Brent chats with Elizabeth Garlovsky about the unique challenges in representing married clients. They discuss some of the ethical considerations, including how to handle conflicts, when financial goals do not align, and ways to navigate topics like divorce.



Elizabeth (“Lizzy”) Garlovsky represents clients in matters related to estate planning and wealth transfer, probate, and estate and trust administration. She brings over 25 years of combined experience in private practice, the public sector, and as a wealth advisor for JPMorgan.



Lizzy assists clients in preparing and implementing estate plans for a wide range of individuals and families. She also helps both individual and corporate fiduciaries administer trusts and estates at any stage, including through controversies both inside and outside of court. In addition, Lizzy frequently counsels heirs, legatees, and beneficiaries of estates and trusts of all sizes to advocate for their rights under will and trust documents or when no documents exist.



In addition to her technical background and practical experience, Lizzy brings a unique holistic and human approach to every client matter through empathy and a commitment to understanding each client’s individual – and often very personal –situation before engaging in any representation. She recognizes the difficulty that clients routinely face when engaging a trusts and estates attorney, especially when emotions are high, and she is grateful for opportunities to make the difficult seem simpler for clients who are experiencing stress caused by trauma or grief, or by the anticipation of either.



Lizzy is an active member of the trusts and estates community, and her community at large. She is a Fellow of the prestigious national American College of Trust and Estate Counsel (ACTEC) and is a member of their Fiduciary Litigation and Practice Committees. She also serves as the State Membership Recruitment Director for Illinois. Lizzy is a frequent lecturer and author on a wide range of trust and estate topics. She enjoys giving back to her peers by mentoring junior colleagues, both inside and outside of the firm. She served as an appointed Advisory Member of the Trust and Investment Committee for the Board of Directors of Chicago-based ATG Trust Company (acquired by Midland Trust Company) from January 2020 through May 2021 and currently serves as a member of the Board of Directors for the Illinois Institute of Continuing Legal Education. She is also a member of the Goodman Theater’s Spotlight Advisory Council.



Lizzy provides pro bono legal services and supports related organizations and activities. She performs estate planning and related legal services for under-served individuals in her community and acts as a resource to various charitable organizations. In addition, from 2017 to 2021, Lizzy served as an elected member of the Board of Education for Township High School District 113 (Illinois). She served as President of the Board from May 2018 to May 2020, and served on the Board’s Policy Committee, Equity and Inclusion Committee, and as the Chair of the Human Resources Committee.



Lizzy can be found here: Elizabeth A. Garlovsky – Harrison LLP



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.

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 these trusts can be used to same both state and federal income tax by moving liquid assets to no tax states, using charitable deductions, and stacking qualified small business stock.



Natalie Perry is a partner at Harrison LLP. For more than two decades, Natalie Perry has advised clients on strategies for achieving tax-efficient estate planning and income tax planning. She focuses her practice on advising high-net-worth individuals and their families on how to structure their estate plans creatively to accomplish their goals for the transfer of their wealth.



As part of the process, Natalie helps educate clients on the importance of planning and the nuances of implementing the technique. As a registered certified public accountant (CPA) , Natalie brings a deep understanding of the complex and ever-changing tax laws her clients face.



As an extension of her deep concentration in estate planning, Natalie also has experience crafting settlements to resolve trust disputes and representing trustees and beneficiaries in contested proceedings, including through mediation. She also advises trustees, executors, and beneficiaries in trust and probate administration, including handling IRS audits.



Natalie started her career as a CPA before attending law school. For several years, she advised closely held businesses as tax consultant for a large public accounting firm.



Natalie is a frequent speaker at professional education events for attorneys and accountants. Natalie was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) in 2016. Her election to ACTEC was based on her outstanding reputation, exceptional skill, and substantial contributions to the estate planning community through lecturing, writing, teaching, and participating in bar activities. She is currently chair of the Communications Committee and an active member of the Business Planning Committee for ACTEC.



Natalie is also a member of the board of directors of the Chicago Estate Planning Council. From 2018 through 2019, Natalie was Chairperson for the Hinsdale Hospital Foundation.



Natalie can be found here: Natalie M. Perry – Harrison LLP



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Jenny Rozelle about what opportunities await law students interested in estate planning. They talk about their law school journeys, Jenny’s non-traditional entry into estate planning, the market and financial opportunities, and practicing in large or small communities.



As one of the Owners of Indiana Estate & Elder Law, Jennifer (Jenny) Rozelle serves in a leadership role focusing on firm management, strategic growth, team development, and speaking locally and nationally on various estate and elder law topics.



Jenny obtained her bachelor’s degree in both political science and history from Butler University and a Doctor of Jurisprudence from Indiana University Robert H. McKinney School of Law.



Jenny is actively involved in several professional organizations, including the Indiana State Bar Association, where she participates in the Elder Law Section and the Probate, Trust, and Real Property Section. She is also a member of Lawyers with Purpose and the National Academy of Elder Law Attorneys (NAELA). Beyond her legal professional networks, Jenny dedicates time to Business Professionals of America, where she annually judges competitions for high school participants. Additionally, she serves as a Board Member for the Indiana Parkinson’s Foundation.



Jenny can be found here: Meet Jennifer ‘Jenny’ Rozelle | Estate Planning Attorney



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Roth conversions. They also discuss tax loss harvesting, charitable giving, and other tax sensitive options for planning.



Anna N’Jie-Konte is a Certified Financial Planner and the founder of Poder Wealth Advisors. She is a wealth advisor, speaker, and entrepreneur dedicated to helping ambitious women build, enjoy, and protect their wealth.



You can find Anna at About and on LinkedIn at https://www.linkedin.com/in/annanjie/.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of crafting the distribution provisions of a trust. They get into powers of appointment, spendthrift clauses, and what to do to anticipate incapacitated beneficiaries.



T.J. is a Senior Partner at the Phoenix law firm of Frazer Ryan Goldberg & Arnold LLP.



T.J.’s practice encompasses virtually all aspects of family estates, from estate and business planning, to probate and trust administration, to litigating contested estates – an area in which he has achieved a strong track record for positive results.



A Fellow of the prestigious American College of Trust and Estate Counsel (ACTEC), T.J. Ryan focuses his practice on personal and business planning, including estate planning, estate administration, business entity formation, and trust and probate litigation.



T.J. can be found here: T.J. Ryan, Trust & Estate Litigation and Estate Planning Attorney



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Eric Freeman about the real estate provisions in OBBBA. They talk about the importance of bonus depreciation, Opportunity Zone 2.0, New Market Tax Credits, and analyze what the industry could look like under this new tax regime.



Eric Freeman is a Principal for BeachFleischman, where he leads the Real Estate Practice and serves as a member of the Tax Department. Eric has spent most of his accounting career focusing on real estate transactions and partnership taxation. He consults with clients on complex transactions, including multi-asset exchanges, mergers, consolidations, buy-outs, cost segregation studies, and transaction formation. His client base includes real estate developers, property owners, and property managers who operate with 2 million to 7 million square feet of real estate, both multi-family and commercial. Eric has a depth of knowledge and experience with international issues related to inbound and outbound real estate transactions. Additionally, he has written articles and provided numerous presentations and consultations on qualified opportunity zone funds. Eric has worked in public accounting since 2012, and he is a Certified Public Accountant licensed to practice in Arizona.



Eric can be found here Eric Freeman | CPA | Principal



Eric’s YouTube channel is here: Eric Freeman CPA – YouTube



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy these schemes.



John Strohmeyer is the owner of Strohmeyer Law PLLC, in Houston, Texas. After earning his B.S. in Zoology from the University of Texas at Austin, John spent four years working for the Four Seasons Hotel in Austin, primarily as the Night Manager, before beginning his legal education. He earned my J.D. from the University of Texas School of Law in 2009, then earned a Masters of Law (also known as an “LL.M.”) in Taxation in 2010 from the New York University School of Law. While John’s time at NYU was the end of his formal education (at least for now), he has gone on to become Board Certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate Law.



John has been recognized by his peers as a Fellow of the American College of Trust and Estate Counsel, named a Texas Super Lawyer by Texas Super Lawyers by Thompson Reuters in 2019, 2020, and 2021, a Rising Star by Texas Super Lawyers by Thompson Reuters in 2015, 2016, 2017, 2018, and 2019; “Rookie of the Year” in 2016 and Outstanding Substantive Committee Chair in 2017 by the State Bar of Texas Tax Section; a 2015-2017 Fellow of the Section of Real Property, Trust and Estate Law of the American Bar Association; and a Young Leader of the American College of Trust and Estate Counsel.



John can be reached at john@strohmeyerlaw.com, (713) 714-1249. His show is available on You Tube https://www.youtube.com/channel/UCDaKULB-A6Ru4tKfpZl8ozg and on Facebook https://www.facebook.com/strohmeyerlaw.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Naomita Yadav about the tax and planning challenges of high-net-worth individuals migrating to the United States. They talk about global mobility, how tax can cause unexpected issues, and how one might plan for that transition effectively.



Naomita Yadav is a partner in the private client and tax team of Withersworldwide. She has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.



Naomita advises families with generational wealth in the context of changing circumstances and passage of time such as multi-generation wealth planning for family members who are beneficiaries of trusts settled by prior generations. This particular mix of experiences and knowledge enables Naomita to act as a proficient adviser for the globally mobile high net worth family. She also advises clients on tax, estate and succession planning related to cryptocurrencies and digital assets.



Naomita received her bachelor’s degree from Yale, her MBA from the University of Michigan, and her juris doctorate from the University of Michigan Law School.



Naomita can be found here Naomita Yadav | Private client and tax attorney | San Francisco | Withersworldwide



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment strategies. They talk about the importance of planning and how a client focused approach is different from just pure asset allocation. Finally, they talk about crypto and where it fits into the current investment landscape.



Michael Preis is the Chief Investment Officer at TCI Wealth Advisors, where his role is to help deliver an investment experience that gives their clients the greatest odds of success, anchored in long-term planning and rooted in time-tested principles. Michael is passionate about demystifying investment markets, but even more so about helping clients build the confidence that comes from a sound, disciplined approach.



Prior to finding a professional home at TCI, Michael spent 15 years with Dimensional Fund Advisors serving the independent advice industry. He earned my MBA from the University of Texas at Austin and his undergraduate degree from the University of Southern California. He is also a CFA® Charterholder.



Michael can be found here: Michael Preis, CFA® – TCI Wealth



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Tony Yu about the important differences between China, Singapore, Taiwan and Vietnam from a cultural, monetary, and planning perspective. They discuss how to adjust to those differences, understand where they may be coming from, and enjoy the rich tapestry of those nations.



Tony is the owner of DSG Wealth and Trust Law. He graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP,  the largest trust law firm in the US and a former clerk at the Los Angeles Probate Court. ​In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).



Tony is also the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father, Castor Yu. Utilizing Tony’s diverse legal, accounting, and financial planning background, DSG specializes in Business Protection, Tax & Business Planning, and Wealth Transfer.



Tony can be found here: http://www.dsgtrustlaw.com/



And here: https://www.dsgpcins.com/president/



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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 increased estate tax exemption, tactics for using and managing high exemptions, opportunity zones, and the increases to qualified small business stock exemption, and the SALT cap, among other things.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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



They discuss how to avoid those bad life insurance policies, war stories of nightmare scenarios, and good use cases for the right insurance.



Wallis Tsai is the founder and CEO of AboveBoard Financial. Wallis developed a passion for quantitative analysis (and let’s be honest, Excel spreadsheets) during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group. At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.



As an expert in the insurance industry’s inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way.



Wallis delights in making wonky financial topics engaging and accessible (like our “truth vs. BS” scale to rate insurance sales lines) and has taught classes on how to avoid insurance rip-offs at Harvard Business School.



Wallis enjoys taking in the wonders of New York City with her husband, two kids, and rescue dog.



Wallis can be found here: About Us | AboveBoard Financial



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income interests, contributing the income interests to new trusts, and using CRTs as IRA beneficiaries.



With 20 years of specialized experience with charitable remainder trusts (CRTs), Evan Unzelman is largely regarded as one of the nation’s foremost experts on CRTs. Over the last two decades, he has reviewed thousands of CRTs and worked with tens of thousands of CRT beneficiaries, their families and their advisors on all facets of CRT planning. From up-front design and CRT structure (Standard CRUT, NIMCRUT, CRAT) to complex CRT administration to CRT secondary planning, Evan provides unmatched insight at every stage of the CRT lifecycle.



Evan’s experience with CRT secondary planning – sales, gifts, and rollovers of CRT income interests – is particularly deep. Prior to forming CRT Experts, he was President of a charitable planning firm where he helped develop the secondary market for CRT income interests and personally oversaw the successful completion of sale transactions for thousands of CRT beneficiaries across the U.S.



Evan is a trusted resource for trust and estate attorneys, CPAs, and financial advisors on all aspects of CRT planning (sales and exchanges of CRT income interests in particular) and structured CRT Experts’ service offering to be complementary to those of most tax, legal and financial advisors. CRT Experts does not manage or custody assets and does not provide tax, legal, financial or insurance advice.



Evan is a sought-after speaker (partial list of speaking engagements below) and writes frequently on CRTs for a variety of audiences. His articles have appeared in publications such as Estate Planning, the National Association of Estate Planners & Council’s Journal of Tax & Estate Planning, Taxation of Exempts, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor.



Born and raised in the Pacific Northwest, Evan graduated from Pacific Lutheran University (summa cum laude) in Tacoma, WA, where he earned degrees in Finance and Economics.



Evan can be found here: About | CRT Experts



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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 challenges of cross an international border, surprises Americans find in the Portuguese system, and how to make the transition.



Sasha Young da Silva is a U.S. attorney with a practice focused exclusively on tax and estate planning for American private clients living in Portugal. Born in New Orleans and raised between Aruba and Atlanta, Sasha’s global perspective is shaped by a lifetime of international living, including time in Miami, Chicago, Los Angeles, San Francisco, Seattle, Mexico City, Bogota, Cartagena, Puerto la Cruz, Alexandria, and now Lisbon.



She began her legal career at White & Case and McGuireWoods, where she advised on complex project and asset finance transactions, including aircraft leasing, energy sector financing, and major infrastructure projects. She later transitioned to an in-house role at Amazon Prime Video, supporting production and licensing transactions across Latin America and advising on international tax, currency, and regulatory matters.



Sasha’s diverse background gives her a unique understanding of the challenges facing globally mobile families. She offers bespoke U.S. tax and estate planning solutions that account for the cross-border realities of American expats, with an emphasis on clarity, compliance, and long-term family security.



She holds a Juris Doctor (J.D.) from Northwestern University Pritzker School of Law and a Bachelor of Arts (B.A.) in Political Science from California State University, Northridge. She is licensed to practice law in Florida and Washington. She speaks English, Papiamento, Spanish, and Portuguese and takes her coffee cheio com açúcar.



Sasha and her firm can be found here Tax & Estate Planning for Americans in Portugal | Areia Global



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today’s accountants can (and should) treat traditional compliance work as a choice, not a requirement. Nicole explains how technology, distributed workforces, great processes, and training clients can help accountants (and any other professional) find more time for high-value advisory work.



Nicole Davis, CPA, MBA, is the founder/CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors. A sought-after speaker and creator of “Tax Return Pizza Tracker,” she coaches accountants through The Modern Bookkeeper accelerator and keynotes national conferences on client experience, pricing, and firm culture.



Nicole can be found here Nicole Davis, Cpa, Mba



And here Nicole Davis, CPA



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can solve issues of governance and management of family wealth. Finally, they discuss the unique position of PTCs with crypto assets.



Joel serves as CEO of Two Ocean Trust. Prior to co-founding the firm, he was a Portfolio Manager at Citadel, a $63 billion alternative investment manager. Joel began his career in the investment banking group at J.P. Morgan. 



Joel chairs the Selection Panel for Wyoming’s Investment Funds Committee, overseeing the state’s $30 billion sovereign funds. Appointed by Governor Mark Gordon, he also serves on the Wyoming Blockchain Select Committee, which has pioneered over 30 laws on blockchain and emerging technologies. Additionally, he is on the Wyoming Stable Token Commission, managing the first state-issued stable token.



Joel’s leadership extends to numerous boards for private trust companies and non-profits organizations, including his current role as Investment Committee Chair for the Community Foundation of Jackson Hole.



​He holds bachelor’s degrees in Finance and Japanese Language and Literature from the University of Oregon and studied at Obirin University in Japan. Joel also pursued graduate studies in the Master of Liberal Arts program at Stanford University.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset.



He talks about the difference between income and estate tax planning. He then discusses terms of the deal, installment method, QSBS, charitable giving, and charitable lead annuity trusts. He closes it out with a discussion of how discounts may still be available on gifts, even after the ink is dry.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats about five key questions relating to tariffs and planning in difficult market conditions. He gives answers to the following questions:



1. What’s the real strategy behind these tariffs—and what is the administration hoping to achieve by imposing them now?







2. How might these tariffs and the market’s reaction affect U.S. consumers and investors in the short term?



3. How do currency exchange rates fit into this picture—and why does it matter if the U.S. dollar strengthens or weakens?



4. How can volatile markets actually create opportunity for strategic estate planning?



5. In times like this, what are the biggest estate planning mistakes people make—and how can they be avoided?



His answers cover what the stated motivations for the US tariffs are, how they might effect the markets, currency exchanges, and planning, and how to find silver linings from a planning perspective.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with T.J. Ryan about important terms to make your trusts better. In this first part of that conversation, they discuss the importance of settlor intent, HIPAA releases and incapacity determinations, determining the character of property of the trust as community property or separate property, holding property in lifetime spendthrift trusts with careful distribution provisions, and using special co-trustees strategically (drug testing anyone?).



T.J. is a Senior Partner at the Phoenix law firm of Frazer Ryan Goldberg & Arnold LLP.



T.J.’s practice encompasses virtually all aspects of family estates, from estate and business planning, to probate and trust administration, to litigating contested estates – an area in which he has achieved a strong track record for positive results.



A Fellow of the prestigious American College of Trust and Estate Counsel (ACTEC), T.J. Ryan focuses his practice on personal and business planning, including estate planning, estate administration, business entity formation, and trust and probate litigation.



T.J. can be found here: T.J. Ryan, Trust & Estate Litigation and Estate Planning Attorney



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Steven Zeiger about why life insurance products are so complex. Steven explains the mechanics of the products and how data can reveal which are best for our clients. Steven also shares his methodology and best practices for comparing life insurance options.



Steven Zeiger is a Managing Director of Wealth Management at KB Financial and is a recognized professional in applying prudent investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra high net worth families where he oversaw marketing efforts for the Northeast.



After graduating from the State University of New York at Albany School of Business with a BS in Business Administration and concentration in Finance, Steven received his advanced Insurance degree from the Wharton School of Business. His California Insurance License is #0C33107.



Steven lives in Chappaqua, NY along with his wife and sons and enjoys travel, tennis, skiing, and ping pong with his family. He is on the Board of the Kidney Cancer Coalition and participates in the MSK Cycle for Survival. He is currently training for next year’s 192-mile Pan Mass Challenge where he will be riding alongside his sister on her 15th annual ride.



Steven can be found at Steven.Zeiger@onedigital.com| onedigital.com & kbfcllc.com



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.



Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/