100 episodes

The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,500 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

ACTEC Trust & Estate Talk The American College of Trust and Estate Counsel | ACTEC

    • Investing
    • 4.3, 31 Ratings

The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,500 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

    Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans

    Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans

    A deep dive into IRS Code Section 7872 and how to utilize the code in intrafamily loans and split-dollar loans.

    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.

    • 21 min
    The Uses and Abuses of Charitable LLCs

    The Uses and Abuses of Charitable LLCs

    An overview of how Charitable LLCs can be used legitimately and possibly abused when pushed too far.

    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.

    • 13 min
    Drafting Charitable Gift Agreements

    Drafting Charitable Gift Agreements

    A trust and estate expert discusses charitable gift agreements and the necessary preparation for negotiating and drafting an agreement to protect the client, whether representing a charity or a donor.
    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.

    • 10 min
    Estate Planning for Entertainment Clients

    Estate Planning for Entertainment Clients

    ACTEC Fellow Chang H. Chae discusses issues related to clients in the entertainment industry, such as name and likeness rights and house trusts and how terms of their planning specifically relate to the assets or the rights that they have.

    The American College of Trust and Estate Counsel is a professional society of peer-elected trust and estate lawyers in the United States and around the globe.

    • 11 min
    Lending and Estate Planning

    Lending and Estate Planning

    Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.

    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
    Estate Transfer Planning for the Moderate Estate

    Estate Transfer Planning for the Moderate Estate

    Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.

    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.

    • 13 min

Customer Reviews

4.3 out of 5
31 Ratings

31 Ratings

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