Wealth and Law

Recent Episodes

Building a Modern Practice

Posted May 25, 2022 • 00:30:31

Brent chats with Penny Phillips about how she is building the modern registered investment advisory firm, what it takes to prioritize clients, and how...

Building Generational Wealth-Rewind

Posted May 18, 2022 • 00:49:28

Brent rewinds one of our most popular episodes with Kyle Larson and Lily Styrmoe of TCI Wealth Advisors. They go over their top tips for how younger...

Maximize Low Markets

Posted May 11, 2022 • 00:37:57

Brent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. They talk about GRATs, sales...

The SECURE Act Proposed Regulations

Posted May 4, 2022 • 00:16:49

Brent discusses the proposed regulations under the SECURE Act. He explains the rules relating to trusts as IRA beneficiaries, how they change existing...

Trust Decanting

Posted April 27, 2022 • 00:33:04

Brent chats with Amy K. Kanyuk about trust decanting. They get into the benefits and risks of decanting, how they happen, and how the rules change from...