008: Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA
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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 for directed trusts? How might Bruce Wayne's butler, Alfred Pennyworth, inherit the entire Wayne family fortune? Equally important, what are Lucy's and my thoughts on some of Batman's gadgets?
We explore these questions and more, because …
"Death is not considerate or fair."
Show Notes:
Hons Yung, Podcast Host, Family Wealth Partner, Farella Braun + Martel
Lucy Campbell, Family Wealth Associate, Farella Braun + Martel
DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.