Podcast Episodes
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Utilization of Section 7872 | Intrafamily Loans | Split-dollar Loans
Episode 114
A deep dive into IRS Code Section 7872 and how to utilize the code in intrafamily loans and split-dollar loans.
The American College of Trust and Est…
5 years, 9 months ago
The Uses and Abuses of Charitable LLCs
Episode 113
An overview of how Charitable LLCs can be used legitimately and possibly abused when pushed too far.
The American College of Trust and Estate Counsel…
5 years, 9 months ago
Drafting Charitable Gift Agreements
Episode 112
A trust and estate expert discusses charitable gift agreements and the necessary preparation for negotiating and drafting an agreement to protect the…
5 years, 9 months ago
Estate Planning for Entertainment Clients
Episode 111
ACTEC Fellow Chang H. Chae discusses issues related to clients in the entertainment industry, such as name and likeness rights and house trusts and h…
5 years, 9 months ago
Lending and Estate Planning
Episode 110
Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.
The American College of Trust and Esta…
5 years, 9 months ago
Estate Transfer Planning for the Moderate Estate
Episode 109
Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.
The American College…
5 years, 10 months ago
An Update on Electronic Wills Statutes
Episode 108
A discussion of The Uniform Law Commission's new Electronic Wills Act from ACTEC Fellows that chaired the drafting committee.
The American College of…
5 years, 10 months ago
What Estate Planners Need to Know About Medicare
Episode 107
An explanation of how Medicare benefits work, especially Medicare Parts A, B, D, disability requirements and the penalties associated with not enroll…
5 years, 10 months ago
Charitable Planning and the SECURE Act - SECURE Act Special
Episode 106
Understanding the pitfalls and tax traps when donating from an IRA to a charity under the SECURE Act. An explanation of how Charitable Remainder Trus…
5 years, 10 months ago
Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act (SECURE Act Special)
Episode 105
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficia…
5 years, 11 months ago