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The Calling of the Counselor in Counseling Families, Part II (Overview)
The Calling of the Counselor in Counseling Families, Part II (Overview)

Episode 204

FROM PROVIDER - ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offer…

3 years, 10 months ago

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The Accidental Private Foundation - Non-Exempt Charitable Trusts Under Section 4947
The Accidental Private Foundation - Non-Exempt Charitable Trusts Under Section 4947

Episode 203

Trusts used for exclusively charitable purposes may be subject to the Private Foundation Rules. Understand how to avoid the tax consequences of IRS s…

3 years, 10 months ago

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An Introduction to the Corporate Transparency Act
An Introduction to the Corporate Transparency Act

Episode 202

An overview of how wealth planners and T&E practitioners can comply with the proposed anti-money laundering rules of the Corporate Transparency Act.

3 years, 10 months ago

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2022 Hot Topics in Trust and Estate Law
2022 Hot Topics in Trust and Estate Law

Episode 201

An overview of proposed regulations to the SECURE Act, and the critical T&E tax court cases of Levin, Smaldino, and Connolly.

The American College of…

3 years, 11 months ago

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The Law, Professional Responsibility and the Future of Trusts & Estates
The Law, Professional Responsibility and the Future of Trusts & Estates

Episode 200

Celebrating 200 podcasts, two ACTEC leaders discuss issues and forces shaping the future of the practice and the ability of practitioners to impact l…

3 years, 11 months ago

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The Future of Digital Assets and the Dollar
The Future of Digital Assets and the Dollar

Episode 199

The foundation of the global financial order is set for significant changes as demand for digital assets and cryptocurrencies upsets governments' rel…

3 years, 11 months ago

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Mistakes Made in Premarital Agreements by Estate Planning and Family Law Lawyers
Mistakes Made in Premarital Agreements by Estate Planning and Family Law Lawyers

Episode 198

Estate planning and family law attorneys share what to be aware of and some pitfalls when drafting premarital agreements and prenups.

The American Co…

3 years, 11 months ago

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California Tax Trap and Residency for Trusts
California Tax Trap and Residency for Trusts

Episode 197

Words of caution for trust fiduciaries, beneficiaries and residents; CA has liberal definitions of who is considered a resident and subjected to tax …

4 years ago

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Understanding Rights of Publicity or Name, Image, Likeness (NIL)
Understanding Rights of Publicity or Name, Image, Likeness (NIL)

Episode 196

An overview of publicity rights, property rights, name, image, likeness (NIL), how they differ by states and what estate planners need to keep in min…

4 years ago

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ACTEC Law Journal: Dedicated to Trust and Estate Topics for Nearly 50 Years
ACTEC Law Journal: Dedicated to Trust and Estate Topics for Nearly 50 Years

Episode 195

ACTEC Law Journal Editor shares insights on the publication process, the contributions of the student editors, and the importance of the journal to T…

4 years ago

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