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Trust Residency and State Tax Nexus Planning
Episode 44
A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.…
7 years, 2 months ago
The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized
Episode 43
A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.
The American College of Trust an…
7 years, 2 months ago
ACTEC's Guide for Agents Acting Under Durable Power of Attorney
Episode 42
A sneak peek into ACTEC's Guide for Agents Acting Under Power of Attorney, which will be released later this year. What are the duties and responsibi…
7 years, 2 months ago
Responsible Investing for the Modern Fiduciary
Episode 41
How does sustainable and responsible investing intersect with fiduciary duty? May a trustee consider environmental, social, and governance, ESG, fact…
7 years, 2 months ago
The Ethical Hazards of Digital Assets: What Estate Planners Need to Know
Episode 40
What trust and estate attorneys need to know to keep up with the advances in technology, especially in the area of digital assets is discussed by ACT…
7 years, 2 months ago
2018's Priority Guidance Plan from the IRS and Treasury
Episode 39
Beth Shapiro Kaufman breaks down what wealth and tax advisors need to know about the IRS and Treasury's release of the 2018 Priority Guidance Plan.
T…
7 years, 3 months ago
Follow Up on the 2017 Tax Cuts and Jobs Act
Episode 38
Congress enacted the Tax Cuts and Jobs Act of 2017 which doubled the estate, gift, and generation skipping transfer tax exemption. Hear more about po…
7 years, 3 months ago
Section 199A and The 20% Deduction for Qualified Business Income
Episode 37
Discussion regarding Department of Treasury and the Internal Revenue Service's proposed regulations under Section 199A regarding 20% deduction for qu…
7 years, 4 months ago
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
Episode 36
ACTEC Fellow Hugh Magill's final episode in the lecture series discusses increased life expectancy of grantors, their beneficiaries, and the implicat…
7 years, 4 months ago
Estate Planning and Trust Management for a Brave New World: Part 3 of 4
Episode 35
ACTEC Fellow Hugh Magill continues his lecture by discussing how trusts need to evolve to serve new family dynamics and issues in designing trusts fo…
7 years, 4 months ago