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Artwork for Wealth and Law

Wealth and Law

Wealth and Law
Estate Planning
Estate Tax
Tax Cuts and Jobs Act
Trusts
Wealth Management
Tax Planning
Life Insurance
Equity Compensation
QTIP Trust
Non-Grantor Trusts
Charitable Remainder Trusts
Financial Planning
Gift Tax
Ukraine
Spousal Lifetime Access Trusts
Divorce
Income Tax Planning
Beneficiary Designations
Trump Administration
Market Conditions

Blog, Podcast, Collaboration

PublishesWeeklyEpisodes262Founded6 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Wealth and Law

Latest Episodes

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, wha... more

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... more

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 an... more

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 at... more

Key Facts

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Recent Guests

Clay McKenna
Attorney and Wealth Advisor with JPMorgan Private Bank
J.P. Morgan Private Bank
Episode: Cautious Use of SLATs
Jennifer Lee
Investment advisor with a focus on business owners approaching exit
Independent investment advisory practice
Episode: Succession Planning for Business Owners
Mark C. Zauderer
Attorney and author of Counsel, The Courtroom is Open
Episode: The Role of Attorneys in Society
Gary Pattengale
Wealth advisor, Mesirow Wealth Management
Mesirow Wealth Management
Episode: After-Tax Strategies
Darren Case
Tax and estate planning attorney at Tiffany & Bosco
Tiffany & Bosco
Episode: 2026 Planning for the Ultra High Net Worth
Daniel Yoo
Co-founder for FinMate AI; former licensed financial advisor
FinMate AI
Episode: AI Is Here to Change Wealth Management
Gray Edmondson
Attorney practicing in tax, business transactions, and trust and estates; partner at Edmondson Sage Allen, PLLC
Edmondson Sage Allen, PLLC
Episode: Wise Uses of Debt in Estate Planning
Brent Bowers
Real estate investor focused on land wholesaling and development
Wealth and Law guests
Episode: Stategic Investing in Land
Brent Daniels
Host of Wholesaling Inc. podcast, real estate investor
Wholesaling Inc.
Episode: Stategic Investing in Land

Host

Brent Nelson
Host of Wealth and Law podcast; multiple appearances; affiliated with Wealth and Law

Reviews

5.0 out of 5 stars from 40 ratings
  • Great podcast

    So much great information! Thanks for sharing your knowledge and expertise.

    Apple Podcasts
    5
    Passport To Wealth
    United States9 months ago
  • Love this ep with Julian!

    Hi Brent, just want to let you know that I love this ep with Julian! I specifically love what you mentioned that oftentimes, other factors get layered on top of common scenarios that can exacerbate a particular family situation. Left 5-star ratings and reviews!!!

    Apple Podcasts
    5
    Mav Dallarte
    Philippines2 years ago
  • Excellent

    Excellent content and presentation

    Apple Podcasts
    5
    F. Long 1986
    United States3 years ago
  • Informative, credible and a deep dive

    I highly enjoy and appreciate podcasts that are willing to go deep in detail on a topic or issue and these guys do that here. I’m a new listener and am enjoying it so far! I hope the hosts continue to produce new episodes.

    Apple Podcasts
    5
    chrisnews
    United States5 years ago
  • Great podcast! Super educational!

    The hosts are great! As a fellow millennial, I especially love Rachel’s takes! I’d definitely recommend!

    Apple Podcasts
    5
    Shush93
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience notes the hosts' clear expertise and practical guidance.
Listeners praise deep, credible content and thorough dives into topics.
Listeners appreciate the depth and hands-on applicability of strategies.
Guests and topics are described as highly informative and educational.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Cautious Use of SLATs
Q: The reciprocal SLAT question—what should listeners know about reciprocal trusts and why they are typically discouraged?
They discuss the reciprocal trust doctrine, the need for two SLATs to be economically different, and how states scrutinize whether the two trusts truly serve different purposes to avoid unwinding and tax consequences.
Cautious Use of SLATs
Q: Explain how community property considerations come up in the SLAT context.
The guest explains partition requirements in community property states, the risk of inadvertently mixing assets, and the need for careful drafting to ensure the SLAT assets are truly outside the grantor's estate.
Cautious Use of SLATs
Q: So for the few people outside of your family who don't know who you are, why don't you at least give us your high level resume here?
Clay introduces himself, explains his background as an attorney and wealth advisor, and previews his experience in trust and estate planning, setting the stage for a technical discussion on SLATs.
The Role of Attorneys in Society
Q: Do you still recommend people go to law school and why?
Yes, because law school provides a broad education that teaches critical thinking, history, and an understanding of society, which is valuable beyond a legal career and helps people become well-informed participants in civic life.
Strategic Planning for Americans in France
Q: Why would you need to move a financial portfolio abroad when relocating to France?
The host explains it's often driven by practicalities and access to assets, not just necessity, and stresses the importance of coordinating cross-border investments with knowledgeable advisors to ease management across time zones and jurisdictions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Wealth and Law

What is Wealth and Law about and what kind of topics does it cover?

The show features high-signal discussions on wealth planning, estate planning, cross-border taxation, and sophisticated strategies for affluent clients. Episodes frequently center on tax optimization, trusts, succession planning, and the practical intricacies of wealth transfer, often with practitioners who bring hands-on experience from law, finance, and international tax regimes. A notable strength is the breadth of expert guests—from estate planners and tax attorneys to AI-focused wealth tech founders—creating a practical, multi-disciplinary perspective for advisers and high-net-worth clients. The format tends to pair seasoned hosts with guests who can translate complex planning concepts into actionable guidance, case studies, and real-w... more

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Which podcasts are similar to Wealth and Law?

These podcasts share a similar audience with Wealth and Law:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Long View
3. Barron's Streetwise
4. The Long Term Investor
5. Animal Spirits Podcast

How many episodes of Wealth and Law are there?

Wealth and Law launched 6 years ago and published 262 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Wealth and Law?

Recent guests on Wealth and Law include:

1. Clay McKenna
2. Jennifer Lee
3. Mark C. Zauderer
4. Gary Pattengale
5. Darren Case
6. Daniel Yoo
7. Gray Edmondson
8. Brent Bowers

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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