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Estate Planning and Trust Management for a Brave New World: Part 2 of 4
Episode 34
A presentation of how changing demographics and multiple generations impact the current world of estate planning and trust management.
The American …
7 years, 4 months ago
Estate Planning and Trust Management for a Brave New World: Part 1
Episode 33
Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial planni…
7 years, 5 months ago
Lending in the Probate Context | Spendthrift Clause in Will
Episode 32
What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.
The…
7 years, 5 months ago
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
Episode 31
The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valuat…
7 years, 5 months ago
How to Start the Formation of a Business Entity
Episode 30
A discussion of tax considerations when forming a business. Learn more about S corp, C corp, LLC, LLP, and tax reform in this podcast.
The American C…
7 years, 5 months ago
Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children
Episode 29
The rights of children to receive property from intestate estates and how to pass property effectively to children is discussed by Judge Butts and AC…
7 years, 5 months ago
Data Scraping
Episode 28
Data collection, data scraping, people analytics, UFADA and access to a decedent's digital assets is the topic of this timely podcast
The American Co…
7 years, 6 months ago
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
Episode 27
An explanation the Uniform Law Commission Act covering guardianship, conservatorship, power of attorney, protective arrangements, and guardianship of…
7 years, 6 months ago
How to Sell a Law Practice
Episode 26
A discussion about how to comply with state bar rules, value the practice, and steps for selling a law practice.
The American College of Trust and Es…
7 years, 6 months ago
Ethical Considerations in Representing Clients in Connection With Family Businesses
Episode 25
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
The A…
7 years, 6 months ago