Examining fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. #EstatePlanning #estatelaw #ACTEC actecfoundation.org/podcasts/tips-…

Living trusts can have various impacts on taxes. Estate planning attorneys explain the purposes of a living trust, how to fund a trust and retitle assets, and tax implications. #taxplanning #ACTEC #EstatePlanning actec.org/resource-cente…

Explore hot topics in estate planning for 2024 with an estate planning attorney as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. #taxplanning #qtip #EstatePlanning #ACTEC #ACTECFellow #gifttax #announcement #podcastshow actecfoundation.org/podcasts/estat…

Estate planners discuss strategies and offer tips regarding the sunset of the TCJA exemptions at the end of 2025, highlighting flexible trusts, spousal trusts, and valuation clauses. #TaxCutsandJobsAct #estateplanning #ACTEC #ACTECFellow #trustsandestates actecfoundation.org/podcasts/sunse…

Estate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious interference. #EstatePlanning #litigation #law #ACTEC actecfoundation.org/podcasts/deadl…

Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts. #medicaid #actec #actecfellow #estateplanning #specialneedstrusts actecfoundation.org/podcasts/end-o…

ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspectives. #EstatePlanning #EstateLaw #ACTEC #ACTECFellow actecfoundation.org/podcasts/virtu…

A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more. #EstatePlanning #estatelaw #ACTEC #ACTECFellow actecfoundation.org/podcasts/virtu…

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 the profession. #estateplanning #WealthManagement #ACTEC #ACTECFellow actecfoundation.org/podcasts/virtu…

Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations. #EstatePlanning #ACTEC #ACTECFellow actecfoundation.org/podcasts/virtu…

The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter. #estateplanning #estatelaw #ACTEC actecfoundation.org/podcasts/law-e…

ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth. #barexam #EstatePlanning #WealthManagement #NextGenBarExam actecfoundation.org/podcasts/nextg…

An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients. #noncompete #noncompeteagreement #estateplanning #ACTEC #ACTECFellow actecfoundation.org/podcasts/ftc-b…

Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c). #IRS #ACTEC #ACTECFellow actecfoundation.org/podcasts/chari…

A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment, important tool in the estate planning attorney's toolbox box. #ESTATE #EstatePlanning #litigation #ACTEC #ACTECFellow actecfoundation.org/podcasts/power…

An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies. #EstatePlanning #ACTEC #ACTECFellow actecfoundation.org/podcasts/fiduc…

A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. #EstatePlanning #Fiduciary #ACTEC #ACTECFellow actecfoundation.org/podcasts/incom…

Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states. #upmifa #charitablegifts #ACTEC #ACTECFellow actecfoundation.org/podcasts/restr…

Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision. #selfemployment #tax #ACTEC #ACTECFellow #Wealth actecfoundation.org/podcasts/self-…

An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults. #SECUREAct #ira #EstatePlanning #WealthManagement #ACTEC actecfoundation.org/podcasts/secur…