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Am Law 100 firm with practices in Business, Digital Assets and Data Management, Intellectual Property, Labor & Employment, Litigation and Tax.

Home | BakerHostetler

Lynn Sessions, Kimberly Gordy, Jessica Johnson, Pierce Cox Recognized by State Bar of Texas for Article Penned for <em>The Houston Lawyer</em>

Artie McConnell Comments in Malaysian and Singaporean Press Regarding Tariff Evasion and Compliance

The Bargaining Table

The Labor Board Rises: President Trump Names Two NLRB Nominees, Meaning Potential for Quorum in Near Future

New York City Gives Birth to Paid Prenatal Leave Obligations for Employers

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Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence and BakerHostetler’s fintech application, FinClar. The discussion includes real-world examples and success stories of how FinClar enabled families by democratizing data for family use, improving advisor collaboration, promoting clear decision-making and reducing long-term costs. They will also share how tech can foster family communication to ensure that the next generation is best positioned to steward family resources into the future.

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Increase portfolio alpha by finding the untapped value of legacy management.

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Improve clarity in decision-making by offering digestible data to stakeholders.

Increase efficiency in implementation and ongoing plan maintenance.

Minimize postmortem administration delays and costs.

Equip the next generation to understand and manage the family legacy.

Unite financial, legal and tax advisors to form a collaborative ensemble.

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Questions and comments: <a href="mailto:jforster@bakerlaw.com">jforster@bakerlaw.com</a>; <a href="mailto:jdestefano@bakerlaw.com">jdestefano@bakerlaw.com</a>

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Legacy Management – Creating Tailwinds for the Successful Family

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