David Ferraro Jr. is a senior client adviser at Ballentine Partners and before that was a financial adviser with Cambridge Investment Research, where he provided individuals and business owners comprehensive financial planning services and advised on defined-contribution plans.
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On Succession PlanningWhat if the Roy family were able to reduce the size of the estate tax bill while Logan was still alive?
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Trust & Estate Planning
A dissertation could be written about topics in "Succession" ranging from Roy family dynamics to negotiation tactics displayed throughout the series. However, I’m going to focus on a narrower topic not deeply covered on the show: Logan Roy’s estate settlement.