Wealth and Law

Recent Episodes

FinCEN Non-Financed Real Estate Transfer Reports

Posted November 12, 2025 • 00:46:07

Brent chats with Gary Fletcher about the upcoming FinCEN non-financed real estate transfer reports. The reports will make many professionals, including...

Estate Planning Challenges With Married Clients

Posted November 3, 2025 • 00:36:39

Brent chats with Elizabeth Garlovsky about the unique challenges in representing married clients. They discuss some of the ethical considerations, including...

Using Non-Grantor Trusts for Income Tax Planning

Posted October 21, 2025 • 00:41:02

Brent chats with Natalie Perry about how non-grantor trusts can be used for income tax planning. They discuss the non-grantor trust tax rules, and how...

Opportunities for Law Students in Estate Planning

Posted October 16, 2025 • 00:46:12

Brent chats with Jenny Rozelle about what opportunities await law students interested in estate planning. They talk about their law school journeys,...

Year-End Financial Planning

Posted October 8, 2025 • 00:38:04

Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing...