Podcast Episodes
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Addressing Incomplete or Lost Records During Fiduciary Administration
Episode 314
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and es…
1 year, 7 months ago
Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests
Episode 313
An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning s…
1 year, 7 months ago
Powers of Appointment Gone Wrong
Episode 312
A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment, important t…
1 year, 8 months ago
Charitable Deductions and Section 642(c)
Episode 311
Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c).
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1 year, 8 months ago
FTC's Ban on Noncompete Agreements
Episode 310
An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and cli…
1 year, 8 months ago
The NextGen Bar Exam Threat to Wills and Trusts
Episode 309
ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generation…
1 year, 8 months ago
The Ethics of Posting to Listservs
Episode 308
The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter.
…1 year, 8 months ago
The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional
Episode 307
Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations.…
1 year, 9 months ago
The Virtues of Estate Planning & Estate Planners: Estate Planning's Role in Civilization
Episode 306
In part 2 of Turney Berry's lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to t…
1 year, 9 months ago
The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?
Episode 305
A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or somet…
1 year, 9 months ago