Playlist: The American College of Trust and Estate Counsel's Portfolio
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Twenty Years of Domestic Asset Protection Trusts in the United States
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:09
ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation in the United States. What do practitioners need to be aware of when moving assets between states?
ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation in the United States. What do practitioners need to be aware of when moving assets between states?
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients.
Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 12:00
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 effects on individuals and businesses. How will reform impact estate tax? Is timing realistic?
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 effects on individuals and businesses. How will reform impact estate tax? Is timing realistic?
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients.
What Should Attorneys Have in their Engagement Letters?
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 12:32
Engagement Letters or Engagement Agreements are an invaluable tool for attorney’s setting the stage for the representation and managing a client’s expectations. ACTEC Fellows discuss the ins-and-outs of effective agreements.
ACTEC, The American College or Trust and Estate Counsel, has just published its third edition of the engagement letters guide for practitioners. ACTEC Fellows Adam Streisand of Los Angeles and Linda Retz of Torrance, California offer some guidance as to what should be in trust and estate lawyers engagement agreements.
"What Should Attorneys Have in their Engagement Letters?" is one podcast in the ACTEC Trust and Estate Talk series which offers professionals best practice advice, insights, and commentary on subjects that effect 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 planning, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, Rockefeller trusts, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:25
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.”
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.”
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients.
Privileged Communication in Estate Planning and Advising
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:48
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle the issue in this podcast.
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle the issue in this podcast.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Confronting the Challenges of Tax Reform
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 10:40
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
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.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Hot Topics in Estate Planning
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:09
How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of how it works.
How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of how it works.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
The GoFundMe Revolution
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 12:50
The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially greater than in the past, however, the legal tax and fiduciary issues facing the money raised remain murky and largely unregulated. Learn more in this podcast.
The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially greater than in the past, however, the legal tax and fiduciary issues facing the money raised remain murky and largely unregulated.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast
Do You Have All the Tools to Deal with Your Client’s IRA Custodian?
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:16
Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman.
Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
The New Partnership Audit Rules and Why They Are So Important for Estate Planners
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:29
New partnership audit rules began in 2018 that have procedural and substantive effects. Learn more about the topic from ACTEC Fellows Steve Gorin and James Lee.
New partnership audit rules began in 2018 that have procedural and substantive effects. Learn more about the topic from ACTEC Fellows Steve Gorin and James Lee.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Powers of Appointment: From Snoozy to Sexy
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 08:21
Recent times have seen resurgent interest in powers of appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to changing family, tax, and economic landscapes and to transform old, tired assets into assets with new, exciting income tax basis.
Recent times have seen resurgent interest in powers of appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to changing family, tax, and economic landscapes and to transform old, tired assets into assets with new, exciting income tax basis.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Estate Planning: Pre-Contest Planning
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 12:21
There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take or avoid taking to assure that the client’s wishes are followed.
There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take or avoid taking to assure that the client’s wishes are followed.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
The Digital Will Revolution
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 06:28
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 future. Learn more in this podcast.
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 future. Learn more in this podcast.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Situs and the Resident Trust | Trust Situs and State Taxation
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 08:29
Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows in this podcast.
Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows in this podcast.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Elder Financial Abuse: The Crime of the 21st Century
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:04
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast.
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Funeral Arrangements and Disposition of Human Remains
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 11:09
Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning.
Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Best Practices for the Governance, Operation, and Management of a Business Entity
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 10:19
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Owner Control, Operations, and Shareholder Agreements
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:17
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses. The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients.
How to Start the Formation of a Business Entity
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 10:32
A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast.
A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Lending in the Probate Context
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 06:57
What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.
What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 33:30
ACTEC Fellow Hugh Magill’s final episode in the lecture series discusses increased life expectancy of grantors, their beneficiaries, and the implications to trusts and estates.
ACTEC Fellow Hugh Magill’s final episode in the lecture series discusses increased life expectancy of grantors, their beneficiaries, and the implications to trusts and estates.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Section 199A and The 20% Deduction for Qualified Business Income
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 08:22
Discussion regarding Department of Treasury and the Internal Revenue Service’s proposed regulations under Section 199A regarding 20% deduction for qualified business income.
Discussion regarding Department of Treasury and the Internal Revenue Service’s proposed regulations under Section 199A regarding 20% deduction for qualified business income.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Effect of Recent Tax Reform Legislation on Divorce
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 07:54
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 the law.
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 the law.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Qualified Opportunity Funds and Opportunity Zones
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 15:05
An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some intricacies as of March 2019.
An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some intricacies as of March 2019.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Hot Topics for Trust and Estate Practitioners
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 09:31
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications and state tax developments.
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications and state tax developments.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
Musings on Contemporary Trust Issues
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 08:12
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 11:52
There are over 2,000 cryptocurrencies! Experts explain what fiduciaries and trust and estate practitioners need to know.
There are over 2,000 cryptocurrencies! Experts explain what fiduciaries and trust and estate practitioners need to know.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.
The US-Japan Estate, Inheritance and Gift Tax Treaty
From The American College of Trust and Estate Counsel | Part of the ACTEC Trust and Estate Talk series | 08:31
Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.
Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.
The American College of Trust and Estate Counsel, 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 commentary on subjects that affect the profession and clients. Learn more in this podcast.