Wealth and Law

Wealth and Law
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Blog, Podcast, Collaboration

  1. 12/23/2025

    Things Advisers Should Know About Privileged Communications

    Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears. 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/

    13 min

  2. 12/23/2025

    Why Trusts Are the Best IRA Beneficiaries

    Brent chats about how trusts may actually be the best IRA beneficiaries now. 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/

    10 min

  3. 12/23/2025

    Why “I Just Want Something Simple” Is Usually a Red Flag

    Brent chats about what lawyers and advisers should hear when clients ask for “simple” estate plans. 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/

    10 min

  4. 12/23/2025

    Why Beneficiary Designations Can Break a “Perfect” Estate Plan

    Brent chats about the ways that beneficiary designations can quietly, and unintentionally, override carefully drafted documents. 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/

    10 min

  5. 12/23/2025

    An Unfunded Trust is Not a Failed Estate Plan

    Brent chats about why an unfunded trust is often a fixable planning gap and not an estate planning disaster. 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/

    12 min

  6. 11/12/2025

    FinCEN Non-Financed Real Estate Transfer Reports

    Brent chats with Gary Fletcher about the upcoming FinCEN non-financed real estate transfer reports. The reports will make many professionals, including lawyers, subject to reporting obligations on many real estate transfers. This would reach into routine estate planning transfers. Brent and Gary discuss the details of the program, what transfers are caught in its net, and what to expect. Gary Fletcher is a Senior Partner at Frazer Ryan Goldberg & Arnold LLP in Tucson, Arizona. Gary practices tax accounting and estate planning, and is a Fellow in the American College of Trust and Estate Counsel (ACTEC). Gary can be found here: Gary L. Fletcher – Frazer Ryan Goldberg & Arnold, LLP 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/

    46 min

  7. 11/03/2025

    Estate Planning Challenges With Married Clients

    Brent chats with Elizabeth Garlovsky about the unique challenges in representing married clients. They discuss some of the ethical considerations, including how to handle conflicts, when financial goals do not align, and ways to navigate topics like divorce. Elizabeth (“Lizzy”) Garlovsky represents clients in matters related to estate planning and wealth transfer, probate, and estate and trust administration. She brings over 25 years of combined experience in private practice, the public sector, and as a wealth advisor for JPMorgan. Lizzy assists clients in preparing and implementing estate plans for a wide range of individuals and families. She also helps both individual and corporate fiduciaries administer trusts and estates at any stage, including through controversies both inside and outside of court. In addition, Lizzy frequently counsels heirs, legatees, and beneficiaries of estates and trusts of all sizes to advocate for their rights under will and trust documents or when no documents exist. In addition to her technical background and practical experience, Lizzy brings a unique holistic and human approach to every client matter through empathy and a commitment to understanding each client’s individual – and often very personal –situation before engaging in any representation. She recognizes the difficulty that clients routinely face when engaging a trusts and estates attorney, especially when emotions are high, and she is grateful for opportunities to make the difficult seem simpler for clients who are experiencing stress caused by trauma or grief, or by the anticipation of either. Lizzy is an active member of the trusts and estates community, and her community at large. She is a Fellow of the prestigious national American College of Trust and Estate Counsel (ACTEC) and is a member of their Fiduciary Litigation and Practice Committees. She also serves as the State Membership Recruitment Director for Illinois. Lizzy is a frequent lecturer and author on a wide range of trust and estate topics. She enjoys giving back to her peers by mentoring junior colleagues, both inside and outside of the firm. She served as an appointed Advisory Member of the Trust and Investment Committee for the Board of Directors of Chicago-based ATG Trust Company (acquired by Midland Trust Company) from January 2020 through May 2021 and currently serves as a member of the Board of Directors for the Illinois Institute of Continuing Legal Education. She is also a member of the Goodman Theater’s Spotlight Advisory Council. Lizzy provides pro bono legal services and supports related organizations and activities. She performs estate planning and related legal services for under-served individuals in her community and acts as a resource to various charitable organizations. In addition, from 2017 to 2021, Lizzy served as an elected member of the Board of Education for Township High School District 113 (Illinois). She served as President of the Board from May 2018 to May 2020, and served on the Board’s Policy Committee, Equity and Inclusion Committee, and as the Chair of the Human Resources Committee. Lizzy can be found here: Elizabeth A. Garlovsky – Harrison LLP 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/

    37 min

  8. 10/21/2025

    Using Non-Grantor Trusts for Income Tax Planning

    Brent chats with Natalie Perry about how non-grantor trusts can be used for income tax planning. They discuss the non-grantor trust tax rules, and how these trusts can be used to same both state and federal income tax by moving liquid assets to no tax states, using charitable deductions, and stacking qualified small business stock. Natalie Perry is a partner at Harrison LLP. For more than two decades, Natalie Perry has advised clients on strategies for achieving tax-efficient estate planning and income tax planning. She focuses her practice on advising high-net-worth individuals and their families on how to structure their estate plans creatively to accomplish their goals for the transfer of their wealth. As part of the process, Natalie helps educate clients on the importance of planning and the nuances of implementing the technique. As a registered certified public accountant (CPA) , Natalie brings a deep understanding of the complex and ever-changing tax laws her clients face. As an extension of her deep concentration in estate planning, Natalie also has experience crafting settlements to resolve trust disputes and representing trustees and beneficiaries in contested proceedings, including through mediation. She also advises trustees, executors, and beneficiaries in trust and probate administration, including handling IRS audits. Natalie started her career as a CPA before attending law school. For several years, she advised closely held businesses as tax consultant for a large public accounting firm. Natalie is a frequent speaker at professional education events for attorneys and accountants. Natalie was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) in 2016. Her election to ACTEC was based on her outstanding reputation, exceptional skill, and substantial contributions to the estate planning community through lecturing, writing, teaching, and participating in bar activities. She is currently chair of the Communications Committee and an active member of the Business Planning Committee for ACTEC. Natalie is also a member of the board of directors of the Chicago Estate Planning Council. From 2018 through 2019, Natalie was Chairperson for the Hinsdale Hospital Foundation. Natalie can be found here: Natalie M. Perry – Harrison LLP 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/

    41 min
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About

Blog, Podcast, Collaboration

Information

  • Creator
    Wealth and Law
  • Years Active
    2020 - 2025
  • Episodes
    246
  • Rating
    Clean
  • Show Website
    Wealth and Law

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