Podcast Episodes
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Client Restrictions on Charitable Gifts
Episode 289
Expert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution's considerations…
2 years, 5 months ago
Conflicts of Interest in T&E Litigation
Episode 288
Exploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical ch…
2 years, 6 months ago
A Trustee's Duty to Minimize State Income Tax
Episode 287
Navigating a trustee's duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are me…
2 years, 6 months ago
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
Episode 286
A trust and estate expert offers guidance and explores the complexities of settling trust & estate disputes, from representing unrepresented parties…
2 years, 6 months ago
Tips for Dealing With and Drafting for Clients With Diminished Capacity
Episode 285
Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, tru…
2 years, 6 months ago
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, 7 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, 7 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, 7 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, 7 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, 8 months ago