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Recent Episodes
Basics of Remainder Purchase Marital Trusts
Brent chats about the basics of Remainder Purchase Marital Trusts (RPMTs). He explains how they work within the gift tax marital deduction rules. Then...
Basics of Beneficiary Deemed Inheritor’s Trusts
Brent chats with Steve Gorin about the Beneficiary Deemed Inheritor’s Trust (BDITs). They talk about the structure of these irrevocable trusts, their...
The Importance of Family Meetings
Brent chats with Cody Cassidy about the importance of holding family meetings. They discuss why a meeting can set the tone for a family’s financial...
Basics of Spousal Lifetime Access Trusts
Brent chats with Justin Miller about Spousal Lifetime Access Trusts (SLATs). They explain what these trusts are, how they can be used to save estate...
The Death of Chevron
Brent discusses the US Supreme Court’s Loper Bright case. In the case the Supreme Court overturned its own legal doctrine called Chevron deference....
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