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The American College of Trust and Estate Counsel | ACTEC

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.

Total 326 episodes

7

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How to Sell a Law Practice

A discussion about how to comply with state bar rules, value the practice, and steps for selling a law practice. 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.

Ethical Considerations in Representing Clients in Connection With Family Businesses

What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation. 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.

Special Industry Concerns as They Relate to Estate Planning for Family Businesses

Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business. 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.

Owner Control, Operations, and Shareholder Agreements

Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses. 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.

Best Practices for the Governance, Operation, and Management of a Business Entity

Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert. 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.

Litigation Issues Involving Children In Estate Planning

What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian Ad Litem and other nuances 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. Learn more in this podcast.

Funeral Arrangements and Disposition of Human Remains

Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate 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.

Elder Financial Abuse: The Crime of the 21st Century

As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic 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.

Situs and the Resident Trust

Can a change in situs have result in saved taxes? Trust situs and state statutes are discussed by ACTEC Fellows 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.

The Digital Will Revolution

Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near future. Learn more 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 clients. Learn more in this podcast.

Pre-Contest Planning | Estate Planning

There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take or avoid taking to assure that the client’s wishes are followed. 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 affect the profession and clients. Learn more in this podcast.

9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"

9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize. ACTEC Fellows Ron Aucutt and Beth Shapiro Kaufman discuss the details and pitfalls. FROM PROVIDER - The American College or 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

State Law Pitfalls: Don’t Step in it When Your Client Steps Across State Lines

There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will. With clients more mobile than ever, it’s more important than ever to draft to avoid common problems due to differences among state laws. ACTEC Fellows Professor Gerry Beyer of Lubbock, Texas and Katherine Ramsey of Richmond, Virginia discuss this topic. 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

Powers of Appointment: From Snoozy to Sexy

Recent times have seen resurgent interest in Powers of Appointment. We use them to keep long-term, dynastic trusts evergreen, to be responsive to changing family, tax, and economic landscapes and to transform old, tired assets into assets with new, exciting income tax basis. Learn more in this episode of ACTEC Trust and Estate Talk. 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 clients.

The New Partnership Audit Rules and Why They Are So Important for Estate Planners

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

Do You Have All the Tools to Deal with Your Client’s IRA Custodian?

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?

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.

What’s in Your Creditor Protection Toolbox for 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

Hot Topics in Estate Planning

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

Confronting the Challenges of Tax Reform

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 Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged

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.

Security of Clients’ Information and What Attorneys Need to Know

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.

What Estate Planners Need to Know About the Uniform Voidable Transactions Act

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

Twenty Years of Domestic Asset Protection Trusts (APT) in the United States

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.

Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations

Ron Aucutt, ACTEC Fellow from Tysons Corner, Virginia shared his perspective in October 2017 of Treasury’s withdrawal of Section 2704 proposed regulations on valuation for transfer tax purposes. There are many valuable insights in this podcast as a revised set of regulations may yet be reproposed as some point by Treasury. Hear analysis of Big Six tax reform plan and effects on individuals and businesses. How will reform impact estate tax? Is timing realistic? Learn more... ACTEC Trust & Estate Talk offers professionals best practice advice, insights, and commentary on subjects that effect the profession and clients. ACTEC, a professional society of peer elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth planning, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, Rockefeller trusts, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.

What should attorneys have in their Engagement Letters?

The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool for attorneys and set the stage for the representation and managing a client’s expectations. Please visit ACTEC Foundation to read more about the 3rd Edition of Engagement Letter, created by the ACTEC Professional Conduct Committee. The document builds on the initial editions by: Updating the forms and checklists to address the latest version of the Model Rules and modern challenges to a lawyer’s ethical responsibilities; Respond to other changes in the law; Provides cross references to the latest edition of the ACTEC Commentaries; Includes checklists and forms that address a variety of engagement scenarios that were not dealt with in the prior Edition; Offers additional drafting options; Includes Word versions of each letter. ACTEC Trust & Estate Talk offers professionals best practice advice, insights, and commentary on subjects that effect the profession and clients. ACTEC, a professional society of peer elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth planning, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, Rockefeller trusts, marital trusts, asset protection, family partnerships, estate taxes, gift taxes, tax legislation, tax law, and tax reform.