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A Primer on Charitable Lead Trusts
Episode 74
An overview of Charitable Lead Trusts including CLAT, CLUT, Grantor and Nongrantor Trusts from an estate expert.
The American College of Trust and Es…
6 years, 6 months ago
Charitable Remainder Trusts (CRT)
Episode 73
Overview of Charitable Remainder Trusts, CRT, including CRAT, CRUT, Split-Interest Trusts and answers to frequently asked questions on the topic.
Th…
6 years, 6 months ago
An Introduction to Private Foundation Excise Taxes
Episode 72
Complying with regulatory restrictions of private foundations can be confusing. Understand the issues that may arise and how to avoid excise taxes fr…
6 years, 6 months ago
A Primer on Private Foundations
Episode 71
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
The American College of Trust a…
6 years, 7 months ago
An Introduction to Individual Charitable Deductions
Episode 70
What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expe…
6 years, 7 months ago
Basic Charitable Giving
Episode 69
Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a foreign charity.
The America…
6 years, 7 months ago
Balancing Independence and Vulnerability of Older Adults | Part 3 of 3
Episode 68
Learn what lawyers and society can do to protect an older adult's independence and reduce stereotypes - especially women – from elder financial abuse…
6 years, 7 months ago
Balancing Independence and Vulnerability of Older Adults | Part 2
Episode 67
Elder financial abuse and who commits it, how we can help protect the autonomy of older adults and understand what the law can do to protect against …
6 years, 8 months ago
Balancing Independence and Vulnerability of Older Adults
Episode 66
Many women have a longer lifespan than men. How does the differing longevity impact financial management and potential vulnerabilities?
The American …
6 years, 8 months ago
Balancing Independence and Vulnerability of Older Adults
Episode 65
How do attorneys balance an older client's independence while protecting their assets? Professor Radford offers a synopsis of her 3-part lecture that…
6 years, 8 months ago