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An Update of Qualified Opportunity Funds and Zones
Episode 154
A summary of IRS guidance issued due to COVID-19, Notice 2021-10, to qualified opportunity funds (QOF) investors and qualified opportunity fund zones…
4 years, 10 months ago
Defined Value Purchase Agreements| Transferring Business Assets
Episode 153
Advice to help your business clients transfer their business interests using a defined purchase agreement.
The American College of Trust and Estate C…
4 years, 11 months ago
Silent Trusts |Quiet Trusts | Estate Planning
Episode 152
What are the issues posed by silent trusts? Are designated representatives a solution to silent trusts? Learn more.
The American College of Trust and…
4 years, 11 months ago
Trust Protectors
Episode 151
A discussion of the benefits and pitfalls of trust protectors from trust and estate experts.
The American College of Trust and Estate Counsel, ACTEC,…
4 years, 11 months ago
Bitcoin Craze: Investment and Fiduciary Implications
Episode 150
What bitcoin investment considerations should estate planners study and what are the fiduciary responsibilities around those investments?
The America…
4 years, 11 months ago
Electronic Wills in Florida | Florida e-Will
Episode 149
A look back at what needs to be clarified in Florida's Electronic Wills legislation including who's a qualified custodian of e-wills and what is a vu…
5 years ago
New Corporate Transparency Act
Episode 148
Important takeaways of what lawyers and estate planners need to know about the Corporate Transparency Act, CTA.
The American College of Trust and Est…
5 years ago
The Senate Went Blue, What Should Estate Planners Do?
Episode 147
Leaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax planning.
The America…
5 years ago
Uniform Trust Code Cases from 2020
Episode 146
An update on how Kansas, Kentucky and Nebraska have applied Uniform Trust Code, UTC, in 2020 cases.
The American College of Trust and Estate Counsel,…
5 years ago
Charitable Giving: Remembering the Basics
Episode 145
This podcast offers a reminder of charitable giving basics, what to pay attention to, and takeaways from 2020 Tax Court cases on the topic.
The Ameri…
5 years ago