Wealth and Law

Culture and Planning for China, Singapore, Taiwan and Vietnam

Brent chats with Tony Yu about the important differences between China, Singapore, Taiwan and Vietnam from a cultural, monetary, and planning perspective....

Estate Planning for the Wealthy Post-OBBBA

Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families.

He gets into the...

Master Life Insurance With Analytics

Brent chats with Wallis Tsai about how to avoid the many bad life insurance policies with objective analysis.

They discuss how to avoid those...

Creative Uses of CRTs in 2025

Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income...

Americans Living in Portugal

Brent chats with Sasha Young da Silva about estate and tax planning for Americans who have relocated to beautiful Portugal. They talk about the tax...