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Practical Considerations in Dealing with Incapacity
Episode 284
Estate planners discuss avoiding adult guardianships, assessing capacity, transitioning trustees, and addressing challenges in planning and litigati…
2 years, 2 months ago
Considerations for the Two Weeks Following Death
Episode 283
Practical expert guidance on estate planning for the two-week post-death period, including burial directives and laws, probate venue issues, and not…
2 years, 2 months ago
Deathbed Planning for the Two Weeks Prior to Death
Episode 282
Expert estate legal guidance on the two weeks before a client's death: from information gathering to tax considerations, probate avoidance, and gift…
2 years, 2 months ago
AI and Trust and Estate Law: The Future Is Here to Stay
Episode 281
A law professor explores the transformative impact of AI in trust and estate Law, delving into ethics, challenges, tips, and trends shaping legal pr…
2 years, 3 months ago
The Opportunity Zones Transparency, Extension, and Improvement Act
Episode 280
An overview of the Opportunity Zones Transparency Extension and Improvement Act, bipartisan legislation (HR 5761) in the U.S. House of Representativ…
2 years, 3 months ago
Interacting With Clients and Beneficiaries When Determining Incapacity
Episode 279
Exploring complexities in estate planning for incapacitated clients and beneficiaries, client communication, trust administration, and drafting cons…
2 years, 3 months ago
Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity
Episode 278
Exploring legal responsibilities in identifying and managing a client with diminishing capacity, from cognitive decline to ethical considerations in…
2 years, 4 months ago
Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity
Episode 277
A law professor explores the legal ethics of representing clients with diminishing capacity and reviews the ins and outs of the ABA's Model Rule 1.1…
2 years, 4 months ago
Conflicts that Arise After Retention of a Client
Episode 276
Estate planning attorneys delve into examples of ethical dilemmas in client confidentiality amidst conflicts, exploring the legal cases and responsi…
2 years, 4 months ago
The Hoensheid Case and the Assignment of Business Income for a Sale
Episode 275
A review of the Tax Court's decision In the Hoensheild case on how a business's income assignment may be treated during the sale of a company and le…
2 years, 5 months ago