Delivering Direction and Control – Episode 3

Guest: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice

In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.