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Estate Planning Opportunities in a Time of Rising Interest Rates
Episode 214
A trust and estate expert shares insights on opportunities available for planners and their clients during the current rising interest rate environme…
3 years, 7 months ago
The Intersection of S Corps., ESBTs, California Tax and Beer
Episode 212
When it comes to trust planning, ESBTs, and S Corps, sometimes you can do everything right and still be subject to California Entity Tax.
The America…
3 years, 8 months ago
Conflicts of Interest When Representing Fiduciaries
Episode 212
Tips for estate planners to avoid and understand potential conflicts of interest that can arise in representing fiduciaries.
The American College o…
3 years, 8 months ago
Electronic Will Legislation in the United States
Episode 211
A trust and estate expert advises extreme caution when using an e-will or electronic will. Understand why in this podcast.
The American College of Tr…
3 years, 8 months ago
Removal of Trustees
Episode 210
How do you remove a trustee? A review of what to expect, the standard of proof, grounds and the role of equity court determinations.
The American Col…
3 years, 8 months ago
Navigating the Choppy Waters of Cross-Border Estate Administration
Episode 209
One will or two? The impacts of forced heirship on assets in civil law jurisdictions and benefits of EU Succession Regulation in cross-border estate …
3 years, 9 months ago
An Update on Asset Protection Cases Where Lawyers Overstepped Their Boundaries
Episode 208
Overstepping boundaries in asset protection exposes practitioners to civil, professional, misdemeanor, and even criminal RICO liabilities.
The Americ…
3 years, 9 months ago
The Calling of the Counselor in Counseling Families Pt. 3 | 2022 Trachtman Lecture
Episode 207
The conclusion of the 2022 Trachtman Memorial Lecture by Ron Aucutt, where he shares his wisdom and offers closing thoughts for estate counselors.
Th…
3 years, 9 months ago
The Calling of the Counselor in Counseling Families – Part 2 of 3 | 2022 Trachtman Lecture
Episode 206
Ron Aucutt shares his recommendations to trust and estate professionals on how to help clients nourish their family legacies in Part 2 of 3 of the Tr…
3 years, 10 months ago
The Calling of the Counselor in Counseling Families - Part 1 of 3 | 2022 Trachtman Lecture
Episode 205
Part 1 of 3 of 2022 Trachtman Memorial Lecture by Ron Aucutt, encouraging practitioners to help clients identify and build a legacy of shared family …
3 years, 10 months ago