Steven Olenick
September 12, 2017 | Delaware Business Court Insider
Planning for the Suddenly Wealthy: Call in the SWATT TeamComing into money can be both a blessing and a curse. Special attention from a team of professional advisors can avoid negative consequences from the windfall.
By Jonathan Rikoon and Steven Olenick
9 minute read
September 12, 2017 | New York Law Journal
Planning for the Suddenly Wealthy: Call in the SWATT TeamJonathan Rikoon and Steven Olenick write: Coming into money can be both a blessing and a curse. Special attention from a team of professional advisors can avoid negative consequences from the windfall. What's more, implementing a Sudden (or Substantial) Wealth Accumulation and Transmission Trust (SWATT) can mean the difference between the client enjoying lifelong comfort or ending up worse off financially than before the sudden wealth.
By Jonathan Rikoon and Steven Olenick
18 minute read
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