Digital Assets may be poised to revolutionize the financial world and the velocity of moving money across the economy. On this episode of Future Focused: Sophisticated Estate Planning, host Erin Nicholls and Corporate partner R.J. Kornhaas welcome guest Jake Claver, Managing Director of Digital Ascension Group, a multifamily office serving high-net-worth and ultra-high-net-worth clients. Jake shares his background in mergers and acquisitions and how his success in traditional markets ultimately led him to cryptocurrency and an expertise on digital assets. Discover how investment in digital assets could transform the future of financial transactions, providing opportunities for attorneys, financial advisors and CPAs to grow their knowledge and better advise their clients on these verticals. Tune in for valuable insights into the realm of digital assets.

The disposition of unique assets like art collections requires proper planning. On this episode, Partner Michael Clear and Associate Kaitlyn Pacelli speak with Deborah Robinson, Partner at Art Market Advisors. Deborah emphasizes the importance of early conversations to streamline the process. She also dives into the implications of appraisals, sales, and the division of collections, offering valuable guidance for families and trustees. Tune in to gain valuable insights into managing unique assets during your lifetime and ensuring the proper plan is in place to dispose of those assets after death.

When families clash over control of substantial wealth, whether in connection with the testamentary wishes of a loved one or the management of assets in an estate or trust, hiring the right fiduciary and probate litigator can make all the difference. In this episode, Partner Michael Clear sits down with Wiggin and Dana Partner and Chair of the Fiduciary and Probate Litigation Practice Group, Steve Malech, to unpack the role of a fiduciary and probate litigator in family wealth disputes. Through compelling real-world examples, Steve highlights a variety of practical takeaways for fiduciaries, beneficiaries, and fellow attorneys, offering insights on managing emotions and navigating the intricate landscape of family wealth disputes. Tune in to learn more about the complexities of this practice area and reach out with questions.