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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Raising Your Game

Lewis Hatchett

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Insights from the greatest minds in sport with Lewis Hatchett. Including guests like Tom Curry, Jofra Archer, Dale Steyn, Will Greenwood, Dr Gordon Flett, Dr Jim Loehr, James Kerr, Dame Tanni-Grey Thompson, Rhiannan Iffland, Eric Cressey, Michael Klim, Michelle Carter, Helen Richardson-Walsh, Dr Mustafa Sarkar, and many more. The game doesn’t get any easier. This podcast will help you play it better.
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On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St. Lucia for citizenship through investment, as well as Italy, Malta, Portugal, Swit…
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Professor Joe Baker from the University of Toronto. He’s author/editor of 13 books including the Tyranny of Talent, he has authored more than 300 peer reviewed articles and book chapters. What is talent? Why are we using this word so easily? What is the impact of calling someone talented? Should we be using this word? Joe is one of the leading rese…
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On the fourth episode of our speaker series, Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas dive into the key compliance requirements of the Corporate Transparency Act (CTA) and its impact on small to medium-sized companies. They break down the new federal beneficial ownership registry, the filing requirements, and the challenges of iden…
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Dr. Laura Healy is an associate professor at Nottingham Trent University who’s research focuses in motivation, goal pursuit, and mental health/well-being across the sport and physical activity spectrum Expect to learn; the importance of having a why within your goals, how to track your progress, why proving other people wrong shouldn’t be a goal, t…
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In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one t…
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Prof Alun Williams of Manchester Metropolitan University who’s research focuses on the genetics of human physical performance, injury risk, health and it’s relation to sex categories in sport. The transgender athlete and DSD athlete debate hit a new height in the 2024 Olympics. But what does the science suggest about this highly debated area in spo…
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In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu,…
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Dr Alex Auerbach, performance psychologist having worked with the professional sports teams such as the Toronto raptors, NBA, NFL, MLB, and Olympians. We’re living in a world where mindset, psychology is getting more and more attention. From articles, social media content, to Netflix series, showcasing that mindset, mental skills and working on you…
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Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, …
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Dr Erin Hoare is an honorary fellow at Deakin University, a former professional netballer and Australian rules footballer. The conversation around neurodiversity and especially ADHD is growing and Erin’s work has begun to look into the research in the world of sport. Expect to learn what ADHD is, the challenges of ADHD in sport, why people with ADH…
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Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate plannin…
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With our second episode in our speaker series, Partner Helen Heintz dives into the increasingly common practice of drafting prenuptial agreements. Highlighting the evolution of her clientele over nearly two decades, Helen outlines the shift towards safeguarding inherited wealth in first and second marriages—primarily driven by concerned parents wan…
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Ross Dewar and strength and conditioning with more than 20 years experience having trained some of the worlds leading cricketers. Cricket has a unique relationship with strength & conditioning. How does a sport go from where it wasn’t uncommon for players to be smoking and drinking, to now where the players are becoming elite athletes? How do we tr…
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Dr Jim Taylor psychologist of performance, sport and parenting, an author and an elite level triathlete.The most number one challenge I see with both athletes, coaches and teachers talk about in sport is parents. So I wanted to get Jim back on the show to talk to him about a range of different aspects to parenting not only in sport but in everyday …
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On this episode, Partner Vanessa Maczko details where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift tax exemptions. Vanessa also delves into what it means when the high exemption rates are expected to sunset in 2026, and what can be done with little to no exem…
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Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market co…
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Adam Kelly is a Associate Professor of Sport and Exercise at Birmingham City University and Director of the RAYSDLab. How do we identify talent, how do we then nuture it and are we letting talent slip through the cracks without us being aware? Adam is at the forefront and wealth of knowledge in the mechanisms of talent identification research and s…
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On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…
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Chris Mesagno is a senior lecturer at Victoria University whose research focuses on anxiety and choking in sport and exercise. Why do we choke under pressure? What are the causes for choking under pressure? How do we reduce our chances of choking under pressure? Chris is one of the leading voices on anxiety and choking under pressure and if you’re …
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Geir Jordet holds a PhD. in soccer and psychology and teaches and conducts research on psychology and elite performance at the Norwegian School of Sport Sciences. Expect to learn; the fundamentals to a good penalty taker, are different personalities are suited to penalities, why the style of the kick doesn’t matter, why teams should have enforcers …
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In the latest podcast episode, host Michael Clear introduces the “Future Focused: Private Wealth Insights” blog, a platform designed to help optimize and protect your financial future. Explore domestic and international estate planning strategies, tax optimization, and more, with regularly updated content to keep you informed about the latest trend…
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To celebrate 200 episodes of Raising Your Game I break down some of the lessons I've learnt form the past 100 episodes. Expect to learn; how the support/challenge matrix helps build resilience, the difference between failure and mistakes, why not all self talk is created equal, why to strive for excellence and not perfection, why your emotions aren…
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Dr Julie Johnston is a Senior Lecturer in Sport & Exercise Psychology at Nottingham Trent University who also competed in international swimming for Ireland and Northern Ireland for ten years, participating in three Commonwealth Games and three World Championships. Her research focuses on behavioural, social and environmental influences on children…
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Discover the intersection between founding ventures and estate planning on today’s episode of Future Focused. Wiggin and Dana Partner Jack Sousa, a founder of wiggin(x) and co-chair of our Emerging Company and Venture Capital Group sits down with Partners Erin Nicholls and Michael Clear and offers invaluable insights into the client experience on W…
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Peter Hurley is an elite sailor for the US and portrait photographer who is regarded as the industry leader in headshot photography having shot world wide athletes and celebrities. Expect to learn; how to find your drive, how to avoid complacency, the importance of character and effort in sports, the impact of social media on self-image, embracing …
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Business owners have their own set of challenges to address when considering estate planning strategies, including family concerns, personal concerns and operation of the business itself. On this episode, Partner Michael Clear supplies a roadmap of estate planning options for business owners that seek to address these challenges. He reviews the thr…
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Adam Meakins a Specialist Physiotherapist, Sports Scientist, and Strength & Conditioning Coach.Expect to learn why bad posture doesn’t causes back pain, deadlifting won’t get you injured, your weak core doesn’t cause your pain / injury, why muscle imbalances are normal, why how you move or do exercises doesn’t always predict your injury risk, and m…
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Patrick Gaudreau is a professor of psychology at the University of Ottawa. Patrick’s work has spanned form achievement, motivation, performance, and perfectionism into the realm of excellencism. Expect to learn, why we have a desire for perfection, why perfectionists make good cheats, what excellencism is, the difference between excellencism and pe…
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Ben O'Keeffe is an international rugby referee.Expect to learn: what some misunderstood qualities of rugby referees are, how to deal with criticism, how to not let mistakes stop you from making decisions, how to trust your intuition, why respecting referees is so important, how football's new blue card is a good thing, and much more.Instagram - htt…
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Joe Welstead is a former commonwealth swimmer turned entrepreneur and creative. Expect to learn, why athletes make good employees in business, how to set unbreakable goals and rules, why others should set your goals for you, how his new brand Oshun simplifies hydration, how to learn to delegate and let go of control, why swimming can be made more e…
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Dr Duncan Simpson is Director of Personal Development at IMG Academy, Mental Performance Coach, and a podcaster. IMG Academy is one of the largest and most well regarded sports facilities on the planet, with 1500 athletes coming through every year, it’s a place where some of the very best have made it in college and professional sports in the US an…
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On this episode, Partners Michael Clear and Erin Nicholls review the requirements under the Corporate Transparency Act (“CTA”) now in effect. They discuss what exemptions available to entities, who the beneficial owners are, when to file reports, and other insights into what is needed to comply with the CTA. Be sure to tune into this episode and re…
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Jack Green. Jack is a former two-time Olympian, coach, and mentor. Jack has been one of my favourite sources of content on LinkedIn, especially having been an elite athlete, with his insights into mental health, performance, and wellbeing. Expect to learn, the dangers of having potential, why you should have a comfort zone, the value of clarity, ov…
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Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversation with their kids about the value of money and the importance of starting the conversation at a young a…
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Sam Ward is a professional hockey player for England and Great Britain. Sam is known as one of the most prolific goal scorers in British hockey, as well as having overcome some of the most horrific injuries that threatened his career. No one enjoys being injured. But what if you could turn the setback into an opportunity? How can you stop comparing…
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On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58th Annual Heckerling Institute on Estate Planning Conference. They dive into topics such as the “Rockefeller Waterfall,” planning with fluctuating interest rates,…
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Richard Cheetham is a senior fellow in Sports Coaching at the University of Winchester. He received an MBE for his contribution to education and community sport in the 2017 New Years honours list Richard is both nationally and internationally recognised within the world of coach education, having worked with the likes of Sarcens, British Fencing, B…
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Life insurance can be a valuable estate planning tool for generational wealth planning, creating liquidity and time diversification. On this week’s episode, Michael Clear and special guest Sarah Moore, Director of Advisor Relations at the Coyle Company, a firm that handles estate planning and business planning matters, discuss the importance of rev…
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Martin Offiah is a former professional rugby player who scored 500 tries during his rugby league career, making him the third-highest try scorer of all time. Expect to learn: how you can use storytelling for resilience, how to blend adversity and support for your kids, why you should be setting a good example for your kids, and much more Instagram:…
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The role of a conservator is often misunderstood and recent headlines about celebrity conservatorships tend to paint conservatorships in a negative light. However, in this episode, Hosts Erin Nicholls and Michael Clear, provide context to understanding the differences between conservatorship of the person and of the estate, voluntary and involuntar…
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Simon Dent is a Founder, Investor and an Ultra Endurance Athlete. Expect to learn, why Simon is challenging himself in endurance events, how to embrace failure to find answers, how uncomfortable environments get easier over time, lessons learned from elite sports figures, and much more Follow Simon on Twitter and Instagram Sponsor Simon’s Dragon Ba…
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Tom Curry is an England and Sale Shark Rugby player. Expect to learn what Tom is currently obsessing over with his time off post-hip surgery, his role models in his career, how to deal with negativity in social media and staying positive, the power of close connections, forging your own unique path, why you should be embracing change, and much more…
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With so many people fleeing their northern home states and heading south for a sunnier lifestyle, it’s more important than ever to understand the process of changing domicile and residence. On this week’s episode, Partner Michael Clear travels to sunny Florida and chats with Florida-based Partner Veronica Bauer on the necessary “checklist” to decla…
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Sean Baker is the founder of PEAQ Performance and Head of Strength and Conditioning Coach at Adelaide Lightning and Australian Men and Women’s Lacrosse teams. Expect to learn, how the culture of a gym can make all the difference; how strength and conditioning coaches can be open to being wrong; breaking old methods and trying new forms of training;…
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Sophia Jowett is a Professor of Psychology at Loughborough University whose research work mainly revolves around interpersonal relationships in sports, with an emphasis on coaching relationships. Expect to learn; the 3+1C model of athlete-coach relationships, how athletes and coaches should like each other to work well, whether culture can play a r…
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Ready to kick off the New Year and make good on all those estate planning resolutions? On this first episode of 2024, Partners Erin Nicholls and Michael Clear highlight the estate planning opportunities resulting from changes in estate, gift and generation-skipping tax exemptions and discuss why 2024 is a good year to consider making big gifts befo…
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Carla Molinaro is an Ultra Runner, 50km World Champion, World Record Holder for LEJOG and Founder of SCY for Runners. Expect to learn how having a race plan can prepare you for challenges, how to control your controllables, using play within your performance and much more. Follow Carla on Instagram - @carlamolinaro Get 20% of MindStrong Sport subsc…
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As we wrap up 2023, let us take a look back at some of the important estate planning topics that were discussed throughout the year. Our Partners Erin Nicholls and Michael Clear and their distinguished guests shared their expertise on a wide range of subjects, including Using Trusts for Your Beneficiaries, SLATs, Estate Planning and Digital Assets,…
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Adam Nicholls is a Professor of Psychology at the University of Hull and an Author. Expect to learn what Brazilian Ju Jitsu can teach about performing under pressure, preparation and psychological focus in competition, coping strategies for athletes during season and in competition, knowing when to use information and emotional support in coaching,…
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As 2023 draws to a close, we gear up for a busy holiday season and start planning for 2024 (#FutureFocused). On this week’s episode, Partners Erin Nicholls and Michael Clear highlight a few things that clients and advisors should focus on as we near the end of the year, including putting the finishing touches on estate plans, making annual exclusio…
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