Ocean Estate Law | Jennifer Elliott and her Guest Candice Blair Coldwell Banker Residential Brokerage
Release Date: 04/29/2023
Ocean Estate Law | Legacy Letters Guest Rev. Patrick Crerar
Ocean Estate Law
Jennifer Elliott of Ocean Estate Law discusses Legacy Letters with her guest Reverend Patrick Crerar, a respected spiritual leader at St. Clement's by-the-Sea Episcopal Church. They delve into the concept of legacy letters, their significance, and the practical aspects associated with them. Writing a legacy letters can be a powerful and reciprocal gesture. It allows the author to express their gratitude, share their experiences, and pass on their own wisdom to future generations. In many ways, legacy letters foster a sense of connection and provide a platform for continuing family legacies....
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Ocean Estate Law | Jennifer Elliott and her guest Matt Stein of Law & Stein LLP
Ocean Estate Law
In this insightful podcast, Jennifer Elliott and her guest Matt Stein of Law & Stein delve into various crucial aspects of estate planning, addressing key concerns that often arise when creating a comprehensive plan for your assets and beneficiaries. Join us as we explore the intricate dynamics surrounding family relationships, the impact of caretakers on inheritance decisions, and the importance of involving your children in the estate planning process. We examine the delicate topic of "Capturing the Queen: Unduly Influenced by Caretakers." Discover the potential influence caretakers may...
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Ocean Estate Law | Jennifer Elliott and her Guest Candice Blair Coldwell Banker Residential Brokerage
Ocean Estate Law
Jennifer Elliott of Ocean Estate Law seats down with Candice Blair of Coldwell Banker Residential Brokerage and the Candice Blair Group. They discuss important real estate issues, possible tax implications and estate sales.
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Ocean Estate Law | Jennifer Elliott and her guest Michelle Lepich
Ocean Estate Law
Jennifer Elliott of Ocean Estate Law discusses with Michelle Lepich topics like why do I need a trust, funding an estate plan, how to pick a trustee and of course they pulled out the probate code book.
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Ocean Estate Law | Jennifer Elliott and her guest Kenneth E. Petersen, Jr., Esq the Senior VP, Business Development Officer at First American Trust, FSB
Ocean Estate Law
Jennifer Elliott of Ocean Estate Law discusses trust administration varies with Kenneth E. Petersen, Jr., Esq the Senior VP, Business Development Officer at First American Trust, FSB. Ken Petersen has been with First American Trust for the past 20 years, where he specializes in advising high-net-worth individuals and families on estate planning matters and crafting customized plans in the areas of investment management and wealth advisory/trust planning. Jennifer and Ken talk about trust administration and how they vary between a short, simple process to a long, complex process. The trustee...
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Ocean Estate Law, P.C. | Jennifer Elliott, Esquire and her guest Jill Griffith, CPA at Clarity Group Financial
Ocean Estate Law
Jennifer Elliott, Esquire and her guest Jill Griffith, CPA at Clarity Group Financial discuss topics like avoiding probate court with a trust attorney, what is “step-up in basis” and why gifting real estate can lose the benefit of step-up in basis
info_outlineJennifer Elliott of Ocean Estate Law seats down with Candice Blair of Coldwell Banker Residential Brokerage and the Candice Blair Group. They discuss important real estate issues, possible tax implications and estate sales.