Business Planning 13 - 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.

Business Entity Income Tax: Regulatory Rigidity Versus Flexibility

An explanation of the rigidity and flexibility of different business entities: C corporations, S corporations, partnerships and LLCs by tax experts.

S Corporation Death Traps

What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts.

Self-Settled Spendthrift Trusts

Understand how to minimize the risks and avoid fraudulent transfer rulings with creating self-settled spendthrift trusts.

Qualified Opportunity Funds and Opportunity Zones

A deep dive into the benefits and concerns of Qualified Opportunity Funds and Opportunity Zones proposed regulations.

Investment in UK Real Estate and Protected Settlement Update

Update on UK tax treatment of offshore income gains arising in protected settlements and how investing in UK real estate impacts US citizens.

The New Rules of Professional Conduct for Lawyers

A discussion of the ABA’s Model Rules of Professional Conduct surrounding scope of representation, communication, confidentiality, and conflict of interest.