Podcast Episodes
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The Separate Shares Rules and Their Nuances
Episode 239
An explanation of how and when separate share rules and the nuances involved with Income in Respect to the Decedent, IRD, and S Corporation stock.
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3 years, 6 months ago
Income Taxation of Joint Revocable Trusts
Episode 238
An estate expert explains the options and complexity for the surviving spouse in a joint revocable trust following the death of the other spouse.
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3 years, 6 months ago
Witness Depositions of Valuation Experts
Episode 237
An expert shares best practices for T&E attorneys when preparing for a valuation, taking the deposition, and defending the witness.
The American C…
3 years, 6 months ago
Corporate Transparency: US Joins the Rest of The World
Episode 236
Update on Corporate Transparency Act final regulations: experts explain requirements by the reporting company, beneficial owner, and applicants.
The …
3 years, 7 months ago
Understanding and Managing the Rights of Lifetime Creditors Following Death
Episode 235
Estate planning attorneys discuss differences in legal traditions and post-mortem rules with creditors, probate, and trust administrations in differe…
3 years, 7 months ago
Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)
Episode 233
The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make s…
3 years, 7 months ago
The Administration of a Closely Held Entity (Pt. 3 of 4)
Episode 233
In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities.
…3 years, 7 months ago
Formation of a Closely Held Entity (Part 2 of 4)
Episode 232
With part 2 of the Closely Held Entities, ACTEC's trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partners…
3 years, 7 months ago
An Illuminating Look at Closely Held Entities (Pt. 1 of 4)
Episode 231
Trust and estate experts introduce a 4-part podcast series on the main phases of the closely held entity: formation, administration, and possible liq…
3 years, 8 months ago
Moving Your Firm to the Cloud
Episode 230
Lawyers share tips for planning and successfully moving your firm's data and software to a cloud solution. Understand the benefits and risks in this …
3 years, 8 months ago