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Understanding the Kittler eWill Case in PA
Episode 254
A Pennsylvania Fellows explains the issue of the case of Susan Kittler, who, during COVID in 2021, drafted a will and executed it using an electroni…
2 years, 10 months ago
Recent IRS Challenges to Grantor Retained Annuity Trusts (GRAT)
Episode 253
An overview of two recent IRS cases regarding Granter Retained Annuity Trusts, GRAT, the significance of the cases for estate planners and the IRS r…
2 years, 10 months ago
Patagonia Purpose Trusts
Episode 252
The founder of Patagonia clothing transferred $3B of stock to a Purpose Trust. What is a Purpose Trust and how does it meet Patagonia's corporate ob…
2 years, 10 months ago
Tips for Joint Representation of Spouses: Part 2 of 2
Episode 251
Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented…
2 years, 10 months ago
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
Episode 250
Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.
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2 years, 10 months ago
Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts
Episode 249
Don't get fooled by non-grantor irrevocable complex discretionary spendthrift trust scams. An expert warns about questionable trust structures market…
2 years, 11 months ago
Considerations for US Owners of Canadian Property
Episode 248
Guidance for Americans purchasing real property in Canada, including tax traps, LLC and personal ownership considerations, non-resident prohibitions…
2 years, 11 months ago
U.S. Tax Considerations When Buying Property Abroad
Episode 247
Expert guidance and best practices for estate and wealth advisors on tax planning for clients with real or vacation property in a foreign country or…
2 years, 11 months ago
Hiring, Examining, and Being an Expert Witness
Episode 246
T&E experts offer their advice to lawyers and professionals when retaining an expert witness or determining if you want to be an expert witness in a…
2 years, 11 months ago
Summary of Hot Trust & Estate Topics from 2022 and Early 2023
Episode 245
Estate planning experts review recent T&E cases, IRS rulings, SECURE Act 2.0, DAF and CRT cautions, and other recent developments impacting estate p…
3 years ago