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Utilization of Section 7872

Utilization of Section 7872

Jul 14, 2020 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration

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

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...
What Estate Planners Need to Know About Medicare

What Estate Planners Need to Know About Medicare

May 26, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration

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...
Autonomy in Estate Planning

Autonomy in Estate Planning

Apr 7, 2020 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, T&E Administration

Autonomy in Estate Planning “Autonomy in Estate Planning,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Stacy Singer, ACTEC Fellow from Chicago. Providing space for autonomy with next generation family members is...
Resolving Trustee Deadlocks | Resolving Trustee Disputes

Resolving Trustee Deadlocks | Resolving Trustee Disputes

Mar 17, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration, T&E Litigation

Resolving Trustee Deadlocks | Resolving Trustee Disputes “Resolving Trustee Deadlocks,” 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 be discussing...
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