Boca Raton, FL – December 7, 2023 – Pannone Lopes Devereaux & O’Gara LLC (PLDO)’s prominent estate and trust attorneys, Gene M. Carlino and Leah A. Foertsch, were featured on Find the Money podcast, where they provided valuable insights into the complex dynamics of Trust and Estates within the realm of Family Law.
Among the topics discussed were how a divorce can effect one’s estate plan, ways to avoid unexpected income tax consequences following a divorce, protecting children who are beneficiaries of an estate, and protecting one’s assets by leveraging Irrevocable Trusts, including Grantor Retained Annuity Trust (GRAT) and Spousal Lifetime Access Trust (SLAT). In addition, Attorneys Carlino and Foertsch shared their vast experience in helping their New England clients establish domiciles in Florida. To listen to the episode, click here.
“When developing an estate plan, it is imperative to understand each client’s unique family dynamics, identify potential issues that may occur down the road and think through ways to proactively deal with those issues in order to apply the right estate planning techniques to meet each family’s specific needs and goals,” said Attorney Foertsch.
“The world of trusts is not one-size-fits-all,” added Attorney Carlino. “Certain Irrevocable Trusts can create flexibility in an estate plan while protecting one’s asset. The type of trust you choose should reflect your unique wishes for how your assets are handled now and in the future.”
Hosted by Jason Soman, founder and Managing member of Accounting and Valuation LLC, each episode of Find the Money breaks down and brings clarity to the many issues that family, lawyers, divorcing couples, entrepreneurs and practice owners face. Find the Money is available on Apple Podcast, Spotify and other streaming platforms, as well as by visiting. https://www.findthemoneypodcast.com/.
Attorney Carlino, Partner, is a highly respected attorney with more than 30 years of experience in all areas of estate and tax planning and administration, probate administration and trust litigation, and Medicaid planning and Elder Law. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC), the most prestigious organization in the United States for estate planning and trust counsel, serves as a member of the National Academy of Elder Law Attorneys (NAELA) Tax Steering Committee, and is the former Rhode Island Chapter President of NAELA, a national public policy advocacy group dedicated to the unique needs of the elder population. He is licensed to practice in Florida, Rhode Island and Massachusetts, and is also admitted to the United States Tax Court, United States Court of Federal Claims, the Federal District Court of Rhode Island and the United States District Court for the Southern District of Florida. To contact Attorney Carlino, call 561-362-2030 or email gcarlino@pldolaw.com.
Leah A. Foertsch, Managing Partner, FL, has significant experience advising individuals and families in all areas of trust and estate planning, probate administration asset protection, wealth management and tax strategies. In addition, she represents individuals and businesses in asset protection, wealth management and tax strategies, and has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She has written extensively on topics in her practice area and is the co-author of The Trust Beneficiary’s Right of Access to Information, published in the Florida Bar Journal. She is licensed to practice in Florida and is a member of the Florida Bar, Tax and Real Property, Probate and Trust sections. To contact Attorney Foertsch, call 561-362-2030 or email lfoertsch@pldolaw.com.
PLDO’s Estate and Trust Planning, Administration and Litigation Team provides a full range of estate planning, trust planning and administration services. Our attorneys have decades of experience and a sophisticated understanding of all the legal and financial aspects of this area of the law, including taxation and estate litigation. For information about PLDO, visit www.pldolaw.com and follow us on LinkedIn, Twitter and Facebook.
