The Hemenway & Barnes Podcast – Détails, épisodes et analyse

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The Hemenway & Barnes Podcast

pod617 - The Boston Podcast Network

Business & Entrepreneuriat

Fréquence : 1 épisode/1239j. Total Éps: 2

Join Hemenway & Barnes’ attorneys, trustees and philanthropy professionals as they discuss best practices, trends and common questions related to estate and tax planning, charitable giving, nonprofits, and business and real estate law. Find more information and resources at www.hembar.com

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🇺🇸 États-Unis - nonProfit
27/10/2024
#56

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The Lifecycle of an Estate Plan

Saison 1

lundi 8 mai 2023 • Durée 17:53

In this episode of the Hemenway & Barnes podcast series, Charlie Platt and Joan Garrity Flynn discuss the various stages of estate planning and how the factors that drive decisions in this regard change over time. Estate planning is fluid and should be revisited and revised over time.

People often execute their first set of estate planning documents upon marriage or the birth or adoption of child. Guardianship of minor children is usually the primary driver and tax planning is generally less of a focus. As you accumulate more wealth, you may need more sophisticated tax planning and retirement strategies. When you grow older, you may need to reassess your estate plans and wealth transfer strategies, including charitable planning, family business succession planning and end of life planning.

The decisions you make are shaped by your family and financial situation at the time and that is why you should revisit the documents every 5-7 years.

Triggers that warrant a review/update of estate plans:

Major changes to personal and financial situation
Marriage/divorce/changes in relationship status
Addition of children/loss of family members
Tax law changes
Change of domicile
Inheritances or other infusions of/reductions in wealth

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Articles, Bylaws and Corporate Law: The ABCs of Nonprofit Membership Corporations

Saison 1 · Épisode 1

lundi 16 décembre 2019 • Durée 17:17

In this episode of the Hemenway & Barnes podcast series, Brad Bedingfield, co-chair of the Nonprofit group, and Eleanor Evans discuss the ABCs of Nonprofit Membership Corporations. Does your nonprofit corporation have members? If so, do you know who they are and whether they get to vote on key matters affecting your organization? Not sure if you have members? Then you’ll want to listen as Brad and Eleanor talk about:

• What it means for a nonprofit corporation to have voting members.

• How the role of voting members differs from that of the board of directors.

• What rights voting members usually have.

• How to tell whether your nonprofit has voting members.

• How voting members differ from other supporters that the nonprofit may refer to as “members.”

• What can happen if your nonprofit has voting members but has not been holding members’ meetings.

• Other key points to be aware of if your nonprofit has voting members.

If you like this podcast please subscribe and share it with a colleague or a friend. See the full library at

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The Hemenway & Barnes Podcast – Détails, épisodes et analyse

Détails du podcast

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Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

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Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other1