Mr. Saret employs a number of techniques to accomplish these goals, including a variety of trusts, insurance arrangements, succession planning for closely held businesses, estate freeze transactions, and charitable planning.

FORBES: Lewis Saret - The Wealth Strategies Report

In between all the plotting and back-stabbing, the characters blunder into a broad array of financial- and estate-planning disasters, from bad investments and messy trusts to poor business-succession plans and power struggles following health crises.

WSJ: Money Lessons From 'Downton Abbey'