Bonus: Advanced Estate Planning for High Net Worth Families
Estate planning isn’t just legal—it’s strategic, personal, and often misunderstood.
Natalie Smith, attorney at Sussman Shank LLP, specializes in advanced estate, trust, and tax planning for families, business owners, and advisors. With an LLM and deep experience at the intersection of tax law and real-world decision-making, she helps clients align wealth, values, and long-term intent.
In this episode, Natalie breaks down what “advanced” estate planning actually means, where high net worth families and business owners make costly mistakes, and how early coordination with advisors can…
The skinny
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