Latest Probate Podcast Episodes
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...
129: Estate Planning Strategies to Reduce Family Conflict After Death
Absolute Trust Talk - April 16, 2024 14:21 - 9 minutes ★★★★★ - 18 ratingsFamily conflict after a loved one has passed is very common, but that doesn’t mean it can’t be avoided. In our years of experience in estate planning, we’ve seen many different scenarios play out and have a thorough understanding of the nuances that tend to cause these conflicts. The number one ...
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...
128: Revocable or Irrevocable Trust: Which is Right for Me?
Absolute Trust Talk - April 08, 2024 23:31 - 7 minutes ★★★★★ - 18 ratingsWhen we first begin working with a client who is setting up their estate plan and, more specifically, building a trust, the number one question we always get is whether they need a revocable or an irrevocable trust. For us, this is always an interesting and fun conversation because as soon as th...
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...
127: Understanding Multigenerational Estate Planning Part 2
Absolute Trust Talk - April 01, 2024 12:25 - 13 minutes ★★★★★ - 18 ratingsWelcome back! In our last episode of Absolute Trust Talk, we were joined by expert psychotherapist and certified coach Tess Brigham, MFT, BCC, to discuss the differences between generations and, more specifically, examine the unique dynamics between Baby Boomer parents and Millennial children. ...
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...
126: Understanding Multigenerational Estate Planning Part 1
Absolute Trust Talk - March 25, 2024 18:58 - 26 minutes ★★★★★ - 18 ratingsThe battle between the generations is real and seems to be everywhere. Yes, generational divides even play a role in estate planning. In fact, estate plans nowadays are built around more diverse and multigenerational families than ever before. In this new episode of Absolute Trust Talk, we are j...
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 ...
125: Cher Files for Conservatorship of Son Elijah Blue Allman Over Alleged Substance Abuse
Absolute Trust Talk - March 12, 2024 18:39 - 7 minutes ★★★★★ - 18 ratingsRecently, the entertainment world has been abuzz with numerous high-profile conservatorship battles, and the latest to emerge involves iconic singer Cher. She has initiated a conservatorship petition concerning her son, Elijah Blue Allman, aiming to oversee the financial benefits he inherits fro...
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...
124: Beach Boys Founder Brian Wilson Suffering from Dementia as Reps Seek Conservatorship
Absolute Trust Talk - March 05, 2024 18:58 - 8 minutes ★★★★★ - 18 ratingsWhen you think of the Beach Boys, what comes to mind? We’re betting it’s not a complicated conservatorship case. Unfortunately, that’s what’s happening with the Beach Boys Founder, Brian Wilson. Mr. Wilson’s long-time wife had been his healthcare directive, but with her recent passing, it was di...
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...
122: The Costly Truth of Ignoring Estate Planning Like Jay Leno
Absolute Trust Talk - February 21, 2024 15:28 - 9 minutes ★★★★★ - 18 ratingsYou may have heard the recent news that Jay Leno filed a conservatorship over his wife, Mavis Leno’s estate. The couple does not have an estate plan, and his goal is to gain special permission from the court to set up a plan for both of them. As Kirsten and Madison point out, the main issue is n...
123: Why Can't I Change My Trust After My Spouse Passes Away?
Absolute Trust Talk - February 21, 2024 14:26 - 24 minutes ★★★★★ - 18 ratingsAt Absolute Trust Counsel, one of the pieces of advice we like to shout from the roof tops is that people need to keep their estate plans up to date! We constantly find people who fail to do so. In many cases, we can fix the challenges that arise, but sometimes, it may not be possible, and we mu...
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...
121: What Happens When a Trustee, Executor or Beneficiary Dies?
Absolute Trust Talk - January 29, 2024 23:54 - 25 minutes ★★★★★ - 18 ratingsIf you’ve been following along with our show, you know that we can’t stress enough the importance of estate planning and setting up a trust to make things simple, cost-effective, and less time-consuming for your heirs. But even with the most comprehensive and well-thought-out estate plan, wrinkl...
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...
Learn About The New Legacy IRA [102]
Legacy Lawyers - January 04, 2024 18:43 - 20 minutes ★★★★★ - 5 ratingsIn the latest episode, Nathan and Michael explore the advantages of Legacy IRA, particularly for individuals who have retired around the age of 70-71. They shed light on a beneficial option within the tax code that provides a tax-efficient strategy for retirees engaged in charitable giving.
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...
120: Solutions to Common Real Estate Issues
Absolute Trust Talk - December 21, 2023 14:37 - 43 minutes ★★★★★ - 18 ratingsHave you ever had a pesky neighbor encroaching on your land? Or perhaps they have decided to put a cell tower in that directly blocks the beautiful view that you bought your property for in the first place? Or maybe you’ve recently inherited the family home but share it with your siblings and ca...
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 ...
HSA and Your Trust
California Estate Planning and Probate - December 12, 2023 21:08 - 4 minutes ★★★★★ - 10 ratingsHow can you pass along your HSA when you pass away? Should your HSA be a part of your trust? Listen to this episode to learn about the options and then contact me to discuss your estate and how to protect each of your assets! www.amandarochalaw.com/contact-us -- I love helping people...
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