loader from loading.io

Modifying Trusts after CCA 202352018

ACTEC Trust & Estate Talk

Release Date: 09/24/2024

The Uniform Trust Code Turns 25 show art The Uniform Trust Code Turns 25

ACTEC Trust & Estate Talk

A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future. , 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_outline
Use of Asset Protection Trusts for Estate Tax Planning Purposes show art Use of Asset Protection Trusts for Estate Tax Planning Purposes

ACTEC Trust & Estate Talk

An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors. , 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_outline
How Typical Trust Agreements Clauses Can Get Turned Around in the Real World show art How Typical Trust Agreements Clauses Can Get Turned Around in the Real World

ACTEC Trust & Estate Talk

Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters. , 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_outline
Combatting Elder Financial Abuse show art Combatting Elder Financial Abuse

ACTEC Trust & Estate Talk

Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office’s strategy to fight it and reclaim the money for abused seniors. , 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_outline
Intersection of Family Law and Trusts and Estates show art Intersection of Family Law and Trusts and Estates

ACTEC Trust & Estate Talk

Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce.  , 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_outline
Supreme Court Rulings Alter the Future of Tax Regulations show art Supreme Court Rulings Alter the Future of Tax Regulations

ACTEC Trust & Estate Talk

Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone. , 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_outline
The Power of Off: A Book Review show art The Power of Off: A Book Review

ACTEC Trust & Estate Talk

An estate planning attorney reviews Nancy Colier book, The Power of Off: The Mindful Way to Stay Sane in a Virtual World and offers takeaways for professionals. , 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_outline
Guiding Trust and Estate Disputes to Settlement show art Guiding Trust and Estate Disputes to Settlement

ACTEC Trust & Estate Talk

Explore strategies for resolving trust and estate disputes with ACTEC experts. Learn tips on overcoming legal, financial, and emotional hurdles to reach a settlement. , 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_outline
Independent Contractor vs. Employee: In Tax vs. Labor Law show art Independent Contractor vs. Employee: In Tax vs. Labor Law

ACTEC Trust & Estate Talk

Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines. , 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_outline
Inserting Photos in Wills to Clarify Specific Gifts show art Inserting Photos in Wills to Clarify Specific Gifts

ACTEC Trust & Estate Talk

A law professor outlines using photos in wills to identify specific gifts, possible legal challenges, and best practices for estate planning. , 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_outline
 
More Episodes

A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.

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.