Brent Nelson is an established and respected thought leader and estate planning and tax partner at Rimon. In the month of April, Brent has hosted the following podcasts: Master Financial Savvy – Wealth and Law Optimize Your Decision Making – Wealth and Law Planning for the World Traveler: Tips for International Estate Planning – Wealth…

Rimon is proud to announce that 25 of its attorneys have been recognized by Best Lawyers in America. Recognition by Best Lawyers is based on peer review, capturing the opinions of leading lawyers about the professional abilities of their colleagues within the same geographical and legal practice area. The following attorneys have been recognized as…

Things change—often in unexpected ways. This axiom has certainly been true for estate planners, who have juggled near constant adjustments to state and federal laws over the last 10 years. The frequent movement of individuals and the evolution of the very nature of assets also conspire against well-meaning planning. It is no secret, then, that…

Rimon is proud to announce that 21 of its attorneys across 14 offices have been honored by Best Lawyers®. The following attorneys have been recognized as among the Best Lawyers in America®: Steven M. Aaron, Criminal Defense: White-Collar, Kansas City, MO Patricia M. Annino, Trusts and Estates, Boston, MA Bernays T. Barclay, Energy Law, New…

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details of those rules can be found in Brent’s prior post here. In that post, Brent also introduced the concept of using an Accumulation Trust (i.e. a trust as beneficiary of an IRA that…

COVID-19 is a public health issue that goes far beyond the bounds of this blog. However, focusing only on the economic side of the equation, it is clear the SARS-COV 2 virus, and the needed response to contain it, have had and will have significant effects on the economy. As reported in the Atlantic on March 21,…

There are two schools of thought on naming at trust as a beneficiary of an IRA: (1) NEVER DO IT, and (2) do it if it meets your goals. The First camp lives and dies on the belief that naming a trust accelerates distributions from the IRA–thus more tax sooner, and that is usually bad.…

Rimon Partner Brent Nelson selected to Tucson’s 40 under 40 list. To see the full list of award winners, click here. Congratulations, Brent! Brent Nelson assists U.S. and international individuals, families and financial institutions in tax, estate planning, and family business matters. In addition, he frequently speaks and writes on estate and tax developments. Brent develops…

Rimon’s Brent Nelson co-writes part two of an article on stacking business and charitable deductions for maximum savings, and drastically magnifying the power of your clients’ charitable dollars. The Pass-Through Income Deduction under Code Section 199A (“199A Deduction”) allows taxpayers to deduct up to 20% of their pass-through business income. However, the deduction is either eliminated or limited…

Rimon’s Brent Nelson co-writes an article on pass-through and charitable deductions. An overview of how these two deductions function, with an eye toward stacking their benefits. The Pass-Through Income Deduction under Code Section 199A (199A Deduction) allows taxpayers to deduct up to 20% of their pass-through business income. However, the deduction is either eliminated or limited…