Brent Nelson 🇺🇦
@wealthandlaw.bsky.social
Lawyer to global HNW families. Sharing tips from their success. Not legal advice. Podcaster, Author Thomson Reuters, ACTEC Fellow, Partner Rimon, P.C.
https://wealthandlaw.com/
https://www.rimonlaw.com/team/brent-nelson/
Content NOT legal advice
https://wealthandlaw.com/
https://www.rimonlaw.com/team/brent-nelson/
Content NOT legal advice
I like this winning thing much more than the losing thing and I am old enough to remember the losing thing vividly
December 27, 2025 at 10:39 PM
I like this winning thing much more than the losing thing and I am old enough to remember the losing thing vividly
That was easier to score than miss. Good lord
December 27, 2025 at 4:44 PM
That was easier to score than miss. Good lord
The way Arsenal invite the opposition into their own box on about 60 minutes every match is concerning
December 27, 2025 at 4:42 PM
The way Arsenal invite the opposition into their own box on about 60 minutes every match is concerning
Every time I watch an NBA game I learn I have no idea what the rules of basketball are.
December 27, 2025 at 5:21 AM
Every time I watch an NBA game I learn I have no idea what the rules of basketball are.
Warmest holiday greetings my friends!
З Різдвом!
З Різдвом!
December 26, 2025 at 7:04 PM
Warmest holiday greetings my friends!
З Різдвом!
З Різдвом!
An unfunded (or under funded) revocable trust is not a failed estate plan.
December 22, 2025 at 2:59 PM
An unfunded (or under funded) revocable trust is not a failed estate plan.
I feel like more advisers need to talk to a litigator about the breadth of a subpoena.
December 20, 2025 at 6:08 PM
I feel like more advisers need to talk to a litigator about the breadth of a subpoena.
Remember those annual exclusion checks aren’t completed gifts until they’re cashed. Happiest holidays.
December 16, 2025 at 4:03 PM
Remember those annual exclusion checks aren’t completed gifts until they’re cashed. Happiest holidays.
A very helpful reminder from my friend Marty Shenkman that many legacy irrevocable trusts might have renewed life if we can do some basis planning for them. Higher $15 million exemptions will open more doors to doing this, while the opportunity lasts
www.forbes.com/sites/martin...
www.forbes.com/sites/martin...
www.forbes.com
December 14, 2025 at 2:20 PM
A very helpful reminder from my friend Marty Shenkman that many legacy irrevocable trusts might have renewed life if we can do some basis planning for them. Higher $15 million exemptions will open more doors to doing this, while the opportunity lasts
www.forbes.com/sites/martin...
www.forbes.com/sites/martin...
Wolves going 1v1 against Saka is…an interesting strategy
December 13, 2025 at 8:27 PM
Wolves going 1v1 against Saka is…an interesting strategy
The owner of a deferred annuity can be a trust without causing tax issues.
Make the trust the beneficiary, and now we have problems.
Make the trust the beneficiary, and now we have problems.
December 12, 2025 at 2:19 PM
The owner of a deferred annuity can be a trust without causing tax issues.
Make the trust the beneficiary, and now we have problems.
Make the trust the beneficiary, and now we have problems.
If you advise people about the estate tax but don’t understand the GST tax, you need to educate yourself on the later to continue the former
December 9, 2025 at 4:56 PM
If you advise people about the estate tax but don’t understand the GST tax, you need to educate yourself on the later to continue the former
If there were no dual citizens then there would likely be more long-term green card holders, which is a far more precarious tax position.
December 8, 2025 at 1:41 PM
If there were no dual citizens then there would likely be more long-term green card holders, which is a far more precarious tax position.
I understand the idea of bunching charitable giving in 2025, but if the tax benefits are the reason for giving, it’s probably not a compelling enough activity to actually do.
December 5, 2025 at 2:19 PM
I understand the idea of bunching charitable giving in 2025, but if the tax benefits are the reason for giving, it’s probably not a compelling enough activity to actually do.
Local law defines your right to property. Federal tax law defines the tax result of those rights.
December 2, 2025 at 2:54 PM
Local law defines your right to property. Federal tax law defines the tax result of those rights.
In outbound cross-border planning, revocable trusts we have lovingly created can be a disaster waiting to happen
Don’t fear breaking convention and restructuring without the revocable trust if that accomplishes succession goals in your client’s new country of residence
Don’t fear breaking convention and restructuring without the revocable trust if that accomplishes succession goals in your client’s new country of residence
December 1, 2025 at 2:29 PM
In outbound cross-border planning, revocable trusts we have lovingly created can be a disaster waiting to happen
Don’t fear breaking convention and restructuring without the revocable trust if that accomplishes succession goals in your client’s new country of residence
Don’t fear breaking convention and restructuring without the revocable trust if that accomplishes succession goals in your client’s new country of residence
The definition of a fiduciary is not trying to be a one-stop shop for each client
Inherent in the duty of a fiduciary is the duty of competency
That means refusing to do things that are outside of your core expertise.
Inherent in the duty of a fiduciary is the duty of competency
That means refusing to do things that are outside of your core expertise.
November 28, 2025 at 4:14 PM
The definition of a fiduciary is not trying to be a one-stop shop for each client
Inherent in the duty of a fiduciary is the duty of competency
That means refusing to do things that are outside of your core expertise.
Inherent in the duty of a fiduciary is the duty of competency
That means refusing to do things that are outside of your core expertise.
Well drafted trusts are the best beneficiaries for IRAs.
November 26, 2025 at 2:27 PM
Well drafted trusts are the best beneficiaries for IRAs.
This year I'm thankful for semicolons in complex lists.
November 25, 2025 at 2:04 PM
This year I'm thankful for semicolons in complex lists.
This year I'm thankful for each estate tax return that uses a good formula allocation.
November 24, 2025 at 3:53 PM
This year I'm thankful for each estate tax return that uses a good formula allocation.
Give him a statue!!!!!!!!
November 23, 2025 at 6:05 PM
Give him a statue!!!!!!!!
EZE!!!!!!!!!!!!!!!!!!!!!!
November 23, 2025 at 5:12 PM
EZE!!!!!!!!!!!!!!!!!!!!!!
We need to get Eze on the ball a bit more, but it’s been tough because he’s cover the half space in the middle of the field. Some rotation with Zubi would open him up
November 23, 2025 at 4:53 PM
We need to get Eze on the ball a bit more, but it’s been tough because he’s cover the half space in the middle of the field. Some rotation with Zubi would open him up
Gifts to 501(c)(4), (5), and (6) organizations are exempt from gift tax.
Better luck next time domestic fraternal societies, orders, or associations, operating under the lodge system.
Better luck next time domestic fraternal societies, orders, or associations, operating under the lodge system.
November 23, 2025 at 4:20 PM
Gifts to 501(c)(4), (5), and (6) organizations are exempt from gift tax.
Better luck next time domestic fraternal societies, orders, or associations, operating under the lodge system.
Better luck next time domestic fraternal societies, orders, or associations, operating under the lodge system.