The Practical Planner

Publicly listed emails

info@wealth.com

marketing@wealth.com

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How to Remove or Replace a Trustee

September 28, 2026

Knowing how to remove or replace a trustee comes down to what the trust document allows. Thomas Kopelman and Anne Rhodes cover why clients change trustees, from aging relatives to a corporate trustee that no longer fits. Then the mechanisms: a simple amendment to a revocable trust, trustee appointer and trust protector roles, and the court petition older documents leave as the only route. They also explain the release of liability a departing corporate trustee may ask a client to sign. And th...

Ultra High Net Worth Estate Planning: The Top 5 Strategies

September 01, 2026

Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines "spouse," dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts. They also cover the ...

International Estate Planning Strategies

August 20, 2026

A green card makes someone a spouse in every way but one: the unlimited marital deduction. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international estate planning attorney, to unpack the cross-border problems hiding inside ordinary American plans — the non-citizen spouse who needs a QDOT, the child whose move abroad quietly converts a domestic trust, and the unreported foreign account that can cost half its value in a single...

The Long Game · Low booking difficulty · 1,000 - 10,000 listeners

How do I get in touch with The Practical Planner?

The Practical Planner is hosted by Thomas Kopelman and Anne Rhodes. Its publicly listed emails are info@wealth.com and marketing@wealth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Practical Planner?

The publicly listed emails for The Practical Planner: info@wealth.com and marketing@wealth.com.

How many listeners does The Practical Planner have?

Podseeker estimates The Practical Planner reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Practical Planner?

The Practical Planner typically books industry leaders. Typical guest background: Estate-planning attorneys, private-wealth specialists, financial-advisor researchers, and executives or subject-matter leaders from advisor-focused technology companies. Common among recent guests: Leadership of a private-wealth or estate-planning practice; Substantial experience in international or ultra-high-net-worth estate planning; Research based on large-scale advisor-client data. Recent guests include Chris Nason, Chris Nason, and Liam Hanlon.

How hard is it to get booked on The Practical Planner?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Practical Planner cover?

Recent episodes cover Estate Planning, Trusts, Wealth Management, Financial Advising, and Tax Planning. Pitch an idea tied to one of these topics and mention a recent episode.