Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
Release Date: 02/04/2025
Avoiding Common Ethical Traps in Estate Planning
ACTEC Trust & Estate Talk
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. , 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 Potential Impact of Proposed Amendments to Circular 230
ACTEC Trust & Estate Talk
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. , 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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IRA Estate Planning Ideas to Discuss with Your Clients
ACTEC Trust & Estate Talk
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. , 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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Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates
ACTEC Trust & Estate Talk
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. , 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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Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
ACTEC Trust & Estate Talk
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax 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.
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Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2
ACTEC Trust & Estate Talk
Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners, in Part 2 of this two-part topic. , 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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Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2
ACTEC Trust & Estate Talk
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. , 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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Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition
ACTEC Trust & Estate Talk
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. , 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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Legal and Tax Considerations When Representing Influencers and Content Creators
ACTEC Trust & Estate Talk
Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. , 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 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_outlineThe internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.
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.