Brittany Kaczmarczyk · Michael Brody · Stephen Crofford · Thomas E. Simmons · David Fowler Johnson
The largest generational wealth transfer in history, $78 to $124 trillion, is about to collide with an aging donor population, rising dementia rates, and a documented estate planning gap, and the collision lands in surrogate and probate courts. Boomer mortality crosses its tipping point around 2030, and the capacity contests, undue influence claims, fiduciary breach…