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Powers Tools for Choice of Law on Trust Validity
Episode 274
Exploring choice of law challenges in trust validity, including issues arising from powers of appointment, with insights from legal experts.
The A…
2 years, 5 months ago
The Ethics and Future of Practicing Law Remotely
Episode 273
Estate planning lawyers share their best tips for practicing law remotely, ethical duties, work trends and tips post-COVID, with 87% of lawyers now …
2 years, 5 months ago
Surprising Tax on Distributions From a Partnership
Episode 272
Explanation of the Tax Court's ruling in Clark Raymond & Co. v. Comm'r and their book of business distributions after the termination of a partnersh…
2 years, 5 months ago
US Estate Tax Tips for Non-US Persons and Their Advisors
Episode 271
In this valuable discussion, learn about U.S. estate tax for non-U.S. persons, filing requirements, taxable assets, transfer certificates, and treat…
2 years, 5 months ago
Drafting with Consideration of Foreign Trust Registration
Episode 270
An estate planning expert explains the complexities of US trustees dealing with foreign trust registration, the Corporate Transparency Act, and draf…
2 years, 6 months ago
The IRS is Here to Help: How Does That Happen?
Episode 269
T&E experts offer recommendations regarding IRS guidance: Private Letter Rulings (PLRs), Technical Advice Memorandums (TAMs), and Chief Counsel Advi…
2 years, 6 months ago
The Dangers of Deferring Estate Tax
Episode 268
Explore the risks of deferring estate tax, including secret IRS liens, credit implications, and alternatives with insights from ACTEC experts.
The…
2 years, 6 months ago
Impact of the Connelly v. United States Decision
Episode 267
An estate planning attorney discusses the implications of Connelly v. US, buy-sell agreement, valuation of life insurance proceeds, Section 2703, an…
2 years, 6 months ago
A New Decision on Adequate Disclosure of Gifts
Episode 266
Understand the taxpayer victory and tax court decision in Schlapfer v. Comm'r that strict compliance with adequate disclosure regulations may not be…
2 years, 7 months ago
The Intersection of Well-Being and Trust Planning
Episode 265
T&E practitioners are introducing Well-Being theory into estate planning by encouraging clients to add Well-Being provisions into the drafting proce…
2 years, 7 months ago