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ACTEC Fellows

ACTEC Fellows

Por: ACTEC

Podcasts for the Fellows of ACTEC.

66 episodios disponibles

Latest episodes of the podcast ACTEC Fellows

Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning 31/10/2025

Lessons from the Front Line – Private Foundation Self-Dealing Traps and Landmines 31/10/2025

Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times 31/10/2025

Helicopter Parents, Pre-Nups and Plans 31/10/2025

Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use 31/10/2025

Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills 31/10/2025

Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone? 07/07/2025

Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation 07/07/2025

Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets 07/07/2025

Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion 07/07/2025

Unwrapping Controversy: Litigating the Law of Giving 07/07/2025

What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries 07/07/2025

A Deep Dive into the GST Abyss 07/07/2025

Cultural Competence in Estate Planning 10/04/2025

Hot Topics 10/04/2025

Agree Not to Disagree with Buy-Sell Agreements After Connelly 10/04/2025

In the Pitch: Fairway or Rough? Managing Client Needs (and Mitigating Client Issues) Post-Planning 10/04/2025

This Isn't Your Father's Life Insurance Policy 10/04/2025

It's Complicated: Multijurisdictional Incapacity 10/04/2025

Taking Care of Business: Why (and How) a Purpose Trust Might Be the Answer to Your Client's Business Succession Challenges 10/04/2025

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