Podcast
Wealth and Law
Hosted by Wealth and Law · EN
Blog, Podcast, Collaboration
27episodes
Episodes
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Succession Planning for Business Owners
1w ago00:38:21Tap to summarizeBrent chats with Jennifer Lee about working with business owners to create a succession plan. They discuss some of the hurdles, ways to start the conversation, and important planning, family and tax matters to consider. Jennifer Lee is the owner and founder of Modern Wealth. Jennifer grew up in the world of financial advising by going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained a solid understanding of the work ethic and values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her financial acuity to helping those who are in financial transition – whether divorcing, recently widowed, buying or selling a business, retiring, inheriting assets or merging families after remarriage. Her goal is to be a trusted advisor who provides independent analysis, develops strategy, and walks clients through the process of understanding their financial lives. Working collaboratively with clients and their other advisors, Jennifer and her team help clients cut through the noise and make sound financial decisions. Originally from Maryland, Jennifer brings a wealth of experience to her work. Jennifer founded Modern-Wealth in Maryland 21 years ago, relocating to Lakewood Ranch in 2012. Since transitioning her practice into Florida, Jennifer has been involved various community programs (i.e. Manatee Memorial Women’s Action Committee, Chamber of Commerce, S.W.A.T.). She loves the area’s arts and culture and it’s gorgeous beaches as well as cooking, entertaining, and making jewelry in her down time. She also delights in one of the perks of her job – throwing the occasional “Retirement” or “Independence Day” party for clients. Her most recent endeavor; Jennifer wrote a book entitled “Squeeze The Juice.” This easy to read, easy to understand book acts as a guide mixing her own life experiences, career expertise and through provoking passages that encourage you to be your best self. Jennifer can be found at: Our Team – Modern Wealth Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated. 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/
Transcribe →The Role of Attorneys in Society
3w ago00:29:50Tap to summarizeBrent chats with Mark Zauderer about what it means to be an attorney and to be in a profession. Mark shares how the profession has changed during his career and how it can be maintained. Brent and Mark also talk about whether they recommend people attend law school, civility, giving back, and how reputation is a valuable asset. Mark Zauderer is the author of Counsel, the Courtroom is Open, available here Counsel, the Courtroom Is Open | Book by Mark C. Zauderer | Official Publisher Page | Simon & Schuster Mr. Zauderer is a prominent New York trial and appellate lawyer who has represented major corporations, prominent individuals, and a Presidential cabinet secretary in significant business, financial and commercial litigation in federal and state courts throughout the United States. Areas of concentration include contracts, business torts, securities, real estate, legal and professional malpractice, shareholder rights, limited partnerships, defamation and fiduciary relationships in business, law firm and estate matters. Mr. Zauderer frequently serves as an arbitrator and private mediator of significant disputes and is a member of the national roster of commercial arbitrators of the American Arbitration Association and its International Centre for Dispute Resolution. He is a past President of the Federal Bar Council and is a member of the Board of Editors of the New York Law Journal. Mark can be found here Mark C. Zauderer – Dorf Nelson & Zauderer 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/
Transcribe →After-Tax Strategies
4w ago00:32:57Tap to summarizeBrent chats with Gary Pattengale about how clients can use after-tax strategies to improve their investing and planning outcomes. They discuss things like Roth IRAs, utilizing losses, counseling clients on the complexity, and helping people make informed decisions. Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans. Gary has over 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, Gary helped individuals, families and entities with their investment and financial planning needs as well as helping corporate executives and key employees navigate their stock-based compensation plans at companies such as Corient and Northern Trust. He also served in various accounting and auditing roles. Gary earned a Bachelor of Science in Accounting from Northern Illinois University and has also earned his CERTIFIED FINANCIAL PLANNER® designation and has previously held the Certified Public Accountant certification. Gary can be found at: Gary Pattengale | Mesirow Employee Bio 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/
Transcribe →2026 Planning for the Ultra High Net Worth
Apr 1600:57:09Tap to summarizeBrent chats with Darren Case about what planning looks like this year for ultra high net worth families. They discuss how “basic” planning is key, GST tax planning, using general powers of appointment, trust protectors, intentionally defective grantor trusts, structuring trust flexibility, family limited partnerships, and more! Darren is a shareholder in the law firm Tiffany & Bosco, PA, in Phoenix, AZ. He assists families and individuals in the areas of estate planning, probate, and tax, and is the Co-Author (with Brent Nelson and TJ Ryan coincidentally) of the Arizona Estate Planning and Probate Handbook, published by Thomson Reuters – West. Darren is experienced in a broad range of planning techniques, including traditional wills and revocable trusts, along with more sophisticated planning strategies such as insurance trusts, residence trusts, “defective” grantor trusts, generation-skipping or dynasty trusts, charitable trusts, split-interest trusts, family limited partnerships and intra-family sales and loans, etc. He assists clients by providing tax and estate planning services specifically tailored to each individual client, whether it is a client who has amassed substantial wealth or those who are in the process of accumulating such wealth. Darren is also experienced in the area of probate and trust administration and litigation, having worked on simple to complex trust and estate matters, and everything in between. Darren attended Arizona State University for his undergraduate studies, where he received his Bachelors of Interdisciplinary Studies in business and communication. He received his law degree from Chapman University, graduating with an emphasis in taxation, and was the Tax Law Emphasis Honors Graduate of his class. In addition to his law degree, Darren received his Master of Laws in Taxation, with a Certificate in Estate Planning, from Georgetown University. Darren’s firm bio and contact information are available at https://www.tblaw.com/attorneys/darren-t-case/. 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/
Transcribe →AI Is Here to Change Wealth Management
Apr 600:33:37Tap to summarizeBrent chats with Daniel Yoo about the ways that AI is (and is not) changing the world of wealth management. They talk about innovations, the current state of the AI market, how AI can be used in bespoke ways, and limitations of AI that are still yet to be solved. Daniel Yoo is the founder and CEO of FinMate AI, a custom Agentic AI development platform automating back office work as well as an AI Notetaker specifically designed for financial advisors. With a unique combination of financial advisory experience and technical expertise, Daniel spent seven years as a financial advisor at major firms, including Equitable, TD Ameritrade, and Schwab, where he oversaw $800 million in client assets as a Senior Advisor. His educational background includes two bachelor’s degrees from UCBerkeley (Economics and Molecular Cell Biology with a specialization in Developmental Genetics) and a Master of Science from Johns Hopkins in Applied Economics, focusing on machine learning and AI for asset price predictions. After his advisory career, Daniel spent time in the fintech space before founding FinMate AI in May 2023. He continues to maintain his FINRA series licenses through FINRA’s MQP program and holds L&H and P&C insurance licenses. 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/
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Wise Uses of Debt in Estate Planning
Mar 2500:45:37Tap to summarizeBrent chats with Gray Edmondson about how debt can be a valuable tool in wealth transfers. They talk about recent tax court cases, how the AFR works, planning for cash loans, and then more complex transactions using debt to sell assets. Gray Edmondson is a Partner at Edmondson Sage Allen, PLLC in Oxford, Mississippi. Gray practices in partnership, corporate, and individual tax planning; business transactions including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. Gray has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business, asset protection and estate planning. You can reach Gray at https://esapllc.com/s-gray-edmondson/ 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/
Transcribe →Stategic Investing in Land
Mar 500:35:18Tap to summarizeBrent chats with Brent Bowers about how he has strategically invested in land and built his real estate business. They discuss the tactics and address important risk management techniques to improve a real estate portfolio. Brent Bowers is an investor and coach with a focus on buying and selling vacant land. As an Army Officer with over 8 years of service, Brent was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. Brent began investing in real estate as a way to support his family while having more time to spend with them. In a short period of time, Brent was able to expand his business, hire a team, and (most importantly) spend quality time with his family while still working hard and helping others. Brent now helps other investors learn the ins and outs of buying land. 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/
Transcribe →Strategic Planning for Americans in France
Mar 200:39:18Tap to summarizeBrent chats with Christine Alexis Concepción about how Americans in France can strategize around the thorny international tax issues they face. They talk about investing abroad, owning real estate in France, thinking about the cross-border tax world, and planning to succeed. Christine Alexis Concepción is an international tax and estate planning attorney and partner at Concepción Global, with offices in Miami, Madrid, and Paris. She advises high-net-worth individuals, entrepreneurs, and businesses on complex international and domestic tax matters, including income and estate tax planning, U.S. pre-immigration planning, expatriation, FATCA compliance, and multi-jurisdictional reporting. Christine has extensive experience advising individuals and families who have a connection between France and the U.S., guiding them through U.S.–France tax coordination, cross-border business structuring, real estate investing, and international estate planning. Multilingual in English, Spanish and French, Christine serves clients across the United States, Europe, Latin America, Africa, and the Middle East. To learn more about Christine and her work, connect with her on LinkedIn at https://www.linkedin.com/in/christineaconcepcion. 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/
Transcribe →Trust Planning in Divorce
Feb 1200:41:51Tap to summarizeBrent chats with Elizabeth Garlovsky about the ways trusts can be used in prenuptial agreements and divorce. They talk about structuring the trusts, common issues, and the results divorce can have on revocable and irrevocable trusts. 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/
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Income Tax Planning in Estate Planning
Feb 500:36:42Tap to summarizeBrent chats about various income tax considerations that arise in estate planning and are more important now with a $15 million estate tax exemption. He talks about retirement accounts, real estate, partnership interests, and shares in corporations. 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/
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