Wealth and Law

Recent Episodes

Artful Planning: Dealing with Artwork and Collectibles

Posted December 29, 2023 • 00:31:06

Brent chats with Victoria Richardson about all things art and collectibles. They swap fun stories about clients’ amazing collections, discuss how...

Family Fights and Ways to Solve Them

Posted December 20, 2023 • 00:41:59

Brent chats with Julian Zebot about why families tend to fight. It isn’t always just about money. They explore the common reasons for fights, how...

Hot Topics in Tax and Trusts

Posted December 11, 2023 • 00:27:49

Brent discusses some of the hottest topics in tax and trust planning. He talks about oral arguments before the US Supreme Court in the Moore case, Senator...

A Tactical Guide to PFICs

Posted December 1, 2023 • 00:25:00

Brent discusses passive foreign investment companies (PFICs). He explains what they are, how they can appear in surprising places, their complex taxation,...

A History of Trusts and Their Incredible Utility

Posted November 16, 2023 • 00:37:57

This is a throw-back to a past episode where Brent and Rachel Sass discuss the history, structure, mechanics, and incredible utility of trusts. They...