Welcome to The Verdict: Estate Planning Through Film. Today I'm joined by Gigi Orta, a managing director at J.P. Morgan Private Bank, to discuss the movie, Love Actually. Gigi and I unabashedly revisit this Christmas movie in the month of May and discuss the potential estate planning issues facing the characters in five of the movie’s storylines.

Do Harry and Karen stay together? Should Juliet and Peter get a prenup? We explore these questions and more, and …

“If you look for it, I’ve got a sneaky feeling you’ll find that love actually, is, all around.”

Show Notes: 

Hons Yung, Podcast Host, Family Wealth Partner, Farella Braun + Martel

Gigi Orta, Managing Director, J.P. Morgan Private Bank

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.

Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I’m joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate planning documents up to date.

Should Sam, Harry, and Bill revise their estate plans after their trip to Greece? What do we think about Pierce Brosnan’s singing?

We explore these questions and more, and as Sam Carmichael would say …

“Why waste a good wedding?”

Show Notes:

Hons Yung, Podcast Host, Partner, Farella Braun + Martel

Taylor E. Porter, Senior 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.

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator.

Like the Terminator traveling back in time, Greg, Joe, and I discuss recent events concerning the Corporate Transparency Act, including where the CTA’s enforcement stands today. We also introduce and discuss the estate planning benefits of a qualified personal residence trust (QPRT).

Should you still file your BOI report? What should Sarah Connor’s mom do with her cabin in Big Bear?

We explore those questions and more, so …

“Come with me if you want to live.”

Show Notes:

Hons Yung, Podcast Host, Partner, Farella Braun + Martel

Greg LeSaint, Partner, Farella Braun + Martel

Joseph Hilliard, Senior Paralegal, Farella Braun + Martel

FinCEN’s Beneficial Ownership Information website: fincen.gov/boi

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.

Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Senior Paralegal Joe Hilliard to discuss the 1987 movie RoboCop. Joe and I discuss the basic features of a corporation, common corporate roles, and certain compliance filings with the Secretary of State.

Does Omni Consumer Products have to update its BOI report following the death of Dick Jones? Why can't RoboCop walk faster?

We talk about these questions and more, so let's jump in because, dead or alive, you're coming with me.

Show Notes: 

IMPORTANT UPDATE: A recent federal court decision eliminates the present need for any person or company to comply with the Corporate Transparency Act (CTA) and its implementing regulations. This decision may be reversed upon appeal, but as of December 3, 2024, any person or company that was compelled under the CTA and its implementing regulations to file a beneficial ownership report with FinCEN or provide beneficial ownership information to a reporting company is no longer required to do so.

On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a preliminary injunction against the government's enforcement of the CTA. The plaintiffs in the case, Texas Top Cop Shop, Inc., et al. v. Garland, et al., argued that the CTA improperly compels speech, contradicts the right of anonymous association guaranteed by the First Amendment, and violates the Fourth Amendment by forcing the disclosure of private information. In its decision, the court stated that the CTA is likely unconstitutional as it is outside Congress's power. Read more here.

FinCEN’s Beneficial Ownership Information website: fincen.gov/boi

Hons Yung, Partner, Farella Braun + Martel

Joseph Hilliard, Senior Paralegal, 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.

Today, I’m joined by Farella Braun + Martel's Greg LeSaint to discuss the movie John Wick and the Corporate Transparency Act (CTA).

Greg breaks down what you need to know about this federal law, which went into effect on January 1, 2024—what it is, its purpose, and some common exemptions.

Does this law affect The Continental?  What would John Wick name his living trust?

We talk about those questions and more, so let’s get right into it.

‘Cause yeah, I'm thinkin' I'm back!

Show Notes:

IMPORTANT UPDATE: A recent federal court decision eliminates the present need for any person or company to comply with the Corporate Transparency Act (CTA) and its implementing regulations. This decision may be reversed upon appeal, but as of December 3, 2024, any person or company that was compelled under the CTA and its implementing regulations to file a beneficial ownership report with FinCEN or provide beneficial ownership information to a reporting company is no longer required to do so.

On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a preliminary injunction against the government's enforcement of the CTA. The plaintiffs in the case, Texas Top Cop Shop, Inc., et al. v. Garland, et al., argued that the CTA improperly compels speech, contradicts the right of anonymous association guaranteed by the First Amendment, and violates the Fourth Amendment by forcing the disclosure of private information. In its decision, the court stated that the CTA is likely unconstitutional as it is outside Congress's power. Read more here.

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.

Greg LeSaint, partner, Farella Braun + Martel

Hons Yung, Partner, Farella Braun + Martel

FinCEN’s Beneficial Ownership Information website: fincen.gov/boi 

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.

In our first episode, I’m joined by BNY Wealth senior client strategist and former Navy and Blue Angel pilot C.J. Simonsen to discuss the movie Top Gun: Maverick.

With the sound of F-18s figuratively roaring around us, we’ll explore the benefits of establishing a core estate plan, gifting basics, and more.

Ever wonder if Iceman would name Maverick as a successor trustee or who would inherit The Hard Deck?  We did, so let’s get right into it!

Talk to me, Goose!

Show Notes:

Hons Yung, Partner, Farella Braun + Martel

C.J. Simonsen, LinkedIn profile

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.