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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, 4 months 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, 5 months 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, 5 months 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, 6 months 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, 6 months ago
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, 6 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, 6 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, 7 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, 7 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, 7 months ago