Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role. T...
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ACTEC Trust & Estate Talk
ACTEC Trust and Estate Talk offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. ACTEC, a professional society of peer elec...
Episodes
20 of 391 episodes
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, an...
Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their 'Love Story'
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples. T...
Premarital Planning: What to Know and Do Before 'Going to the Chapel'
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparat...
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust...
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes....
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key...
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners. The...
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate a...
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitf...
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining...
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in...
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and invest...
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra...
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 MFO...
How to Build Inclusive Workplaces: Practical Strategies for Neurodiversity and Culture Change
Explore Part 3 of the Trachtman Lecture as Haley Moss shares practical strategies to build inclusive workplaces and support neurodiverse ind...
Neurodiversity in the Workplace: Barriers, Bias, and Belonging (Pt. 2 of 3)
Explore neurodiversity in the workplace—covering inclusion, underemployment, stigma, and why embracing different brains benefits everyone. (...
Neurodiversity: Leveling Up Our Perspective (Pt. 1 of 3)
Explore neurodiversity in Part 1 of the 3-part Annual Trachtman Lecture—challenging the idea of "normal," redefining differences, and highli...
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth pla...
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries. Th...