Ask-Me-Anything: Wealth Management Law

<p class="MsoNormal"><span style= "font-family: 'Calibri',sans-serif;">In our Ask-Me-Anything Segment of our wealth management law episode with Raphael Tachie<span style="color: #22242f; background: white;">, we cover a range of questions submitted by the Lawyered Patreon community.</span></span><span style= "font-family: 'Calibri',sans-serif;"> </span></p> <p class="MsoNormal"><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🔵</span> <span style="font-family: 'Calibri',sans-serif;">How do trends in diversity impact the day-to-day work of wealth management lawyers? <br /></span><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';">🔵</span> <span style="font-family: 'Calibri',sans-serif;">What are the legal considerations for individuals who seek to pass along NFTs through succession planning or wills?<br /></span><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';">🔵</span> <span style="font-family: 'Calibri',sans-serif;">In addition to the issues that we already spoke about, are there any other best practices that banks (or other financial institutions) can implement to best protect vulnerable clients? <br /></span><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';">🔵</span> <span style="font-family: 'Calibri',sans-serif;">What role can lawyers play in assisting clients with business succession planning? </span></p> <p class="MsoNormal" style= "mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; background: white;"> <span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji'; color: #22242f;"> ✨</span> <span style= "font-family: 'Calibri',sans-serif; color: #22242f;">Read the full episode transcript </span><span style= "font-family: 'Calibri',sans-serif; color: black; mso-color-alt: windowtext;"><a href="http://lawyeredpodcast.com/wp-content/uploads/2022/11/LawyeredEp81-Podcast-Transcript.pdf"><strong><span style="color: