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Wealth and Law
Wealth and Law
Blog, Podcast, Collaboration
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Ratings & Reviews
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5.0 stars from 16 ratings
Excellent
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“Excellent content and presentation”
F. Long 1986 via Apple Podcasts ·
United States of America ·
03/18/23
Informative, credible and a deep dive
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“I highly enjoy and appreciate podcasts that are willing to go deep in detail on a topic or issue and these guys do that here. I’m a new listener and am enjoying it so far! I hope the hosts continue to produce new episodes.”
chrisnews via Apple Podcasts ·
United States of America ·
04/13/21
Great podcast! Super educational!
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“The hosts are great! As a fellow millennial, I especially love Rachel’s takes! I’d definitely recommend!”
Shush93 via Apple Podcasts ·
United States of America ·
08/30/20
Recent Episodes
Brent chats with Chris Siegle about how to make non-grantor trusts income tax efficient. They talk about normal QTIP and Bypass Trusts, how those trusts might be made grantor trusts, what powers and authority to think about, and other planning tips.
Chris Siegle is a Managing Director and...
Published 05/07/24
Published 05/07/24
This is the first in a series of episodes about the alphabet soup of irrevocable trusts that will be critical pre-2026 TCJA Sunset.
In this episode, Brent introduces you to Intentionally Defective Grantor Trusts (IDGTs). He explains the transfer tax context, how the trust is formed, its...
Published 04/30/24
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