Trust Us: Estate Planning Wisdom
Welcome to Trust Us: Estate Planning Wisdom, the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. Hosted by seasoned estates and trusts attorneys Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III, this podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case.
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Why Trust Us: Estate Planning Wisdom?
Navigating estates and trusts law can be daunting, but we break it down into digestible insights. Our mission is to empower you with the knowledge needed to make informed decisions, protect your assets, and leave a lasting legacy. Embark on your legacy planning journey with us – because every estate has a unique story.
ABOUT HERBERT FINEBURG
Herbert R. Fineburg is a Principal, Shareholder and Managing Partner of the firm’s Philadelphia office. Herb is recognized as one of Philadelphia’s most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation, wills, trusts and estates matters.
Known for his ability to resolve complicated matters effectively, Herb has assisted businesses and individuals with the organization of their finances, business and real estate affairs and the structure of their assets (i.e., in LLCs, partnerships, corporations, trusts, or joint ownership). He has substantial expertise in preparing buy-sell agreements for co-owners who are family members or unrelated business partners and has resolved shareholder and partner disputes and buy-outs.
ABOUT CHARLES "MAX" A. MCCAULEY III
Charles (“Max”) A. McCauley III is a principal attorney of Offit Kurman’s business law and transaction practice group with extensive business experience. He is regarded as his clients’ outside general counsel. On a daily basis, he provides legal advice, business advice and assists his clients in making complex business decisions as a valuable member of their team. His extensive business, corporate, tax, employment, real estate and litigation experience assist clients in achieving their objectives. Clients rely on Max to use litigation as a key resource to achieve their business objectives, as and when needed. This blend of experience uniquely qualifies Max to provide steadfast counsel to businesses on all legal issues they face.
ABOUT DANIELLE FRIEDMAN
Danielle Friedman is an attorney in the firm's Estates & Trusts group. Danielle provides comprehensive and sophisticated estate and tax planning services for an array of clients. She regularly assists clients with wealth preservation, asset protection planning, charitable giving and more common estate planning needs.
Danielle also guides fiduciaries through estate and trust administrations, including probate matters, preparing inheritance and estate tax returns and handling creditors' claims and beneficiary distributions.
Legal Disclaimer
Welcome to “Trust Us: Estate Planning Wisdom,” it's important to note that the content presented in this podcast is for informational purposes only and should not be construed as legal advice.
The information provided in this podcast is based on general legal principles and may not reflect the current state of the law or specific details of your case. Laws vary by jurisdiction, and legal outcomes can be highly dependent on the specific facts and circumstances involved.
Listening to this podcast does not create an attorney-client relationship between the hosts, guests, or participants and any listener. If you require legal advice or representation, it is essential to consult with a qualified attorney who can assess your individual situation and provide guidance tailored to your needs.
While we strive to ensure the accuracy and timeliness of the information presented, legal topics are complex and subject to change. Therefore, we make no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information discussed in this podcast.
By listening to this podcast, you agree that the hosts, guests, and participants will not be liable for any direct, indirect, or consequential loss arising from the use of the information provided. It is your responsibility to seek professional legal advice for your specific situation.
ABOUT OFFIT KURMAN
Offit Kurman, a full-service AmLaw 200 law firm with offices throughout the East Coast and in Southern California, serves dynamic businesses, individuals and families. Founded in 1987, the firm’s 280+ attorneys counsel clients across more than 30 areas of practice. Offit Kurman helps maximize and protect business value and personal wealth by providing innovative and entrepreneurial counsel that focuses on clients’ business objectives, interests and goals. The firm is distinguished by the quality, breadth and global reach of its legal services and a unique operational structure that encourages a culture of collaboration.
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