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How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged
Episode 6
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privilege…
Published on 7 years, 5 months ago
Security of Clients' Information and What Attorneys Need to Know
Episode 5
Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? ACTEC Fellows Tom Overbey and Michael Simon discuss protecting client information. Learn how to …
Published on 7 years, 5 months ago
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
Episode 4
Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George Karibjanian, Dick Nenno, and Daniel Rubin discuss “…
Published on 7 years, 6 months ago
Twenty Years of Domestic Asset Protection Trusts (APT) in the United States
Episode 3
ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation (APT) in the United States. What do practitioners need to be aware of when moving assets between states?…
Published on 7 years, 6 months ago
Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations
Episode 2
Ron Aucutt, ACTEC Fellow from Tysons Corner, Virginia shared his perspective in October 2017 of Treasury’s withdrawal of Section 2704 proposed regulations on valuation for transfer tax purposes. Ther…
Published on 7 years, 7 months ago
What should attorneys have in their Engagement Letters?
Episode 1
The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool fo…
Published on 7 years, 8 months ago