Farella Braun + Martel LLP

The Verdict: Estate Planning Through Film

Business EN ↓ 9 episodes

Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel's Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, do you agree with the podcast presenters' "verdicts?" Is the movie a guilty pleasure, or just not guilt...

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Farella Braun + Martel LLP

Episodes

009: The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries 23.03.2026 54:06

Welcome to The Verdict: Estate Planning Through Film . Today, Farella partner and podcast host Hons Yung is joined by Gazelle Summe, Director of Portfolio and Wealth Advisory at BBR Partners, to discuss the movie, The Talented Mr. Ripley . Against the backdrop of fictional Mongibello and 1950s Riviera Chic, Gazelle and I discussed some proactive steps to take to protect, help, and educate trust b...

008: Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA 02.03.2026 54:49

Welcome to The Verdict: Estate Planning Through Film . Today, I'm joined by Farella Associate Lucy Campbell, to discuss the movie Batman Begins . Join me and Lucy as we explore the streets of Gotham City. Along the way, Lucy and I discuss directed trusts, contingent trust beneficiaries, powers of appointment, and some highlights from the One Big Beautiful Bill Act. What are some common reasons fo...

007: The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards 31.10.2025 1:03:52

Welcome to The Verdict: Estate Planning Through Film . Today, I'm joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company, to discuss the movie The Hangover . As if we were roaming a Las Vegas buffet and trying a little bit of everything, Justin and I cover a multitude of topics – including generation-skipping transfer t...

006: Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More 19.05.2025 55:30

Welcome to The Verdict: Estate Planning Through Film . Today I'm joined by Gigi Orta, a managing director at J.P. Morgan Private Bank, to discuss the movie, Love Actually . Gigi and I unabashedly revisit this Christmas movie in the month of May and discuss the potential estate planning issues facing the characters in five of the movie's storylines. Do Harry and Karen stay together? Should Juliet...

005: Mamma Mia!: Common Estate Planning Issues for Blended Families 22.04.2025 46:19

Welcome to The Verdict: Estate Planning Through Film . I'm Hons Yung, and today I'm joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate planning documents up to date. Should Sam, Harry, an...

004: The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates 06.03.2025 57:36

Welcome to The Verdict: Estate Planning Through Film . Today, I'm joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator . Like the Terminator traveling back in time, Greg, Joe, and I discuss recent events concerning the Corporate Transparency Act, including where the CTA's enforcement stands today. We also introduce and discuss the es...

003: RoboCop: Overview of Corporate Basics and Compliance Filings 02.12.2024 54:44

Welcome to The Verdict: Estate Planning Through Film . Today, I'm joined by Farella Senior Paralegal Joe Hilliard to discuss the 1987 movie RoboCop. Joe and I discuss the basic features of a corporation, common corporate roles, and certain compliance filings with the Secretary of State. Does Omni Consumer Products have to update its BOI report following the death of Dick Jones? Why can't RoboCop...

002: John Wick - What You Need To Know about the Corporate Transparency Act 29.08.2024 54:32

Today, I'm joined by Farella Braun + Martel's Greg LeSaint to discuss the movie John Wick and the Corporate Transparency Act (CTA). Greg breaks down what you need to know about this federal law, which went into effect on January 1, 2024 — what it is, its purpose, and some common exemptions. Does this law affect The Continental? What would John Wick name his living trust? We talk about those quest...

001: Top Gun: Maverick - Core Estate Plan and Gifting Basics 29.08.2024 53:13

In our first episode, I'm joined by BNY Wealth senior client strategist and former Navy and Blue Angel pilot C.J. Simonsen to discuss the movie Top Gun: Maverick. With the sound of F-18s figuratively roaring around us, we'll explore the benefits of establishing a core estate plan, gifting basics, and more. Ever wonder if Iceman would name Maverick as a successor trustee or who would inherit The H...