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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, 8 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, 8 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, 8 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, 9 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, 9 months ago
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, 9 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, 10 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, 10 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, 10 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, 10 months ago