What are the primary legal considerations in wealth transfer?
At a Minerva workshop summit hosted by Burgundy’s Asset Management Group, Victoria E. Winter and Audrey A. Shecter of Beard Winter LLP aimed to answer this question. These experts navigated through the complexities of contracts and various scenarios, including second marriages, estate planning, and powers of attorney, offering valuable insight into generational wealth and legacy planning.
PDF article courtesy of Minerva
