ACTEC Trust & Estate Talk Podcasts 64 - American College of Trust and Estate Counsel

ACTEC Trust & Estate Talk Podcasts

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

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.

Modifying Trusts after CCA 202352018

A T&E expert reviews CCA 202352018’s true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.

Thoughts Regarding the Withdrawal in 2017 of the Proposed Section 2704 Estate Tax Regulations

Ron Aucutt, ACTEC Fellow from Tysons Corner, Virginia shared his perspective in October 2017 of Treasury’s withdrawal of Section 2704 proposed regulations on valuation for transfer tax purposes. There are many valuable insights in this podcast as a revised set of regulations may yet be reproposed as some point by Treasury.

What should attorneys have in their Engagement Letters?

Engagement Letters or Engagement Agreements are an invaluable tool for attorney’s setting the stage for the representation and managing a client’s expectations. ACTEC Fellows discuss the ins-and-outs of effective agreements.