Ten Minute Interview: Donoghue v. Smith

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jim Lundy, partner and member of the Securities Enforcement & Litigation practice, and Katie Keating, associate and member of our Estate Planning practice, for a 10-minute interview to discuss the recent case of Donoghue v. Smith, a securities law case involving a popular estate planning strategy called a GRAT. During this interview, Jim and Katie explain what a GRAT is and what we can learn from Donoghue v. Smith.