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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Old Trusts and Corporations Need Review
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…
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Life Insurance Trusts Are Still Important
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.
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©2026. Content not legal or financial advice and does not create an attorney-client relationship.