Podcast Episodes
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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…
2 years, 1 month 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.
…2 years, 1 month 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.…
2 years, 1 month 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…
2 years, 2 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…
2 years, 2 months ago
The Virtues of Estate Planning & Estate Planners: Overview
Episode 304
ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspec…
2 years, 2 months ago
Impact of the End of the COVID Public Health Emergency on Medicaid Renewals
Episode 303
Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs…
2 years, 2 months ago
Deadly Claims in Trust and Estate Law
Episode 302
Estate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious i…
2 years, 2 months ago
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
Episode 301
Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation …
2 years, 3 months ago
Estate Planning in 2024 | 300th Podcast!
Episode 300
Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs.
The A…
2 years, 3 months ago