ACTEC Trust & Estate Talk

ACTEC Trust & Estate Talk

By The American College of Trust and Estate Counsel | ACTECBusinessGovernmentInvesting
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ACTEC Trust & Estate Talk episodes

  • North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax

    Understand the effect on trusts and how to minimize state income tax following the Supreme Court's decision in North Carolina v. Kaestner.

    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.

    13 min
  • The Uniform Trust Code and the Future of American Trust Law

    A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration.

    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.

    10 min
  • Depublication of the Special Needs Trust Case Scott v. McDonald

    California Supreme Court depublishes Special Needs Trust Case Scott v. McDonald following Amicus Brief by ACTEC.

    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.

    7 min
  • Marriage, Divorce and Asset Protection

    Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes.

    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.

    13 min
  • The US-Japan Estate, Inheritance and Gift Tax Treaty

    Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.

    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.

    9 min
  • Investment in UK Real Estate and Protected Settlement Update

    Update on UK tax treatment of offshore income gains arising in protected settlements and how investing in UK real estate impact US citizens.

    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.

    11 min
  • The New Uniform Fiduciary Income and Principal Act

    A discussion of the Uniform Law Commission's new Uniform Fiduciary Income and Principal Act, UFIPA, created in July 2018.

    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.

    13 min
  • Third-Party Created Irrevocable Trusts: Protections and Pitfalls

    Understand the ins-and-outs of third-party created irrevocable trust, examples and how they might vary between states.

    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.

    14 min
  • The New Rules of Professional Conduct for Lawyers

    A discussion of the ABA's Model Rules of Professional Conduct surrounding scope of representation, communication, confidentiality, and conflict of interest.

    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.

    11 min
  • Lawyers as Trustees

    How should a trust and estate attorney navigate the ethical and legal dilemma that occurs when a client asks for him or her to serve as a trustee?

    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.

    18 min

About ACTEC Trust & Estate Talk

From the publisher's feed

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…

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