Podcast Episodes
Back to Search
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…
6 years, 2 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…
6 years, 3 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…
6 years, 3 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…
6 years, 3 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…
6 years, 3 months ago
Designing and Drafting Trusts in Light of the SECURE Act | Part 3 of 5 | SECURE Act Special
Episode 104
Conduit and accumulation trusts have changed under the SECURE Act. An expert estate planning attorney discusses what has changed and how to mix and m…
6 years, 3 months ago
Planning for Common Scenarios Under the SECURE Act | Part 2 of 5| SECURE Act Special
Episode 103
Understanding the SECURE Act's impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.
The Amer…
6 years, 4 months ago
Updating Existing Estate Plans Under the SECURE Act | Part 1 of 5 |SECURE Act Special
Episode 102
Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.
The American College of Tr…
6 years, 4 months ago
Autonomy in Estate Planning | Opportunity Grant
Episode 101
Experts discuss how to build autonomy in estate planning with next-generation beneficiaries through trust, purpose and opportunity grants.
The Americ…
6 years, 4 months ago
Looking Back at Our Most Popular Podcasts | 100th Special
Episode 100
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Esta…
6 years, 5 months ago