المحتوى المقدم من Ted Alatsas. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ted Alatsas أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
المحتوى المقدم من Ted Alatsas. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ted Alatsas أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many issues that you might face in your legal and family planning journey. Don't hesitate to ask any questions along the way by calling 718-233-2903 or visiting https://www.alatsaslawfirm.com for more information. #ElderLaw #FamilyLaw #AssetProtection #Bankruptcy #EstatePlanning #LegacyPlanning
المحتوى المقدم من Ted Alatsas. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ted Alatsas أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many issues that you might face in your legal and family planning journey. Don't hesitate to ask any questions along the way by calling 718-233-2903 or visiting https://www.alatsaslawfirm.com for more information. #ElderLaw #FamilyLaw #AssetProtection #Bankruptcy #EstatePlanning #LegacyPlanning
If your child or grandchild struggles with addiction, a sudden inheritance could do more harm than good. In this episode, we explore the risks of leaving money to a loved one battling substance issues and the strategies you can use to protect them without enabling their addiction. From milestone-based trusts to protective planning tools, you’ll learn how to provide for your family while maintaining boundaries and preserving your legacy. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this mailbag episode, Ted answers a question about how to protect an inheritance for a child struggling with addiction, while still leaving room for flexibility if circumstances improve. He also answers a few other listener questions, including one about safeguarding assets from a potential divorce in the family. Don't miss these helpful insights on future-proofing your estate plan! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Imagine naming the perfect person to handle your medical or financial decisions, only to realize they're unavailable when you need them the most. In today’s episode, we’re diving into one of the most overlooked parts of estate planning: naming enough backup fiduciaries. Whether it's a healthcare agent, trustee, or guardian for your children, we’ll explain how many backups you really need, and why one name often isn’t enough. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We get a lot of great questions sent into the show. Today, we’re featuring three of them— including one about how to fairly support grandchildren with different career paths, and another on how to plan financially for future children. Tune in to hear these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Have assets or property in another state or even across the globe? Your estate plan needs to keep up. In this episode, we dive into the unique challenges (and smart solutions) of managing assets that live far from home. Whether it’s a vacation cabin two states over, a retirement fund in a different region, or a villa in Tuscany, learn how to protect your legacy and avoid probate pitfalls wherever your assets reside. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In today’s episode, we cover 3 listener questions that dive into real-world estate planning concerns. First, we tackle how to responsibly leave money to a church or charity when you’re concerned about how it’s being managed. We also hear from a parent seeking to disinherit a child who has cut ties with the family and discuss how to do so while minimizing legal challenges. Tune in for thoughtful answers to these questions and more in this week’s conversation! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
You’ve signed your estate planning documents- great! But does that mean you’re truly prepared? Many people think their job is done once the paperwork is complete, but there are critical steps beyond the will that can make all the difference for your loved ones. From final arrangements and digital assets to pet care and financial planning, we’re covering everything you need to do after your estate plan is in place. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this episode of New York’s Asset Protection Roundtable, Ted Alatsas tackles three critical estate planning questions. Learn how to prevent inheritance disputes among family members, the do’s and don’ts of leaving money to charity, and whether guardians and financial trustees for your children should be the same person. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Do you really need to like your attorney? Maybe not… but imagine sitting across from someone who makes you feel judged, rushed, or confused while trying to plan for the most personal aspects of your life. Your family. Your finances. Your future. Now, fast forward. One day, your loved ones will have to work with this same attorney after you’re gone. Do you want them to deal with someone you barely trusted in the first place? Let’s talk about why finding the right attorney—one you’re actually comfortable with—could make all the difference in your estate planning journey. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this week's mailbag episode, Ted answers 3 questions from listeners like you. First, Cooper asks if it's necessary to review his estate plan despite no changes in his family since he set it up years ago. Later in the show, Vivian asks if she should find a new attorney now that her old one has retired and whether a new attorney will accept and work with an estate plan created by someone else. Tune in to see what you can learn today! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Estate planning isn’t a one-and-done deal. Life changes, and so should your plan. In this episode, we’re diving into how to prepare for your estate plan review meeting. We’ll cover what to bring, what to update, and how to ensure your plan still works for your family and future. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We're answering 3 great questions from the listener mailbag today! First, Clara asks whether she can handle arrangements for her overseas real estate from the U.S. without hiring an attorney in the other country. Later, Bill asks why someone would set up an irrevocable trust. Tune in to hear Ted's insights! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
What happens when a music legend’s final wishes are hidden under a couch cushion? In this episode, we reveal the surprising legal drama surrounding Aretha Franklin’s estate. From handwritten wills to family conflicts, the Queen of Soul’s legacy offers lessons for anyone thinking about their own estate planning. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Tune in as Ted unpacks 3 questions from the listener mailbag today! First, Evelyn asks if there is a way to leave her daughter an inheritance without her ex-husband being able to influence or pressure her. Later, Grant asks how he can responsibly set up an estate plan for his young children, given the uncertainty of what they will be like when they grow up. Don't miss Ted's great insights! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Should you micromanage your trustee? In this episode, we’ll dive into how much control you should keep, when to trust your trustee’s judgment, and how to future-proof your estate plan. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/
We've got a great mailbag episode lined up for you today! Listen in as Ted answers a variety of listener questions on estate planning. Lillian asks about buying a house that’s in probate, while Everett wonders if he can seek help from a new attorney after his parents’ estate planner retired. Tune in for expert insights on these scenarios and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Trust funding can be a cumbersome process. With each financial institution having its own set of rules and procedures, conflicts can arise, making it hard to move forward. In today's episode of New York's Asset Protection Roundtable , we’ll talk about some unexpected roadblocks you may encounter and share strategies to ensure your plan stays on course. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this week's episode, Ted tackles 3 questions from the listener mailbag. Austin asks how to ensure that both their children from previous relationships inherit what they’ve worked for, while also making sure their spouse is financially secure if one of them passes away. Penelope asks whether the family business should be gifted to their interested child or sold to them, given that not all of their children want to take it over. Tune in for answers to these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
When most people think of estate planning, traditional assets like bank accounts and investments come to mind. However, over the past 20 to 25 years, digital assets have become increasingly significant. Today, we’ll explore what digital assets are, how to manage them legally, and the practical steps to include them in your estate plan. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We have some excellent listener questions lined up for this week's conversation. Derek asks if it's ever a good idea to leave an inheritance to a stepchild. Vincent asks how he can provide financial support to his son, who struggles with addiction, while ensuring his money is managed responsibly. You never know what you might learn from a mailbag episode, so tune in as Ted tackles these real-life scenarios with thoughtful advice! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Over a lifetime, people can accumulate a lot of “stuff." This can multiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. In this episode, we’ll walk through exactly what you need to consider. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We've got a mailbag episode for you today! In this edition, Jasper asks why his parents might not have kept their original will, how he can locate it, and what happens if the original cannot be found. Nora asks how to prevent potential conflicts among her children over inheriting and maintaining the family lake house after she and her spouse pass away. Join us as Ted answers these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Once estate planning documents are signed, it is important to keep them both safe AND accessible. Many people do not consider the importance of where to store your documents after they are prepared. One option that some people use is allowing their attorney to store the original documents at their office. Let’s explore the pros and cons of entrusting your lawyer with the original copies. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Tune in for this week's mailbag episode, as Isabel asks whether she and her husband should involve their children in the estate planning process. Later, another listener asks how they can protect their estate to ensure there's something left for their children after they're gone. Plus, Ted breaks down the concept of joint tenancy and its benefits! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, the inheritance of someone’s assets is only one piece of the puzzle. This is why someone asking, “how much money do I need to have before I create an estate plan?” is always the wrong question. On this episode, let’s cover several estate planning goals that have nothing to do with someone’s assets. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag that their attorney's office manages investments, life insurance, and taxes in addition to legal services. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the “default." However, many factors can complicate matters. Issues of trust, control, blended families, and separate finances mean it’s important to understand all your options before deciding on the best plan. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
It's a mailbag edition of the show! We've got some great estate planning questions lined up for today's episode. Wesley asks if there's a way to financially support their parents while also ensuring their children are provided for in case something were to happen to them and their partner. Fiona asks whether the government still imposes an estate tax. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Real estate is often the most valuable asset in your family's portfolio. Deciding on how to pass this asset on can be a high-stakes game with both significant risks and rewards. Today we're going to zero in on real estate and estate planning and explore the best strategies for passing on your property legacy. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We're diving into the mailbag for today's episode! One listener asks whether they need to update their estate plan in the event of divorce. Another listener asks how to ensure that an ex-spouse cannot access the money they want to leave to their children. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this episode, we're going to unpack the complexities surrounding Lisa Marie Presley's contested estate after her unexpected passing at age 54. As Priscilla Presley challenges her daughter's estate plan, we'll chat about the complexities of this case and the questions that have arisen from these last wishes. Join us for a deep dive into the intricacies of Presley's estate and the lessons that can be learned from it. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We've got a mailbag edition of the show for you today! Ted is tackling 3 listener questions in this episode. Elise asks why she and her husband need to engage in estate planning now if they have each other listed as beneficiaries. Theo asks whether his brother, added as a co-owner of their father's assets, would legally be able to keep everything for himself after their father's death. Listen in as Ted answers these questions and more! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Do you think you have things figured out if your better half passes first? Think again. We're diving deep into what really happens—and spoiler, it's not always what you'd expect. From joint accounts to sneaky state laws, we're chatting about the big surprises and little-known loopholes that could throw a wrench in your plans. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether the revocable trust they set up online serves as a replacement for a will. Another listener asks whether they still need a pour-over will if they have fully funded their trust. These conversations are a great way for you to learn from real-life financial planning questions and scenarios, so tune in to see what you can learn! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. In this episode, we’ll explore some of the compelling reasons why this is the case. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
This week, we're opening up the mailbag to answer 3 listener questions. These conversations provide a great opportunity for you to learn from real-life estate planning scenarios! Nathan wonders if there's a way to take care of children that don't exist yet in their estate planning. Sophia, a new grandmother, is keen on leaving money for her first grandchild's college but is unsure about planning for future grandchildren. Tune in to see how Ted advises these listeners and for some helpful tips on making informed decisions for your family's future. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
This episode is all about being one step ahead, when possible. We’ll tackle the 'what ifs' of estate planning and focus on future-proofing your legacy. We'll explore strategies to anticipate and address unforeseen events, from future grandchildren to beneficiary contingencies, and much more. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We've got 3 great mailbag questions for you today! Lucas asks if his brother, who is not planning to marry or have kids, should have an estate plan. Gerald asks if there are any special estate planning considerations when renting out property. Of course, we'll kick off this episode with a legalese of the day, and, in light of the season, chat a bit about the holidays as well. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Estate planning (like many things) is always best handled LONG before it is needed. However, even a well-thought-out estate plan should be reviewed periodically. If the family is aware that “the end is near," it’s always a good idea to review certain aspects of the plan and the wishes of the person who is about to pass away. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We have a mailbag edition of the show for you today! We're tackling 3 great listener questions in this episode. Ethan asks for guidance on how to prevent his son's untrustworthy spouse from gaining control of the inheritance he wants to leave. Hannah asks about options to protect her granddaughter's inheritance from potential claims by student loan companies. Stay tuned to see what you can learn from these scenarios! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
After someone passes away, the executor or trustee takes on the responsibility of executing the wishes of the deceased individual and managing the estate. This role encompasses a range of duties including paying bills, settling debts, filing taxes, and possibly selling assets. When the time comes for beneficiaries to receive their inheritance, it may be tempting to swiftly utilize the funds. However, immediate usage or possession of the inheritance may expose it to various risks. Beneficiaries who receive an inheritance through a trust might have avenues to safeguard the money from existing or prospective issues. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
Welcome back to New York's Asset Protection Roundtable! We will be opening up the mailbag to answer some listener questions in today's show. We'll kick off the episode with Ted talking about the most beautiful place he's ever visited before diving into your questions. This time around, Ted will talk about three different estate planning scenarios. Stay tuned to see what you can learn! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
In today's episode, we delve into the complexities of leaving an inheritance. While the common approach is to divide it equally among children or grandchildren, is this always the best choice? Join us as we explore scenarios where an equal share might not be the ideal solution. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
We're answering several listener questions on today's episode about planning for children, assigning a power of attorney who might be older than you are, and how to manage living at multiple properties in multiple states. We'll also tackle our "Legalese" word of the day: "Durable" Power of Attorney. Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
As you navigate life's ups and downs, your family changes, relocation, fluctuating finances, and even shifts in personal wishes, your estate plan should adapt accordingly. And with laws ever-changing, we emphasize the need to stay on top of legal modifications that may affect your estate planning. Join us as we unpack the reasons, the when, and the how of keeping your estate plan resilient through the rollercoaster ride of life. Subcribe to New York's Asset Protection Roundtable on Apple Podcasts ! Contact: 718-233-2903 Website: https://www.alatsaslawfirm.com/…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.