Wealth and Law is a project of attorney Brent Nelson and guests who share their knowledge in an educational, collaborative, and innovative format, with the goal of improving access to important information for professionals and individuals.
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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,…
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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.
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©2025. Content not legal or financial advice and does not create an attorney-client relationship.