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Truth, Transparency, and the Right of Privacy | Part 1 of 3
Episode 129
Part 1 of the Annual Trachtman Lecture: "Truth, Transparency, and the Right of Privacy" from Duncan E. Osborne, a chair of the Financial Action Task …
5 years, 9 months ago
Truth, Transparency, and the Right of Privacy | Synopsis
Episode 128
A discussion of how truth, transparency, and an individual's right to privacy affect attorney-client privilege and the law.
The American College of T…
5 years, 10 months ago
How DNA Testing is Shaking Up Estate Plans
Episode 127
A discussion of the impact of DNA testing on inheritance, intestacy laws, surrogacy, and use of frozen embryos postmortem.
The American College of Tr…
5 years, 10 months ago
Family Office Investment Partnerships
Episode 126
An estate planning expert explains the potential business planning issues when giving a family office an interest in an investment partnership it man…
5 years, 11 months ago
Enforcement of Charitable Donation Restrictions
Episode 125
An explanation of what donors need to consider when making a charitable donation to a nonprofit? What restrictions need to be thought through?
The Am…
5 years, 11 months ago
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, 11 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, 11 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, 11 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.…
6 years 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…
6 years ago