Podcast Episodes
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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, 11 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, 11 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, 11 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, 11 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…
3 years ago
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…
3 years 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…
3 years 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 …
3 years 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…
3 years 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…
3 years, 1 month ago