Podcast Episodes
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Premarital Planning: What to Know and Do Before 'Going to the Chapel'
Episode 389
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
T…
7 hours ago
Trust Modification: When Flexibility Conflicts With Settlor Intent
Episode 388
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.…
3 weeks ago
Liability of Executors and Transferees for Estate Taxes
Episode 387
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.
The A…
4 weeks ago
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Episode 386
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptio…
1 month ago
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Episode 385
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
The Ameri…
1 month, 1 week ago
What to Do When a Bypass Trust Was Never Funded
Episode 384
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust…
1 month, 2 weeks ago
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Episode 383
Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
The…
2 months ago
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Episode 382
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professi…
2 months, 2 weeks ago
Planning With Directed Trusts
Episode 381
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate p…
2 months, 3 weeks ago
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Episode 380
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment man…
2 months, 4 weeks ago