Wealth and Law

Recent Episodes

Clauses Every Trust Should Have: Part 2

Posted September 22, 2025 • 00:46:09

Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of...

Real Estate Provisions in OBBBA

Posted September 12, 2025 • 00:36:26

Brent chats with Eric Freeman about the real estate provisions in OBBBA. They talk about the importance of bonus depreciation, Opportunity Zone 2.0,...

Sham Trusts

Posted September 5, 2025 • 00:46:22

Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do...

Inbound Migration and Planning

Posted August 28, 2025 • 00:38:11

Brent chats with Naomita Yadav about the tax and planning challenges of high-net-worth individuals migrating to the United States. They talk about global...

Federal Policy and Investing

Posted August 22, 2025 • 00:33:16

Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment...