PRX - Pieces for Format: Commentary
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With the FEDS increasing rates, rates everywhere including your bank and credit unions are rising as well. Investors might do well to check with th...
- Added: Aug 07, 2022
- Length: 05:15
#290 Its hot in the markets
The hot markets of summer is covered, what may be driving them and more. Fire insurance and home prices are correlate...
- Added: Aug 21, 2019
- Length: 49:35
Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.
- Added: Jun 25, 2019
- Length: 08:31
Update on UK tax treatment of offshore income gains arising in protected settlements and how investing in UK real estate impact US citizens.
- Added: Jun 19, 2019
- Length: 10:22
A discussion of the Uniform Law Commission’s new Uniform Fiduciary Income and Principal Act, UFIPA, created in July 2018.
- Added: Jun 19, 2019
- Length: 12:37
Understand the ins-and-outs of third-party created irrevocable trust, examples and how they might vary between states.
- Added: Jun 19, 2019
- Length: 13:04
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
- Added: May 07, 2019
- Length: 08:12
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications an...
- Added: May 07, 2019
- Length: 09:31
An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some intricacies as of March 2019.
- Added: May 07, 2019
- Length: 15:05
Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of...
- Added: Mar 18, 2019
- Length: 08:32
A best practice discussion of how to introduce a client to a new consultant, B2B introduction, by experts in trust and estate law.
- Added: Mar 18, 2019
- Length: 13:42
A discussion of irrevocable trusts historically and present day, examples of recent cases, about what this means for planners, litigators, and trus...
- Added: Mar 18, 2019
- Length: 14:26
A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.
- Added: Feb 14, 2019
- Length: 09:57
Discussion regarding Department of Treasury and the Internal Revenue Service’s proposed regulations under Section 199A regarding 20% deduction for ...
- Added: Dec 11, 2018
- Length: 08:22
A presentation of how changing demographics and multiple generations impact the new world of estate planning and trust management.
- Added: Nov 20, 2018
- Length: 26:51
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
- Added: Sep 11, 2018
- Length: 11:51
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
- Added: Aug 28, 2018
- Length: 10:19
Recent times have seen resurgent interest in powers of appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to c...
- Added: Aug 17, 2018
- Length: 08:21
The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentiall...
- Added: Aug 16, 2018
- Length: 12:50
There are many tools available to planners to help them achieve client creditors’ protection objectives without the need for a self-settled asset p...
- Added: Aug 16, 2018
- Length: 10:53
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 ne...
- Added: Aug 16, 2018
- Length: 10:40
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael ...
- Added: Aug 16, 2018
- Length: 09:48
Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George...
- Added: Aug 16, 2018
- Length: 09:25
Quick, one minute financial tips that everyone can use to live their one best financial life.
Bought by Radio Baha'i, WLGI and KMXT
- Added: Sep 28, 2017
- Length: 04:59
- Purchases: 2
The backbone of the economy, here are some great tips for those owning small businesses and those about to start one!
Bought by WRST-FM Oshkosh
- Added: Feb 18, 2017
- Length: 05:32
- Purchases: 1