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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…
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 2 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…
3 years, 2 months ago
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…
3 years, 2 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…
3 years, 3 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…
3 years, 3 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…
3 years, 3 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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3 years, 3 months ago