ACTEC Trust & Estate Talk
Podcast image
An Introduction to Private Foundation Excise Taxes
12 mins; September 17, 2019
A Primer on Private Foundations
9 mins; September 10, 2019
An Introduction to Individual Charitable Deductions
11 mins; September 03, 2019
Basic Charitable Giving
10 mins; August 27, 2019
Balancing Independence and Vulnerability of Older Adults | Part 3 of 3
27 mins; August 20, 2019
Balancing Independence and Vulnerability of Older Adults | Part 2
32 mins; August 13, 2019
Balancing Independence and Vulnerability of Older Adults
29 mins; August 06, 2019
Balancing Independence and Vulnerability of Older Adults
5 mins; July 30, 2019
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
12 mins; July 23, 2019
The Uniform Trust Code and the Future of American Trust Law
9 mins; July 16, 2019
Depublication of the Special Needs Trust Case Scott v. McDonald
6 mins; July 09, 2019
Marriage, Divorce and Asset Protection
12 mins; July 02, 2019
The US-Japan Estate, Inheritance and Gift Tax Treaty
8 mins; June 25, 2019
Investment in UK Real Estate and Protected Settlement Update
10 mins; June 18, 2019
The New Uniform Fiduciary Income and Principal Act
12 mins; June 11, 2019
Third-Party Created Irrevocable Trusts: Protections and Pitfalls
13 mins; June 04, 2019
The New Rules of Professional Conduct for Lawyers
10 mins; May 28, 2019
Lawyers as Trustees
17 mins; May 21, 2019
Marrying into Elder Abuse
11 mins; May 14, 2019
Lessons Learned Regarding Law Firm's Email Communication
12 mins; May 07, 2019
The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning
11 mins; April 30, 2019
Musings on Contemporary Trust Issues | Uniform Law Commission
8 mins; April 23, 2019
Some Hot Topics for Trust and Estate Practitioners
9 mins; April 16, 2019
Qualified Opportunity Funds and Opportunity Zones
15 mins; April 09, 2019
Horton vs. Jones Case on Electronic Wills
8 mins; March 12, 2019
Introducing a Business Consultant to a Client Family
13 mins; March 05, 2019
The Fate of Settlor Intent in the World of Flexibility
14 mins; February 26, 2019
Effect of Recent Tax Reform Legislation on Divorce | 2018 Divorce and Taxes
7 mins; February 19, 2019
Trust Residency and State Tax Nexus Planning
12 mins; February 12, 2019
The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized
9 mins; February 05, 2019
ACTEC's Guide for Agents Acting Under Durable Power of Attorney
9 mins; January 29, 2019
Responsible Investing for the Modern Fiduciary
8 mins; January 22, 2019
The Ethical Hazards of Digital Assets: What Estate Planners Need to Know
11 mins; January 15, 2019
2018's Priority Guidance Plan from the IRS and Treasury
6 mins; January 08, 2019
Follow Up on the 2017 Tax Cuts and Jobs Act
5 mins; December 18, 2018
Section 199A and The 20% Deduction for Qualified Business Income
8 mins; December 11, 2018
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
33 mins; December 04, 2018
Estate Planning and Trust Management for a Brave New World: Part 3 of 4
25 mins; November 27, 2018
Estate Planning and Trust Management for a Brave New World: Part 2 of 4
26 mins; November 19, 2018
Estate Planning and Trust Management for a Brave New World: Part 1
9 mins; November 13, 2018
Lending in the Probate Context | Spendthrift Clause in Will
6 mins; November 06, 2018
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
12 mins; October 29, 2018
How to Start the Formation of a Business Entity
10 mins; October 23, 2018
Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children
11 mins; October 16, 2018
Data Scraping
13 mins; October 09, 2018
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
11 mins; October 02, 2018
How to Sell a Law Practice
9 mins; September 25, 2018
Ethical Considerations in Representing Clients in Connection With Family Businesses
9 mins; September 18, 2018
Special Industry Concerns as They Relate to Estate Planning for Family Businesses
11 mins; September 11, 2018
Owner Control, Operations, and Shareholder Agreements
9 mins; September 04, 2018
Best Practices for the Governance, Operation, and Management of a Business Entity
10 mins; August 28, 2018
Litigation Issues Involving Children in Estate Planning
12 mins; August 21, 2018
Funeral Arrangements and Disposition of Human Remains
11 mins; August 14, 2018
Elder Financial Abuse: The Crime of the 21st Century
9 mins; August 07, 2018
Situs and the Resident Trust
8 mins; July 31, 2018
The Digital Will Revolution
6 mins; July 24, 2018
Pre-Contest Estate Planning
12 mins; July 17, 2018
9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"
11 mins; July 10, 2018
State Law Pitfalls: Don't Step in it When Your Client Steps Across State Lines
8 mins; June 26, 2018
Powers of Appointment: From Snoozy to Sexy
8 mins; June 19, 2018
The New Partnership Audit Rules and Why They Are So Important for Estate Planners
9 mins; June 12, 2018
Do You Have All the Tools to Deal with Your Client's IRA Custodian?
9 mins; June 05, 2018
The GoFundMe Revolution: What Happens Once the Money Has Been Raised?
12 mins; May 29, 2018
What's in Your Creditor Protection Toolbox for Clients?
10 mins; May 22, 2018
Hot Topics in Estate Planning
9 mins; May 14, 2018
Confronting the Challenges of Tax Reform
10 mins; May 07, 2018
How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged
9 mins; April 30, 2018
Security of Clients' Information and What Attorneys Need to Know
12 mins; April 16, 2018
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
9 mins; April 02, 2018
Twenty Years of Domestic Asset Protection Trusts (APT) in the United States
9 mins; March 19, 2018
Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations
12 mins; March 05, 2018
What should attorneys have in their Engagement Letters?
12 mins; February 01, 2018