Learning from Celebrity Mistakes: Lessons from recent high profile cases and proposed solutions to keep you and your clients out of the headlines
Date: Wednesday, May 27, 2026
Time: 11:30am - 1:00pm
Location: TBD
Speaker: Dan Griffith (Director of Wealth Strategy, Huntington Private Bank), and Rosemarie Wilkins (Senior Wealth Strategist, Huntington Private Bank)
Rose and Dan will review several recent high profile cases, including the facts and critical information on each scenario. After sharing the story, we will go over the tax and legal lessons learned, and share potential solutions and best practices to avoid the specific mistakes and missteps. The topics include asset protection, digital assets, trustee selection, business transition, and other important tax and planning issues.
