Podcast Episodes

Back to Search
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…

4 years, 4 months ago

Short Long
View Episode
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…

4 years, 4 months ago

Short Long
View Episode
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, 4 months ago

Short Long
View Episode
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, 5 months ago

Short Long
View Episode
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, 5 months ago

Short Long
View Episode
Estate Planning for Principals of Private Equity and Hedge Funds
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

Short Long
View Episode
Advising Transgender Clients on Estate Planning and Vital Records
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

Short Long
View Episode
Estate Planning Excellence - The American College of Trust and Estate Counsel
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

Short Long
View Episode
Top Estate Planning and Estate Tax Developments of 2021
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

Short Long
View Episode
Dealing with Unwanted Irrevocable Trusts and Basis Issues
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

Short Long
View Episode

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us