Wealth and Law Wealth and Law

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 special income tax treatment, and the planning uses for IDGTs.







This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.







If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.







Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Griffin Bridgers about how non-residents of Colorado can plan when they own real estate there. They discuss the income and capital gains treatment of the property. They also talk about how to do proper estate planning in that context. Finally, they describe the relevant federal tax issues.







Griffin is a Wealth Strategist for Mosaic. Griffin uses his 13 years of experience as a tax and estate planning attorney at small, medium, and large firms to advise and educate Mosaic’s clients and advisors on the technical and interpersonal aspects of estate planning, tax planning, and business planning. This includes simplifying complex legal structures and documents, navigating the dynamics of the team which manages a family’s wealth, analyzing the interplay between complex trusts and business entities, and implementing both cutting-edge and traditional tax and wealth transfer strategies.







Griffin is also a member of the law firm Hutchins & Associates in Denver Colorado. His practice encompasses all areas of private wealth and family business. In addition to estate planning and estate administration, Griffin has specialized experience in taxation, asset protection, executive compensation, employee benefits, qualified and non-qualified retirement plans, nonprofit organizations, mergers and acquisitions, business transactions, franchising, and commercial contracts.







Griffin joined Mosaic in 2022. He holds a BB.A. from the University of Memphis, a J.D. from Samford University, Cumberland School of Law and an LL.M. in Taxation from New York University School of Law.







Griffin has a sub-stack that can be found here State of Estates | Griffin Bridgers | Substack







Griffin can also be found here Griffin H. Bridgers – Hutchins Law







Brent and Griffin wrote an article for the Colorado Lawyer in this topic that can be found here Tax and Estate Planning for Nonresident Real Estate Owners | Colorado Lawyer (cobar.org)







This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.







If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.







Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats about the many different Charitable Remainder Trusts, from CRATs, CRUTs, NICRUTs, NIMCRUTs, to Flip CRUTs. He explains the taxation, typical ways they are used, and how they function. He also explains some of their technical requirements so you understand what they can and cannot do.







This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.







If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.







Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats about the challenge of large IRAs, especially for wealthy individuals. He discusses how to plan for estate tax on those accounts, the Secure Act changes, and the tax costs to understand. He then explains Roth conversions, when they make sense, and how traditional and Roth accounts might be stretched through a Charitable Remainder Trust.







This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.







If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.







Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats about the top things he is discussing with clients and projects he is working on currently. He discusses the Corporate Transparency Act, reviewing older trust documents and updating them, and reviewing older family entity documents. He talks about the merits of addressing those issues now. Then he shares projects he is working on currently, including the podcast, an Article being published in April in the Colorado Lawyer, and other articles and speaking engagement he is preparing.







This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.







If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.







Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats with Alicyn McLeod about all the bad tax advice circulating on social media. They talk about why it is appealing, though ultimately wrong, and what tax professionals can do to counter it.







Alicyn McLeod is a CPA, CFP® with 20+ years of tax experience. She is the co-founder and CFO of Agate CPA. She is a Georgia native and a graduate of Augusta University where she earned a Bachelors in Business Administration in Accounting and a Masters of Business Administration. Alicyn resides in the metro Atlanta area and is an active member of her local community and the financial services community through local and national groups.







Alicyn can be found on Twitter @atlantatax







She can also be found here: About – Agate (agatecpa.com) and here Alicyn McLeod CPA, CFP® | Atlanta Tax