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Charitable Giving: Remembering the Basics

Charitable Giving: Remembering the Basics

Mar 16, 2021 | ACTEC Trust & Estate Talk Podcasts, Charitable Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration, T&E Litigation

Charitable Giving: Remembering the Basics “Charitable Giving: Remembering the Basics,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. Charitable giving can be complicated, but it is...
Enforcement of Charitable Donation Restrictions

Enforcement of Charitable Donation Restrictions

Sep 29, 2020 | ACTEC Trust & Estate Talk Podcasts, Charitable Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration, T&E Litigation

Enforcement of Charitable Donation Restrictions “Enforcement of Charitable Donation Restrictions,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. At a recent ACTEC meeting, a panel of...
Charitable Endowment Fund Restrictions on Borrowing

Charitable Endowment Fund Restrictions on Borrowing

Sep 22, 2020 | ACTEC Trust & Estate Talk Podcasts, Charitable Planning, General Estate Planning, IRS / Tax Guidance, Pandemic Related Issues, T&E Administration

Charitable Endowment Fund Restrictions on Borrowing “Charitable Endowment Fund Restrictions on Borrowing,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago, IL. At a recent ACTEC meeting,...
The Uses and Abuses of Charitable LLCs

The Uses and Abuses of Charitable LLCs

Jul 7, 2020 | ACTEC Trust & Estate Talk Podcasts, Art & Alternative Assets, Business Planning, Charitable Planning, IRS / Tax Guidance, T&E Administration

The Uses and Abuses of Charitable LLCs “The Uses and Abuses of Charitable LLCs,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. How are people using charitable LLCs...
Charitable Planning and the SECURE Act – SECURE Act Special

Charitable Planning and the SECURE Act – SECURE Act Special

May 19, 2020 | ACTEC Trust & Estate Talk Podcasts, Charitable Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration

Charitable Planning and the SECURE Act – SECURE Act Special SECURE Act — 5 Part Special Updating Existing Estate Plans Under the SECURE Act – posted April 21, 2020 Planning for Common Scenarios Under the SECURE Act – posted April 28, 2020 Designing...
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