Sinopsis
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, 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.
Episodios
-
Silent Trusts | Quiet Trusts
04/05/2021 Duración: 10minWhat are the issues posed by silent trusts? Are designated representatives a solution to silent trusts? Learn more. 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.
-
Trust Protectors
27/04/2021 Duración: 11minA discussion of the benefits and pitfalls of trust protectors from trust and estate experts. 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.pitfalls of trust protectors from trust and estate experts.
-
Bitcoin Craze: Investment and Fiduciary Implications
21/04/2021 Duración: 11minWhat bitcoin investment considerations should estate planners study and what are the fiduciary responsibilities around those investments? 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.
-
Electronic Wills in Florida | Florida e-Will
13/04/2021 Duración: 13minA look back at what needs to be clarified in Florida’s Electronic Wills legislation including who’s a qualified custodian of e-wills and what is a vulnerable adult. 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.
-
New Corporate Transparency Act
06/04/2021 Duración: 09minImportant takeaways of what lawyers and estate planners need to know about the Corporate Transparency Act, CTA. 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 Senate Went Blue, What Should Estate Planners Do?| Estate Planning 2021
30/03/2021 Duración: 17minLeaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax 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.
-
Uniform Trust Code Cases from 2020
23/03/2021 Duración: 09minAn update on how Kansas, Kentucky and Nebraska have applied Uniform Trust Code, UTC, in 2020 cases. 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.
-
Charitable Giving: Remembering the Basics
16/03/2021 Duración: 10minThis podcast offers a reminder of charitable giving basics, what to pay attention to, and takeaways from 2020 Tax Court cases on the topic. 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.
-
Video Games and Money Laundering | Online Gaming
09/03/2021 Duración: 09minA look into video games, online gaming, and how bad actors are using these platforms for money laundering in this evolving and fast moving industry. 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.
-
Attorney-Client Privilege - Waivers and Exceptions
02/03/2021 Duración: 10minLearn from ACTEC trust and estate planning experts when attorney client privilege can be waived or except. 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.
-
Biometric Recognition Cases | Biometric Information Privacy Act | BIPA
23/02/2021 Duración: 11minLearn about the latest legal developments with regard to the Biometric Information Privacy Act, biometric recognition and an individual’s personal privacy. 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.
-
Litigation Issues in Buying and Selling Art | Tips for Buying Art
16/02/2021 Duración: 06minAn expert on art law, Nicholas O’Donnell, offers his tips and questions to avoid litigation when selling or buying fine art. 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.
-
Litigation Issues in Art Law
10/02/2021 Duración: 05minTips that dealers, buyers, and collectors can use to determine their art’s provenance risk exposure. 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 with Art | Selling, Gifting or Donating Art
02/02/2021 Duración: 10minEstate planning art expert explains the options art owners have to dispose of their assets - selling, gifting or donating art collections. 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.
-
How to Protect Inherited Assets from a Beneficiary’s Creditors in the Event of a Divorce
26/01/2021 Duración: 09minHow to help clients structure trusts so that the inheritances to beneficiaries are protected in the event of 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.
-
Treasury and IRS’s Priority Guidance Plan
19/01/2021 Duración: 16minA recap of the Treasury Department and IRS’s Priority Guidance Plan for the 12 months from July 2020 through June 2021. 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.
-
ERISA, Qualified Plans and Divorce
12/01/2021 Duración: 14minAn explanation of beneficiary designations and income tax consequences related to ERISA and qualified plans during 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.
-
ACTEC Comments on Treasury’s Proposed Regulations Under Section 1061
05/01/2021 Duración: 17minAn overview of comments ACTEC submitted to Treasury on 10/5/20 issues regarding proposed regulations under IRS Code Section 1061. 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.
-
COVID-19 and American’s Nursing Homes
15/12/2020 Duración: 10minCOVID-19 has ravaged U.S. nursing homes. Professor David English offers valuable information, resources and guidance for 2020 and beyond. 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.
-
Gifts to Married Beneficiaries Living in Community Property States
08/12/2020 Duración: 12minGifts of assets, securities or cash to beneficiaries in community property states can be complicated. Here’s what you 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.