The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

Business EN ↓ 382 episodes

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.

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The American College of Trust and Estate Counsel | ACTEC

Episodes

Confronting the Challenges of Tax Reform 07.05.2018 10:41

At the end of 2017, President Trump signed a new Tax Act into law. ACTEC Fellows Miriam Henry and Beth Shapiro Kaufman discuss highlights of the new act for estate planners. Hear their thoughts regarding GST (Generation-Skipping Transfer), FLP (Family Limited Partnership), GRAT (Grantor-Retained Annuity Trust) and more in this podcast . The American College of Trust and Estate Counsel , ACTEC, is...

How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged 30.04.2018 9:49

How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged . The American College of Trust and Estate Counsel , ACTEC, is a p...

Security of Clients' Information and What Attorneys Need to Know 16.04.2018 12:25

Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? ACTEC Fellows Tom Overbey and Michael Simon discuss protecting client information. Learn how to protect client data and what is your ethical responsibility. Learn more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in...

What Estate Planners Need to Know About the Uniform Voidable Transactions Act 02.04.2018 9:26

Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George Karibjanian, Dick Nenno, and Daniel Rubin discuss " What Estate Planners Need to Know About the Uniform Voidable Transactions Act. " ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. Thi...

Twenty Years of Domestic Asset Protection Trusts (APT) in the United States 19.03.2018 9:10

ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation (APT) in the United States. What do practitioners need to be aware of when moving assets between states? Learn more. 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 com...

Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations 06.03.2018 12:01

Ron Aucutt, ACTEC Fellow from Tysons Corner, Virginia shared his perspective in October 2017 of Treasury's withdrawal of Section 2704 proposed regulations on valuation for transfer tax purposes. There are many valuable insights in this podcast as a revised set of regulations may yet be reproposed as some point by Treasury. Hear analysis of Big Six tax reform plan and effects on individuals and bus...

What should attorneys have in their Engagement Letters? 01.02.2018 12:33

The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool for attorneys and set the stage for the representation and managing a client's expectations. Please visit ACTEC Foundation to read more about the 3rd Edition of Engagement Letter , created by the ACTEC...