Podcast Episodes
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Self-Settled Spendthrift Trusts
Episode 84
Understand how to minimize the risks and avoid fraudulent transfer rulings with creating self-settled spendthrift trusts.
The American College of Tru…
6 years, 4 months ago
The New Illinois Trust Code
Episode 83
An overview of the new Illinois Trust Code, which is based on the Uniform Trust Code, by a veteran member of the task force.
The American College of …
6 years, 4 months ago
Deemed Realization of Gains on Gratuitous Transfers
Episode 82
A discussion of ACTEC's report provided to the US government on proposals to tax the deemed realization of gain on gratuitous transfers of appreciate…
6 years, 4 months ago
Qualified Opportunity Funds and Opportunity Zones
Episode 81
A deep dive into the benefits and concerns of Qualified Opportunity Funds and Opportunity Zones proposed regulations.
The American College of Trust a…
6 years, 4 months ago
The SECURE Act
Episode 80
Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts.
The American College of Trust and Est…
6 years, 5 months ago
The Impact of Tax Reform on Trusts After Divorce
Episode 79
The Tax Cut and Jobs Act had an enormous impact on existing trusts after divorce. Understand the impact and learn about ACTEC's comments to the gover…
6 years, 5 months ago
An Introduction to Charitable Pledges
Episode 78
How do charitable pledges work for both the donor and charity? Learn the basics in this podcast from trust and estate experts.
The American College o…
6 years, 5 months ago
An Introduction to Individual Donor Advised Funds - DAF
Episode 77
An introduction to Individual Donor Advised Funds, the rules and advantages when compared to a private foundation.
The American College of Trust and …
6 years, 5 months ago
Deferred and Flexible Charitable Gift Annuities
Episode 76
Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams.
The American College of Trust and …
6 years, 5 months ago
Charitable Gift Annuities
Episode 75
A Charitable Gift Annuity is a simple and cost effective estate planning tool that benefits charities and donors during their lifetime. Learn more fr…
6 years, 6 months ago