Podcast Episodes
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State Law Pitfalls: Don't Step in it When Your Client Steps Across State Lines
Episode 14
There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will. With clients mor…
7 years, 9 months ago
Powers of Appointment: From Snoozy to Sexy
Episode 13
Recent times have seen resurgent interest in Powers of Appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to cha…
7 years, 9 months ago
The New Partnership Audit Rules and Why They Are So Important for Estate Planners
Episode 12
There are new rules that revolutionize partnership audits beginning in 2018 that have procedural and substantive effects. The new rules now have a d…
7 years, 10 months ago
Do You Have All the Tools to Deal with Your Client's IRA Custodian?
Episode 11
There are many different kinds of providers for a client's individual retirement account, or IRA. Wealth planning attorneys frequently work with a cl…
7 years, 10 months ago
The GoFundMe Revolution: What Happens Once the Money Has Been Raised?
Episode 10
The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially …
7 years, 10 months ago
What's in Your Creditor Protection Toolbox for Clients?
Episode 9
There are many tools available to planners to help them achieve client creditors' protection objectives without the need for a self-settled asset pro…
7 years, 10 months ago
Hot Topics in Estate Planning
Episode 8
How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of how…
7 years, 10 months ago
Confronting the Challenges of Tax Reform
Episode 7
At the end of 2017, President Trump signed a new Tax Act into law. ACTEC Fellows Miriam Henry and Beth Shapiro Kaufman discuss highlights of the new …
7 years, 11 months ago
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 Si…
7 years, 11 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 di…
7 years, 11 months ago