Podcast Episodes
Back to Search
The Intersection of Positive Psychology in Estate Planning
Episode 99
Can estate planning documents like a Will or Trust be created with well-being in mind? ACTEC Fellows discuss the importance of positive psychology an…
6 years, 5 months ago
Resolving Trustee Deadlocks | Resolving Trustee Disputes
Episode 98
What can you do when co-trustees disagree? How can you resolve trustee deadlocks? Learn more in this podcast.
The American College of Trust and Estat…
6 years, 5 months ago
Alternative Investments: An Investment Dream - A Planning Nightmare
Episode 97
An explanation of the characteristics of alternative investments, the risks associated with them, and how the risks can be addressed in the estate pl…
6 years, 5 months ago
How Guardians Make Decisions on Behalf of Their Wards
Episode 96
Learn about the guardianship policies of substituted judgment and best interest that guardians should consider when making decisions for a vulnerable…
6 years, 6 months ago
Cross-Border Recognition of Powers of Attorney and Guardianships
Episode 95
Powers of Attorney and Guardianship vary from state to state and internationally. Learn more about their portability and what's recognized overseas.
…6 years, 6 months ago
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, 6 months 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, 6 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, 7 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, 7 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, 7 months ago