ACTEC Trust & Estate Talk podcast

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추가했습니다 seven 년 전

Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Netflix Is A Daily Joke

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Jerry Seinfeld:A Joke About The Phrase "It Is What It Is' 1:54

7일 전1:54

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1:54

Jerry Seinfeld jokes about the phrase "it is what it is' in his Netflix special, "23 Hours To Kill".

ACTEC Trust & Estate Talk

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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

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ACTEC Trust & Estate Talk

27 subscribers

updated 23일 전

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346 에피소드

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ACTEC Trust & Estate Talk

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3 19:08

23일 전19:08

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19:08

Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. 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.…

ACTEC Trust & Estate Talk

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3 20:51

4 weeks 전20:51

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20:51

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. 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.…

ACTEC Trust & Estate Talk

1
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3 14:15

5 weeks 전14:15

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14:15

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. 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.…

ACTEC Trust & Estate Talk

1
Using Technology to Improve Client Services in Your Practice 9:37

6 weeks 전9:37

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9:37

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience. 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.…

ACTEC Trust & Estate Talk

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Qualified Charitable Distributions (QCD) from IRAs 11:23

7 weeks 전11:23

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11:23

An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. 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.…

ACTEC Trust & Estate Talk

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Avoiding Common Ethical Traps in Estate Planning 11:29

10 weeks 전11:29

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11:29

Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. 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.…

ACTEC Trust & Estate Talk

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The Potential Impact of Proposed Amendments to Circular 230 8:17

14 weeks 전8:17

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8:17

The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. 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.…

ACTEC Trust & Estate Talk

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IRA Estate Planning Ideas to Discuss with Your Clients 11:15

15 weeks 전11:15

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11:15

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. 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.…

ACTEC Trust & Estate Talk

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Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates 6:56

16 weeks 전6:56

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6:56

Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. 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.…

ACTEC Trust & Estate Talk

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Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law 12:24

17 weeks 전12:24

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12:24

An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning. 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.…

ACTEC Trust & Estate Talk

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Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2 13:39

18 weeks 전13:39

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13:39

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.…

ACTEC Trust & Estate Talk

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Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2 12:44

19 weeks 전12:44

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12:44

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.…

ACTEC Trust & Estate Talk

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Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition 21:19

20 weeks 전21:19

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21:19

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.…

ACTEC Trust & Estate Talk

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Legal and Tax Considerations When Representing Influencers and Content Creators 20:52

21 weeks 전20:52

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20:52

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.…

ACTEC Trust & Estate Talk

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The Uniform Trust Code Turns 25 11:23

22 weeks 전11:23

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11:23

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.…