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Death and Taxes: Estate Planning for High-Net-Worth Clients
Episode 57
Published 2 years, 8 months ago
Description
Linsey Gleason talks about her estate planning practice at a large firm. Her role involves helping clients determine their beneficiaries, trustees, and how to distribute their assets after death. She navigates emotionally complex conversations about end-of-life wishes and legacy planning. Her work often extends beyond just legal matters, as she guides clients through the practical and emotional dimensions of estate planning. The conversation also delves into networking and client acquisition strategy. Linsey is a 2008 graduate of Michigan State University College of Law.
This episode is hosted by Kyle McEntee.
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