Helpful Podcasts

ACTEC Trust and Estate Talk

The IRS is Here to Help: How Does That Happen?
The Dangers of Deferring Estate Tax
Impact of the Connelly v. United States Decision
A New Decision on Adequate Disclosure of Gifts
The Intersection of Well-Being and Trust Planning
QSBS Planning and Potential Pitfalls
SECURE Act 2.0 and Charitable Remainder Trusts
IRS Changes to Grantor Retained Annuity Trusts (GRAT)
Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts
Summary of Hot Trust & Estate Topics from 2022 and Early 2023
Civil Law Concepts in American Family and Inheritance Law
Lessons From Lisa Marie Presley’s Estate: Why Use a Corporate Trustee
Relief for S Corporation Mishaps
The Importance of Treating Life Insurance as an Asset and Maximizing Value
The Separate Shares Rules and Their Nuances
Income Taxation of Joint Revocable Trusts
An Illuminating Look at Closely Held Entities: Series Overview (Pt. 1 of 4)
Formation of a Closely Held Entity (Pt. 2 of 4)
The Administration of a Closely Held Entity (Pt. 3 of 4)
Considerations in the Possible Liquidation of a Closely Held Entity (Pt. 4 of 4)
Top 10 Recommendations for Planning Retirement Benefits under the SECURE Act
Cryptocurrency in Retirement Accounts
Uniform Electronic Transactions Act and Recent Developments
The SECURE Act and Retirement Account Planning Opportunities
Cryptocurrency Regulation and Qualified Custody
Economic Rights of Unmarried Cohabitants
Trust Protectors
Bitcoin Craze: Investment and Fiduciary Implications
Estate Planning with Art
How to Protect Inherited Assets from a Beneficiary’s Creditors in the Event of Divorce
Marriage, Divorce and Asset Protection