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, Podcast Host, Family Wealth Partner, Farella Braun + Martel

Gigi Orta, 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.

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, Podcast Host, Partner, Farella Braun + Martel

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.

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator.

Like the Terminator traveling back in time, Greg, Joe, and I discuss recent events concerning the Corporate Transparency Act, including where the CTA’s enforcement stands today. We also introduce and discuss the estate planning benefits of a qualified personal residence trust (QPRT).

Should you still file your BOI report? What should Sarah Connor’s mom do with her cabin in Big Bear?

We explore those questions and more, so …

“Come with me if you want to live.”

Show Notes:

Hons Yung, Podcast Host, Partner, Farella Braun + Martel

Greg LeSaint, Partner, Farella Braun + Martel

Joseph Hilliard, Senior Paralegal, Farella Braun + Martel

FinCEN’s Beneficial Ownership Information website: fincen.gov/boi

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.