All episodes
Cross-Border Recognition of Powers of Attorney and Guardianships
What Estate Planners Need to Know About Social Security, Medicare, and the Self-Employment Tax
Judicial Notice of Facts and Judicial Notice of Law
Lay Witness Opinion Testimony
Intrafamily Business Sales and Loans
The Remainder Purchase Marital Trust
Business Entity Income Tax: Regulatory Rigidity Versus Flexibility
S Corporation Death Traps
Levitan v. Rosen Case
The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act
Update of Asset Protection Trust Litigation
Self-Settled Spendthrift Trusts
The New Illinois Trust Code
Deemed Realization of Gains on Gratuitous Transfers
Qualified Opportunity Funds and Opportunity Zones
The SECURE Act
The Impact of Tax Reform on Trusts After Divorce
An Introduction to Charitable Pledges
An Introduction to Individual Donor Advised Funds - DAF
Deferred and Flexible Charitable Gift Annuities
Charitable Gift Annuities
A Primer on Charitable Lead Trusts
Charitable Remainder Trusts (CRT)
An Introduction to Private Foundation Excise Taxes
A Primer on Private Foundations
An Introduction to Individual Charitable Deductions
Basic Charitable Giving
Balancing Independence and Vulnerability of Older Adults | Part 3 of 3
Balancing Independence and Vulnerability of Older Adults | Part 2
Balancing Independence and Vulnerability of Older Adults
Balancing Independence and Vulnerability of Older Adults
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
The Uniform Trust Code and the Future of American Trust Law
Depublication of the Special Needs Trust Case Scott v. McDonald
Marriage, Divorce and Asset Protection
The US-Japan Estate, Inheritance and Gift Tax Treaty
Investment in UK Real Estate and Protected Settlement Update
The New Uniform Fiduciary Income and Principal Act
Third-Party Created Irrevocable Trusts: Protections and Pitfalls
The New Rules of Professional Conduct for Lawyers
Lawyers as Trustees
Marrying into Elder Abuse
Lessons Learned Regarding Law Firm's Email Communication
The Future is Here: Dealing with Bitcoins and Cryptocurrencies in Tax and Estate Planning
Musings on Contemporary Trust Issues
Some Hot Topics for Trust and Estate Practitioners
Qualified Opportunity Funds and Opportunity Zones
Horton vs. Jones Case on Electronic Wills
Introducing a Business Consultant to a Client Family
The Fate of Settlor Intent in the World of Flexibility
Effect of Recent Tax Reform Legislation on Divorce | 2018 Divorce and Taxes
Trust Residency and State Tax Nexus Planning
The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized
ACTEC's Guide for Agents Acting Under Durable Power of Attorney
Responsible Investing for the Modern Fiduciary
The Ethical Hazards of Digital Assets: What Estate Planners Need to Know
2018's Priority Guidance Plan from the IRS and Treasury
Follow Up on the 2017 Tax Cuts and Jobs Act
Section 199A and The 20% Deduction for Qualified Business Income
Estate Planning and Trust Management for a Brave New World | Part 4 of 4
Estate Planning and Trust Management for a Brave New World: Part 3 of 4
Estate Planning and Trust Management for a Brave New World: Part 2 of 4
Estate Planning and Trust Management for a Brave New World: Part 1
Lending in the Probate Context
The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
How to Start the Formation of a Business Entity
Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children
Data Scraping
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
How to Sell a Law Practice
Ethical Considerations in Representing Clients in Connection With Family Businesses
Special Industry Concerns as They Relate to Estate Planning for Family Businesses
Owner Control, Operations, and Shareholder Agreements
Best Practices for the Governance, Operation, and Management of a Business Entity
Litigation Issues Involving Children In Estate Planning
Funeral Arrangements and Disposition of Human Remains
Elder Financial Abuse: The Crime of the 21st Century
Situs and the Resident Trust
The Digital Will Revolution
Pre-Contest Planning | Estate Planning
9100 Relief: Jumping Through the Hoops When You Learn You have an "Oops!"
State Law Pitfalls: Don't Step in it When Your Client Steps Across State Lines
Powers of Appointment: From Snoozy to Sexy
The New Partnership Audit Rules and Why They Are So Important for Estate Planners
Do You Have All the Tools to Deal with Your Client's IRA Custodian?
The GoFundMe Revolution: What Happens Once the Money Has Been Raised?
What's in Your Creditor Protection Toolbox for Clients?
Hot Topics in Estate Planning
Confronting the Challenges of Tax Reform
How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged
Security of Clients' Information and What Attorneys Need to Know
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
Twenty Years of Domestic Asset Protection Trusts (APT) in the United States
Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations
What should attorneys have in their Engagement Letters?