ACTEC Trust and Estate Talk
Series produced by The American College of Trust and Estate Counsel
Image by: The American College of Trust and Estate Counsel
ACTEC Trust and Estate Talk is a podcast series for wealth and estate management professionals produced by The American College of Trust and Estate Counsel (ACTEC).
ACTEC Trust and Estate Talk offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. ACTEC, a professional society of peer-elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth management, probate law, wills, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.
60 Pieces
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Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be...
- Added: Aug 24, 2018
- Length: 11:09
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellow...
- Added: Aug 20, 2018
- Length: 09:04
Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows in this podcast.
- Added: Aug 20, 2018
- Length: 08:29
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 fut...
- Added: Aug 20, 2018
- Length: 06:28
There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take or avo...
- Added: Aug 20, 2018
- Length: 12:21
9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize...
- Added: Aug 22, 2018
- Length: 11:07
There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will.
- Added: Aug 20, 2018
- Length: 08:31
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
New partnership audit rules began in 2018 that have procedural and substantive effects. Learn more about the topic from ACTEC Fellows Steve Gorin a...
- Added: Aug 16, 2018
- Length: 09:29
Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman.
- Added: Aug 16, 2018
- Length: 09:16
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
How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of h...
- Added: Aug 16, 2018
- Length: 09:09
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
Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? Learn how to protect client data and what is...
- Added: Aug 16, 2018
- Length: 12:24
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
ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation in the United States. What do practitioners need to ...
- Added: Aug 16, 2018
- Length: 09:09
2017 GOP Tax Reform Framework explained by Ron Aucutt, tax and estate expert lawyer and ACTEC Fellow. Hear analysis of Big Six tax reform plan and ...
- Added: Aug 07, 2018
- Length: 12:00
Engagement Letters or Engagement Agreements are an invaluable tool for attorney’s setting the stage for the representation and managing a client’s ...
- Added: Jul 13, 2018
- Length: 12:32
