Podcast Episodes
Back to Search
ACTEC's Supreme Court Amicus Brief in Alexandru Bittner v. United States
Episode 224
Understand the Foreign Bank and Financial Account Report, FBAR, issues under review by the Supreme Court in Bittner v. United States. ACTEC filed an …
3 years, 5 months ago
Unconscionability of Premarital Agreements - Pt 2 of 2
Episode 222
An estate lawyer explores case disputes of premarital agreements, aka post-nuptial agreements, based on unconscionability under the Uniform Premarita…
3 years, 5 months ago
The Corporate Transparency Act - The Clock has Started
Episode 223
Learn what estate planners need to know about reporting requirements of the Corporate Transparency Act from FinCEN's final rules issued on September …
3 years, 5 months ago
Unconscionability of Premarital Agreements - Pt 1 of 2
Episode 221
An estate lawyer explains the Uniform Premarital Act and the limitations of premarital agreements, aka post-nuptial agreements, based on unconsciona…
3 years, 6 months ago
When to Pursue a Trust Reformation Action, Thoughts in a UTC State
Episode 220
Understand ways to amend an irrevocable trust under the Uniform Trust Code (UTC), including a decanting transaction from a trust and estate expert.
T…
3 years, 6 months ago
Understanding Funding Agreements
Episode 219
Learn key elements that should be included in funding agreements including five essential recommendations to help them stand up to court scrutiny.
Th…
3 years, 6 months ago
Migrating Clients from Common Law to Community Property States (and Vice-Versa)
Episode 218
Hear guidance for clients moving from a common law to a community property state, how to avoid common mistakes, and differences between community pro…
3 years, 6 months ago
Cryptocurrency in Retirement Accounts
Episode 217
Can retirement accounts hold cryptocurrency? Guidance on what's allowed, the legal uncertainties, risks and benefits of cryptocurrency in IRA and 401…
3 years, 7 months ago
IRS Proposes Mortality Assumptions Update for Section 7520
Episode 216
Updated IRS mortality assumptions have arrived. An overview of the updated tables, how the numbers work, and actions to consider before regulations b…
3 years, 7 months ago
Paying and Reducing Estate Tax with a Graegin Loan
Episode 215
What is a Graegin loan? Learn how to use a Graegin loan to pay for and reduce estate tax when interest rates are high, and how to avoid Graegin loan …
3 years, 7 months ago