Podcast Episodes
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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, 11 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, 11 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, 11 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…
4 years 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 …
4 years ago
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…
4 years 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…
4 years, 1 month 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…
4 years, 1 month 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…
4 years, 1 month 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…
4 years, 1 month ago