Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.
What to Do When a Bypass Trust Was Never Funded
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IRS / Tax Guidance
Podcast Topics
Experts Analyze Tax Law and Guidance
ACTEC Fellows provide IRS guidance and the impact of tax regulatory changes and proposed legislation.
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning.
Use of Asset Protection Trusts for Estate Tax Planning Purposes
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.
Supreme Court Rulings Alter the Future of Tax Regulations
Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone.
Guiding Trust and Estate Disputes to Settlement
Explore strategies for resolving trust and estate disputes with ACTEC experts. Learn tips on overcoming legal, financial, and emotional hurdles to reach settlement.
Independent Contractor vs. Employee: In Tax vs. Labor Law
Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines.
A Life Insurance-Funded Redemption Agreement Gone Bad
The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, life insurance LLCs.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
