ACTEC Trust & Estate Talk

What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on sub...

The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valuation and Advisory. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights,...

A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that...

The rights of children to receive property from intestate estates and how to pass property effectively to children is discussed by Judge Butts and ACTEC Fellow Jane Ditelberg. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, i...

Data collection, data scraping, people analytics, UFADA and access to a decedent's digital assets is the topic of this timely podcast The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that a...

An explanation the Uniform Law Commission Act covering guardianship, conservatorship, power of attorney, protective arrangements, and guardianship of minors. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and comme...

A discussion about how to comply with state bar rules, value the practice, and steps for selling a law practice. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession...

What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.  The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subje...

Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects tha...

Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects th...

Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.   The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subj...

What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian Ad Litem and other nuances in this podcast. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best p...

Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice...

As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals be...

Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows in this podcast. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect...

Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near future. Learn more in this podcast. FROM PROVIDER - The American College of Trust and Estate Counse l, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals bes...

There are many techniques that may discourage challenges to your client's estate planning documents, including steps the planner should take or avoid taking to assure that the client's wishes are followed. FROM PROVIDER - ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe.  This series offers professionals best practice advice, insigh...

9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize. ACTEC Fellows Ron Aucutt and Beth Shapiro Kaufman discuss the details and pitfalls. FROM PROVIDER - The American College or Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and a...

There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will. With clients more mobile than ever, it's more important than ever to draft to avoid common problems due to differences among state laws. ACTEC Fellows Professor Gerry Beyer of Lubbock, Texas and Katherine Ramsey of Richmond, Virginia discuss this topic. FROM PROVIDER...

Recent times have seen resurgent interest in Powers of Appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to changing family, tax, and economic landscapes and to transform old, tired assets into assets with new, exciting income tax basis. Learn more in this episode of ACTEC Trust and Estate Talk . FROM PROVIDER - ACTEC is a professional society of peer-elected...

There are new rules that revolutionize partnership audits  beginning in 2018 that have procedural and substantive effects. The new rules now have a different process if you're going to amend your return. Learn more in this podcast . FROM PROVIDER - ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals be...

There are many different kinds of providers for a client's individual retirement account, or IRA. Wealth planning attorneys frequently work with a client's IRA provider to accomplish the client's goals for the IRA. Hear the ins and outs of issues that may arise with client's IRA custodian from ACTEC Fellow Svetlana Beckman. FROM PROVIDER -  The American College of Trust and Estate Counsel , ACTEC,...

The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially greater than in the past, however, the legal tax and fiduciary issues facing the money raised remain murky and largely unregulated. Learn more in this podcast . The American College of Trust and Estate Counsel , ACTEC, is a professional society of pee...

There are many tools available to planners to help them achieve client creditors' protection objectives without the need for a self-settled asset protection trust. Hear ACTEC Fellows discuss asset-protection strategies such as Tenancy by the Entirety, asset protection trusts, discretionary trusts, and more in this podcast . FROM PROVIDER - ACTEC is a professional society of peer-elected trust and...

How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of how the new Tax Act affects estate planning in this podcast . FROM PROVIDER - The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This ser...