Wealth and Law

Recent Episodes

Moving Trusts to No Income Tax States

Posted February 5, 2025 • 00:16:00

Brent chats about how to move a trust’s income tax residence to a State with no income tax. He talks about what trusts can do this and when and why...

Trump and Republican Tax Proposals

Posted January 29, 2025 • 00:16:25

Brent chats about the new administration, and news of tax proposals from Republican tax negotiators. He shares his thoughts on tariffs, lower C corporation...

Thinking About The 2025 Exemptions

Posted January 10, 2025 • 00:11:09

Brent chats about how he’s thinking about using the 2025 Estate Tax exemption of $13.99 million. He discusses getting ulta-high net worth clients...

Smart Planning for Equity Compensation

Posted December 31, 2024 • 00:23:40

Brent chats with Ryan Halvorson about how to make smart moves with equity compensation. They talk about different kinds of equity compensation, from...

Buy Sell Agreements in a Post-Connelly World

Posted December 19, 2024 • 00:40:06

Brent chats with Paul Hood about what the world looks like for buy sell agreements after the US Supreme Court’s decision in Connelly. They discuss...