All Episodes
Wealth and Law — 271 episodes
AI’s Impacts on the Practice of Law
When Wealth Planning Meets Divorce
Structuring Family Companies for Succession
What to do When Americans Have a Foreign Inheritance
The Importance of Health Care Documents
Old Trusts and Corporations Need Review
Life Insurance Trusts Are Still Important
How to Choose a Trustee
Options to Avoid the Impact of Footnote 102
Footnote 102 to the Blue Book
Cautious Use of SLATs
Succession Planning for Business Owners
The Role of Attorneys in Society
After-Tax Strategies
2026 Planning for the Ultra High Net Worth
AI Is Here to Change Wealth Management
Wise Uses of Debt in Estate Planning
Stategic Investing in Land
Strategic Planning for Americans in France
Trust Planning in Divorce
Income Tax Planning in Estate Planning
Why Portability Is Not a Substitute for Planning
Things Advisers Should Know About Privileged Communications
Why Trusts Are the Best IRA Beneficiaries
Why “I Just Want Something Simple” Is Usually a Red Flag
Why Beneficiary Designations Can Break a “Perfect” Estate Plan
An Unfunded Trust is Not a Failed Estate Plan
FinCEN Non-Financed Real Estate Transfer Reports
Estate Planning Challenges With Married Clients
Using Non-Grantor Trusts for Income Tax Planning
Opportunities for Law Students in Estate Planning
Year-End Financial Planning
Clauses Every Trust Should Have: Part 2
Real Estate Provisions in OBBBA
Sham Trusts
Inbound Migration and Planning
Federal Policy and Investing
Culture and Planning for China, Singapore, Taiwan and Vietnam
Estate Planning for the Wealthy Post-OBBBA
Master Life Insurance With Analytics
Creative Uses of CRTs in 2025
Americans Living in Portugal
Compliance Work Should be Optional
Private Trust Companies
11th Hour Tax Planning For Signed Deals
5 Important Tariff and Planning Questions
Clauses Every Trust Should Have: Part 1
Decoding Life Insurance Products
The Present and Future of AI in Estate Planning
Planning in Volatility
Replay: Ukraine
The Power of Adding Leverage to Estate Planning
Moving Trusts to No Income Tax States
Trump and Republican Tax Proposals
Thinking About The 2025 Exemptions
Smart Planning for Equity Compensation
Buy Sell Agreements in a Post-Connelly World
Expatriation from the USA
Helping Others Understand Complex Ideas
Planning With A Non-Citizen Spouse
Basics of Irrevocable Life Insurance Trusts
Remember THIS in the Last Months of 2024
Basics of Remainder Purchase Marital Trusts
Basics of Beneficiary Deemed Inheritor’s Trusts
The Importance of Family Meetings
Basics of Spousal Lifetime Access Trusts
The Death of Chevron
The Many Problems with S Corporations
Basics of Beneficiary Deemed Owner Trusts
Basics of Qualified Personal Residence Trusts
Non-Probate Transfers
Episode 200: A Guide to Successful Writing
Basics of QTIP Trusts
Retooling Non-Grantor Trusts
Introduction to IDGTs
Plan for Foreign Owners of Colorado Property
The Very Many Charitable Remainder Trusts
Planning Options for Large IRAs
Top Things I’m Working On Now
How to Spot Bad Tax Advice
Income Tax Planning Before 2026
Estate Tax Sunset for Nonresidents
Crypto Currency in Estate Planning and Beyond
Diversified Investing to Live Life
Artificial Intelligence and Its Many Business Uses
Corporate Transparency Act: Where We Are Now
The 3.3 Rule
Artful Planning: Dealing with Artwork and Collectibles
Family Fights and Ways to Solve Them
Hot Topics in Tax and Trusts
A Tactical Guide to PFICs
A History of Trusts and Their Incredible Utility
Using Business, Balance & Bliss to Find and Maintain Happiness
The Future of Planning With Bitcoin and NFTs
Tech in the Distributed Private Wealth Practice
Unique Financial Planning for Sex Workers
Mastering Stress: Strategies for High-Performing Professionals
You Are Not a Sovereign Citizen
How to Make Good Intrafamily Loans
Redefining Retirement: Building Prosperous Money Mindsets
The Many Forms of Spousal Lifetime Access Trusts (SLATs)
Navigating Market Volatility: Consistent Planning for Meaningful Financial Gains
2023 Estate Planning Bootcamp: Wills
2023 Estate Planning Bootcamp: Durable Powers of Attorney
2023 Estate Planning Bootcamp: Health Care Powers of Attorney
2023 Estate Planning Bootcamp: Revocable Trusts
2023 Estate Planning Bootcamp: The Different Fiduciary Roles
Top Tools for Strategic Generational Wealth
Strategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and More
Transfer Tax Planning With Regulatory Discounts
When Your Will Is Not a Plan
Buy-Sell Agreements Can Preserve Generational Wealth
How ChatGPT Can Change Your Business
How Financial Planning is Like Fly Fishing: Navigating Asset Classes with Doug Nelson
Proven Strategies for Building a Loyal Audience Through Podcasting
Planning for the World Traveler: Tips for International Estate Planning
Optimize Your Decision Making
Master Financial Savvy
Virtual Family Offices
Prevent Biased Analysis
International Tax Planning
Current State of FBAR Penalties
Should You Have a Podcast?
US-China Estate Planning
Dumb TikTok Trends
Alternative Uses for FLPs
Financial Planning and Fly Fishing
How to Start a New Business
Marketing Keys for Professionals
2022 Election Aftermath
Close the Year and Start Well
Vacation Homes–Rewind
Optimized Charitable Lead Trusts
Finding Meaning in Profit
Smart Business Growth
Discovering Fraud
Family Offices and Private Equity
Money and Divorce
Energy Efficiency Tax Credits
How to Own a Business
Corporate Transparency Act
Where the Fleece Vests Roam
Post-Pandemic Personal Finance
Wise Money Moves in Troubled Times
Getting a Good Valuation
Business Succession Planning
Inflation Reduction Act
National Make a Will Month
Estate Planning Bootcamp: Will
Estate Planning Bootcamp: Durable Powers of Attorney
Estate Planning Bootcamp: Health Care Powers of Attorney
Estate Planning Bootcamp: Revocable Trusts
Estate Planning Bootcamp: The Different Fiduciary Roles
Life Insurance for Foreigners
Planning With Inflation
Trustees for Blended Families
Foreign Real Estate Ownership
Building a Modern Practice
Building Generational Wealth-Rewind
Maximize Low Markets
The SECURE Act Proposed Regulations
Trust Decanting
Crypto Currencies and Trusts
CRT Rollovers
Educating Youth About Personal Finance
The Limits of GRATs
SALT Deduction Workarounds
ACTEC Conference Highlights
Ukraine
Estate Planning for Women
Racial Inequality in Estate Planning
Preserving Generational Wealth
Sustainable Investing
Charitable Remainder Trusts
Planning in a Volatile Market
2022 Market Update
Financial Planning Tune Up
Real Estate Investing
Estate Planning New Year’s Resolutions
What’s Happening to the Build Back Better Act?
The End of the Britney Spears Conservatorship
Top Five Things to do Before the End of the Year
Podcast Highlights
Year-End Planning Around Tax Changes
Money Saving Tax Tips
The Newest Tax Proposals
Protecting Against Elder Abuse
Billionaire’s Get Taxed
What’s Happening in the Markets?
Catch the News?
How to Plan with Proposed Tax Changes
Directed Trustees
Tax Talk With John Strohmeyer
What’s In the New Proposed Tax Bill?
U.S. & Canada Proposed Tax Changes
Wealth Planning & Cryptoassets
Social Media Marketing for Professionals
Building a Modern Estate Planning Practice
Britney Spears Conservatorship Update
Donor Advised Funds
Hot Planning Issues This Year
Personal Finance & Travel
Buy-Sell and Cross Purchase Agreements
Income in Retirement: Financial Planning for Life 2.0
Cross Border Investing and Retirement Planning
Medicaid and Long Term Care Planning
Hawaii Tax Planning
What’s in the Green Book?
Must Have Estate Planning Documents
Life Settlement Transactions
Things That Grind Our Gears This Week
The Perils of IRS Code Section 2104(b)
What We Know Today About the Proposed Biden Tax Plan
Forming Your Own Non-Profit
New York Estate & Tax Planning
Incorporating Charitable Planning into Your Portfolio & Tax Strategy
Building Generational Wealth
The Aftermath of Game Stop
Attorney Wellness
The Power of Cryptocurrency
Top 5 Ways to Spend Your Stimulus Check
An Estate Planning Attorney’s Perspective of the Britney Spears Conservatorship
Vacation Homes
Demystifying Investments
US-Colombia Cross Border Planning
Generational Wealth
Community Property Hacks
Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT
A Lawyer’s Perspective on the Assault on the Capitol
Improving Money Habits
2020 Wrap Up
US-Mexico Cross Border Planning (Part 2)
US-Mexico Cross Border Planning (Part 1)
Penalty Clauses
Digital Marketing For Lawyers and Financial Advisors
Post-Election Estate Planning (Part 2)
Post-Election Estate Planning (Part 1)
Reconciling after the Election
Incapacity Planning
Family Limited Partnerships
Business Development in a Pandemic
Navigating Equity Compensation packages
Common Cross Border Tax Surprises
Lessons From The Trump Tax Returns
Nevada Trust Law
Final Quarter Financial Review
Easing Into the Knowledge of Wealth
LIVE! Using Extra Estate Tax Exemption
Estate Planning Before and After Divorce
Covid, the Biden Tax Plan, and Estate Planning
LIVE: Top Ten Ways to Build Family Wealth
Using Revocable Trusts
Fintech and Financial Literacy
Money Stories
The Insiders Take on Investment Management
Episode 16: The Power of the Step-Up in Basis
Episode 15: The Role of Technology in A Distributed Workforce
Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes
Episode 13: Financial Planning During COVID-19
Episode 12 (Express): We Are Anti-RACIST
Episode 11: Mom Died, Now What?
Episode 10: Asset Protection (Part 2)
Episode 9: Asset Protection (Part 1)
Episode 8: Electronic Wills
Episode 7: What You Need To Know About Life Insurance
Episode 6: Is America Safe For Canadians?
Episode 5: SECURE Act Top 5 + Trusts
Episode 4 (Express): Employee Retention Credit
Episode 3 (Express): Payroll Protection Program
Episode 2: Trusts
Episode 1: Introduction