Insights

The Graying Divide: Wealth Concentration in an Aging Society

Name: The Graying Divide: Wealth Concentration in an Aging Society
Start: 2025-05-05T00:00:00+0000
Location: N/A

When: May 5, 2025

Speakers: Elizabeth Dorsi

Complex Business and Trust & Estate Litigation Partner Elizabeth Dorsi spoke at the Harvard Law School Association of Northern California program, "The Graying Divide: Wealth Concentration in an Aging Society," which featured a discussion of the changing legal and market forces from experts in the area of finance, probate litigation, family law, and tax planning.

Firm Highlights

Publication

The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates

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...

Publication

REFRESH: Loot and Private Foundation Rules – Part 2

Welcome to EO Radio Show - Your Nonprofit Legal Resource . In this episode, I refresh EO Radio Show episode 22, the second of our two episodes exploring private foundation rules using commentary on the...

Publication

John Wick - What You Need To Know about the Corporate Transparency Act

Welcome to The Verdict: Estate Planning Through Film . Today, I’m joined by Farella Braun + Martel's Greg LeSaint to discuss the movie John Wick and the Corporate Transparency Act (CTA). Greg breaks down...

Publication

Mamma Mia!: Common Estate Planning Issues for Blended Families

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...

Publication

Nationwide Injunction Halts Corporate Transparency Act Enforcement

A recent federal court decision eliminates the present need for any person or company to comply with the Corporate Transparency Act (CTA) and its implementing regulations. This decision may be reversed upon appeal, but...

Publication

RoboCop: Overview of Corporate Basics and Compliance Filings

Welcome to The Verdict: Estate Planning Through Film . Today, I'm joined by Farella Senior Paralegal Joe Hilliard to discuss the 1987 movie RoboCop. Joe and I discuss the basic features of a corporation, common corporate...

Publication

Top Gun: Maverick - Core Estate Plan and Gifting Basics

Welcome to The Verdict: Estate Planning Through Film . In our first episode, I’m joined by BNY Wealth senior client strategist and former Navy and Blue Angel pilot C.J. Simonsen to discuss the movie Top...