Ep 5: Mastering Estate Planning with Vern Adkins

In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Vern Adkins, a seasoned estate planning attorney at Lathrop GPM. 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: / vern-adkins-56507148
Email: [e-mail]
View Vern’s profile on Lathrop GPM’s website: www.lathropgpm...
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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:
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