Anne Rhodes
Prior to joining Wealth, Anne was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco). She advised a range of clients, including individuals building first-generation wealth to ultra high net worth families across generations. Anne’s practice focused on complex wealth transfer and tax planning strategies. She graduated from Columbia Law School. In her spare time, Anne enjoys exploring the Bay Area with her toddlers.
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights involved, and the strategic decisions surrounding trust distributions. With a focus on practical advice, this episode is a must-listen for anyone involved in estate planning or managing family trusts. Tune in to gain valuable insights into the world of trusts and how to effectively manage them for long-term success.
Signature Speaking Topics
High net worth and complex clients require seamless collaboration across financial, legal, and tax disciplines. This session provides a framework for advisors to effectively coordinate with attorneys and other centers of influence to deliver more cohesive planning outcomes. Attendees will learn how to structure productive planning conversations, identify overlapping responsibilities, and align professionals around shared client objectives. The session will also address common breakdowns in cross-disciplinary planning, including communication gaps and role confusion, and offer best practices for maintaining professional boundaries. Advisors will leave with practical strategies to strengthen partnerships, improve client confidence, and support more comprehensive planning for sophisticated client situations.
One of the most common sources of risk in wealth management is misunderstanding where financial advice ends and legal advice begins. This session provides a clear, practical framework for advisors, helping them confidently engage in estate planning conversations while staying within appropriate boundaries.
With over $124 trillion expected to transfer across generations, estate planning is no longer optional, it is central to client retention and growth. This session explores the legal strategies, planning structures, and advisor-led approaches that firms must adopt to capture and retain multigenerational wealth.