Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity
Release Date: 12/12/2023
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
ACTEC Trust & Estate Talk
Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. , 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.
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Estate Planning in 2024 | 300th Podcast!
ACTEC Trust & Estate Talk
Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. , 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.
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Tips Regarding Fiduciary Disputes and Estate Planning
ACTEC Trust & Estate Talk
An estate planning attorney examines fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. , 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.
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The New Undue Influence
ACTEC Trust & Estate Talk
Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. , 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.
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Government Regulation of Artificial Intelligence
ACTEC Trust & Estate Talk
Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue. , 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.
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AI-Related Practice Management Considerations for Law Firms
ACTEC Trust & Estate Talk
A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and 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. Learn more in this podcast.
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The Ethical Use of Artificial Intelligence in Trust & Estate Law
ACTEC Trust & Estate Talk
A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. , 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.
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What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
ACTEC Trust & Estate Talk
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations. , 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.
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The IRS Ruling on Modifying a Grantor Trust
ACTEC Trust & Estate Talk
Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights. , 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.
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The New Normal for Charitable Tax Planning
ACTEC Trust & Estate Talk
Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income. , 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.
info_outlineExploring legal responsibilities in identifying and managing a client with diminishing capacity, from cognitive decline to ethical considerations in legal 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.