Podcast Episodes
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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 …
4 years, 1 month 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…
4 years, 2 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…
4 years, 2 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…
4 years, 2 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 …
4 years, 3 months ago
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…
4 years, 3 months ago
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…
4 years, 3 months ago
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.
…4 years, 3 months ago
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…
4 years, 4 months ago
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…
4 years, 4 months ago