Podcast Episodes
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Caution for Divorcing Spouses Who Are Trust Beneficiaries
Episode 319
Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a di…
1 year, 11 months ago
Modifying Trusts after CCA 202352018
Episode 318
A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.
The …
1 year, 11 months ago
Planning for the Young Under SECURE
Episode 317
An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young ad…
1 year, 11 months ago
Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion
Episode 316
Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court deci…
1 year, 11 months ago
Restricted Charitable Gifts: Practical Suggestions
Episode 315
Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC s…
1 year, 11 months ago
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…
2 years 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…
2 years 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…
2 years 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).
…
2 years 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…
2 years, 1 month ago