Hosted by Klaus Gottlieb · 🇺🇸 US · EN · 25 episodes
Established thought leaders with verified media credentials.
Willie and Trusty is an engaging podcast that delves into the world of estate planning, often going beyond the basics to explore more advanced topics in a way that’s both approachable and enjoyable. Based on articles previously published by Klaus Gottlieb in the National Law Review, the podcast provides insights for both novices and experienced planners alike. The dialogue, crafted using Google NotebookLM, feels natural and captivating, creating informative conversations that keep listeners coming back for more.
Klaus Gottlieb hosts The Willie and Trusty Show about Estate Planning, a business show with 25 episodes published.
This episode examines the intricacies of using trusts to own S corporation stock, focusing on the permissible trust structures under the Internal Revenue Code. It explains the distinctions between Grantor Trusts, Qualifi
This episode argues that emotional intelligence is crucial for successful estate planning. It emphasizes that while technical expertise is important, understanding and managing the emotions of clients and their families
This three-part series on estate planning mistakes highlights common errors undermining estate plans. Part 1 focused on jointly held property issues, insufficient liquidity, and executor selection. Part 2 covered marital
This episode (Part 2) his article offers estate planning professionals a technical refresher on common oversights, focusing on areas needing updated strategies. Key issues discussed include avoiding the marital deduction
This podcast based on the "Top Ten Estate Planning Mistakes - 2025 Edition" highlights common errors in estate planning. Jointly held property is criticized for its tax implications, creditor exposure, and Medicaid plann
This podcast explores the recent rise in annuity sales, particularly fixed annuities, despite their historical unpopularity. This episode analyzes potential reasons for this shift, such as concerns about Social Security'
This episode, based on the National Law Review "Estate Planning for Education: Considering Family Welfare Holistically," provides a comprehensive overview of different strategies for funding education through estate plan
This in-depth podcast (37 minutes) is a legal practitioner's guide to the complexities of charitable endowments, explaining the different perspectives on endowments (donor, accounting, and legal). It focuses primarily on
This podcast episode explores the complex world of Donor-Advised Funds (DAFs), examining their legal framework, growing popularity, and the contentious debate surrounding their distribution practices. The article highlig
This episode discusses the use of Retrieval-Augmented Generation (RAG) technology in legal applications, particularly for smaller law firms. RAG systems combine large language models (LLMs) like ChatGPT with the ability
This episode discusses the growing concern of dementia among trustees, particularly in traditional revocable trusts where a surviving spouse remains trustee until death. Cognitive decline often leads to financial vulnera
This podcast episode highlights the current appeal of Charitable Remainder Trusts (CRTs) in estate planning. CRTs allow individuals to donate assets to a trust, receive income from the trust during their lifetime, and pa
This episode discusses the importance of IRS life tables in estate planning, particularly for calculating required minimum distributions (RMDs), annuity payments, and other financial projections tied to a person’s life e
The podcast episode discusses how decreasing interest rates make Charitable Lead Trusts (CLTs) more attractive for estate planning again. CLTs are trusts in which a charity receives payments for a set term, after which t
This episode explains the difference between the IRS’s annuity exclusion ratio and the money’s worth calculation used in determining taxable portions of annuity payments. The annuity exclusion ratio determines how much o
This podcast episode discusses potential changes to the grantor trust rules that could impact estate planning. Grantor trusts allow the grantor to retain certain powers over the trust, which makes the grantor responsible
This episode discusses the importance and benefits of Qualified Terminable Interest Property (QTIP) trusts in estate planning. QTIP trusts allow a spouse to provide income to their surviving spouse while preserving the p
The podcast episode examines the potential decline of Grantor Retained Annuity Trusts (GRATs) due to expected changes in tax laws after 2025. GRATs are popular estate planning tools that allow individuals to transfer wea
The episode discusses the potential surge in the use of Spousal Lifetime Access Trusts (SLATs) as a popular estate planning tool. The increase is driven by anticipated changes in tax laws, particularly the reduction of e
This episode outlines common issues associated with powers of appointment in estate planning. It explains how these powers, which allow individuals to designate who will receive certain assets, can be misused or misunder
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The Willie and Trusty Show about Estate Planning is hosted by Klaus Gottlieb. The show is categorised under business and has published 25 episodes.
The Willie and Trusty Show about Estate Planning has published 25 episodes.
The Willie and Trusty Show about Estate Planning regularly covers business. It sits in the business category.
The Willie and Trusty Show about Estate Planning is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Willie and Trusty Show about Estate Planning average 16 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Willie and Trusty Show about Estate Planning's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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