Podcast Episodes
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Special Industry Concerns as They Relate to Estate Planning for Family Businesses
Episode 24
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
The American…
7 years, 7 months ago
Owner Control, Operations, and Shareholder Agreements
Episode 23
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.
The America…
7 years, 7 months ago
Best Practices for the Governance, Operation, and Management of a Business Entity
Episode 22
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
The …
7 years, 7 months ago
Litigation Issues Involving Children in Estate Planning
Episode 21
What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian …
7 years, 7 months ago
Funeral Arrangements and Disposition of Human Remains
Episode 20
Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be a…
7 years, 8 months ago
Elder Financial Abuse: The Crime of the 21st Century
Episode 19
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows …
7 years, 8 months ago
Situs and the Resident Trust
Episode 18
Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows in this podcast.
The American College…
7 years, 8 months ago
The Digital Will Revolution
Episode 17
Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near futur…
7 years, 8 months ago
Pre-Contest Estate Planning
Episode 16
There are many techniques that may discourage challenges to your client's estate planning documents, including steps the planner should take or avoid…
7 years, 8 months ago
9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"
Episode 15
9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize. …
7 years, 9 months ago