
Blog, Podcast, Collaboration
| Publishes | Weekly | Episodes | 262 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

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
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So much great information! Thanks for sharing your knowledge and expertise.
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!!!
Excellent content and presentation
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.
The hosts are great! As a fellow millennial, I especially love Rachel’s takes! I’d definitely recommend!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #172 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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4. The Long Term Investor
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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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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
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