Wealth and Law
Blog, Podcast, Collaboration
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Blog, Podcast, Collaboration
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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 when significant assets are involved. They give special attention to the value of premarital and post-marital agreements. Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP in New York and a highly recognized matrimonial attorney, Certified Financial Litigator, and Certified Divorce Financial Analyst. She focuses on complex divorce, financial and custody matters, as well
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 planning, and more. Mr. Ford is the managing partner of Ford + Bergner, a leading estate planning and probate firm with offices in Houston, Dallas and Austin. He specializes in estate planning and probate for high net worth clients and is Board Certified by the Texas Board of Legal Specialization, the state’s highest distinction available to an attorney practicing in this area. He i
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, and foreign trusts. He also mentions options to ease the blow and make things a smoother transition. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more abo
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 adult (and parent) should consider. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: http
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 the family business dynamics often merit a fresh look at these structures. Brent discusses common issues, helpful considerations, and ways to make changes. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE a
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 considerations. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/l
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 some creative structures in difficult cases. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Dis
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 subchapter s trusts, non-trust options, and charitable remainder trusts. He also talks about the unknowns of how footnote 102 will actually apply. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if y
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 for nongrantor trusts and estate, what that could mean, and what is still unknown. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://we
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 measured approach before jumping into the SLAT pool. Clay is a Wealth Adviser and Executive Director in the Houston, Texas office of J.P. Morgan Private Bank. Clay earned her undergraduate and juris doctorate degrees at the University of Virginia. Prior to joining J.P. Morgan Private Bank, Clay practiced law at the law firms of Baker Botts and Winstead. Clay and her team can be f
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. Jennifer Lee is the owner and founder of Modern Wealth. Jennifer grew up in the world of financial advising by going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained a solid understanding of the work ethic and values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her fin
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 whether they recommend people attend law school, civility, giving back, and how reputation is a valuable asset. Mark Zauderer is the author of Counsel, the Courtroom is Open, available here Counsel, the Courtroom Is Open | Book by Mark C. Zauderer | Official Publisher Page | Simon & Schuster Mr. Zauderer is a prominent New York trial and appellate lawyer who has represented major
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 complexity, and helping people make informed decisions. Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans. Gary has over 30 years of experience in the finan
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 protectors, intentionally defective grantor trusts, structuring trust flexibility, family limited partnerships, and more! Darren is a shareholder in the law firm Tiffany & Bosco, PA, in Phoenix, AZ. He assists families and individuals in the areas of estate planning, probate, and tax, and is the Co-Author (with Brent Nelson and TJ Ryan coincidentally) of the Arizona Estate Planning and Pro
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 limitations of AI that are still yet to be solved. Daniel Yoo is the founder and CEO of FinMate AI, a custom Agentic AI development platform automating back office work as well as an AI Notetaker specifically designed for financial advisors. With a unique combination of financial advisory experience and technical expertise, Daniel spent seven years as a financial advisor at major firm
Brent chats with Gray Edmondson about how debt can be a valuable tool in wealth transfers. They talk about recent tax court cases, how the AFR works, planning for cash loans, and then more complex transactions using debt to sell assets. Gray Edmondson is a Partner at Edmondson Sage Allen, PLLC in Oxford, Mississippi. Gray practices in partnership, corporate, and individual tax planning; business transactions including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning
Brent chats with Brent Bowers about how he has strategically invested in land and built his real estate business. They discuss the tactics and address important risk management techniques to improve a real estate portfolio. Brent Bowers is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. Brent began investing in real estate as a way to support his family while having
Brent chats with Christine Alexis Concepción about how Americans in France can strategize around the thorny international tax issues they face. They talk about investing abroad, owning real estate in France, thinking about the cross-border tax world, and planning to succeed. Christine Alexis Concepción is an international tax and estate planning attorney and partner at Concepción Global, with offices in Miami, Madrid, and Paris. She advises high-net-worth individuals, entrepreneurs, and businesses on complex international and domestic tax matters, including income and estate tax planning, U.S.
Brent chats with Elizabeth Garlovsky about the ways trusts can be used in prenuptial agreements and divorce. They talk about structuring the trusts, common issues, and the results divorce can have on revocable and irrevocable trusts. Elizabeth (“Lizzy”) Garlovsky represents clients in matters related to estate planning and wealth transfer, probate, and estate and trust administration. She brings over 25 years of combined experience in private practice, the public sector, and as a wealth advisor for JPMorgan. Lizzy assists clients in preparing and implementing estate plans for a wide range of i
Brent chats about various income tax considerations that arise in estate planning and are more important now with a $15 million estate tax exemption. He talks about retirement accounts, real estate, partnership interests, and shares in corporations. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https:
Brent chats about portability and how it needs to fit within broader planning considerations, including income tax, estate tax, generation-skipping transfer tax, and overall structure. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
Brent chats about how trusts may actually be the best IRA beneficiaries now. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
Brent chats about what lawyers and advisers should hear when clients ask for “simple” estate plans. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
Brent chats about the ways that beneficiary designations can quietly, and unintentionally, override carefully drafted documents. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
