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

ACTEC Fellows
07/07/2025 1h 56min
Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion

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More episodes of the podcast ACTEC Fellows

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
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
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