Wealth and Law

In this episode of the Wealth and Law Podcast, Brent Nelson speaks with Stephen Liss, Partner at Dungey Dougherty PLLC, about his transition from private practice to wealth management and how his experience in both law and financial services shapes his approach to advising high-net-worth individuals and families. Stephen’s practice focuses on domestic and international estate and tax planning, tax minimization strategies, life insurance planning, and charitable giving. A Fellow of the American College of Trust and Estate Counsel (ACTEC) and a Chambers-rated attorney for Private Wealth Law in New York, Stephen brings a unique perspective to the intersection of legal practice, financial strategy, and wealth preservation. Drawing on his experience as a former partner at Withers Bergman LLP and ArentFox Schiff LLP, as well as seven years working as a strategist at leading financial services firms, Stephen shares insights into the evolving relationship between legal counsel and wealth management and the value of an integrated approach to serving affluent clients and their families. He can be found at: Stephen Liss | Dungey Dougherty PLLC 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. 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.  Legal Disclaimer: Legal Disclaimer – Wealth and Law

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by Ben Douglas to discuss the key considerations involved in preparing to sell a wealth management business. They explore some of the legal, regulatory, and business matters that owners should consider when preparing for a potential sale, including the importance of planning ahead, preparing for due diligence, and understanding the complexities involved in selling an asset management business. Ben Douglas counsels businesses across the asset management industry, including private investment advisers, wealth managers, hedge, real estate, and venture funds, fintech companies, and mutual fund managers. His experience includes fund formation, regulatory compliance, and complex sales and acquisitions of asset management businesses. Ben has also served in senior legal and general counsel roles at prominent investment management firms, including RS Investments, where he oversaw the legal aspects of the firm’s $20 billion in assets under management. He can be found at: Benjamin Douglas – Rimon Law 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. 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.  Legal Disclaimer: Legal Disclaimer – Wealth and Law

As entrepreneurs scale their businesses, protecting the wealth they are building becomes increasingly important. In this episode of the Wealth and Law Podcast, Brent Nelson and Todd Villarrubia discuss proactive asset protection strategies for business owners, including how business structure and tax planning can work together to help protect their wealth. Todd Villarrubia is a 30-year tax attorney with an LL.M. in Taxation, Board Certified Expert in Estate Planning and Administration, Accredited Estate Planner, and Certified Exit Planning Advisor. Todd has been recognized by his peers with a Martindale-Hubbell A/V Preeminent rating, the highest possible rating for legal professionalism and ethics, and has been named one of the Top 100 Estate Planning Attorneys in America by Worth Magazine. He is the founding partner of Wealth Planning Law Group and Fountainhead Global, LLC, a multi-family fractional family office. Todd and his team have helped thousands of entrepreneurs protect billions of dollars of wealth from the government, taxes, and creditors. His proprietary Entrepreneurial B.E.A.S.T. Mode process integrates business structuring, estate planning, asset protection, succession, and taxation to help entrepreneurs build and preserve long-term wealth. He can be found at: Meet Todd M. Villarrubia – Fountainhead Global 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. 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. Legal Disclaimer: Legal Disclaimer – Wealth and Law

Brent Nelson is joined by Marc Acuña and Julie Fischer of Make Way for Books to discuss impactful charitable giving and the important work being done to support children, families, and communities through literacy and education. They share more about Make Way for Books, its mission, and the meaningful impact that charitable support can have in the community. Marc Acuña is the Chief Executive Officer of Make Way for Books and a lifelong educator dedicated to expanding opportunities for children, families, and communities through education and literacy. Before stepping into executive leadership, Marc began his career as a classroom teacher, where he developed a deep understanding of the transformative power of education. His leadership is grounded in a commitment to literacy, equity, and creating pathways of opportunity for the next generation. Julie Fischer is the Regional Director of Make Way for Books and has been an educator for 35 years, with most of her teaching experience in preschool and kindergarten. She is passionate about early childhood education and sharing the power, joy, and adventures that books and reading bring to children. Julie is dedicated to helping children and families discover the lifelong benefits of literacy. They can be found at: Make Way For Books 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. 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. Legal Disclaimer: Legal Disclaimer – Wealth and Law  

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by Boris Musheyev for a conversation on Proactive Tax Planning. They discuss how business owners can reduce unnecessary tax burdens through year-round planning and explore how tax strategy can impact profitability and long-term financial goals. Boris Musheyev is a CPA, Certified Tax Strategist, and founder of BORISMTAX, a tax planning and advisory firm serving business owners across 40+ states. Since founding the firm in 2017, Boris has focused on helping entrepreneurs and high-income professionals reduce unnecessary tax burdens through proactive, year-round planning. He is also the host of the Tax Reduction Podcast, and BORISMTAX has been recognized on the Inc. 5000 list for two consecutive years. He can be found at: BORISMTAX | Tax Strategy & Advisory 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. 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. Legal Disclaimer: Legal Disclaimer – Wealth and Law

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by John Strohmeyer to discuss how generative AI is reshaping the practice of law. They explore practical ways attorneys can use AI tools to research, communication and law firm operations, while also addressing confidentiality and the responsible implementation of AI in legal practice. John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston, where he guides individuals through the maze of estate planning, tax, and probate law to help them leave No Unfinished Business. John is also board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. When he’s not practicing law, John spends his time with his rescued mutts, Billy and Tank; running marathons and expanding his LEGO and Warhammer 40,000 collections. He can be found at: John R. Strohmeyer – Houston Attorney | Strohmeyer Law 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. Legal Disclaimer: Legal Disclaimer – Wealth and Law

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. 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. Legal Disclaimer: Legal Disclaimer – Wealth and Law

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. Legal Disclaimer: Legal Disclaimer – Wealth and Law

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/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/