Estate Planning – G360 Wealth Podcast

Advanced Charitable Giving Strategies for Wealthy Families with Frank D. Paolini (Ep. 18)

By G360WealthPodcast | July 30, 2026

Should you use a donor-advised fund or a private foundation? How can you give appreciated stock more tax efficiently while creating a lasting family legacy? As charitable planning becomes more sophisticated, choosing the right strategy starts with understanding your goals, not just the available tools.

Samuel Diarbakerly is joined by Frank D. Paolini, Partner in the Private Wealth Group at Neil Gerber & Eisenberg, for a practical conversation about advanced charitable giving strategies for wealthy families. Together, they explain the differences between donor-advised funds, private foundations, and charitable trusts, how highly appreciated stock and estate tax planning influence giving decisions, and why financial advisors, attorneys, and CPAs should work together to build a charitable plan that reflects your family’s long-term goals and values.

What to expect:

How to choose between a donor-advised fund and a private foundation
When charitable trusts like CRATs, CRUTs, CLATs, and TCLATs may fit your family’s goals
How highly appreciated stock and estate tax planning can influence charitable giving
Why coordinated planning between your financial advisor, CPA, and attorney matters
How philanthropy can help build a lasting family legacy across generations
And more!

Connect with Sam Diarbakerly:

Connect with Frank D. Paolini:

About our Guest:

Frank D. Paolini is a Partner in the Private Wealth Group at Neil Gerber & Eisenberg. He works with ultra-high-net-worth families, family offices, business owners, and advisors on complex estate, charitable, and tax planning, as well as multi-generational wealth strategies.

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Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)

By G360WealthPodcast | August 28, 2025

What happens when families avoid the estate planning conversation?

In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover the often-overlooked truth: the greatest gift you can give your loved ones is clarity.

Together, they walk through the emotional, legal, and financial consequences of not having key documents like trusts, healthcare proxies, or powers of attorney in place. From avoiding probate court chaos to navigating guardianship for minor children, Crosby makes a complex topic feel human and manageable, with a touch of humor, too.

Here’s what you can expect from this release:

A breakdown of why revocable trusts are often preferable to wills
Real-world stories of what can go wrong without a plan
Guidance on choosing the right healthcare proxy and guardian
A checklist of critical documents to get in place now
And more!

Connect with Sam Diarbakerly:

Connect with Crosby Elliott:

About Our Guest:

Attorney Crosby Elliott is a partner at the firm and assists individuals and families in all aspects of estate planning and trust and estate administration. Crosby’s experience in both planning and administration allow him to expertly advise clients through their many stages of life. Crosby prides himself on building relationships with clients to help simplify what can often be an overwhelming experience.

Crosby’s practice focuses on how best to minimize or avoid Massachusetts or federal estate taxes, avoid probate, shield assets from the cost of long-term care, and protect assets for beneficiaries. Crosby accomplishes these goals by employing sophisticated and comprehensive estate planning techniques, including the use of revocable trusts and various irrevocable trusts. Crosby also prepares federal gift tax returns.

A significant portion of Crosby’s practice also involves counseling clients through the administration of a loved one’s trust or estate. In doing so, Crosby regularly prepares and files both Massachusetts and federal estate tax returns, petitions with the probate court, and assists in dispute resolution between parties. Crosby also hosts presentations at businesses, organizations, and clubs on the importance of estate planning.

Outside of the office, Crosby enjoys spending time with his family, friends, and his dog. During the non-winter months, Crosby spends his free time either in Kennebunkport, Maine, hiking along the Appalachian Trail, or just generally enjoying the outdoors.

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