Artwork for podcast Future Focused: Sophisticated Estate Planning
Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls
Episode 4713th May 2025 • Future Focused: Sophisticated Estate Planning • Wiggin and Dana LLP's Erin Nicholls and Michael Clear
00:00:00 00:17:59

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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 high-net-worth clients in Connecticut. The discussion addresses the potential sunset of the estate and gift tax exemptions in 2026, offering practical gifting strategies to maximize the currently high exemption amount. Michael and Erin also highlight Connecticut's latest advancements in trust modifications and non-judicial settlement agreements, and caution practitioners on the potential tax implications that may arise from enacting these strategies. Don’t miss this insightful conversation on hot, hot topics in estate planning.

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