Events
October 30, 2024 at 12:00pm – 1:00pm (PDT)
CPA Luncheon
Exempt Organizations, Family Wealth
Nonprofit Education Series
October 12, 2023 at 4:15pm – 5:15pm (PDT)
Exempt Organizations, Family Wealth
Firm Highlights
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...
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Publication
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
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...
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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...
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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...
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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...
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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...
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