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Results for "Secure Act"
Summary of Hot Trust & Estate Topics from 2022 and Early 2023
Estate planning experts review recent T&E cases, IRS rulings, SECURE Act 2.0, DAF and CRT cautions, and other recent developments impacting estate planners.
2022 Hot Topics in Trust and Estate Law
An overview of proposed regulations to the SECURE Act, and the critical T&E tax court cases of Levin, Smaldino, and Connolly.
Exempt Status of Retirement Plan Distributions
Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act.
Looking Back at Our Most Popular Podcasts | 100th Special
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
Qualified Charitable Distributions (QCD) from IRAs
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+.
IRA Estate Planning Ideas to Discuss with Your Clients
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
Considerations for Nonprofits in Accepting Crypto Donations
Estate planning and banking investment professionals explain what nonprofits need to understand before accepting donations of cryptocurrency, crypto.
Understanding Special Needs Trusts
Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.
IRS Proposes Mortality Assumptions Update for Section 7520
Updated IRS mortality assumptions have arrived. An overview of the updated tables, how the numbers work, and actions to consider before regulations become final.
Estate Planning in the 2020 Election Year
Learn what steps taxpayers may want to consider and how to plan for future legislation, changes in the estate gift tax exemption and charitable giving.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
Cryptocurrency in Estate Planning: 2025 Update
Learn how cryptocurrency affects estate planning in 2025—from custody and succession to IRS reporting, taxes, and digital asset security.
Steps to Take After Winning the Lottery
Experts advise lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth.
Government Regulation of Artificial Intelligence
Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue.
Navigating Unique Issues in the Settlement of Trust and Estate Disputes
Explore the complexities of settling trust & estate disputes, from representing unrepresented parties to recent legal cases.
US Estate Tax Tips for Non-US Persons and Their Advisors
In this valuable discussion, learn about U.S. estate tax for non-U.S. persons, filing requirements, taxable assets, transfer certificates, and treaty benefits.
The Dangers of Deferring Estate Tax
Explore the risks of deferring estate tax, including secret IRS liens, credit implications, and alternatives with insights from ACTEC experts.
Cryptocurrency in Retirement Accounts
Can retirement accounts hold cryptocurrency? Guidance on what’s allowed, the legal uncertainties, risks and benefits of cryptocurrency in IRA and 401k accounts.