Actec Trust & Estate Talk

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 72:59:02
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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

  • An Analysis of Wyoming Asset Protection Provisions

    05/10/2021 Duración: 09min

    A review of asset protection code in Wyoming, Wyoming’s Uniform Trust Code, and how it compares to other states.A review of asset protection code in Wyoming, Wyoming’s Uniform Trust Code, and how it compares to other 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.

  • Creditors’ Rights vs. Trustees’ Protections

    28/09/2021 Duración: 15min

    Laws governing creditor rights vary from state to state. Understand the differences in trust provisions and corresponding effects against creditor claims. 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 for Special Purpose Acquisition Company Founders | SPAC

    21/09/2021 Duración: 13min

    Insights into the capital structure and risk/reward of SPAC investing along with estate planning advice for potential valuation issues, the applicability of section 2701, and the use of GRATs with these assets. 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.

  • Lessons From the Tax Court Decision in the Estate of Michael Jackson

    14/09/2021 Duración: 13min

    Understanding the tax court’s decision of publicity rights in the Michael Jackson estate and applying business estate planning techniques to postmortem publicity rights. 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.

  • Migrating a Law Firm’s Software and Data to the Cloud

    07/09/2021 Duración: 10min

    Practical advice from a tech-savvy lawyer for law firms migrating software and data to a cloud server. 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 and Remote Execution

    31/08/2021 Duración: 06min

    An update on electronic wills, remote witnessing, and notarization legislation in Illinois. The act because law on July 26, 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.

  • Non-Fungible Tokens: What Every Estate Planner Needs to Know | NFT

    24/08/2021 Duración: 12min

    An overview of NFTs, non-fungible tokens, how they work and what do estate planning professionals 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.

  • Cryptocurrency Regulation and Qualified Custody

    17/08/2021 Duración: 08min

    Experts discuss what trustees and fiduciaries need to know regarding cryptocurrency regulation. 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.

  • Proving a Will in the Age of COVID |

    10/08/2021 Duración: 23min

    The COVID pandemic caused many states to accelerate their laws regarding electronic wills. Learn what’s working and what’s not. 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.

  • Modernizing Section 6166

    03/08/2021 Duración: 10min

    An overview of ACTEC’s recommendations to revise IRC Section 6166, which hasn’t been updated in 40 years. 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.

  • Taxes Emerging in the Europe to Pay the Cost of COVID

    27/07/2021 Duración: 12min

    An overview of the Organization for Economic Co-operation and Development, OECD, report and debate on inheritance tax. 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.

  • Economic Rights of Unmarried Cohabitants

    20/07/2021 Duración: 13min

    Co-chair of the ULC’s Cohabitants Economic Remedies Act Committee explains the importance of having laws concerning the economic rights of unmarried cohabitants. 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.

  • Voidable Transfers in Self-Settled Spendthrift Trusts

    13/07/2021 Duración: 10min

    An overview of Self-Settled Spendthrift Trust statutes of limitations and review of Wyoming’s legislation, House Bill 64. 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.

  • Joint Representations with Prenuptial Agreements

    29/06/2021 Duración: 13min

    Does joint representation during a prenuptial agreement violate professional rules of conduct? Professor Carter reviews Prenuptial and Postnuptial Agreements. 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.

  • Supported Decision-Making

    22/06/2021 Duración: 13min

    A general overview of supported decision-making, update on progress around the world and in the US, particularly in New York State. 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.

  • Using Multiple Non-Grantor Trusts for Multiple Tax Benefits

    15/06/2021 Duración: 18min

    Five reasons why tax and estate attorneys might want to recommend multiple non-grantor trusts for tax benefits for their clients. 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.

  • Protecting Your Attorney’s Fees to Benefit Your Client and Yourself

    08/06/2021 Duración: 08min

    A presentation of how to discuss legal fees and expenses during trust and estate litigation and guidance from courts on the matter. 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.

  • Protecting Yourself and Your Clients from Cyberattack

    25/05/2021 Duración: 10min

    Tips for wealth managers to share with clients to prevent cybercrime and identity theft, from a former FBI cybersecurity agent. 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.

  • An Update of Qualified Opportunity Funds and Zones

    18/05/2021 Duración: 16min

    A summary of IRS guidance issued due to COVID-19, Notice 2021-10, to qualified opportunity funds (QOF) investors and qualified opportunity fund zones. 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.

  • Defined Value Purchase Agreements| Transferring Business Assets

    11/05/2021 Duración: 06min

    Advice to help your business clients transfer their business interests using a defined purchase agreement. 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.

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