All episodes
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
The IRS Ruling on Modifying a Grantor Trust
The New Normal for Charitable Tax Planning
A Discussion of Ante-Mortem Probate
Tips for Preparing a Federal Estate Tax Return
Client Restrictions on Charitable Gifts
Conflicts of Interest in T&E Litigation
A Trustee's Duty to Minimize State Income Tax
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
Tips for Dealing With and Drafting for Clients With Diminished Capacity
Practical Considerations in Dealing with Incapacity
Considerations for the Two Weeks Following Death
Deathbed Planning for the Two Weeks Prior to Death
AI and Trust and Estate Law: The Future Is Here to Stay
The Opportunity Zones Transparency, Extension, and Improvement Act
Interacting With Clients and Beneficiaries When Determining Incapacity
Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity
Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity
Conflicts that Arise After Retention of a Client
The Hoensheid Case and the Assignment of Business Income for a Sale
Power Tools for Choice of Law on Trust Validity
The Ethics and Future of Practicing Law Remotely
Surprising Tax on Distributions From a Partnership
US Estate Tax Tips for Non-US Persons and Their Advisors
Drafting with Consideration of Foreign Trust Registration
The IRS is Here to Help: How Does That Happen?
The Dangers of Deferring Estate Tax
Impact of the Connelly v. United States Decision
A New Decision on Adequate Disclosure of Gifts
The Intersection of Well-Being and Trust Planning
Practical Considerations in Representing the (Un)Happily Married (Pt. 3 of 3)
Practical Considerations in Representing the (Un)Happily Married (Pt. 2 of 3)
Practical Considerations in Representing the (Un)Happily Married (Pt. 1 of 3)
Considerations for Nonprofits in Accepting Crypto Donations
Best Practices for Virtual Court and Legal Proceedings
Tips for Winding Up Charitable Entities
SECURE Act 2.0 and Charitable Remainder Trusts
Directed Trusts Laws and Related Uniformed Acts
QSBS Planning and Potential Pitfalls
The Complexity of Dealing with a Holographic eWill
Understanding the Kittler eWill Case in PA
Recent IRS Challenges to Grantor Retained Annuity Trusts (GRAT)
Patagonia Purpose Trusts
Tips for Joint Representation of Spouses: Part 2 of 2
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts
Considerations for US Owners of Canadian Property
U.S. Tax Considerations When Buying Property Abroad
Hiring, Examining, and Being an Expert Witness
Summary of Hot Trust & Estate Topics from 2022 and Early 2023
Civil Law Concepts in American Family and Inheritance Laws
Supreme Court Rules on Alexandru Bittner v. United Stateser vs United States
Lessons From Lisa Marie Presley's Estate: Why Use a Corporate Trustee
Relief for S Corporation Mishaps
The Importance of Treating Life Insurance as an Asset and Maximizing Value
The Separate Shares Rules and Their Nuances
Income Taxation of Joint Revocable Trusts
Witness Depositions of Valuation Experts
Corporate Transparency: US Joins the Rest of The World
Understanding and Managing the Rights of Lifetime Creditors Following Death
Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)
The Administration of a Closely Held Entity (Pt. 3 of 4)
Formation of a Closely Held Entity (Part 2 of 4)
An Illuminating Look at Closely Held Entities (Pt. 1 of 4)
Moving Your Firm to the Cloud
Supporting and Mentoring Female Estate Planning Attorneys
Work-Life Balance: Recommendations for Attorneys
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP)
Top 10 Recommendations for Planning Retirement Benefits Under the SECURE Act
ACTEC's Comments on Section 2053 - Proposed Estate Tax Regulations
ACTEC's Supreme Court Amicus Brief in Alexandru Bittner v. United States
Unconscionability of Premarital Agreements (Pt 2 of 2)
The Corporate Transparency Act - The Clock has Started
Unconscionability of Premarital Agreements - Pt 1 of 2
When to Pursue a Trust Reformation Action, Thoughts in a UTC State
Understanding Funding Agreements
Migrating Clients from Common Law to Community Property States (and Vice-Versa)
Cryptocurrency in Retirement Accounts
IRS Proposes Mortality Assumptions Update for Section 7520
Paying and Reducing Estate Tax with a Graegin Loan
Estate Planning Opportunities in a Time of Rising Interest Rates
The Intersection of S Corps., ESBTs, California Tax and Beer
Conflicts of Interest When Representing Fiduciaries
Electronic Will Legislation in the United States
Removal of Trustees
Navigating the Choppy Waters of Cross-Border Estate Administration
An Update on Asset Protection Cases Where Lawyers Overstepped Their Boundaries
The Calling of the Counselor in Counseling Families Pt. 3 | 2022 Trachtman Lecture
The Calling of the Counselor in Counseling Families – Part 2 of 3 | 2022 Trachtman Lecture
The Calling of the Counselor in Counseling Families - Part 1 of 3 | 2022 Trachtman Lecture
The Calling of the Counselor in Counseling Families, Part II (Overview)
The Accidental Private Foundation - Non-Exempt Charitable Trusts Under Section 4947
An Introduction to the Corporate Transparency Act
2022 Hot Topics in Trust and Estate
The Law, Professional Responsibility and the Future of Trusts & Estates
The Future of Digital Assets and the Dollar
Mistakes Made in Premarital Agreements by Estate Planning and Family Law Lawyers
California Tax Trap and Residency for Trusts
Understanding Rights of Publicity or Name, Image, Likeness (NIL)
ACTEC Law Journal: Dedicated to Trust and Estate Topics for Nearly 50 Years