Wealth and Law

Wealth and Law


Latest Episodes

Family Fights and Ways to Solve Them
December 20, 2023

Brent chats with Julian Zebot about why families tend to fight. It isn't always just about money. They explore the common reasons for fights, how to resolve them, and typical procedures when courts ar

Hot Topics in Tax and Trusts
December 11, 2023

Brent discusses some of the hottest topics in tax and trust planning. He talks about oral arguments before the US Supreme Court in the Moore case, Senator Wyden's proposed (again) billionaire tax, and

A Tactical Guide to PFICs
December 01, 2023

Brent discusses passive foreign investment companies (PFICs). He explains what they are, how they can appear in surprising places, their complex taxation, and gives tactical ideas about how to deal wi

A History of Trusts and Their Incredible Utility
November 16, 2023

This is a throw-back to a past episode where Brent and Rachel Sass discuss the history, structure, mechanics, and incredible utility of trusts. They explain where trusts come from, why they are so hel

Using Business, Balance & Bliss to Find and Maintain Happiness
November 06, 2023

Brent chats with Amy Vetter about using her Business, Balance & Bliss method to identify, manage, and overcome the negative effects of stress. The conversation is wide ranging and Amy provides specifi

The Future of Planning With Bitcoin and NFTs
October 22, 2023

Brent talks about crypto and NFTs. He discusses the unique challenges of planning with these assets, including electronic asset laws, document preparation, taxation, valuation, and the fact they are b

Tech in the Distributed Private Wealth Practice
October 03, 2023

In an era where the digital transformation has made its mark on every industry, how does it influence the realm of estate planning? This episode delves deep into the technological integration within d

Unique Financial Planning for Sex Workers
September 23, 2023

Brent chats with Jessica Goedtel about the unique challenges faced when doing financial planning for sex workers. They talk about building trust, creating a plan, managing volatile income streams. Whi

Mastering Stress: Strategies for High-Performing Professionals
September 15, 2023

Brent chats with Matt Schmidt about the causes and cures for stress in professional life. They discuss the factors that are causing you stress and how experts, and they personally, suggest taking acti

You Are Not a Sovereign Citizen
September 08, 2023

Brent chats about the sovereign citizen movement and how federal courts reject their arguments. He provides a TikTok example of their arguments and then shares language from federal court cases showin