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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…
6 years 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…
6 years 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 …
6 years, 1 month 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…
6 years, 1 month 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…
6 years, 1 month ago
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…
6 years, 1 month 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…
6 years, 1 month 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…
6 years, 2 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…
6 years, 2 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…
6 years, 2 months ago