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Estate Planning Strategies in the Pandemic

Estate Planning Strategies in the Pandemic

Estate Planning Strategies in the Pandemic “Estate Planning Strategies in the Pandemic,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. The pandemic has brought estate planning to the...
Naming Foreign Persons in Your Estate Planning Documents

Naming Foreign Persons in Your Estate Planning Documents

Naming Foreign Persons in Your Estate Planning Documents “Naming Foreign Persons in Your Estate Planning Documents, that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. Today, we will...
Utilization of Section 7872

Utilization of Section 7872

Utilization of Section 7872 “Utilization of Section 7872,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jonathan Michael, ACTEC Fellow from Chicago, Illinois. IRS Code Section 7872 deals with the treatment of loans with...
The Uses and Abuses of Charitable LLCs

The Uses and Abuses of Charitable LLCs

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...
What Estate Planners Need to Know About Medicare

What Estate Planners Need to Know About Medicare

What Estate Planners Need to Know About Medicare “What Estate Planners Need to Know about Medicare,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. In an earlier...