Brent Nelson chats with Lisa Zeiderman to discuss the intersection of wealth planning and divorce. They explore the financial and legal considerations that arise during divorce and the importance of thoughtful planning when significant assets are involved. They give special attention to the value of premarital and post-marital agreements.

Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP in New York and a highly recognized matrimonial attorney, Certified Financial Litigator, and Certified Divorce Financial Analyst. She focuses on complex divorce, financial and custody matters, as well as prenuptial and postnuptial agreements. Lisa has been recognized by Crain’s New York, Hudson Valley Best Lawyers, and Super Lawyers for her excellence in the legal field.

She can be found at: https://lisazeiderman.com/

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. This podcast may be considered attorney advertising. This podcast does not create an attorney-client relationship and is not a legal opinion or legal advice.

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Brent chats with attorney Don Ford about how to set a family company up for successful succession. They talk about interpersonal aspects, managing expectations, corporate governance, creditor issues, divorce, trust planning, and more.

Mr. Ford is the managing partner of Ford + Bergner, a leading estate planning and probate firm with offices in Houston, Dallas and Austin.  He specializes in estate planning and probate for high net worth clients and is Board Certified by the Texas Board of Legal Specialization, the state’s highest distinction available to an attorney practicing in this area. He is also one of the few attorneys in the state trained to conduct mediations in probate and guardianship cases. He also served on the Guardianship Certification Board, which creates policy and oversees the regulation of private professional guardians in the State of Texas.

He can be found at: http://www.fordbergner.com/

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 Team – Wealth and Law.

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Brent chats about the many challenges Americans face when they receive a foreign inheritance. He talks about the reporting requirements, issues with passive foreign investment companies, controlled foreign corporations, and foreign trusts. He also mentions options to ease the blow and make things a smoother transition.

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/.

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Brent chats about how health care documents, often overlooked, can be the most important documents in any estate plan. He discusses the available options, how they work and work together, and easy options that every adult (and parent) should consider.

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/.

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Brent chats about the importance of reviewing older trusts and corporate structures. As nothing stays the same, so it is with the circumstances that give rise to these structures originally. Changes in the law and in the family business dynamics often merit a fresh look at these structures. Brent discusses common issues, helpful considerations, and ways to make changes.

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/.

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Brent chats about why life insurance trusts still matter, even with a historically high basic exclusion amount. He talks about their mechanics, benefits to proper structuring, and important income and transfer tax considerations.

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/.

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Brent chats about the always challenging decision of who should be your trustee. He explains the options, the pluses and minuses to each, and how the role of a trustee need not be an all or nothing decision. He proposes some creative structures in difficult cases.

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/.

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Brent chats about what options might be available to avoid the application of the JCT’s Blue Book’s footnote 102. He discusses the distribution mechanisms, beneficiary deemed owned trusts, qualified subchapter s trusts, non-trust options, and charitable remainder trusts. He also talks about the unknowns of how footnote 102 will actually apply.

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/.

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Brent chats about footnote 102 to the Joint Committee on Taxation’s Blue Book explanations of OBBBA. He explains how the JCT applies the 2/37 limitation on itemized deductions to the income distribution deduction for nongrantor trusts and estate, what that could mean, and what is still unknown.

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/.

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Brent chats with Clay McKenna about how SLAT (Spousal Lifetime Access Trust) planning can be dangerous without precautions. They talk about reciprocal trust issues, community and marital property, and suggest taking a measured approach before jumping into the SLAT pool.

Clay is a Wealth Adviser and Executive Director in the Houston, Texas office of J.P. Morgan Private Bank. Clay earned her undergraduate and juris doctorate degrees at the University of Virginia. Prior to joining J.P. Morgan Private Bank, Clay practiced law at the law firms of Baker Botts and Winstead.

Clay and her team can be found here: Our Houston, TX Office | J.P. Morgan Private Bank U.S.

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/