Podcast Episodes
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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…
8 years, 3 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…
8 years, 3 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 …
8 years, 3 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…
8 years, 4 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…
8 years, 4 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 K…
8 years, 4 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…
8 years, 5 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 regula…
8 years, 5 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 …
8 years, 7 months ago