Helpful Podcasts

ACTEC Trust and Estate Talk

The IRS is Here to Help: How Does That Happen?

The Dangers of Deferring Estate Tax

Impact of the Connelly v. United States Decision

A New Decision on Adequate Disclosure of Gifts

The Intersection of Well-Being and Trust Planning

QSBS Planning and Potential Pitfalls

SECURE Act 2.0 and Charitable Remainder Trusts

IRS Changes to Grantor Retained Annuity Trusts (GRAT)

Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts

Summary of Hot Trust & Estate Topics from 2022 and Early 2023

Civil Law Concepts in American Family and Inheritance Law

Lessons From Lisa Marie Presley’s Estate: Why Use a Corporate Trustee

Relief for S Corporation Mishaps

The Importance of Treating Life Insurance as an Asset and Maximizing Value

The Separate Shares Rules and Their Nuances

Income Taxation of Joint Revocable Trusts

An Illuminating Look at Closely Held Entities: Series Overview (Pt. 1 of 4)

Formation of a Closely Held Entity (Pt. 2 of 4)

The Administration of a Closely Held Entity (Pt. 3 of 4)

Considerations in the Possible Liquidation of a Closely Held Entity (Pt. 4 of 4)

Top 10 Recommendations for Planning Retirement Benefits under the SECURE Act

Cryptocurrency in Retirement Accounts

Uniform Electronic Transactions Act and Recent Developments

The SECURE Act and Retirement Account Planning Opportunities

Cryptocurrency Regulation and Qualified Custody

Economic Rights of Unmarried Cohabitants

Trust Protectors

Bitcoin Craze: Investment and Fiduciary Implications

Estate Planning with Art

How to Protect Inherited Assets from a Beneficiary’s Creditors in the Event of Divorce

Marriage, Divorce and Asset Protection