Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
…
continue reading
A collection of comical short stories by renowned American humorist and author Mark Twain, the compilation features 30 stories published in 1906. Presenting a colorful array of tales, the short stories cover various periods of Twain’s writing career, while also allowing him to revise and perfect each story. Exploring various topics including abusive hierarchical power, human recklessness, and backfiring expectations, the collection offers a sweet treat to satisfy every taste. The anthology b ...
…
continue reading
An archive of podcasts about all aspects of charity law in Canada. Tips, trends, and vital how-to information for anyone running a nonprofit in Canada. Note: we are no longer producing new podcasts here.
…
continue reading
Somebody’s Daughter Theatre Company presents: Miss, It Appears We’ve Hit Some Turbulence Podcast - ‘Miss It Appears…’ is a weaving of an original play, music and songs from women inside an Australian maximum security prison alongside commentary from five women who have lived experience of incarceration. The play follows the journey of Matilda a young Maori woman who ‘crash lands’ into prison. Produced with the assistance of The Australia Council for the Arts, Victorian Department of Justice ...
…
continue reading
The Gifford Lectures—held regularly at the four ancient Scottish universities of Edinburgh, Glasgow, St. Andrews and Aberdeen—were established under the will of Adam Lord Gifford, a Senator of the College of Justice, who died in 1887. His bequest allows the University to invite notable scholars to deliver a series of public lectures on themes related to ‘natural theology’, broadly construed. The 2018 Lectures held in Aberdeen were delivered by world-renowned biblical scholar Professor NT Wri ...
…
continue reading
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
…
continue reading
Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future. Nobody wants to think about estate planning, but life has a way of sneaking up on you and at any moment something unexpected could happen that will leave you regretting not having acted sooner. So join Attorney James A. Jones ...
…
continue reading
Made Up Murder is a show where five improvisers, armed with a few suggestions of character, create a story: a story that ends.. in MURDER!
…
continue reading
1
To Plan or Not to Plan: The Role of Funeral Planning in Your Estate Plan
32:54
32:54
Play later
Play later
Lists
Like
Liked
32:54
In this episode of The Legacy Talk Podcast, we discuss the importance of incorporating funeral plans into your estate plan. Learn how pre-planning your funeral can ease the burden on your loved ones and ensure your wishes are honored. I’m joined by Lisa Hutchins from Mountain View Funeral Home, who shares valuable insights on the benefits of pre-pl…
…
continue reading
A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best pr…
…
continue reading
1
Elder Law and Estate Planning: Protecting Your Assets from Long-Term Care Costs
30:58
30:58
Play later
Play later
Lists
Like
Liked
30:58
In this episode of The Legacy Talk Podcast, we discuss the critical topic of Elder Law and Estate Planning, focusing on how to protect your assets from the high costs of long-term care. Learn about Medicaid planning, long-term care insurance, irrevocable trusts, and other strategies to safeguard your wealth and ensure your family's financial securi…
…
continue reading
An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
…
continue reading
1
On Life Support: Estate Planning Considerations for Uncertain Medical Situations
22:34
22:34
Play later
Play later
Lists
Like
Liked
22:34
In this episode of The Legacy Talk Podcast, we dive into the crucial topic of estate planning for uncertain medical situations. I discuss the importance of having written assets like living wills and powers of attorney. Learn how to ensure your wishes are honored and your loved ones are protected during medical crises. Tune in to understand the key…
…
continue reading
1
Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion
7:34
7:34
Play later
Play later
Lists
Like
Liked
7:34
Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court decision. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
…
continue reading
1
Till Death Do Us Part: The Legal Advantages of Marriage in Estate Planning
20:38
20:38
Play later
Play later
Lists
Like
Liked
20:38
In this episode of The Legacy Talk Podcast, we discuss the legal advantages of marriage in estate planning. From automatic inheritance rights to tax benefits and simplified probate, being married offers several key benefits that can significantly impact your estate plan. Learn how these advantages can help you protect your assets and ensure your wi…
…
continue reading
1
Restricted Charitable Gifts: Practical Suggestions
11:44
11:44
Play later
Play later
Lists
Like
Liked
11:44
Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
…
continue reading
1
The Estate Tax Threshold: When to Start Planning
22:26
22:26
Play later
Play later
Lists
Like
Liked
22:26
In this episode of The Legacy Talk Podcast, we dive into the estate tax threshold and when you should start planning for estate taxes. Learn about Washington State's estate tax laws, strategies for minimizing your tax burden, and the importance of early planning. Discover how to use trusts, lifetime gifts, and other tools to protect your estate and…
…
continue reading
1
Addressing Incomplete or Lost Records During Fiduciary Administration
12:38
12:38
Play later
Play later
Lists
Like
Liked
12:38
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pr…
…
continue reading
1
What Do I Need To Know To Complete My Estate Plan?
25:11
25:11
Play later
Play later
Lists
Like
Liked
25:11
In this episode of The Legacy Talk Podcast, we dive into what you need to know to complete your estate plan. From understanding your assets to selecting beneficiaries and executors, we cover essential information that will make the process easier and more effective. Planning your estate doesn't have to be complicated. Tune in to learn the key steps…
…
continue reading
1
Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests
9:02
9:02
Play later
Play later
Lists
Like
Liked
9:02
An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profe…
…
continue reading
1
Estate Planning Myths Debunked: The 'Simple' Estate Misconception
22:20
22:20
Play later
Play later
Lists
Like
Liked
22:20
In this episode of The Legacy Talk Podcast, we tackle common estate planning myths and reveal the truths behind them. From the belief that only the wealthy need an estate plan to the misconception that a will is all you need, we debunk these myths and provide clear guidance. Learn how proper estate planning can benefit everyone, streamline the dist…
…
continue reading
A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment, important tool in the estate planning attorney's toolbox box. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and ar…
…
continue reading
1
Powerful Legacies: Embracing the Belief That Estate Planning Empowers Future Generations
21:25
21:25
Play later
Play later
Lists
Like
Liked
21:25
In this episode of The Legacy Talk Podcast, I dive into the importance of estate planning and how it can empower future generations. Estate planning isn't just about dividing assets; it's about creating a lasting legacy and ensuring your loved ones are taken care of. Join me as I discuss practical tips, personal stories, and expert advice on how to…
…
continue reading
Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c). The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals bes…
…
continue reading
In this episode of The Legacy Talk Podcast, I discuss what happens to your house when you die. I cover important topics like mortgages, wills, probate, trusts, and alternative options for transferring your home. Understanding these factors can help you plan effectively and ensure your loved ones are taken care of. Tune in to learn the steps you can…
…
continue reading
An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
…
continue reading
1
Charitable Bequests: Crafting a Philanthropic Legacy
28:44
28:44
Play later
Play later
Lists
Like
Liked
28:44
In this episode of The Legacy Talk Podcast, we explore the role of charitable bequests in estate planning and how to create a philanthropic legacy. Learn about different types of bequests, their benefits, and how to choose the right charities. Discover the tax advantages and personal fulfillment that come with supporting causes you care about. Tune…
…
continue reading
1
The NextGen Bar Exam Threat to Wills and Trusts
13:33
13:33
Play later
Play later
Lists
Like
Liked
13:33
ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profe…
…
continue reading
1
Real Estate Considerations: The Impact of Multiple Properties on Your Estate Plan
32:49
32:49
Play later
Play later
Lists
Like
Liked
32:49
In this episode of The Legacy Talk Podcast, we explore the impact of owning multiple properties on your estate plan. From accurate property valuation to ownership structures, estate taxes, and liquidity considerations, learn how to manage your real estate effectively within your estate plan. We also discuss the use of trusts, LLCs, and strategies f…
…
continue reading
The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals be…
…
continue reading
1
Debunking Estate Planning: The Intricacies of Wills & Trusts
24:59
24:59
Play later
Play later
Lists
Like
Liked
24:59
In this episode of The Legacy Talk Podcast, I dive into the complexities of estate planning, focusing on the differences between wills and trusts. Discover why having a will isn't enough and how trusts can offer greater protection for your assets. Learn the common misconceptions and key benefits of each. Whether you're planning for the future or ju…
…
continue reading
1
The Virtues of Estate Planning & Estate Planners Part 3 of 3: Essential Virtues of the Estate Planning Professional
24:26
24:26
Play later
Play later
Lists
Like
Liked
24:26
Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals b…
…
continue reading
1
End-of-Life Decisions: The Critical Role of Advance Directives
26:19
26:19
Play later
Play later
Lists
Like
Liked
26:19
In this episode of The Legacy Talk Podcast, we explore the critical role of advance directives in end-of-life decisions. Learn what advance directives are, why they are essential, and how they can ensure your healthcare wishes are respected. Discover how to effectively integrate these documents into your estate plan and make life easier for your lo…
…
continue reading
1
The Virtues of Estate Planning & Estate Planners Part 2 of 3: Estate Planning’s Role in Civilization
23:21
23:21
Play later
Play later
Lists
Like
Liked
23:21
In part 2 of Turney Berry’s lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers p…
…
continue reading
1
The Probate Conundrum: Ten Reasons to Avoid Probate
29:06
29:06
Play later
Play later
Lists
Like
Liked
29:06
Welcome to another insightful episode of The Legacy Talk Podcast! In this episode, we delve deep into the often misunderstood and notoriously complicated world of probate. This episode is all about understanding the many pitfalls of probate and why you should strive to avoid it. While I practice both estate planning and probate law, my goal is to h…
…
continue reading
1
The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?
16:39
16:39
Play later
Play later
Lists
Like
Liked
16:39
A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers prof…
…
continue reading
1
Estate Planning and Real Estate: Key Things to Consider about Your Home as an Asset
36:09
36:09
Play later
Play later
Lists
Like
Liked
36:09
In this episode of The Legacy Talk Podcast, we dive into estate planning with a focus on real estate. Discover key considerations for treating your home as an asset, from legal steps to financial strategies. Learn how to protect your property's value and ensure a smooth transfer to your heirs. Tune in for practical advice and expert insights that c…
…
continue reading
1
The Virtues of Estate Planning & Estate Planners: Overview
9:24
9:24
Play later
Play later
Lists
Like
Liked
9:24
ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspectives. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
…
continue reading
1
What Can We Learn from Celebrity Estate Nightmares?
33:13
33:13
Play later
Play later
Lists
Like
Liked
33:13
In this episode of The Legacy Talk Podcast, we dive into the estate planning mistakes of celebrities like Prince, Aretha Franklin, and Jimi Hendrix. Discover key lessons from their missteps to avoid costly errors in your own estate planning. Learn how a well-crafted plan can save money, reduce conflicts, and ensure your wishes are honored. Tune in …
…
continue reading
1
Impact of the End of the COVID Public Health Emergency on Medicaid Renewals
10:18
10:18
Play later
Play later
Lists
Like
Liked
10:18
Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profess…
…
continue reading
1
Tax-Smart Planning: How Estate Plans Can Ease Your Tax Burden
32:50
32:50
Play later
Play later
Lists
Like
Liked
32:50
In this episode of The Legacy Talk Podcast, we delve into tax-smart estate planning strategies that can ease your tax burden. Learn how revocable living trusts, lifetime gift exemptions, charitable giving, and other techniques can help minimize estate and gift taxes. If you're keen on preserving more of your wealth for your loved ones, this episode…
…
continue reading
Estate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious interference. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pro…
…
continue reading
1
The Revocable Living Trust: Probate Slayer
29:39
29:39
Play later
Play later
Lists
Like
Liked
29:39
In this episode of The Legacy Talk Podcast, we dive into the world of Revocable Living Trusts and how they can be a powerful tool in avoiding probate. Learn why this type of trust is known as the "Probate Slayer" and discover the key benefits, from preserving privacy to reducing legal costs. Tune in to understand how a revocable trust can simplify …
…
continue reading
1
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
14:38
14:38
Play later
Play later
Lists
Like
Liked
14:38
Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profess…
…
continue reading
1
Retirement Accounts and Estate Planning: How to Integrate Your IRA and 401(K)
32:09
32:09
Play later
Play later
Lists
Like
Liked
32:09
On this episode of Legacy Talk Podcast, dive into the essentials of integrating your IRA and 401(k) into your estate plan. Understand the differences between various retirement accounts, the importance of beneficiary designations, and the tax implications for heirs. Learn key strategies to ensure your assets are protected and effectively passed on.…
…
continue reading
Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best pra…
…
continue reading
1
Your Digital Legacy: How to Include Digital Assets in Your Estate Plan
26:53
26:53
Play later
Play later
Lists
Like
Liked
26:53
In this episode of The Legacy Talk Podcast, we dive into the world of digital assets and how they fit into your estate plan. With technology shaping our lives, it's crucial to consider how digital assets like social media accounts, online banking, and even cryptocurrency are managed after we're gone. Join us as we explore strategies for including d…
…
continue reading
1
Tips Regarding Fiduciary Disputes and Estate Planning
12:54
12:54
Play later
Play later
Lists
Like
Liked
12:54
An estate planning attorney examines fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
…
continue reading
1
Pre and Postnuptial Agreements: What are They and How do They Fit in to an Estate Plan
28:14
28:14
Play later
Play later
Lists
Like
Liked
28:14
Join us on The Legacy Talk Podcast as we explore the essentials of prenuptial and postnuptial agreements and how they integrate into your estate plans. Learn about protecting assets, clarifying ownership, and ensuring your family's future stays secured. Perfect for anyone considering marriage or looking to strengthen their estate strategy. Tune in …
…
continue reading
Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
…
continue reading
1
Debunking the 'Set-It-and-Forget-It' Myth
24:26
24:26
Play later
Play later
Lists
Like
Liked
24:26
In this episode of Legacy Talk Podcast, we debunk the common myth that estate planning is a one-time task. Discover why it's crucial to regularly review and update your estate plan, reflecting life’s inevitable changes like marriage, financial shifts, or new tax laws. Learn practical tips to keep your estate plan effective and ensure your wishes ar…
…
continue reading
1
Government Regulation of Artificial Intelligence
8:50
8:50
Play later
Play later
Lists
Like
Liked
8:50
Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profession…
…
continue reading
1
Child-Free and Planning: The Relevance of Estate Planning Even Without Kids
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29
In this episode of Legacy Talk Podcast, we dive into the crucial world of estate planning, focusing on the unique challenges and opportunities for those without children. Discover the importance of controlling your assets, ensuring your legacy helps the people and causes you care about. Learn about crafting a thoughtful plan that covers everything …
…
continue reading
1
AI-Related Practice Management Considerations for Law Firms
9:59
9:59
Play later
Play later
Lists
Like
Liked
9:59
A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals be…
…
continue reading
1
Revocable vs. Irrevocable Trusts: Which is the Right Choice for You?
27:43
27:43
Play later
Play later
Lists
Like
Liked
27:43
In this episode of The Legacy Talk Podcast, dive deep into the world of estate planning as we explore the differences between revocable and irrevocable trusts. Discover which type of trust could be the right choice for your financial future and family legacy. Get expert insights and practical advice to make informed decisions. Whether you're just s…
…
continue reading
1
The Ethical Use of Artificial Intelligence in Trust & Estate Law
11:29
11:29
Play later
Play later
Lists
Like
Liked
11:29
A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice a…
…
continue reading
1
Gifting Assets Before Death: The Pros, Cons, and Misunderstandings
28:33
28:33
Play later
Play later
Lists
Like
Liked
28:33
On this episode of The Legacy Talk Podcast, we dive into the topic of gifting assets before death. Join us as we explore the pros, cons, and misunderstandings surrounding this practice. Discover the potential benefits of transferring assets early, such as reducing estate taxes and avoiding probate. We also address common misconceptions and shed lig…
…
continue reading
1
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
19:56
19:56
Play later
Play later
Lists
Like
Liked
19:56
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals…
…
continue reading