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

ACTEC Fellows
07/07/2025 1h 44min
Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone?

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More 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 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
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