PRX - Pieces for Topic: Senior
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Retired plumber Jim Johanneck of Red Lake Falls, MN has transitioned from a world of dripping faucets and plugged pipes to a special workshop that ...
- Added: Dec 08, 2021
- Length: 11:33
Turns out you can teach an old dog new tricks! 88-year-old Bob Rutherford starts his own business to help those in need.
- Added: May 17, 2021
- Length: 02:30
A generational comparison on Unions and their imporatnce.
- Added: Apr 01, 2021
- Length: 23:58
A generational discussion about home ownership
- Added: Mar 31, 2021
- Length: 24:41
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
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
How should a trust and estate attorney navigate the ethical and legal dilemma that occurs when a client asks for him or her to serve as a trustee?
- Added: Jun 19, 2019
- Length: 17:13
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
Checkers Barker has obsessed over drums and drumming for more than 50 years. In one year – 1979 – he founded a music shop, joined a successful cove...
- Added: Apr 01, 2019
- Length: 03:17
A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.
- Added: Feb 14, 2019
- Length: 12:27
A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.
- Added: Feb 14, 2019
- Length: 09:57
A sneak peek into ACTEC’s Guide for Agents Acting Under Power of Attorney, which will be released later this year. What are the duties and responsi...
- Added: Feb 14, 2019
- Length: 09:43
How does sustainable and responsible investing intersect with fiduciary duty? May a trustee consider environmental, social, and governance, ESG, fa...
- Added: Jan 22, 2019
- Length: 08:09
What trust and estate attorneys need to know to keep up with the advances in technology, especially in the area of digital assets is discussed by A...
- Added: Jan 15, 2019
- Length: 11:57
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
Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial plan...
- Added: Nov 13, 2018
- Length: 09:25
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
- Added: Sep 18, 2018
- Length: 09:33
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
this is the conclusion of 2828 Story of a House. It’s about a man named Leroy Basham who hoarded for several decades, and the people who dug throug...
- Added: Apr 17, 2018
- Length: 22:09
Jim Johnanneck of Red Lake Falls, Minnesota is a woodworker (wood turning) and currently has his work on display at the NWMAC Artists Gallery, in t...
- Added: Jan 31, 2018
- Length: 08:02