T&E Administration 29 - American College of Trust and Estate Counsel

T&E Administration

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

Experts Provide Best Practice Advice on Trust and Estate Administration

ACTEC Fellows share their expertise with professionals on trust administration and ongoing estate management. Discover more about best business practices, effective communication with trustees and beneficiaries, and how life changes such as retirement or divorce can impact these areas.

The Ethics of Posting to Listservs

The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter.

Utilization of Section 7872

A deep dive into IRS Code Section 7872 and how to utilize the code in intrafamily loans and split-dollar loans.

The Uses and Abuses of Charitable LLCs

An overview of how Charitable LLCs can be used legitimately and possibly abused when pushed too far.

Drafting Charitable Gift Agreements

A discussion of charitable gift agreements and the necessary preparation for negotiating and drafting an agreement to protect the client.

Estate Planning for Entertainment Clients

Discussion is aimed at entertainment industry audience regarding issues related to their assets and rights, such as name/likeness rights and house trusts.