Podcast Episodes
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What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax
Episode 94
Social Security and Medicare, the federal and state income taxation of Social Security, the ability of dependents to receive those benefits, self-emp…
6 years, 1 month ago
Judicial Notice of Facts and Judicial Notice of Law
Episode 93
ACTEC Fellows explain the impact of judicial notice of facts and judicial notice of law surrounding evidence and litigation of trusts and estates.
T…
6 years, 2 months ago
Lay Witness Opinion Testimony
Episode 92
The ins and outs of lay witness opinion testimony. A discussion of evidentiary issues surrounding lay people and Federal Rules of Evidence.
The Ameri…
6 years, 2 months ago
Intrafamily Business Sales and Loans
Episode 91
What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they receive from the IRS and the co…
6 years, 2 months ago
The Remainder Purchase Marital Trust
Episode 90
A detailed analysis of the advantages and considerations when using a Remainder Purchase Marital Trust, RPM Trust.
The American College of Trust and …
6 years, 2 months ago
Business Entity Income Tax: Regulatory Rigidity Versus Flexibility
Episode 89
An explanation of the rigidity and flexibility of different business entities: C corporations, S corporations, partnerships and LLCs by tax experts.
…6 years, 3 months ago
S Corporation Death Traps
Episode 88
What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts.
The American College of Tru…
6 years, 3 months ago
Levitan v. Rosen Case
Episode 87
Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting…
6 years, 3 months ago
The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act
Episode 86
What is the Life Insurance Transfer for Value Rule and how has it been changed following the Tax Reform Act? An expert on the topic explains what you…
6 years, 3 months ago
Update of Asset Protection Trust Litigation
Episode 85
A review of recent asset protection trust court cases - Wacker, Campbell, Cyr and Rensin - and offers the lessons learned from the rulings.
The Ameri…
6 years, 3 months ago