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 17 – Charitable Giving: Doing Good While Doing Smart

In this episode, Dave Shaffer and Caroline Cercone discuss the fundamentals of charitable giving, including donor-advised funds, private foundations, and charitable trusts. They share practical planning advice and a cautionary tale about vetting charities before you donate.

PODCAST

Episode 16 – The Five-Year Lookback Period: What You Need to Know (Part 2)

In Part 2 of their series on the five-year Medicaid lookback period, attorneys Dave Shaffer and Hannah Mills discuss overlooked transactions that can count as gifts, share lessons from a real fair-hearing case, and offer documentation tips to help families avoid costly Medicaid penalties.

PODCAST

Episode 15 – The Five-Year Lookback Period: What You Need to Know (Part 1)

In this episode, attorneys Dave Shaffer and Hannah Mills explore the five-year Medicaid lookback period, explaining how it works, why it matters, and sharing a real fair hearing case about the consequences of making gifts to family members—even with good intentions.

PODCAST

Episode 14 – The Critical Importance of Beneficiary Designations in Estate Planning

In this episode, attorneys Dave Shaffer and Hannah Cannon explore the critical role of beneficiary designations in estate planning, explaining how these often-overlooked forms can override your will and sharing lessons from a Supreme Court case about the costly consequences of neglecting to update them.

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