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Practical Considerations in Representing the (Un)Happily Married (Pt. 3 of 3)
Episode 264
An estate lawyer discusses tax traps, creative planning techniques, and practice tips for situations when trusts may be on the divorce balance sheet…
2 years, 7 months ago
Practical Considerations in Representing the (Un)Happily Married (Pt. 2 of 3)
Episode 263
An estate lawyer shares how to analyze if trust assets might be on the table in divorce and how to review the history of the trust administration. P…
2 years, 7 months ago
Practical Considerations in Representing the (Un)Happily Married (Pt. 1 of 3)
Episode 262
An estate lawyer offers eight questions to ask clients about trust assets to see what is vulnerable in divorce in Part 1 of 3 of this topic.
The …
2 years, 8 months ago
Considerations for Nonprofits in Accepting Crypto Donations
Episode 261
Estate planning and banking investment professionals explain what nonprofits need to understand before accepting donations of cryptocurrency, crypto…
2 years, 8 months ago
Best Practices for Virtual Court and Legal Proceedings
Episode 260
A litigation expert offers best practices for virtual hearings, online legal proceedings and guidance for navigating this relatively new environment…
2 years, 8 months ago
Tips for Winding Up Charitable Entities
Episode 259
What happens to charities upon the death of a founder, or is deemed a risk by those in control? Estate planners share tips for winding down charitab…
2 years, 8 months ago
SECURE Act 2.0 and Charitable Remainder Trusts
Episode 258
A legal scholar explains a new law allowing IRA owners to transfer up to $50,000 directly to a charitable gift annuity or Charitable Remainder Trust…
2 years, 8 months ago
Directed Trusts Laws and Related Uniformed Acts
Episode 257
Uniform Directed Trust Act in action. A review of the act enacted in 16 states, the latest on directed trusts from the perspective of trustee, plan…
2 years, 9 months ago
QSBS Planning and Potential Pitfalls
Episode 256
A legal expert clarifies QSBS, Qualified Small Business Stock, and explains the planning opportunities, what advisors need to know, redemption, and …
2 years, 9 months ago
The Complexity of Dealing with a Holographic eWill
Episode 255
A trust and estate expert shares the interesting case of a holographic ewill in Mississippi written in the testator's handwriting on an iPad.
The…
2 years, 9 months ago