ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC
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Feb 11, 2025 • 14min

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2

Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners, in Part 2 of this two-part topic. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Feb 4, 2025 • 13min

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2

The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Jan 28, 2025 • 21min

Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition

Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Jan 21, 2025 • 21min

Legal and Tax Considerations When Representing Influencers and Content Creators

Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Jan 15, 2025 • 11min

The Uniform Trust Code Turns 25

A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Jan 6, 2025 • 13min

Use of Asset Protection Trusts for Estate Tax Planning Purposes

An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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6 snips
Dec 17, 2024 • 11min

How Typical Trust Agreements Clauses Can Get Turned Around in the Real World

Explore the intricacies of trust agreements, revealing potential misinterpretations and conflicts among beneficiaries. Discover legal complexities surrounding conditional bequests linked to religious marriages, including gender disparities. Learn how to navigate beneficiary disputes and underscore trustee accountability to stave off conflicts, with insights from a Massachusetts case. Finally, delve into jurisdictional challenges in trust agreements, illustrated by a compelling case study that highlights the importance of maintaining intended court jurisdictions in legal disputes.
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Dec 10, 2024 • 14min

Combatting Elder Financial Abuse

Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office’s strategy to fight it and reclaim the money for abused seniors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Dec 3, 2024 • 11min

Intersection of Family Law and Trusts and Estates

Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce.  The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Nov 26, 2024 • 13min

Supreme Court Rulings Alter the Future of Tax Regulations

Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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