Indeed, a comprehensive succession plan, which includes sophisticated estate planning strategies, generally requires at least a 10-year horizon to be properly structured.

确切地说，一个包括复杂的财产规划策略的综合性的交接计划一般至少要在十年的基础上才能适当地完成。

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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'