Podcast Episodes
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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…
3 years, 3 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…
3 years, 4 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…
3 years, 4 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…
3 years, 4 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, 4 months ago
Civil Law Concepts in American Family and Inheritance Laws
Episode 244
A law professor shares ways civil and common law systems have influenced each other, particularly in matters relating to adoption, family and inheri…
3 years, 5 months ago
Supreme Court Rules on Alexandru Bittner v. United Stateser vs United States
Episode 243
Supreme Court ruling in Bittner v. United States, with input from ACTEC's amicus brief, regarding the Bank Secrecy Act and Foreign Bank Account Repo…
3 years, 5 months ago
Lessons From Lisa Marie Presley's Estate: Why Use a Corporate Trustee
Episode 2423
Drama in the Estate of Lisa Marie Presley may be due to the absence of a corporate trustee. An estate expert explains the benefits of using an estab…
3 years, 5 months ago
Relief for S Corporation Mishaps
Episode 241
Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restri…
3 years, 5 months ago
The Importance of Treating Life Insurance as an Asset and Maximizing Value
Episode 240
Life insurance may be a client's most valuable asset. Understand how to identify a policy's value and sell it for other estate needs instead of lett…
3 years, 6 months ago