Wealth and Law

The Many Problems with S Corporations

Brent chats with Naomita Yadav about all the ways S corporations are problematic. They commiserate about the shareholder limitations, trusts as shareholders,...

Basics of Beneficiary Deemed Owner Trusts

Brent chats with Chris Siegle about Beneficiary Deemed Owner Trusts (BDOTs). They explain how these trusts work and what opportunities they present...

Basics of Qualified Personal Residence Trusts

Brent chats with Toni Ann Kruse about qualified personal residence trusts (QPRTs). These trusts are popular in high-interest environments to transfer...

Non-Probate Transfers

Brent chats about the many non-probate transfers. He explains the ownership rights, tax treatment, what happens at death, and issues during lifetime....

Episode 200: A Guide to Successful Writing

This is Episode 200!! Thank you to all the listeners, subscribers, guests, and friends who have made the podcast what it is!

In this episode,...