Podcast Episodes
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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, 9 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, 10 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, 10 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, 10 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, 10 months ago
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, 11 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, 11 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, 11 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, 11 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…
7 years ago