Podcast Episodes
Back to Search
IRA Estate Planning Ideas to Discuss with Your Clients
Episode 339
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
The…
1 year, 5 months ago
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
Episode 338
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client's trust and estate. Lear…
1 year, 6 months ago
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
Episode 337
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.…
1 year, 6 months ago
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2
Episode 336
Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact client…
1 year, 6 months ago
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
Episode 225
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts disc…
1 year, 6 months ago
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
Episode 334
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal…
1 year, 7 months ago
Legal and Tax Considerations When Representing Influencers and Content Creators
Episode 333
Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valu…
1 year, 7 months ago
The Uniform Trust Code Turns 25
Episode 332
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it futur…
1 year, 7 months ago
Use of Asset Protection Trusts for Estate Tax Planning Purposes
Episode 331
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.
Th…
1 year, 7 months ago
How Typical Trust Agreements Clauses Can Get Turned Around in the Real World
Episode 330
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust d…
1 year, 8 months ago