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…
Jennifer Acuña · Daniel J. Winnick · Cory Stigile · Chad D. Nardiello · David B. Porter · Brian A. Sullivan · Sharyn M. Fisk · Elizabeth Thomas Dold · J. Rose Zaklad · Steven P. Johnson · Joshua Odintz · Alan I. Appel · Michael J. Miller · Joseph M. Calianno · William S. Dixon · Sam K. Kaywood · William B. Sherman · David M. Rievman · Alexander Lee · Trevor R. Allen · Joe Soltis · Myra A. Sutanto Shen · Timothy Shapiro · Karen Gilbreath Sowell · Jodi J. Schwartz · Lulu Ma · Isaac J. Wheeler · William Alexander · Lewis R. Steinberg · Anne Kim · Andrea M. Whiteway · Ryan P. McCormick · Robert D. Schachat · Lou Weller · Andrew Weiner · James O. Lang · Sanford C. Presant · Adam S. Feuerstein · Kelsey Lemaster · Larry J. Brant · Ronald A. Levitt · Stephen R. Looney · Stephen M. Breitstone · Jerome M. Hesch · Terence Floyd Cuff · Jerald David August · C. Wells Hall · Bryan C. Skarlatos · Michel R. Stein · G. Michelle Ferreira · Joshua E. Husbands · Gary L. Fletcher · Brian G. Smith · Stacia C. Kroetz · Elizabeth Garlovsky · Keri D. Brown
KPMG