Podcast Episodes
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Charitable Endowment Fund Restrictions on Borrowing
Episode 124
A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis.
The American College of Trust an…
5 years, 6 months ago
Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique
Episode 123
What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique?
The American College…
5 years, 6 months ago
The Ethics of Disclosure and Testimony by Estate Planners
Episode 122
A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest.
The A…
5 years, 7 months ago
Trusts for Disabled and Chronically Ill Beneficiaries under the SECURE Act | Special Needs Trust
Episode 121
An explanation of how the SECURE Act impacts special needs trusts, AMBTs, and disabled and chronically ill beneficiaries from experts in the subject.…
5 years, 7 months ago
Pending Transfer Tax Legislation in an Election Year
Episode 120
Unique insight into possible estate and gift tax legislation, transfer tax legislation, during and following the 2020 election year.
The American Col…
5 years, 7 months ago
Ancillary Estate Planning Documents in the Pandemic
Episode 119
Reviewing and creating estate planning documents - POA, medical directives and living wills during the COVID-19 pandemic.
The American College of Tru…
5 years, 7 months ago
Estate Planning Strategies in the Pandemic
Episode 118
2020 estate planning strategies including the gift tax annual exclusion, IRS code 2503(e), low interest loans to family, SLATs and CLTs.
The American…
5 years, 8 months ago
Grantor Trusts: Tax Returns, Reporting Requirements and Options
Episode 117
An expert estate planning attorney reviews the options available for reporting the income tax from grantor trusts.
The American College of Trust and …
5 years, 8 months ago
Naming Foreign Persons in Your Estate Planning Documents
Episode 116
Information for estate planners when a will or trust includes a beneficiary who resides abroad including residents of Israel and the UK.
The American…
5 years, 8 months ago
Tax Tips and Traps Related to Foreign Gifts | Gift from Foreign Person
Episode 115
An explanation of how gifts from non-US persons can pass completely free of US gift tax if they are done correctly.
The American College of Trust and…
5 years, 8 months ago