Liability of Executors and Transferees for Estate Taxes

ACTEC Trust & Estate Talk by Suzy Shaw

Aug 4, 202612:47Government & Organizations

Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes. The American College of Trust and Estate Counsel , ACTEC, is a professional soc...

Related Episodes

Continue listening to more episodes from ACTEC Trust & Estate Talk.

Trust Modification: When Flexibility Conflicts With Settlor Intent

Aug 11, 2026 - 13:54

Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks...

Section 2801 Final Regulations: Tax on Gifts From Expatriates

Jul 28, 2026 - 11:16

Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including ta...

Reimbursement of Grantor on Trust Income Taxes: When, Why, and How

Jul 21, 2026 - 14:46

Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning...

What to Do When a Bypass Trust Was Never Funded

Jul 14, 2026 - 10:09

Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, an...

Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

Jun 30, 2026 - 11:10

Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficia...

Using AI for Document Review: Getting Started for Trust and Estate Attorneys

Jun 16, 2026 - 12:07

Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and dr...

Planning With Directed Trusts

Jun 9, 2026 - 10:41

Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern t...

Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest

Jun 2, 2026 - 11:05

Learn how modern single-family offices are structured, including classic and profits interest models, tax...