Welcome to Table Talk!

Some of the most thoughtful and engaging conversations happen around the kitchen table—where ideas are shared, questions are asked, and stories unfold. Inspired by these meaningful moments, our Table Talk series brings that same spirit of connection to you in your home or office through discussions on a variety of estate planning topics.

Sit down with us at our virtual table by gathering a small group of guests and contacting us to schedule a private Table Talk on one of the topics listed below. 

• Alphabet Soup: Just the Right Mix of GRATs, QPRTs, CLATs (and All Those Other Acronym Trusts)
• From Low Simmer to Rapid Boil — Anticipating and Managing Beneficiary Challenges
• Taking Stock and Making Gravy – Planning with S Corp Stock (And Other Closely Held Entities)
• The Secret’s in the Trust: Using Privacy Trusts and Other Structures to Protect Beneficiaries
• Adding Some Spice – How International Ties Flavor Your Planning
• Sugar and Spice, Maybe a Little Too Nice – Gifts to Caregivers, Unexpected Companions and Other Issues of Undue Influence
• Making Lemonade from Lemons: Planning Mistakes and the Opportunities that Can Arise from Them
• Stirring the Gift Pot – Why Gifting Equally Is Not Always Fair, and Gifting Fairly Is Not Always Equal
• A Good Vintage Goes a Long Way – Opening Up a Trust with Decanting
• A Must Have Ingredient in Every Kitchen– Understanding and Using Grantor Trusts
• Making the Cake and Eating It Too - When Tasting the Benefits of Your Own Planning Ruins the Dish
• Don’t Spoil Their Appetite- How to Give Thoughtfully to Your Kids
• From Plastic Fork to Silver Spoon - Understanding the Tax Benefits of Planning Early
• 2 Cups + 2 Tbsp, Divided - Planning After Divorce or a New Marriage
• If You Can't Stand the Heat... Tax Planning in an Election Year

We look forward to welcoming you at our table.