Wealth and Law

Wealth and Law
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Wealth and Law

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.

  1. 4 DAYS AGO

    Thinking About The 2025 Exemptions

    Brent chats about how he’s thinking about using the 2025 Estate Tax exemption of $13.99 million. He discusses getting ulta-high net worth clients to act, the basic planning frameworks and numbers, and benefits of the full picture. 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/

    11 min

  2. 12/31/2024

    Smart Planning for Equity Compensation

    Brent chats with Ryan Halvorson about how to make smart moves with equity compensation. They talk about different kinds of equity compensation, from RSUs, stock options, to deferred compensation. They then explain what issues to watch out for and how to make smart decisions from a financial planning perspective. Ryan Halvorson is an advisor at TCI Wealth Advisors. With more than a decade of wealth management experience, he brings determination and passion as an advisor. He provides tailored advice to help individuals make informed decisions about their financial future. Prior to joining TCI, his professional journey included roles at Merrill Lynch, US Trust, US Bank Private Wealth Management and Morgan Stanley.  Beyond the numbers and charts, building relationships with clients is what Ryan enjoys most.  These relationships go beyond transactions and are founded on trust and understanding. Ryan’s goal is to create connections that stand the test of time. He is honored to be a reliable and steady partner with his clients that will last for the next 20-30 years.   Ryan can be found here: Ryan Halvorson, CFP® – TCI Wealth 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/

    24 min

  3. 12/19/2024

    Buy Sell Agreements in a Post-Connelly World

    Brent chats with Paul Hood about what the world looks like for buy sell agreements after the US Supreme Court’s decision in Connelly. They discuss how, if at all, the decision changes existing law, what business owners should think about for business succession planning, and where the case leaves us going forward. Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored nine books and over 500 professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others. Paul can be found here About | Paul Hood Services A text of the case can be found here 23-146 Connelly v. United States (06/06/2024) 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/

    40 min

  4. 12/08/2024

    Expatriation from the USA

    Brent chats with Toni Ann Kruse about what it means from a practical and tax perspective to expatriate from the United States. They explain the difference in residency, covered expatriates, and significant tax considerations. They also talk about some of the day-to-day challenges of leaving the United States. Toni Ann Kruse is a Partner at McDermott Will & Emery who has a broad-based estate and wealth transfer planning practice in New York. She advises ultra-high net worth individuals and families on estate, gift and generation-skipping transfer tax issues, trust and estate administration, state fiduciary income tax planning, and charitable gifting, as well as contested trust and estate matters. She has significant experience working with multinational clients on structuring efficient ways to benefit US persons as well as inbound and outbound planning opportunities. Toni Ann regularly works with family companies, advising on governance and succession issues between generations; drafts and administers complex estate plans; implements leveraged lifetime wealth transfer techniques; and counsels fiduciaries in complex trust and estate administration matters, often involving various asset classes across several jurisdictions. Toni Ann has published articles in publications such as Trusts & Estates Magazine, Bloomberg Tax, Law360, and the New York Law Journal. She regularly speaks at estate planning conferences on various topics and has been quoted in the Wall Street Journal, Forbes, and Reuters as an industry expert. Toni Ann can be found here: Toni Ann Kruse – McDermott Will & Emery 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/

    26 min

  5. 11/21/2024

    Helping Others Understand Complex Ideas

    Brent chats with Geoff Grenert about how to help client understand complicated ideas as part of their planning. They discuss the challenge of explaining things simply, helping people overcome their own fears, and ultimately helping people make wise decisions. They also talk about their processes for creating and delivering the message their clients need to hear. Geoff, Cypress Strategies founder, has worked with affluent families and businesses since 1997 in the area of legacy planning. He helps his clients crystallize their goals and objectives from a family, business and personal perspective. Together with his support staff and the clients advisors he creates a synergy of talent, education, and resources; providing a dynamic team approach in creating and implementing innovative and efficient planning solutions. Geoff brings years of experience in the design and acquisition of large life insurance policies. Because of his knowledge, trust offices, accounting firms, and tax attorneys seek his advice. 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/

    27 min

  6. 11/15/2024

    Planning With A Non-Citizen Spouse

    Brent explains some of the challenges of planning when there is a non-US citizen spouse. He dives into the estate tax marital deduction, the gift tax marital deduction, Form 3520, income tax recognition events, and expatriation. He also explains how these issues arise at various generational levels of a family. 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/

    20 min

  7. 10/23/2024

    Basics of Irrevocable Life Insurance Trusts

    Brent chats with Matt Hochstetler about the basics of irrevocable life insurance trusts (ILITs). They explain what these trusts are, why they are useful, Crummey provisions, and creative planning with life insurance. Matt Hochstetler is a trusts-and-estates attorney practicing in Naples, Florida and Canton, Ohio. His practice serves wealthy families, family offices, and private trust companies across the United States.  Matt counsels clients on estate planning and administration as well as matters concerning the structure and operation of family offices and private trust companies. Matt is an ACTEC Fellow and earned his LLM from the University of Miami Heckerling Graduate Program in Estate Planning, where he was the highest-ranking student in multiple classes.  He received his Juris Doctor magna cum laude from the University of Toledo College of Law. 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. 10/10/2024

    Remember THIS in the Last Months of 2024

    Brent chats about how to think about the US elections, reminds you the CTA beneficial owner reports are due by December 31, 2024, suggests planning based on the laws as they are not as we wish they would be, and spotting important red flags when there are non-Americans in the family tree. 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/

    22 min
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5
out of 5
22 Ratings

About

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.

Information

  • Creator
    Wealth and Law
  • Years Active
    2020 - 2025
  • Episodes
    215
  • Rating
    Clean
  • Show Website
    Wealth and Law

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