Podcast Episodes
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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…
4 years, 4 months ago
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…
4 years, 4 months ago
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, 4 months ago
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, 5 months ago
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, 5 months ago
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, 5 months 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, 5 months 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, 6 months 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, 6 months 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, 6 months ago