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Legacy Assets in Estate Planning

March 14th, 2023

On this episode, join Partners Erin Nicholls and Michael Clear as they discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homesteads, Erin and Michael discuss considerations related to carrying costs, ownership structures, bloodline protection and transfers of interest, while also being mindful of a family’s overall estate planning goals.

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Related People

Michael T. Clear

Erin D. Nicholls

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