Latest Livingwills Podcast Episodes
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
ACTEC Trust & Estate Talk - May 28, 2024 11:48 - 14 minutes ★★★★★ - 64 ratingsEstate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
Estate Planning in 2024 | 300th Podcast!
ACTEC Trust & Estate Talk - May 21, 2024 12:33 - 9 minutes ★★★★★ - 64 ratingsExplore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. 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 a...
Tips Regarding Fiduciary Disputes and Estate Planning
ACTEC Trust & Estate Talk - May 14, 2024 16:43 - 12 minutes ★★★★★ - 64 ratingsAn estate planning attorney examines fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
The New Undue Influence
ACTEC Trust & Estate Talk - May 07, 2024 14:38 - 9 minutes ★★★★★ - 64 ratingsLaw professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
Government Regulation of Artificial Intelligence
ACTEC Trust & Estate Talk - April 30, 2024 13:53 - 8 minutes ★★★★★ - 64 ratingsRapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
AI-Related Practice Management Considerations for Law Firms
ACTEC Trust & Estate Talk - April 23, 2024 12:14 - 9 minutes ★★★★★ - 64 ratingsA discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
The Ethical Use of Artificial Intelligence in Trust & Estate Law
ACTEC Trust & Estate Talk - April 16, 2024 11:52 - 11 minutes ★★★★★ - 64 ratingsA law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. 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 t...
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
ACTEC Trust & Estate Talk - April 09, 2024 20:33 - 19 minutes ★★★★★ - 64 ratingsA 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. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United Sta...
The IRS Ruling on Modifying a Grantor Trust
ACTEC Trust & Estate Talk - April 02, 2024 16:39 - 15 minutes ★★★★★ - 64 ratingsExplore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
The New Normal for Charitable Tax Planning
ACTEC Trust & Estate Talk - March 25, 2024 23:40 - 11 minutes ★★★★★ - 64 ratingsExploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unite...
A Discussion of Ante-Mortem Probate
ACTEC Trust & Estate Talk - March 19, 2024 18:25 - 8 minutes ★★★★★ - 64 ratingsA law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving legal terrain. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the ...
Tips for Preparing a Federal Estate Tax Return
ACTEC Trust & Estate Talk - March 12, 2024 19:46 - 10 minutes ★★★★★ - 64 ratingsAn estate expert offers tips to professionals preparing a Federal Estate Tax Return, form 706, such as adjustable taxable gifts, real property, and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
Client Restrictions on Charitable Gifts
ACTEC Trust & Estate Talk - March 05, 2024 19:29 - 9 minutes ★★★★★ - 64 ratingsExpert trust and estate advice and insights regarding restrictions for charitable gifts, managing donor intent, and the institution’s considerations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United Stat...
Conflicts of Interest in T&E Litigation
ACTEC Trust & Estate Talk - February 27, 2024 17:53 - 11 minutes ★★★★★ - 64 ratingsExploring conflicts of interest in trust and estate litigation, from joint representations to multi-generational complexities, navigating ethical challenges. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Uni...
A Trustee's Duty to Minimize State Income Tax
ACTEC Trust & Estate Talk - February 20, 2024 18:23 - 13 minutes ★★★★★ - 64 ratingsNavigating a trustee’s duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are met. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United Sta...
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
ACTEC Trust & Estate Talk - February 13, 2024 12:14 - 12 minutes ★★★★★ - 64 ratingsA trust and estate expert offers guidance and explores the complexities of settling trust & estate disputes, from representing unrepresented parties to recent legal cases. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawy...
Tips for Dealing With and Drafting for Clients With Diminished Capacity
ACTEC Trust & Estate Talk - February 06, 2024 21:20 - 13 minutes ★★★★★ - 64 ratingsLegal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawye...
Practical Considerations in Dealing with Incapacity
ACTEC Trust & Estate Talk - January 30, 2024 14:01 - 14 minutes ★★★★★ - 64 ratingsEstate planners discuss avoiding adult guardianships, assessing capacity, transitioning trustees, and addressing challenges in planning and litigation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United St...
Considerations for the Two Weeks Following Death
ACTEC Trust & Estate Talk - January 23, 2024 20:31 - 9 minutes ★★★★★ - 64 ratingsPractical expert guidance on estate planning for the two-week post-death period, including burial directives and laws, probate venue issues, and not rushing. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Uni...
Deathbed Planning for the Two Weeks Prior to Death
ACTEC Trust & Estate Talk - January 16, 2024 14:42 - 9 minutes ★★★★★ - 64 ratingsExpert estate legal guidance on the two weeks before a client's death: from information gathering to tax considerations, probate avoidance, and gifting. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United S...
AI and Trust and Estate Law: The Future Is Here to Stay
ACTEC Trust & Estate Talk - January 09, 2024 17:29 - 12 minutes ★★★★★ - 64 ratingsA law professor explores the transformative impact of AI in trust and estate Law, delving into ethics, challenges, tips, and trends shaping legal practices. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
The Opportunity Zones Transparency, Extension, and Improvement Act
ACTEC Trust & Estate Talk - January 02, 2024 13:42 - 10 minutes ★★★★★ - 64 ratingsAn overview of the Opportunity Zones Transparency Extension and Improvement Act, bipartisan legislation (HR 5761) in the U.S. House of Representatives. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United St...
Interacting With Clients and Beneficiaries When Determining Incapacity
ACTEC Trust & Estate Talk - December 19, 2023 12:34 - 12 minutes ★★★★★ - 64 ratingsExploring complexities in estate planning for incapacitated clients and beneficiaries, client communication, trust administration, and drafting considerations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the ...
Steps a Lawyer Can Take to Identify, Understand, and Deal With a Client With Diminishing Capacity
ACTEC Trust & Estate Talk - December 12, 2023 19:12 - 13 minutes ★★★★★ - 64 ratingsExploring 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...
Professional Responsibility Rules When Dealing With Clients Who Have Diminished Capacity
ACTEC Trust & Estate Talk - December 05, 2023 20:08 - 12 minutes ★★★★★ - 64 ratingsA law professor explores the legal ethics of representing clients with diminishing capacity and reviews the ins and outs of the ABA’s Model Rule 1.14 and ACTEC’s Model Rules of Professional Conduct on the topic. The American College of Trust and Estate Counsel, ACTEC, is a professional soci...
Conflicts that Arise After Retention of a Client
ACTEC Trust & Estate Talk - November 28, 2023 16:31 - 10 minutes ★★★★★ - 64 ratingsEstate planning attorneys delve into examples of ethical dilemmas in client confidentiality amidst conflicts, exploring the legal cases and responsibilities. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Un...
The Hoensheid Case and the Assignment of Business Income for a Sale
ACTEC Trust & Estate Talk - November 14, 2023 22:25 - 9 minutes ★★★★★ - 64 ratingsA review of the Tax Court's decision In the Hoensheild case on how a business's income assignment may be treated during the sale of a company and legal nuances. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the...
Power Tools for Choice of Law on Trust Validity
ACTEC Trust & Estate Talk - November 07, 2023 18:38 - 13 minutes ★★★★★ - 64 ratingsExploring choice of law challenges in trust validity, including issues arising from powers of appointment, with insights from legal experts. 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 a...
The Ethics and Future of Practicing Law Remotely
ACTEC Trust & Estate Talk - October 31, 2023 12:42 - 14 minutes ★★★★★ - 64 ratingsEstate planning lawyers share their best tips for practicing law remotely, ethical duties, work trends and tips post-COVID, with 87% of lawyers now working remotely. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in...
Surprising Tax on Distributions From a Partnership
ACTEC Trust & Estate Talk - October 24, 2023 16:20 - 8 minutes ★★★★★ - 64 ratingsExplanation of the Tax Court's ruling in Clark Raymond & Co. v. Comm'r and their book of business distributions after the termination of a partnership. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United St...
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