Brittany Kaczmarczyk · Michael Brody · Stephen Crofford · Thomas E. Simmons · David Fowler Johnson
The largest generational wealth transfer in history, $78 to $124 trillion, is about to collide with an aging donor population, rising dementia rates, and a documented estate planning gap, and the collision lands in surrogate and probate courts. Boomer mortality crosses its tipping point around 2030, and the capacity contests, undue influence claims, fiduciary breach…
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq.
Internal Revenue Service