Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications.
Avoiding Common Ethical Traps in Estate Planning
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ACTEC Trust & Estate Talk Podcasts
Podcast Topics
Expert Insights From Leading T&E Professionals
ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
Dealing with Unwanted Irrevocable Trusts and Basis Issues
Practical questions that estate planning lawyers should ask when evaluating the value of irrevocable trusts when circumstances have changed.
Uniform Electronic Transactions Act and Recent Developments
Expert lawyers discuss the use of electronic signatures and remote notarization in recent Pennsylvania decisions affecting its legal use in wills and documents.
Understanding Serious Mistakes and Planning Implications in the Smaldino Tax Court Case
Estate lawyers discuss the Smaldino Tax Court ruling, T.C. Memo 2021-127, and the mistakes made in the transactions, as well as the estate planning implications.
The SECURE Act and Retirement Account Planning Opportunities
A T&E expert offers an overview of the SECURE Act and what has changed once enacted with retirement account planning and trust beneficiaries.
A Discussion of Chief Counsel Advice 202152018 and its Effect on the Administration of GRATs
Trust and estates experts discuss recent IRS Chief Counsel Advice’s impact on difficult to value assets in Grantor Retained Annuity Trusts (GRAT).
The Mysteries and Misunderstandings Related to Code Section 678
A trust and estate expert explains the complexities and ins and outs of IRS Code Section 678, beneficiary defective inheritor trusts BDITs, and beneficiary deemed owner trusts BDOTs.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
