Into the Woods

The legal landscape doesn’t have to be a dark, scary place. With host Dave Shaffer, Partner and Chair of the Family Wealth and Estate Planning Department at Woods Oviatt Gilman, as your guide, we talk through a variety of legal topics, shedding light on the issues of the day, welcoming guest attorneys from across the Woods Oviatt Gilman law firm, and answering questions to help you see both the forest and the trees.

PODCAST

Episode 32 – Intellectual Property Rights at Death: Patents (Part 1 of 3)

In this episode of Into the Woods–part one of a three-part series on intellectual property–attorney Trent Bolar joins host Dave Shaffer to explain how patent rights are handled after death, including executor responsibilities, ownership structures, and maintenance fees. Plus, the fascinating story behind Michael Jackson’s patented shoe that made his famous lean possible.

PODCAST

Episode 31 – Spousal Rights After Death: Understanding New York’s Right of Election

In this episode of Into the Woods, attorney Hannah Cannon joins host Dave Shaffer to explain New York’s spousal right of election–the law that prevents a spouse from being completely cut out of an estate. They cover how the right works, when it can be waived, and share a cautionary tale about the lead singer of The Cars and his estranged supermodel wife.

PODCAST

Episode 30 – Retirement Accounts After Death: SECURE Act 2.0 & Trust Planning (Part 2)

In Part 2 of their retirement accounts series, Dave Shaffer and Morgan Napierski cover SECURE Act 2.0, exceptions to the 10-year rule, and the difference between conduit and accumulation trusts—plus a fun Jeopardy round to test it all.

PODCAST

Episode 29 – Retirement Accounts After Death: The Basics & SECURE Act 1.0 (Part 1)

In Part 1 of their retirement accounts series, Dave Shaffer and Morgan Napierski discuss how IRAs and 401(k)s pass at death, beneficiary designation best practices, and the major changes brought by the SECURE Act 1.0.

Next
Showing 1 to 4 of 33 results
Page 1 of 9 pages