ACTEC Trust & Estate Talk

There are new rules that revolutionize partnership audits  beginning in 2018 that have procedural and substantive effects. The new rules now have a different process if you’re going to amend your return. Learn more in this podcast. FROM PROVIDER - 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 effect the profession and

There are many different kinds of providers for a client’s individual retirement account, or IRA. Wealth planning attorneys frequently work with a client’s IRA provider to accomplish the client’s goals for the IRA. Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman. FROM PROVIDER - 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.

The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially greater than in the past, however, the legal tax and fiduciary issues facing the money raised remain murky and largely unregulated. Learn more in this podcast. 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.

There are many tools available to planners to help them achieve client creditors’ protection objectives without the need for a self-settled asset protection trust. Hear ACTEC Fellows discuss asset-protection strategies such as Tenancy by the Entirety, asset protection trusts, discretionary trusts, and more in this podcast. FROM PROVIDER - 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 effect the profession and

How does the new tax law effect marital planning, QTIP Trust, and GST exemptions? Expert estate lawyers share their thoughts and give examples of how the new Tax Act affects estate planning in this podcast. FROM PROVIDER - 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 effect the profession and

At the end of 2017, President Trump signed a new Tax Act into law. ACTEC Fellows Miriam Henry and Beth Shapiro Kaufman discuss highlights of the new act for estate planners. Hear their thoughts regarding GST (Generation-Skipping Transfer), FLP (Family Limited Partnership), GRAT (Grantor-Retained Annuity Trust) and more in this podcast. 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.

How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged. 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.

Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? ACTEC Fellows Tom Overbey and Michael Simon discuss protecting client information. Learn how to protect client data and what is your ethical responsibility. Learn more. 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.

Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George Karibjanian, Dick Nenno, and Daniel Rubin discuss “What Estate Planners Need to Know About the Uniform Voidable Transactions Act.” 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. Uniform Voidable Transactions Act, UVTA, UVT, VTA, Uniform Fraudulent Transfers Act

ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation (APT) in the United States. What do practitioners need to be aware of when moving assets between states? Learn more. 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.