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Investment in UK Real Estate and Protected Settlement Update
Episode 59
Update on UK tax treatment of offshore income gains arising in protected settlements and how investing in UK real estate impact US citizens.
The Amer…
7 years, 2 months ago
The New Uniform Fiduciary Income and Principal Act
Episode 58
A discussion of the Uniform Law Commission's new Uniform Fiduciary Income and Principal Act, UFIPA, created in July 2018.
The American College of Tru…
7 years, 2 months ago
Third-Party Created Irrevocable Trusts: Protections and Pitfalls
Episode 57
Understand the ins-and-outs of third-party created irrevocable trust, examples and how they might vary between states.
The American College of Trust …
7 years, 3 months ago
The New Rules of Professional Conduct for Lawyers
Episode 56
A discussion of the ABA's Model Rules of Professional Conduct surrounding scope of representation, communication, confidentiality, and conflict of in…
7 years, 3 months ago
Lawyers as Trustees
Episode 55
How should a trust and estate attorney navigate the ethical and legal dilemma that occurs when a client asks for him or her to serve as a trustee?
Th…
7 years, 3 months ago
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 …
7 years, 3 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…
7 years, 3 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…
7 years, 4 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…
7 years, 4 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 …
7 years, 4 months ago