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Marrying into Elder Abuse
Episode 54
Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue.
The American College of Trust …
6 years, 11 months ago
Lessons Learned Regarding Law Firm's Email Communication
Episode 53
Lessons learned after a court email of an order goes into a law firm's spam filter. Understand what email management steps law firms should follow.
T…
6 years, 11 months ago
The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning
Episode 52
There are over 2,000 cryptocurrencies! Experts explain what fiduciaries and trust and estate practitioners need to know.
The American College of Tru…
6 years, 11 months ago
Musings on Contemporary Trust Issues | Uniform Law Commission
Episode 51
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
The American C…
6 years, 11 months ago
Some Hot Topics for Trust and Estate Practitioners
Episode 50
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications and …
6 years, 11 months ago
Qualified Opportunity Funds and Opportunity Zones
Episode 49
An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some of the intricacies surrounding them as of March 2019.
The Ameri…
7 years ago
Horton vs. Jones Case on Electronic Wills
Episode 48
Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of t…
7 years, 1 month ago
Introducing a Business Consultant to a Client Family
Episode 47
A best practice discussion of how to introduce a client to a new consultant, B2B introduction, by experts in trust and estate law.
The American Colle…
7 years, 1 month ago
The Fate of Settlor Intent in the World of Flexibility
Episode 46
A discussion of irrevocable trusts historically and present day, examples of recent cases, about what this means for planners, litigators, and truste…
7 years, 1 month ago
Effect of Recent Tax Reform Legislation on Divorce | 2018 Divorce and Taxes
Episode 45
How does divorce affect taxes? Learn about the 5 big changes in 2018 tax reform legislation that has a significant impact on divorce from an expert i…
7 years, 1 month ago