Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states.
Restricted Charitable Gifts: Practical Suggestions
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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.
What’s in Your Creditor Protection Toolbox for Clients?
There are many tools available to planners to help them achieve client creditors’ protection objectives without the need for a self-settled asset protection trust. Hear ACTEC Fellows discuss asset-protection strategies such as Tenancy by the Entirety, asset protection trusts, discretionary trusts, and more.
Hot Topics in Estate Planning
Forefront on everyone’s mind is the new Tax Act. And so, certainly, we want to talk a little about that, because it’s important, and it’s a very hot topic.
Confronting the Challenges of Tax Reform
To hit some of the highlights of the new act for estate planners, you will be hearing today from ACTEC Fellows Miriam Henry and Beth Shapiro Kaufman.
Privileged Communication in Estate Planning and Advising
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows tackle attorney-client privilege and privileged communication issues.
The Security of Clients’ Information and What Attorneys Need to Know
Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? ACTEC Fellows discuss protecting client information and ethical responsibility.
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
ACTEC Fellows discuss what problems trust and estate counselors need to be aware of with the Uniform Voidable Transactions Act when advising clients.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
