via UR School of Law:

Carolyn White, L’93, managing attorney at Midlothian Estate and Elder Law, and Frances Goldman, owner of The Tax Complex led attendees through an entertaining and informative discussion about why legal planning should be at the top of the to-do list for anyone who experiences a windfall.

“Although the lottery may be the windfall that receives the most attention, attorneys need to advise their clients on how best to prepare for other, more common types of windfalls, such as inheritances or litigation settlements,” said Professor Tara Casey, director of the Carrico Center.

“Taxes, bad actors, and statutory defaults for distribution can all be avoided or minimized with some basic steps,” said White. “In order to identify the most useful steps, recipients simply need a bit of information about what kind of windfall they’re getting.”

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