ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC
  • 4,5 (67)
  • INVESTISSEMENT
  • CHAQUE SEMAINE
ACTEC Trust & Estate Talk

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

  1. A Life Insurance-Funded Redemption Agreement Gone Bad

    -5 J

    A Life Insurance-Funded Redemption Agreement Gone Bad

    The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, and life insurance LLCs. 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.

    9 min

  2. 15 OCT.

    Owner’s Liability Following a Minor’s Golf Cart Accident

    Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients’ assets from accidents and lawsuits. 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.

    11 min
  3. Huffman Case Endangers Buy-Sell Agreements

    8 OCT.

    Huffman Case Endangers Buy-Sell Agreements

    Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family business. 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.

    8 min
  4. Caution for Divorcing Spouses Who Are Trust Beneficiaries

    1 OCT.

    Caution for Divorcing Spouses Who Are Trust Beneficiaries

    Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a divorce. 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.

    9 min
  5. Modifying Trusts after CCA 202352018

    24 SEPT.

    Modifying Trusts after CCA 202352018

    A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts. 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.

    9 min
  6. Planning for the Young Under SECURE

    17 SEPT.

    Planning for the Young Under SECURE

    An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults. 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.

    14 min
  7. Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion

    10 SEPT.

    Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion

    Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision. 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.

    8 min
  8. Restricted Charitable Gifts: Practical Suggestions

    3 SEPT.

    Restricted Charitable Gifts: Practical Suggestions

    Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC 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. Learn more in this podcast.

    12 min
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Notes et avis

4,5
sur 5
67 notes

À propos

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

Informations

  • Création
    The American College of Trust and Estate Counsel | ACTEC
  • Années d’activité
    2018 - 2024
  • Épisodes
    322
  • Classification
    Tous publics
  • Copyright
    © 2018-2023 The American College of Trust and Estate Counsel (ACTEC) All rights reserved.
  • Site web de l’émission
    ACTEC Trust & Estate Talk

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