Podcast Episodes
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Estate Planning for Principals of Private Equity and Hedge Funds
Episode 194
Recommendations for what principals of investment strategies and what to keep in mind regarding carried interest of private equity and hedge funds.
T…
4 years ago
Advising Transgender Clients on Estate Planning and Vital Records
Episode 193
Tips for financial and estate planning professionals working with transgender clients to their legal name and/or gender marker, identify documents, a…
4 years ago
Estate Planning Excellence - The American College of Trust and Estate Counsel
Episode 192
An overview of ACTEC's resources for professionals and how it impacts the legal profession, legislation and the law by Past-President John A. Terrill…
4 years, 1 month ago
Top Estate Planning and Estate Tax Developments of 2021
Episode 191
ACTEC Fellow Ronald Aucutt shares his 2021 top estate planning developments and what estate planners should be aware of regarding tax changes and cou…
4 years, 1 month ago
Dealing with Unwanted Irrevocable Trusts and Basis Issues
Episode 190
Practical questions that estate planning lawyers should ask when evaluating the value of irrevocable trusts when circumstances have changed.
The Amer…
4 years, 1 month ago
Uniform Electronic Transactions Act and Recent Developments
Episode 189
Expert lawyers discuss the use of electronic signatures and remote notarization in recent Pennsylvania decisions affecting its legal use in wills and…
4 years, 1 month ago
Understanding Serious Mistakes and Planning Implications in the Smaldino Tax Court Case
Episode 188
Estate lawyers discuss the Smaldino Tax Court ruling, T.C. Memo 2021-127, and the mistakes made in the transactions, as well as the estate planning i…
4 years, 2 months ago
The SECURE Act and Retirement Account Planning Opportunities
Episode 187
A T&E expert offers an overview of the SECURE Act and what has changed once enacted with retirement account planning and trust beneficiaries.
The Ame…
4 years, 2 months ago
A Discussion of Chief Counsel Advice 2021-52018 and its Effect on the Administration of GRATs
Episode 186
Trust and estates experts discuss recent IRS Chief Counsel Advice's impact on difficult to value assets in Grantor Retained Annuity Trusts (GRAT). …
4 years, 2 months ago
The Mysteries and Misunderstandings Related to Code Section 678
Episode 185
A trust and estate expert explains the complexities and ins and outs of IRS Code Section 678, beneficiary defective inheritor trusts BDITs, and benef…
4 years, 2 months ago