Podcast Episodes
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What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
Episode 294
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical consideration…
2 years ago
The IRS Ruling on Modifying a Grantor Trust
Episode 293
Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning i…
2 years ago
The New Normal for Charitable Tax Planning
Episode 292
Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of …
2 years ago
A Discussion of Ante-Mortem Probate
Episode 291
A law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving le…
2 years ago
Tips for Preparing a Federal Estate Tax Return
Episode 290
An estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and …
2 years, 1 month ago
Client Restrictions on Charitable Gifts
Episode 289
Expert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution's considerations…
2 years, 1 month ago
Conflicts of Interest in T&E Litigation
Episode 288
Exploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical ch…
2 years, 1 month ago
A Trustee's Duty to Minimize State Income Tax
Episode 287
Navigating a trustee's duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are me…
2 years, 1 month ago
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
Episode 286
A trust and estate expert offers guidance and explores the complexities of settling trust & estate disputes, from representing unrepresented parties…
2 years, 2 months ago
Tips for Dealing With and Drafting for Clients With Diminished Capacity
Episode 285
Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, tru…
2 years, 2 months ago