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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Oldest First
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
A discussion of the ABA’s Model Rules of Professional Conduct surrounding scope of representation, communication, confidentiality, and conflict of ...
- Added: Jun 19, 2019
- Length: 10:55
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
Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue.
- Added: May 20, 2019
- Length: 11:34
Lessons learned after a court email of an order goes into a law firm’s spam filter. Understand what email management steps law firms should follow.
- Added: May 07, 2019
- Length: 12:21
There are over 2,000 cryptocurrencies! Experts explain what fiduciaries and trust and estate practitioners need to know.
- Added: May 07, 2019
- Length: 11:52
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
How does divorce affect taxes? Learn about the 5 big changes in tax reform legislation that has a significant impact on divorce from an expert in t...
- Added: Feb 22, 2019
- Length: 07:54
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
