Podcast Episodes
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Don't Guess and Make a Mess with QSBS | Qualified Small Business Stock
Episode 174
Expert discusses proposed legislation that retroactively takes aim at the tax benefits of QSBS and offers estate planning suggestions to prepare.
The…
4 years, 5 months ago
Exempt Status of Retirement Plan Distributions | SECURE Act
Episode 173
Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act…
4 years, 6 months ago
An Analysis of Wyoming Asset Protection Provisions
Episode 172
A review of asset protection code in Wyoming, Wyoming's Uniform Trust Code, and how it compares to other states.A review of asset protection code in …
4 years, 6 months ago
Creditors' Rights vs. Trustees' Protections
Episode 171
Laws governing creditor rights vary from state to state. Understand the differences in trust provisions and corresponding effects against creditor cl…
4 years, 6 months ago
Estate Planning for Special Purpose Acquisition Company Founders | SPAC
Episode 170
Insights into the capital structure and risk/reward of SPAC investing along with estate planning advice for potential valuation issues, the applicabi…
4 years, 6 months ago
Lessons From the Tax Court Decision in the Estate of Michael Jackson
Episode 169
Understanding the tax court's decision of publicity rights in the Michael Jackson estate and applying business estate planning techniques to postmort…
4 years, 7 months ago
Migrating a Law Firm's Software and Data to the Cloud
Episode 168
Practical advice from a tech-savvy lawyer for law firms migrating software and data to a cloud server.
The American College of Trust and Estate Couns…
4 years, 7 months ago
Electronic Wills and Remote Execution
Episode 167
An update on electronic wills, remote witnessing, and notarization legislation in Illinois. The act because law on July 26, 2021.
The American Colleg…
4 years, 7 months ago
Non-Fungible Tokens: What Every Estate Planner Needs to Know | NFT
Episode 166
An overview of NFTs, non-fungible tokens, how they work and what do estate planning professionals need to know.
The American College of Trust and …
4 years, 7 months ago
Cryptocurrency Regulation and Qualified Custody
Episode 165
Experts discuss what trustees and fiduciaries need to know regarding cryptocurrency regulation.
The American College of Trust and Estate Counsel, ACT…
4 years, 7 months ago