À propos de ce podcast
When wealth includes family businesses, complex real estate, or meaningful collections, traditional estate planning often is not enough. The real challenges are strategy, coordination, governance, and execution across advisors and generations. Strategic Succession: Bridging Governance and Legacy is an AI-hosted podcast built on the written work, experience, and strategic thinking of Matthew F. Erskine, a fourth-generation trusts and estates attorney. The episodes focus on the strategic layer…
29 épisodes · Zakelijk
Strategic Succession: Bridging Governance and Legacy
À propos de ce podcast
When wealth includes family businesses, complex real estate, or meaningful collections, traditional estate planning often is not enough. The real challenges are strategy, coordination, governance, and execution across advisors and generations. Strategic Succession: Bridging Governance and Legacy is an AI-hosted podcast built on the written work, experience, and strategic thinking of Matthew F. Erskine, a fourth-generation trusts and estates attorney. The episodes focus on the strategic layer…
Épisodes récents
- Privacy, Control, and Flexibility in Long-Term Planning8 oct. · 15 min
- The Advisor Coordination Problem in Complex Estates1 oct. · 15 min
- Why Equal Is Not Always the Same as Fair24 sept. · 12 min
- Avoiding the Courtroom Estate Plan17 sept. · 15 min
- When Heirs Inherit Assets They Don’t Understand10 sept. · 15 min
- The Difference Between Value and Legacy3 sept. · 14 min
- Planning for Collections Before There Is a Crisis27 août · 13 min
- Why Beneficiary Designations Can Override the Plan20 août · 13 min
- The Tax Exposure Hidden Inside Nontraditional Assets13 août · 14 min
- The Future of Strategic Estate Planning6 août · 12 min
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