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Estate of the Union

Estate of the Union

Hosted by Brad Wiewel

Episodes

49

Latest episode

Aug 2026

Language

EN

About the show

In each episode of The Estate of The Union podcast, host and lawyer Brad Wiewel will give valuable insights into the confusing world of estate planning, making an often daunting subject easier to understand. It is Estate Planning Made Simple! Nothing contained in these videos is to be considered as the rendering of legal advice for specific cases, and viewers are responsible for obtaining such advice from their own legal counsel. This production is intended for educational and informational purposes only.

Listen to episodes

49 recent
August 24, 2026Episode 1427 min

S4|E14: Blended Families + Probate in Texas - Who Actually Inherits?

In the latest installment of Estate of the Union, co-host Zach Wiewel, JD, LL.M. sits down with Ann Lumley, JD to continue the conversation on blended families. Learn the complexities and difficulties of the probate process for blended families in Texas and how to navigate them. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . _______________________________________ Meet Zach Wiewel: https://www.texastrustlaw.com/learn-about-us/attorney-zachary-wiewel/ Meet Ann Lumley: https://www.texastrustlaw.com/learn-about-us/attorney-ann-lumley/ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

July 13, 2026Episode 1325 min

S4|E13: Yours, Mine, and Ours - Estate Planning for Blended Families

Blended families bring a whole lot of love and a whole lot of legal complexity. In this episode of Estate of the Union, Zach Wiewel and Brad Wiewel break down what makes estate planning uniquely challenging for these family dynamics, including how Texas' community property laws come into play. Whether you are newly remarried, navigating a mix of 'his, hers, and theirs" kids, or just want to protect what you have built, this conversation will help you better understand your options and avoid costly mistakes. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . _______________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

May 6, 2026Episode 1239 min

S4|E12: Immigration Law - Friend or Foe?

In today's episode, Brad Wiewel sits down with Jeff Peek , a board-certified Immigration Lawyer, to fairly examine immigration law in a time when it is more important than ever to do so. Learn more about Jeff Peek's work: https://www.peeklawgroup.com/about-us/ This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

March 17, 2026Episode 1125 min

S4|E11: A Place For Second Chances - The Work of Austin Pets Alive

Join Zach Wiewel as he sits down to talk with Virginia Larson, Senior Philanthropy Officer of Austin Pets Alive, to learn about the ins-and-outs of the work their non-profit does for countless vulnerable animals in Austin, Texas. Learn more about Austin Pets Alive: https://www.austinpetsalive.org This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

February 11, 2026Episode 1028 min

S4|E10: Legacy Locked - The Ins and Outs of Dynasty Trusts

Zachary Wiewel, JD, LL.M ., sits down with Rob Hugos, JD, CPA, LL.M. (TAX) to talk about establishing a dynasty trust, tax benefits and asset protection, and how to maintain operations throughout generations. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

January 8, 2026Episode 929 min

S4|E9: Navigating the Challenges of Special Needs Planning

Join us as Zachary Wiewel, JD, LL.M ., sits down with Melissa Donovan , Certified Elder Law Attorney (one of the few in the state of Texas) to discuss the intricacies and complexities of special needs care and benefits for family members. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

December 2, 2025Episode 829 min

S4|E8: "It's All about TRUST" - How Choosing Your Trustee Impacts Planning

In this episode, Zachary Wiewel sits down with Texas Trust's Director of Probate and Trust Administration , Ann Lumley to discuss the ins-and-outs of appointing the right trustee for your estate. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

October 8, 2025Episode 721 min

S4| E7: The Power of Sunshine - A Conversation with Austin Sunshine Camps

In this episode, Zach Wiewel , sits down with Erica Blue , CEO of Austin Sunshine Camps . Join them as they chat about the work and programming the organization has built for children in the Greater Austin area since the late 1920s. To learn even more about ASC: https://www.sunshinecamps.org/our-mission/ This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

September 10, 2025Episode 628 min

S4|E6: The Legacy of the Land- A Conversation with the Texas Parks and Wildlife Foundation

In this episode, Zach Wiewel sits down with Carter Smith , a board member on the the Texas Parks and Wildlife Foundation to discuss how the organization came to be and the importance of its existence to Texans as a whole. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

August 4, 202511 min

S4|E5: Board Certified - What Sets Estate Attorneys Apart

In today's mini-episode, Brad Wiewel⁠ discusses the rarity of board-certification for lawyers and the importance of having your attorney be board-certified in estate planning. This podcast is brought to you by ⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠ . ___________________________________________________ Learn more: ⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠ Contact us: info@texastrustlaw.com

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