Estate Planning Lessons From the Oracle of Omaha

Private client attorneys Lisa Presser and Brian Balduzzi co-authored an article for the New Jersey Law Journal titled, “Estate Planning Lessons from the Oracle of Omaha.” The article covers the legacy of Warren Buffet and his estate planning and succession planning practices.

Some of the practices that the authors highlight in the article include:

1. Transparency of the Plans and Planning
2. Incorporation of Values Into Estate and Succession Plans
3. Inclusion of Loved Ones in Planning Process
4. Updating Plans as Changes Occur With Flexibility
5. Appreciating Assets and Legacy

The full article is available to New Jersey Law Journal subscribers.