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Artwork for Wealth and Law

Wealth and Law

Wealth and Law
Estate Planning
Tax Cuts and Jobs Act
QTIP Trust
Spousal Lifetime Access Trusts
Estate Tax
Beneficiary Deemed Inheritor's Trust
Tax Planning
Intentionally Defective Grantor Trust
Irrevocable Trusts
Estate Tax Planning
TCGA
Qualified Personal Residence Trusts
Wealth Management
Spousal Trusts
Non-Probate Transfers
Beneficiary Deemed Owner Trusts
Reciprocal Trust Doctrine
Gift Tax Planning
Mixed Nationality Families
U.S. Federal Elections

Blog, Podcast, Collaboration

PublishesWeeklyEpisodes250Founded6 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Wealth and Law

Latest Episodes

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 exp... more

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 fi... more

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 affili... more

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 speak... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Lizzie Garlovsky
Trust and estates attorney and partner at Harrison LLP.
Harrison LLP
Episode: Estate Planning Challenges With Married Clients
Natalie Perry
ACT-TEC fellow and estate planning attorney
Harrison, LLP
Episode: Using Non-Grantor Trusts for Income Tax Planning
Anna N'Jie Konte
CEO and founder of Poder Wealth Advisors, focusing on intentional wealth management for women, entrepreneurs, and executives
Poder Wealth Advisors
Episode: Year-End Financial Planning
Eric Freeman
A CPA focusing on real estate taxation and a partner at Beach Fleischman PLC.
Beach Fleischman PLC
Episode: Real Estate Provisions in OBBBA
Michael Price
Chief Investment Officer for TCI Wealth Advisors
TCI Wealth Advisors
Episode: Federal Policy and Investing
Wallis Tsai
Founder of Above Board Financial, financial expert formerly at Goldman Sachs
Above Board Financial
Episode: Master Life Insurance With Analytics
Nicole Davis
Owner of a CPA firm based in Georgia, specializes in accounting, payroll, and tax services.
Episode: Compliance Work Should be Optional
Joel Revill
Co-founder and CEO of Two Ocean Trust
Two Ocean Trust
Episode: Private Trust Companies
TJ Ryan
An expert in trust and estate planning
Episode: Clauses Every Trust Should Have: Part 1

Host

Brent Nelson
Host of discussions on wealth management, estate planning, and tax strategies, emphasizing legal and financial implications.

Reviews

5.0 out of 5 stars from 38 ratings
  • Great podcast

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

    Apple Podcasts
    5
    Passport To Wealth
    United States4 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 States5 years ago

Listeners Say

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

Listeners appreciate the wealth of information provided, particularly valuing the depth of discussion around complex financial topics.
Praise is frequently given for the hosts' expertise and ability to present intricate subjects in an engaging manner.
The content is often described as enlightening and educational, appealing to those seeking detailed insights into wealth management and estate planning.

Chart Rankings

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

Apple Podcasts
#232
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Compliance Work Should be Optional
Q: Do you think it's possible to have an accounting firm that doesn't do any compliance at all?
Yes, absolutely. There are so many different paths you can go down.
Compliance Work Should be Optional
Q: How do you think then that the compliance work is getting in the way of helping clients build wealth ultimately?
Mainly because it doesn't add any value and we know it has to be done.
Creative Uses of CRTs in 2025
Q: Why agree that most 1990s era charitable remainder trusts are fundamentally misdesigned for today's market?
Many CRTs were designed without flexibility for modern circumstances and tax laws, leading to misalignments with current financial goals.
Creative Uses of CRTs in 2025
Q: Why strongly agree that selling a CRT's income interest beats a straight termination or gift?
Selling a CRT's income interest in the real world often fetches a higher price than its IRA valuation at termination, making it a more beneficial option.
Year-End Financial Planning
Q: When is it advisable to consider a Roth IRA versus a traditional IRA?
For high earners in high tax brackets, traditional IRA contributions may be favored for tax deductions, while Roth options can be considered later as needed for flexibility.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Wealth and Law

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

Focused on the intricacies of wealth management and estate planning, this podcast offers in-depth discussions on various tax implications, estate planning strategies, and critical financial topics relevant to high-net-worth individuals and professionals in the field. Noteworthy discussions revolve around tax planning for business transitions, the role of artificial intelligence in legal contexts, and proactive strategies for estate planning amidst changing legal landscapes. Unique insights stem from guest experts who share their experiences and strategies, making complex topics accessible and relevant to the audience engaged in managing wealth and legacy planning. As such, it likely attracts professionals and individuals keen on deepening t... more

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Which podcasts are similar to Wealth and Law?

These podcasts share a similar audience with Wealth and Law:

1. The Long View
2. The Retirement and IRA Show
3. Ask The Compound
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Thoughts on the Market

How many episodes of Wealth and Law are there?

Wealth and Law launched 6 years ago and published 250 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. Lizzie Garlovsky
2. Natalie Perry
3. Anna N'Jie Konte
4. Eric Freeman
5. Michael Price
6. Wallis Tsai
7. Nicole Davis
8. Joel Revill

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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