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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
TCGA
Estate Tax Planning
Qualified Personal Residence Trusts
Wealth Management
Spousal Trusts
Non-Probate Transfers
Beneficiary Deemed Owner Trusts
Gift Tax Planning
Reciprocal Trust Doctrine
U.S. Federal Elections
Mixed Nationality Families

Blog, Podcast, Collaboration

PublishesTwice monthlyEpisodes240Founded6 years ago
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Artwork for Wealth and Law

Latest Episodes

Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Roth conversions. They also discuss tax loss harvest... more

Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of crafting the distribution provisions of a trust. They get into powers of appointment, spendthrift cl... more

Brent chats with Eric Freeman about the real estate provisions in OBBBA. They talk about the importance of bonus depreciation, Opportunity Zone 2.0, New Market Tax Credits, and analyze what the industry could look like under this new tax regime.

Eri... more

Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy these schemes.

John Strohmeyer is the owner of Str... more

Key Facts

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Recent Guests

TJ Ryan
An expert in trust and estate planning
Episode: Clauses Every Trust Should Have: Part 1
Steven Zeiger
Entrepreneur and insurance expert
Episode: Decoding Life Insurance Products
Paul Hood
Former tax lawyer, historian, and expert in business valuation
Paul Hood Services
Episode: Buy Sell Agreements in a Post-Connelly World
Matt Hochstetler
Lawyer with a practice focused on estate planning and trusts
Boutique Firm in Naples, Florida, and Canton, Ohio
Episode: Basics of Irrevocable Life Insurance Trusts
Naomita Yadav
Tax expert and frequent collaborator on topics surrounding S corporations and tax law.
Withers
Episode: The Many Problems with S Corporations
Toni Ann Kruse
Partner at McDermott Will & Emery in the New York office.
McDermott Will & Emery
Episode: Basics of Qualified Personal Residence Trusts
Chris Siegle
Lawyer at JP Morgan's Private Bank with expertise in estate planning.
JP Morgan's Private Bank
Episode: Retooling Non-Grantor Trusts

Reviews

5.0 out of 5 stars from 35 ratings
  • Great podcast

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

    Apple Podcasts
    5
    Passport To Wealth
    United Statesa month 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 States4 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.

Many enjoy the hosts' engaging presentation style, making complex topics more relatable and understandable.
Listeners appreciate the depth of information provided, often highlighting the clear and actionable advice for managing wealth effectively.
The quality of guests and their insights are frequently praised, with audiences noting the practicality of the discussions.

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Talking Points

Recent interactions between the hosts and their guests.

Basics of Spousal Lifetime Access Trusts
Q: When are SLATs not suitable?
SLATs are not suitable for retirement accounts and potentially for partnership interests with negative capital accounts due to associated tax issues.
Basics of Spousal Lifetime Access Trusts
Q: What if we do two slats, one for each spouse?
Spouse two can turn around and do the same thing for spouse one, but it's crucial to avoid the reciprocal trust doctrine.
Basics of Beneficiary Deemed Inheritor’s Trusts
Q: What are some risks associated with selling assets to Beneficiary Deemed Inheritor's Trusts?
Selling assets to BEATIT can be viewed as risky, particularly if the trust lacks sufficient assets or a guarantee to back debts, prompting scrutiny from the IRS.
Smart Planning for Equity Compensation
Q: What are the differences between RSUs and stock options?
RSUs are granted and vest over time, while stock options have a strike price and can be more complex involving purchasing shares.
Smart Planning for Equity Compensation
Q: What happens to employees when they receive equity compensation?
They typically receive shares that require fulfillment of vesting schedules, and when they vest, it creates a taxable event.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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?

This podcast explores the intricate world of wealth management, estate planning, and taxation, focusing on actionable strategies for high-net-worth individuals and families. Episodes cover a broad range of subjects including tax planning techniques, trust management, life insurance intricacies, and the impact of current events on financial strategies. The hosts often invite industry experts to discuss complex topics, such as leveraging market volatility for asset management, the implications of generational wealth transfer, and navigating legal challenges in financial planning. The consistent emphasis on proactive fiscal strategies and clear communication makes it a noteworthy resource for professionals and individuals alike who seek to dee... 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 Great Retirement Debate with Ed Slott & Jeffrey Levine
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Long View
4. The Compound and Friends
5. Investing Insights

How many episodes of Wealth and Law are there?

Wealth and Law launched 6 years ago and published 240 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. TJ Ryan
2. Steven Zeiger
3. Paul Hood
4. Matt Hochstetler
5. Naomita Yadav
6. Toni Ann Kruse
7. Chris Siegle

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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