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.

Income Tax Planning in Estate Planning

Brent 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.
Why Portability Is Not a Substitute for Planning

Brent chats about portability and how it needs to fit within broader planning considerations, including income tax, estate tax, generation-skipping transfer tax, and overall structural themes.

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Income Tax Planning in Estate Planning