Planning Strategies You Don’t Get on HBO’s “Succession”

You may have watched the HBO drama series Succession, about the wealthy NYC Roy family grappling with the eventuality of wealth passing from generation to generation. In fact, the show filmed a number of season two episodes right here in the Capital Region in 2019, with local extras in the scenes!

How do the psychological, emotional and financial ramifications of succession play out in real life, with real families?

On this podcast, attorneys Lou Pierro and Rebecca Cerny share estate and trust planning tools that make inheritance and succession transition go smoothly:

• Avoiding conflicts and disputes between family members

• Dealing with ‘in-laws’ and divorce issues

• Pre-nuptial pros and cons

• Choosing fiduciaries and beneficiaries wisely

• Dividing assets unevenly for deserving heirs

• Passing your business or income properties to new owners

• And more!