Business Planning 12 - American College of Trust and Estate Counsel

Business Planning

Podcast Topics

ACTEC Capital Letters

ACTEC Guidance & Comments

Art & Alternative Assets

Business Planning

Charitable Planning

Diversity, Equity & Inclusivity

Family Law

General Estate Planning

International T&E

IRS / Tax Guidance

Pandemic Related Issues

T&E Administration

T&E Litigation

Technology Recommendations

Uniform Law, Multi-State Issues & Laws

Estate Planning Insights for Business Owners

Business owners must carefully plan for succession, taxes, and the ever-changing economic landscape. Stay informed about the latest trust and estate developments with ACTEC Fellows.

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.

Lending and Estate Planning

Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.

Autonomy in Estate Planning

Experts discuss how to build autonomy in estate planning with next-generation beneficiaries through trust, purpose and opportunity grants.

Looking Back at Our Most Popular Podcasts | 100th Special

Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.

Alternative Investments: An Investment Dream – A Planning Nightmare

Experts explain the characteristics of alternative investments, the risks associated with them, and how to identify the estate planning risks.

Intrafamily Business Sales and Loans

What to keep in mind when dealing with intrafamily business transactions, sales, and loans to avoid the scrutiny they receive from the IRS and the courts.