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Beyond The Balance Sheet Podcast

Mar 3, 2021

In today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. In this episode, we talk about how his life circumstances that evolved over decades made him very comfortable with his niche. He shares advice on dealing, approaching, and communicating with clients with or has a family member with mental illness or substance abuse. How to work with trust instruments & trustees, and more.