The Keys To Your Legacy with Elijah Keyes, Episode 05
In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Vern Adkins, a seasoned estate planning attorney. Vern shares insights from his diverse career journey, which includes roles in consulting, banking, and trust administration, providing a unique perspective on estate and tax planning.
Tune in to the episode to hear about:
* Vern Adkins' transition from banking to trust administration and how his early career in consulting influenced his approach to estate planning
* Detailed explanations of the role and responsibilities of a trust officer and the importance of selecting the right fiduciaries for estate administration
* Discussions on the strategic use of trusts and estate planning tools to manage and preserve wealth, including insights on how tax laws impact estate planning decisions
* The potential pitfalls of aggressive tax planning and the importance of adhering to well-established legal standards to ensure compliance and peace of mind
* Vern’s personal approach to integrating his professional expertise with personal values, highlighting the impact of foundational beliefs on his professional practice
Learn more about Vern Adkins:
* Connect with Vern on LinkedIn: http://www.linkedin.com/in/vern-adkins-56507148
* View Vern’s profile on his business' website: https://www.lathropgpm.com/team/vern-adkins
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About The Keys To Your Legacy with Elijah Keyes:
In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.
Don’t miss an episode of Keys To Your Legacy:
* Website: http://keyeslawgroup.com
* YouTube: https://www.youtube.com/@keystoyourlegacy
Connect and learn more from your host, Elijah Keyes:
* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes
* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy
* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2
* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc
* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup/
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