actionable insights on
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 discuss the interplay of
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, including why it may be mo
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 designed to streamli
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 challenges that often
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 navigating an exit or
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 importance of understandi
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 of closely held comp
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 on will contests parti
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 development at Wiggin and Dan
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 Beautiful Bill Act (OBB
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% minimum distrib
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 issues shaping families
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 highlight the importance of
Carl Peterson
CEO · Thunder Compute
1 appearance on this show
Matt Brown
Interviewed on Leadership and Success · Rolling Hills Christian Church
1 appearance on this show
Mike Kenny
Vermont fifth-grade math teacher, creator of MathFactLab · Math Fact Lab
1 appearance on this show
Matt Smith
entrepreneur, economic commentator, co-author · Georgia Partnership for Excellence in Education
1 appearance on this show
Jake Claver
Managing Director · Digital Ascension Group
1 appearance on this show
Sarah Moore
author of 'Peaceful Discipline' · Arkansas Justice Reform Coalition
1 appearance on this show
Carolyn Reers
Wiggin and Dana
1 appearance on this show
Suzanne Shier
Levenfeld Pearlstein
1 appearance on this show
Nainesh Shah
Complete Advisors
1 appearance on this show
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Future Focused: Sophisticated Estate Planning is hosted by Unknown Host. The show is categorised under Business (management) and has published 69 episodes.
Future Focused: Sophisticated Estate Planning has published 69 episodes.
Future Focused: Sophisticated Estate Planning regularly covers Business, Management, Education, How To. It sits in the Business category, with a management focus.
Future Focused: Sophisticated Estate Planning is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Future Focused: Sophisticated Estate Planning hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Future Focused: Sophisticated Estate Planning average 25 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Future Focused: Sophisticated Estate Planning's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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