Podcast Episodes
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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 …
8 years 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…
8 years, 1 month 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…
8 years, 1 month 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…
8 years, 1 month 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. …
8 years, 1 month ago
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…
8 years, 2 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…
8 years, 2 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…
8 years, 2 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…
8 years, 2 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 …
8 years, 3 months ago