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Podcast > Keys to Estate Planning with Eric Fahlman
Episode 5

Keys to Estate Planning with Eric Fahlman

Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman joins Terry Cook to discuss estate planning basics and tools and walk through a client case study on the latest episode of Parcion’s original podcast, “What’s Next? Optimizing Personal Wealth Through a Business Sale and Beyond”

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Overview

Join Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event.