Wealth and Law

Brent Nelson chats with Lisa Zeiderman to discuss the intersection of wealth planning and divorce. They explore the financial and legal considerations that arise during divorce and the importance of thoughtful planning...

Brent chats with attorney Don Ford about how to set a family company up for successful succession. They talk about interpersonal aspects, managing expectations, corporate governance, creditor issues, divorce, trust...

Brent chats about the many challenges Americans face when they receive a foreign inheritance. He talks about the reporting requirements, issues with passive foreign investment companies, controlled foreign corporations...

Brent chats about how health care documents, often overlooked, can be the most important documents in any estate plan. He discusses the available options, how they work and work together, and easy options that every...

Brent chats about the importance of reviewing older trusts and corporate structures. As nothing stays the same, so it is with the circumstances that give rise to these structures originally. Changes in the law and in...

Brent chats about why life insurance trusts still matter, even with a historically high basic exclusion amount. He talks about their mechanics, benefits to proper structuring, and important income and transfer tax...

Brent chats about the always challenging decision of who should be your trustee. He explains the options, the pluses and minuses to each, and how the role of a trustee need not be an all or nothing decision. He proposes...

Brent chats about what options might be available to avoid the application of the JCT’s Blue Book’s footnote 102. He discusses the distribution mechanisms, beneficiary deemed owned trusts, qualified...

Brent chats about footnote 102 to the Joint Committee on Taxation’s Blue Book explanations of OBBBA. He explains how the JCT applies the 2/37 limitation on itemized deductions to the income distribution deduction...

Brent chats with Clay McKenna about how SLAT (Spousal Lifetime Access Trust) planning can be dangerous without precautions. They talk about reciprocal trust issues, community and marital property, and suggest taking a...

Brent chats with Jennifer Lee about working with business owners to create a succession plan. They discuss some of the hurdles, ways to start the conversation, and important planning, family and tax matters to consider...

Brent chats with Mark Zauderer about what it means to be an attorney and to be in a profession. Mark shares how the profession has changed during his career and how it can be maintained. Brent and Mark also talk about...

Brent chats with Gary Pattengale about how clients can use after-tax strategies to improve their investing and planning outcomes. They discuss things like Roth IRAs, utilizing losses, counseling clients on the...

Brent chats with Darren Case about what planning looks like this year for ultra high net worth families. They discuss how “basic” planning is key, GST tax planning, using general powers of appointment, trust...

Brent chats with Daniel Yoo about the ways that AI is (and is not) changing the world of wealth management. They talk about innovations, the current state of the AI market, how AI can be used in bespoke ways, and...