Brandon Smith

Director, Estate Planning

Brandon serves as a subject matter expert for LNW clients, wealth managers and analysts on tax strategies and trust and estate planning, helping to identify optimal solutions for the unique circumstance of individuals and families with multigenerational wealth. To his work he brings expertise, curiosity and a genuine desire to get results that withstand the test of time.

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Posts

The Elements of Successful Trusts

Trusts and Estate Planning

July 18, 2025

The Elements of Successful Trusts

Trusts have long been used to transfer wealth from one generation to the next. But they can also create headaches and regrets if not carefully planned...
Taxes and the OBBB Act: Key Provisions

Wealth Planning

July 14, 2025

Taxes and the OBBB Act: Key Provisions

The mega reconciliation bill inched its way through Congress and was signed into law by President Trump on July 4. Known as the “One Big Beautiful B...
What to Know About Upcoming Changes to the Estate and Gift Tax Exemption

Trusts and Estate Planning

January 16, 2025

What to Know About Upcoming Changes to the Estate and Gift Tax Exemption

As you have likely heard over the past year, the Tax Cuts and Jobs Act of 2017 (TCJA) is set to expire in January of 2026. With its expiration, import...

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The Elements of Successful Trusts

Taxes and the OBBB Act: Key Provisions

What to Know About Upcoming Changes to the Estate and Gift Tax Exemption