Podcast Episodes
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Proving a Will in the Age of COVID
Episode 164
The COVID pandemic caused many states to accelerate their laws regarding electronic wills. Learn what's working and what's not.
The American College …
4 years, 8 months ago
Modernizing Section 6166
Episode 163
An overview of ACTEC's recommendations to revise IRC Section 6166, which hasn't been updated in 40 years.
The American College of Trust and Estate Co…
4 years, 8 months ago
Taxes Emerging in Europe to Pay the Cost of COVID
Episode 162
An overview of the Organization for Economic Co-operation and Development, OECD, report and debate on inheritance tax.
The American College of Trust …
4 years, 8 months ago
Economic Rights of Unmarried Cohabitants
Episode 161
Co-chair of the ULC's Cohabitants Economic Remedies Act Committee explains the importance of having laws concerning the economic rights of unmarried …
4 years, 8 months ago
Voidable Transfers in Self-Settled Spendthrift Trusts
Episode 160
An overview of Self-Settled Spendthrift Trust statutes of limitations and review of Wyoming's legislation, House Bill 64.
The American College of Tru…
4 years, 9 months ago
Joint Representations with Prenuptial Agreements
Episode 159
Does joint representation during a prenuptial agreement violate professional rules of conduct? Professor Carter reviews Prenuptial and Postnuptial Ag…
4 years, 9 months ago
Supported Decision-Making
Episode 158
A general overview of supported decision-making, update on progress around the world and in the US, particularly in New York State.
The American Coll…
4 years, 9 months ago
Using Multiple Non-Grantor Trusts for Multiple Tax Benefits
Episode 157
Five reasons why tax and estate attorneys might want to recommend multiple non-grantor trusts for tax benefits for their clients.
The American Colleg…
4 years, 9 months ago
Protecting Your Attorney's Fees to Benefit Your Client and Yourself
Episode 156
A presentation of how to discuss legal fees and expenses during trust and estate litigation and guidance from courts on the matter.
The American Coll…
4 years, 10 months ago
Protecting Yourself and Your Clients from Cyberattack
Episode 155
Tips for wealth managers to share with clients to prevent cybercrime and identity theft, from a former FBI cybersecurity agent.
The American College …
4 years, 10 months ago