Dreams Come True: Jeff Glickman Planned to be a Estate Planner | Generational Wealth S01 E04

Описание: Every so often in the field of Estate Planning, there comes a unique individual destined, it would seem, from birth to help the ultra-high net worth community efficiently transfer wealth to the next generation. Jeff Glickman, Partner at Neal, Gerber & Eisenberg, is such a man. I’ve known and learned from Jeff for many years, but what I discovered in our conversation surprised even me. He’s known he wanted to be an estate planning attorney basically since he was a teenage. Most estate planning attorneys - even the best ones - don’t realize that the field even exists until they are halfway done with law school. So for any youth seeking a path in life, let the story of Jeff Glickman guide them. The work he does is important, fulfilling the wishes of entrepreneurs who gave blood, sweat and tears (well hopefully not too much blood) to build a lasting legacy for their family. Whether he meets these family members at the “G1” wealth creator stage or the “G3” yacht collector stage, stewardship of family bounty is what gets him up in the morning.

You may think we filled hours talking only about tax efficient wealth transfer, but in fact we also touched on:

The deeper meaning of If You Give a Mouse a Cookie

M&A versus T&E

Graduating from bandwagon fan to diehard fan

Will AI take our jobs?

Who he calls when a family’s illiquid estate needs liquidity for estate tax

The apprenticeship model of big law firms (pro or con?)

Why The Descendants (George Clooney, 2011) wasn’t called Per Stirpes

How to build an authentic professional referral network

Getting comfortable with uncertainty

What his clients value in him the most

Well I guess we did talk about estate planning a bit… Enjoy! And be sure to stick around for real estate broker and attorney Alex Grange, followed by economic consultants Joseph Goodman and Evan McKay (whose work helped decide the FTC vs. Meta case) coming up next!