ACTEC Trust & Estate Talk
By The American College of Trust and Estate Counsel | ACTEC
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Episodes: 297
Description
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
| Episode | Date |
|---|---|
|
Government Regulation of Artificial Intelligence
|
Apr 30, 2024 |
|
AI-Related Practice Management Considerations for Law Firms
|
Apr 23, 2024 |
|
The Ethical Use of Artificial Intelligence in Trust & Estate Law
|
Apr 16, 2024 |
|
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
|
Apr 09, 2024 |
|
The IRS Ruling on Modifying a Grantor Trust
|
Apr 02, 2024 |
|
The New Normal for Charitable Tax Planning
|
Mar 25, 2024 |
|
A Discussion of Ante-Mortem Probate
|
Mar 19, 2024 |
|
Tips for Preparing a Federal Estate Tax Return
|
Mar 12, 2024 |
|
Client Restrictions on Charitable Gifts
|
Mar 05, 2024 |
|
Conflicts of Interest in T&E Litigation
|
Feb 27, 2024 |
|
A Trustee's Duty to Minimize State Income Tax
|
Feb 20, 2024 |
|
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
|
Feb 13, 2024 |
|
Tips for Dealing With and Drafting for Clients With Diminished Capacity
|
Feb 06, 2024 |
|
Practical Considerations in Dealing with Incapacity
|
Jan 30, 2024 |
|
Considerations for the Two Weeks Following Death
|
Jan 23, 2024 |
|
Deathbed Planning for the Two Weeks Prior to Death
|
Jan 16, 2024 |
|
AI and Trust and Estate Law: The Future Is Here to Stay
|
Jan 09, 2024 |
|
The Opportunity Zones Transparency, Extension, and Improvement Act
|
Jan 02, 2024 |
|
Interacting With Clients and Beneficiaries When Determining Incapacity
|
Dec 19, 2023 |
|
Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity
|
Dec 12, 2023 |
|
Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity
|
Dec 05, 2023 |
|
Conflicts that Arise After Retention of a Client
|
Nov 28, 2023 |
|
The Hoensheid Case and the Assignment of Business Income for a Sale
|
Nov 14, 2023 |
|
Power Tools for Choice of Law on Trust Validity
|
Nov 07, 2023 |
|
The Ethics and Future of Practicing Law Remotely
|
Oct 31, 2023 |
|
Surprising Tax on Distributions From a Partnership
|
Oct 24, 2023 |
|
US Estate Tax Tips for Non-US Persons and Their Advisors
|
Oct 17, 2023 |
|
Drafting with Consideration of Foreign Trust Registration
|
Oct 10, 2023 |
|
The IRS is Here to Help: How Does That Happen?
|
Oct 03, 2023 |
|
The Dangers of Deferring Estate Tax
|
Sep 26, 2023 |
|
Impact of the Connelly v. United States Decision
|
Sep 19, 2023 |
|
A New Decision on Adequate Disclosure of Gifts
|
Sep 12, 2023 |
|
The Intersection of Well-Being and Trust Planning
|
Sep 05, 2023 |
|
Practical Considerations in Representing the (Un)Happily Married (Pt. 3 of 3)
|
Aug 29, 2023 |
|
Practical Considerations in Representing the (Un)Happily Married (Pt. 2 of 3)
|
Aug 22, 2023 |
|
Practical Considerations in Representing the (Un)Happily Married (Pt. 1 of 3)
|
Aug 14, 2023 |
|
Considerations for Nonprofits in Accepting Crypto Donations
|
Aug 08, 2023 |
|
Best Practices for Virtual Court and Legal Proceedings
|
Aug 01, 2023 |
|
Tips for Winding Up Charitable Entities
|
Jul 25, 2023 |
|
SECURE Act 2.0 and Charitable Remainder Trusts
|
Jul 18, 2023 |
|
Directed Trusts Laws and Related Uniformed Acts
|
Jul 11, 2023 |
|
QSBS Planning and Potential Pitfalls
|
Jun 27, 2023 |
|
The Complexity of Dealing with a Holographic eWill
|
Jun 20, 2023 |
|
Understanding the Kittler eWill Case in PA
|
Jun 13, 2023 |
|
Recent IRS Challenges to Grantor Retained Annuity Trusts (GRAT)
|
Jun 06, 2023 |
|
Patagonia Purpose Trusts
|
May 30, 2023 |
|
Tips for Joint Representation of Spouses: Part 2 of 2
|
May 23, 2023 |
|
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
|
May 16, 2023 |
|
Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts
|
May 09, 2023 |
|
Considerations for US Owners of Canadian Property
|
May 03, 2023 |
|
U.S. Tax Considerations When Buying Property Abroad
|
Apr 25, 2023 |
|
Hiring, Examining, and Being an Expert Witness
|
Apr 18, 2023 |
|
Summary of Hot Trust & Estate Topics from 2022 and Early 2023
|
Apr 11, 2023 |
|
Civil Law Concepts in American Family and Inheritance Laws
|
Apr 04, 2023 |
|
Supreme Court Rules on Alexandru Bittner v. United Stateser vs United States
|
Mar 28, 2023 |
|
Lessons From Lisa Marie Presley’s Estate: Why Use a Corporate Trustee
|
Mar 21, 2023 |
|
Relief for S Corporation Mishaps
|
Mar 14, 2023 |
|
The Importance of Treating Life Insurance as an Asset and Maximizing Value
|
Mar 07, 2023 |
|
The Separate Shares Rules and Their Nuances
|
Feb 28, 2023 |
|
Income Taxation of Joint Revocable Trusts
|
Feb 21, 2023 |
|
Witness Depositions of Valuation Experts
|
Feb 14, 2023 |
|
Corporate Transparency: US Joins the Rest of The World
|
Feb 07, 2023 |
|
Understanding and Managing the Rights of Lifetime Creditors Following Death
|
Jan 31, 2023 |
|
Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)
|
Jan 24, 2023 |
|
The Administration of a Closely Held Entity (Pt. 3 of 4)
|
Jan 17, 2023 |
|
Formation of a Closely Held Entity (Part 2 of 4)
|
Jan 10, 2023 |
|
An Illuminating Look at Closely Held Entities (Pt. 1 of 4)
|
Jan 03, 2023 |
|
Moving Your Firm to the Cloud
|
Dec 20, 2022 |
|
Supporting and Mentoring Female Estate Planning Attorneys
|
Dec 13, 2022 |
|
Work-Life Balance: Recommendations for Attorneys
|
Dec 06, 2022 |
|
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP)
|
Nov 29, 2022 |
|
Top 10 Recommendations for Planning Retirement Benefits Under the SECURE Act
|
Nov 15, 2022 |
|
ACTEC’s Comments on Section 2053 - Proposed Estate Tax Regulations
|
Nov 09, 2022 |
|
ACTEC’s Supreme Court Amicus Brief in Alexandru Bittner v. United States
|
Nov 01, 2022 |
|
Unconscionability of Premarital Agreements (Pt 2 of 2)
|
Oct 18, 2022 |
|
The Corporate Transparency Act - The Clock has Started
|
Oct 18, 2022 |
|
Unconscionability of Premarital Agreements - Pt 1 of 2
|
Oct 11, 2022 |
|
When to Pursue a Trust Reformation Action, Thoughts in a UTC State
|
Oct 04, 2022 |
|
Understanding Funding Agreements
|
Sep 27, 2022 |
|
Migrating Clients from Common Law to Community Property States (and Vice-Versa)
|
Sep 20, 2022 |
|
Cryptocurrency in Retirement Accounts
|
Sep 13, 2022 |
|
IRS Proposes Mortality Assumptions Update for Section 7520
|
Aug 30, 2022 |
|
Paying and Reducing Estate Tax with a Graegin Loan
|
Aug 23, 2022 |
|
Estate Planning Opportunities in a Time of Rising Interest Rates
|
Aug 16, 2022 |
|
The Intersection of S Corps., ESBTs, California Tax and Beer
|
Aug 10, 2022 |
|
Conflicts of Interest When Representing Fiduciaries
|
Aug 02, 2022 |
|
Electronic Will Legislation in the United States
|
Jul 26, 2022 |
|
Removal of Trustees
|
Jul 19, 2022 |
|
Navigating the Choppy Waters of Cross-Border Estate Administration
|
Jul 12, 2022 |
|
An Update on Asset Protection Cases Where Lawyers Overstepped Their Boundaries
|
Jun 28, 2022 |
|
The Calling of the Counselor in Counseling Families Pt. 3 | 2022 Trachtman Lecture
|
Jun 21, 2022 |
|
The Calling of the Counselor in Counseling Families – Part 2 of 3 | 2022 Trachtman Lecture
|
Jun 14, 2022 |
|
The Calling of the Counselor in Counseling Families - Part 1 of 3 | 2022 Trachtman Lecture
|
Jun 07, 2022 |
|
The Calling of the Counselor in Counseling Families, Part II (Overview)
|
May 31, 2022 |
|
The Accidental Private Foundation - Non-Exempt Charitable Trusts Under Section 4947
|
May 24, 2022 |
|
An Introduction to the Corporate Transparency Act
|
May 17, 2022 |
|
2022 Hot Topics in Trust and Estate
|
May 10, 2022 |
|
The Law, Professional Responsibility and the Future of Trusts & Estates
|
May 03, 2022 |
|
The Future of Digital Assets and the Dollar
|
Apr 26, 2022 |
|
Mistakes Made in Premarital Agreements by Estate Planning and Family Law Lawyers
|
Apr 19, 2022 |
|
California Tax Trap and Residency for Trusts
|
Apr 12, 2022 |
|
Understanding Rights of Publicity or Name, Image, Likeness (NIL)
|
Apr 05, 2022 |
|
ACTEC Law Journal: Dedicated to Trust and Estate Topics for Nearly 50 Years
|
Mar 29, 2022 |
|
Estate Planning for Principals of Private Equity and Hedge Funds
|
Mar 22, 2022 |
|
Advising Transgender Clients on Estate Planning and Vital Records
|
Mar 15, 2022 |
|
Estate Planning Excellence: The American College of Trust and Estate Counsel
|
Mar 08, 2022 |
|
Top Estate Planning and Estate Tax Developments of 2021
|
Mar 01, 2022 |
|
Dealing with Unwanted Irrevocable Trusts and Basis Issues
|
Feb 22, 2022 |
|
Uniform Electronic Transactions Act and Recent Developments
|
Feb 15, 2022 |
|
Understanding Serious Mistakes and Planning Implications in the Smaldino Tax Court Case
|
Feb 08, 2022 |
|
The SECURE Act and Retirement Account Planning Opportunities
|
Feb 01, 2022 |
|
A Discussion of Chief Counsel Advice 202152018 and its Effect on the Administration of GRATs
|
Jan 25, 2022 |
|
The Mysteries and Misunderstandings Related to Code Section 678
|
Jan 18, 2022 |
|
Adultery Penalties in Premarital Agreements
|
Jan 11, 2022 |
|
Spousal Support Provisions in Premarital Agreements
|
Jan 04, 2022 |
|
Conflict of Laws and Relation-Back of Powers of Appointment
|
Dec 21, 2021 |
|
The Interplay Between Trust Accounting and Statute of Limitations
|
Dec 14, 2021 |
|
The Basics of the Estate Administration Exception to Avoid Self-Dealing Prohibitions
|
Dec 07, 2021 |
|
An Update on NFTs - Non-fungible Tokens
|
Nov 30, 2021 |
|
An Overview of Tennessee Trust Law
|
Nov 16, 2021 |
|
Uses of Exculpatory Clauses in Wills and Trusts
|
Nov 09, 2021 |
|
Traps Await for Beneficiary-Owned Trusts Under Section 678
|
Nov 02, 2021 |
|
Closely Held Business, Tiered Entities and Proposed Revisions to Section 6166
|
Oct 26, 2021 |
|
Don’t Guess and Make a Mess with QSBS | Qualified Small Business Stock
|
Oct 19, 2021 |
|
Exempt Status of Retirement Plan Distributions | SECURE Act
|
Oct 12, 2021 |
|
An Analysis of Wyoming Asset Protection Provisions
|
Oct 05, 2021 |
|
Creditors’ Rights vs. Trustees’ Protections
|
Sep 28, 2021 |
|
Estate Planning for Special Purpose Acquisition Company Founders | SPAC
|
Sep 21, 2021 |
|
Lessons From the Tax Court Decision in the Estate of Michael Jackson
|
Sep 14, 2021 |
|
Migrating a Law Firm’s Software and Data to the Cloud
|
Sep 07, 2021 |
|
Electronic Wills and Remote Execution
|
Aug 31, 2021 |
|
Non-Fungible Tokens: What Every Estate Planner Needs to Know | NFT
|
Aug 24, 2021 |
|
Cryptocurrency Regulation and Qualified Custody
|
Aug 17, 2021 |
|
Proving a Will in the Age of COVID |
|
Aug 10, 2021 |
|
Modernizing Section 6166
|
Aug 03, 2021 |
|
Taxes Emerging in the Europe to Pay the Cost of COVID
|
Jul 27, 2021 |
|
Economic Rights of Unmarried Cohabitants
|
Jul 20, 2021 |
|
Voidable Transfers in Self-Settled Spendthrift Trusts
|
Jul 13, 2021 |
|
Joint Representations with Prenuptial Agreements
|
Jun 29, 2021 |
|
Supported Decision-Making
|
Jun 22, 2021 |
|
Using Multiple Non-Grantor Trusts for Multiple Tax Benefits
|
Jun 15, 2021 |
|
Protecting Your Attorney’s Fees to Benefit Your Client and Yourself
|
Jun 08, 2021 |
|
Protecting Yourself and Your Clients from Cyberattack
|
May 25, 2021 |
|
An Update of Qualified Opportunity Funds and Zones
|
May 18, 2021 |
|
Defined Value Purchase Agreements| Transferring Business Assets
|
May 11, 2021 |
|
Silent Trusts | Quiet Trusts
|
May 04, 2021 |
|
Trust Protectors
|
Apr 27, 2021 |
|
Bitcoin Craze: Investment and Fiduciary Implications
|
Apr 21, 2021 |
|
Electronic Wills in Florida | Florida e-Will
|
Apr 13, 2021 |
|
New Corporate Transparency Act
|
Apr 06, 2021 |
|
The Senate Went Blue, What Should Estate Planners Do?| Estate Planning 2021
|
Mar 30, 2021 |
|
Uniform Trust Code Cases from 2020
|
Mar 23, 2021 |
|
Charitable Giving: Remembering the Basics
|
Mar 16, 2021 |
|
Video Games and Money Laundering | Online Gaming
|
Mar 09, 2021 |
|
Attorney-Client Privilege - Waivers and Exceptions
|
Mar 02, 2021 |
|
Biometric Recognition Cases | Biometric Information Privacy Act | BIPA
|
Feb 23, 2021 |
|
Litigation Issues in Buying and Selling Art | Tips for Buying Art
|
Feb 16, 2021 |
|
Litigation Issues in Art Law
|
Feb 10, 2021 |
|
Estate Planning with Art | Selling, Gifting or Donating Art
|
Feb 02, 2021 |
|
How to Protect Inherited Assets from a Beneficiary’s Creditors in the Event of a Divorce
|
Jan 26, 2021 |
|
Treasury and IRS’s Priority Guidance Plan
|
Jan 19, 2021 |
|
ERISA, Qualified Plans and Divorce
|
Jan 12, 2021 |
|
ACTEC Comments on Treasury’s Proposed Regulations Under Section 1061
|
Jan 05, 2021 |
|
COVID-19 and American’s Nursing Homes
|
Dec 15, 2020 |
|
Gifts to Married Beneficiaries Living in Community Property States
|
Dec 08, 2020 |
|
Potential Anti-Abuse Rules and a Client’s Remaining Gift Tax Exemption
|
Dec 01, 2020 |
|
Truth, Transparency, and the Right of Privacy | Part 3 of 3
|
Nov 24, 2020 |
|
Truth, Transparency, and the Right of Privacy | Part 2 of 3
|
Nov 17, 2020 |
|
Truth, Transparency, and the Right of Privacy | Part 1 of 3
|
Nov 10, 2020 |
|
Truth, Transparency, and the Right of Privacy | Synopsis
|
Nov 02, 2020 |
|
How DNA Testing is Shaking Up Estate Plans
|
Oct 13, 2020 |
|
Family Office Investment Partnerships
|
Oct 06, 2020 |
|
Enforcement of Charitable Donation Restrictions
|
Sep 29, 2020 |
|
Charitable Endowment Fund Restrictions on Borrowing
|
Sep 22, 2020 |
|
Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique
|
Sep 15, 2020 |
|
The Ethics of Disclosure and Testimony by Estate Planners
|
Sep 08, 2020 |
|
Trusts for Disabled and Chronically Ill Beneficiaries under the SECURE Act | Special Needs Trust
|
Sep 01, 2020 |
|
Pending Transfer Tax Legislation in an Election Year
|
Aug 25, 2020 |
|
Ancillary Estate Planning Documents in the Pandemic
|
Aug 18, 2020 |
|
Estate Planning Strategies in the Pandemic
|
Aug 11, 2020 |
|
Grantor Trusts: Tax Returns, Reporting Requirements and Options
|
Aug 04, 2020 |
|
Naming Foreign Persons in Your Estate Planning Documents
|
Jul 28, 2020 |
|
Tax Tips and Traps Related to Foreign Gifts | Gift from Foreign Person
|
Jul 21, 2020 |
|
Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans
|
Jul 14, 2020 |
|
The Uses and Abuses of Charitable LLCs
|
Jul 07, 2020 |
|
Drafting Charitable Gift Agreements
|
Jun 30, 2020 |
|
Estate Planning for Entertainment Clients
|
Jun 22, 2020 |
|
Lending and Estate Planning
|
Jun 16, 2020 |
|
Estate Transfer Planning for the Moderate Estate
|
Jun 09, 2020 |
|
An Update on Electronic Wills Statutes
|
Jun 02, 2020 |
|
What Estate Planners Need to Know About Medicare
|
May 26, 2020 |
|
Charitable Planning and the SECURE Act - SECURE Act Special
|
May 19, 2020 |
|
Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act (SECURE Act Special)
|
May 12, 2020 |
|
Designing and Drafting Trusts in Light of the SECURE Act | Part 3 of 5 | SECURE Act Special
|
May 05, 2020 |
|
Planning for Common Scenarios Under the SECURE Act | Part 2 of 5| SECURE Act Special
|
Apr 28, 2020 |
|
Updating Existing Estate Plans Under the SECURE Act | Part 1 of 5 |SECURE Act Special
|
Apr 21, 2020 |
|
Autonomy in Estate Planning | Opportunity Grant
|
Apr 07, 2020 |
|
Looking Back at Our Most Popular Podcasts | 100th Special
|
Mar 31, 2020 |
|
The Intersection of Positive Psychology in Estate Planning
|
Mar 24, 2020 |
|
Resolving Trustee Deadlocks | Resolving Trustee Disputes
|
Mar 17, 2020 |
|
Alternative Investments: An Investment Dream - A Planning Nightmare
|
Mar 10, 2020 |
|
How Guardians Make Decisions on Behalf of Their Wards
|
Mar 02, 2020 |
|
Cross-Border Recognition of Powers of Attorney and Guardianships
|
Feb 25, 2020 |
|
What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax
|
Feb 18, 2020 |
|
Judicial Notice of Facts and Judicial Notice of Law
|
Feb 11, 2020 |
|
Lay Witness Opinion Testimony
|
Feb 04, 2020 |
|
Intrafamily Business Sales and Loans
|
Jan 28, 2020 |
|
The Remainder Purchase Marital Trust
|
Jan 21, 2020 |
|
Business Entity Income Tax: Regulatory Rigidity Versus Flexibility
|
Jan 14, 2020 |
|
S Corporation Death Traps
|
Jan 07, 2020 |
|
Levitan v. Rosen Case
|
Dec 31, 2019 |
|
The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act
|
Dec 24, 2019 |
|
Update of Asset Protection Trust Litigation
|
Dec 17, 2019 |
|
Self-Settled Spendthrift Trusts
|
Dec 10, 2019 |
|
The New Illinois Trust Code
|
Dec 03, 2019 |
|
Deemed Realization of Gains on Gratuitous Transfers
|
Nov 26, 2019 |
|
Qualified Opportunity Funds and Opportunity Zones
|
Nov 19, 2019 |
|
The SECURE Act
|
Nov 12, 2019 |
|
The Impact of Tax Reform on Trusts After Divorce
|
Nov 05, 2019 |
|
An Introduction to Charitable Pledges
|
Oct 29, 2019 |
|
An Introduction to Individual Donor Advised Funds - DAF
|
Oct 22, 2019 |
|
Deferred and Flexible Charitable Gift Annuities
|
Oct 15, 2019 |
|
Charitable Gift Annuities
|
Oct 08, 2019 |
|
A Primer on Charitable Lead Trusts
|
Oct 01, 2019 |
|
Charitable Remainder Trusts (CRT)
|
Sep 24, 2019 |
|
An Introduction to Private Foundation Excise Taxes
|
Sep 17, 2019 |
|
A Primer on Private Foundations
|
Sep 10, 2019 |
|
An Introduction to Individual Charitable Deductions
|
Sep 03, 2019 |
|
Basic Charitable Giving
|
Aug 27, 2019 |
|
Balancing Independence and Vulnerability of Older Adults | Part 3 of 3
|
Aug 20, 2019 |
|
Balancing Independence and Vulnerability of Older Adults | Part 2
|
Aug 13, 2019 |
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Balancing Independence and Vulnerability of Older Adults
|
Aug 06, 2019 |
|
Balancing Independence and Vulnerability of Older Adults
|
Jul 30, 2019 |
|
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
|
Jul 23, 2019 |
|
The Uniform Trust Code and the Future of American Trust Law
|
Jul 16, 2019 |
|
Depublication of the Special Needs Trust Case Scott v. McDonald
|
Jul 09, 2019 |
|
Marriage, Divorce and Asset Protection
|
Jul 02, 2019 |
|
The US-Japan Estate, Inheritance and Gift Tax Treaty
|
Jun 25, 2019 |
|
Investment in UK Real Estate and Protected Settlement Update
|
Jun 18, 2019 |
|
The New Uniform Fiduciary Income and Principal Act
|
Jun 11, 2019 |
|
Third-Party Created Irrevocable Trusts: Protections and Pitfalls
|
Jun 04, 2019 |
|
The New Rules of Professional Conduct for Lawyers
|
May 28, 2019 |
|
Lawyers as Trustees
|
May 21, 2019 |
|
Marrying into Elder Abuse
|
May 14, 2019 |
|
Lessons Learned Regarding Law Firm’s Email Communication
|
May 07, 2019 |
|
The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning
|
Apr 30, 2019 |
|
Musings on Contemporary Trust Issues
|
Apr 23, 2019 |
|
Some Hot Topics for Trust and Estate Practitioners
|
Apr 16, 2019 |
|
Qualified Opportunity Funds and Opportunity Zones
|
Apr 09, 2019 |
|
Horton vs. Jones Case on Electronic Wills
|
Mar 12, 2019 |
|
Introducing a Business Consultant to a Client Family
|
Mar 05, 2019 |
|
The Fate of Settlor Intent in the World of Flexibility
|
Feb 26, 2019 |
|
Effect of Recent Tax Reform Legislation on Divorce | 2018 Divorce and Taxes
|
Feb 19, 2019 |
|
Trust Residency and State Tax Nexus Planning
|
Feb 12, 2019 |
|
The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized
|
Feb 05, 2019 |
|
ACTEC’s Guide for Agents Acting Under Durable Power of Attorney
|
Jan 29, 2019 |
|
Responsible Investing for the Modern Fiduciary
|
Jan 22, 2019 |
|
The Ethical Hazards of Digital Assets: What Estate Planners Need to Know
|
Jan 15, 2019 |
|
2018’s Priority Guidance Plan from the IRS and Treasury
|
Jan 08, 2019 |
|
Follow Up on the 2017 Tax Cuts and Jobs Act
|
Dec 18, 2018 |
|
Section 199A and The 20% Deduction for Qualified Business Income
|
Dec 11, 2018 |
|
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
|
Dec 04, 2018 |
|
Estate Planning and Trust Management for a Brave New World: Part 3 of 4
|
Nov 27, 2018 |
|
Estate Planning and Trust Management for a Brave New World: Part 2 of 4
|
Nov 19, 2018 |
|
Estate Planning and Trust Management for a Brave New World: Part 1
|
Nov 13, 2018 |
|
Lending in the Probate Context
|
Nov 06, 2018 |
|
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
|
Oct 30, 2018 |
|
How to Start the Formation of a Business Entity
|
Oct 23, 2018 |
|
Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children
|
Oct 16, 2018 |
|
Data Scraping
|
Oct 09, 2018 |
|
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
|
Oct 02, 2018 |
|
How to Sell a Law Practice
|
Sep 25, 2018 |
|
Ethical Considerations in Representing Clients in Connection With Family Businesses
|
Sep 18, 2018 |
|
Special Industry Concerns as They Relate to Estate Planning for Family Businesses
|
Sep 11, 2018 |
|
Owner Control, Operations, and Shareholder Agreements
|
Sep 04, 2018 |
|
Best Practices for the Governance, Operation, and Management of a Business Entity
|
Aug 28, 2018 |
|
Litigation Issues Involving Children In Estate Planning
|
Aug 21, 2018 |
|
Funeral Arrangements and Disposition of Human Remains
|
Aug 14, 2018 |
|
Elder Financial Abuse: The Crime of the 21st Century
|
Aug 07, 2018 |
|
Situs and the Resident Trust
|
Jul 31, 2018 |
|
The Digital Will Revolution
|
Jul 24, 2018 |
|
Pre-Contest Planning | Estate Planning
|
Jul 17, 2018 |
|
9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"
|
Jul 10, 2018 |
|
State Law Pitfalls: Don’t Step in it When Your Client Steps Across State Lines
|
Jun 26, 2018 |
|
Powers of Appointment: From Snoozy to Sexy
|
Jun 19, 2018 |
|
The New Partnership Audit Rules and Why They Are So Important for Estate Planners
|
Jun 12, 2018 |
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Do You Have All the Tools to Deal with Your Client’s IRA Custodian?
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Jun 05, 2018 |
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The GoFundMe Revolution: What Happens Once the Money Has Been Raised?
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May 29, 2018 |
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What’s in Your Creditor Protection Toolbox for Clients?
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May 22, 2018 |
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Hot Topics in Estate Planning
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May 14, 2018 |
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Confronting the Challenges of Tax Reform
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May 07, 2018 |
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How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged
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Apr 30, 2018 |
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Security of Clients’ Information and What Attorneys Need to Know
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Apr 16, 2018 |
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What Estate Planners Need to Know About the Uniform Voidable Transactions Act
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Apr 02, 2018 |
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Twenty Years of Domestic Asset Protection Trusts (APT) in the United States
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Mar 19, 2018 |
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Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations
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Mar 06, 2018 |
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What should attorneys have in their Engagement Letters?
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Feb 01, 2018 |