Best Estatetaxes Podcasts (2023)

A

ACTEC Trust & Estate Talk

1
Tips for Joint Representation of Spouses: Part 2 of 2 10:05

6h ago10:05

10:05

Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally. 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 profes…

A

ACTEC Trust & Estate Talk

1
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2) 9:58

2h ago9:58

9:58

Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters. 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…

A

ACTEC Trust & Estate Talk

1
Non-Grantor Irrevocable Complex Discretionary Spendthrift Trusts 12:10

17h ago12:10

12:10

Don't get fooled by non-grantor irrevocable complex discretionary spendthrift trust scams. An expert warns about questionable trust structures marketed online. 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…

A

ACTEC Trust & Estate Talk

1
Considerations for US Owners of Canadian Property 10:12

7d ago10:12

10:12

Guidance for Americans purchasing real property in Canada, including tax traps, LLC and personal ownership considerations, non-resident prohibitions 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 profe…

A

ACTEC Trust & Estate Talk

1
U.S. Tax Considerations When Buying Property Abroad 11:13

15d ago11:13

11:13

Expert guidance and best practices for estate and wealth advisors on tax planning for clients with real or vacation property in a foreign country or abroad. 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…

A

ACTEC Trust & Estate Talk

1
Hiring, Examining, and Being an Expert Witness 9:27

22d ago9:27

9:27

T&E experts offer their advice to lawyers and professionals when retaining an expert witness or determining if you want to be an expert witness in a court proceeding. 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 offe…

A

ACTEC Trust & Estate Talk

1
Summary of Hot Trust & Estate Topics from 2022 and Early 2023 24:08

29d ago24:08

24:08

Estate planning experts review recent T&E cases, IRS rulings, SECURE Act 2.0, DAF and CRT cautions, and other recent developments impacting estate 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 profess…

F

Five Star Counsel Podcast

1
Spring Break! Plus, a Practical Guide to Come in Season 3... 3:12

1M ago3:12

3:12

The Five Star Counsel podcast is prepping for a little break while we wrap up season two and prepare for season three, which will focus on the practical implementation of building a modern, high-level legal firm. As we dive into the day-to-day nuts and bolts, we'll share a range of tools and methods, from budget-friendly to more costly options. We …

A

ACTEC Trust & Estate Talk

1
Civil Law Concepts in American Family and Inheritance Laws 11:59

1M ago11:59

11:59

A law professor shares ways civil and common law systems have influenced each other, particularly in matters relating to adoption, family and inheritance laws. 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…

A

ACTEC Trust & Estate Talk

1
Supreme Court Rules on Alexandru Bittner v. United Stateser vs United States 9:30

1M ago9:30

9:30

Supreme Court ruling in Bittner v. United States, with input from ACTEC's amicus brief, regarding the Bank Secrecy Act and Foreign Bank Account Reporting. 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…

A

ACTEC Trust & Estate Talk

1
Lessons From Lisa Marie Presley’s Estate: Why Use a Corporate Trustee 14:06

2M ago14:06

14:06

Drama in the Estate of Lisa Marie Presley may be due to the absence of a corporate trustee. An estate expert explains the benefits of using an established and experienced corporate trustee. 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 …

F

Five Star Counsel Podcast

1
S2 E13. Answering Our Show's Big Question 13:57

2M ago13:57

13:57

Our show has tackled client service by framing it around one big question: "What would a firm created by the founders of Disney, Amazon, and Four Seasons look like?" Today we try to summarize our Five Star Bootcamp by answering that question. Building a law firm requires starting with the business foundations of mission, vision, and values. The mis…

A

ACTEC Trust & Estate Talk

1
Relief for S Corporation Mishaps 9:15

2M ago9:15

9:15

Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions. 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 professi…

A

ACTEC Trust & Estate Talk

1
The Importance of Treating Life Insurance as an Asset and Maximizing Value 9:43

2M ago9:43

9:43

Life insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse. 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…

A

ACTEC Trust & Estate Talk

1
The Separate Shares Rules and Their Nuances 14:24

2M ago14:24

14:24

An explanation of how and when separate share rules and the nuances involved with Income in Respect to the Decedent, IRD, and S Corporation stock. 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…

F

Five Star Counsel Podcast

1
S2 E12. Recovering From Service Mistakes 9:27

3M ago9:27

9:27

How do you handle client-facing mistakes? As much as we try to avoid them, mistakes are inevitable, even for us perfectionist attorneys. And because they are inevitable, attorneys need to have a plan for how to respond when they happen. My experience working at the Four Seasons provided a great framework for how to deal with mistakes, using "glitch…

A

ACTEC Trust & Estate Talk

1
Income Taxation of Joint Revocable Trusts 9:54

3M ago9:54

9:54

An estate expert explains the options and complexity for the surviving spouse in a joint revocable trust following the death of the other spouse. 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…

A

ACTEC Trust & Estate Talk

1
Witness Depositions of Valuation Experts 12:35

3M ago12:35

12:35

An expert shares best practices for T&E attorneys when preparing for a valuation, taking the deposition, and defending the witness. 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 adv…

A

ACTEC Trust & Estate Talk

1
Corporate Transparency: US Joins the Rest of The World 14:14

3M ago14:14

14:14

Update on Corporate Transparency Act final regulations: experts explain requirements by the reporting company, beneficial owner, and applicants. 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…

A

ACTEC Trust & Estate Talk

1
Understanding and Managing the Rights of Lifetime Creditors Following Death 14:15

3M ago14:15

14:15

Estate planning attorneys discuss differences in legal traditions and post-mortem rules with creditors, probate, and trust administrations in different 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 prof…

A

ACTEC Trust & Estate Talk

1
Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4) 18:26

4M ago18:26

18:26

The final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make sense not to liquidate. 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…

F

Five Star Counsel Podcast

1
S2 E11. Making Service Improvements 10:25

4M ago10:25

10:25

There's a common misconception and fear we see in attorneys. Attorneys can fall prey to thinking that becasue they're well-paid and well-respected, they don't need to think about making their service better. Many risk-averse, pessimist, perfectionist attorneys simply fear the potential failure that comes with change and growth. Neither of these is …

A

ACTEC Trust & Estate Talk

1
The Administration of a Closely Held Entity (Pt. 3 of 4) 10:26

4M ago10:26

10:26

In part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities. 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…

F

Five Star Counsel Podcast

1
S2 E10. Maintaining Your Service Consistency 12:38

4M ago12:38

12:38

Now that you have addressed your standards, and you've implemented processes that should lead to those standards being met, how do you make sure your firm is hitting your standards on an ongoing basis? Standards won't do much for you if they're never being met. I'll walk through the ways you can think about consistency in your service, ways to meas…

A

ACTEC Trust & Estate Talk

1
Formation of a Closely Held Entity (Part 2 of 4) 15:07

4M ago15:07

15:07

With part 2 of the Closely Held Entities, ACTEC's trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partnerships. 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…

F

Five Star Counsel Podcast

1
S2 E9. Setting Your Delivery Standards 15:55

4M ago15:55

15:55

Now that we've discussed the components of our firm's service, it's time to think about how we measure successful service. Setting these standards not only helps you track that everything is happening correctly, but helps your employees know if they're doing a good job. Most importantly, it helps ensure a consistent and high-quality experience for …

A

ACTEC Trust & Estate Talk

1
An Illuminating Look at Closely Held Entities (Pt. 1 of 4) 17:23

4M ago17:23

17:23

Trust and estate experts introduce a 4-part podcast series on the main phases of the closely held entity: formation, administration, and possible liquidation. 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…

A

ACTEC Trust & Estate Talk

1
Moving Your Firm to the Cloud 21:21

5M ago21:21

21:21

Lawyers share tips for planning and successfully moving your firm's data and software to a cloud solution. Understand the benefits and risks in this podcast. 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 profes…

A

ACTEC Trust & Estate Talk

1
Supporting and Mentoring Female Estate Planning Attorneys 24:28

5M ago24:28

24:28

An experienced mentor and estate planning attorney offers tips on work-life balance, mentorship, and supporting women in trust and estate law. 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 p…

F

Five Star Counsel Podcast

1
S2 E8. Your People: Hiring, Training, and Managing 16:17

5M ago16:17

16:17

We've built the pieces of the machine for great service, but now it's time to focus on the fuel - your employees. People are the most important thing in your business, and we can't skimp on it. I break this episode down into two main parts: how to hire and how to train and manage. The most crucial single point is in your hiring process - most law f…

A

ACTEC Trust & Estate Talk

1
Work-Life Balance: Recommendations for Attorneys 12:01

5M ago12:01

12:01

An attorney shares his recommendations for work-life balance and tips for setting boundaries, reducing stress, and setting an example for younger employees. 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…

F

Five Star Counsel Podcast

1
Service Delivery in the New Experience Economy w/ Joe Pine 31:52

5M ago31:52

31:52

Have you progressed beyond the dark ages of stodgy, antiquated law practice? If you're listening to this show, I bet you have, but has your service delivery fully embraced the current experience economy? What does that even mean? Our guest, Joe Pine, is here to explain. Joe is a distinguished author, speaker, and management advisor. We focus our ta…

A

ACTEC Trust & Estate Talk

1
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP) 20:15

5M ago20:15

20:15

International estate planning experts explain ACTEC’s support of electronic apostilles, e-APPs, and the importance of apostilles to the trusts and estates practice. 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…

F

Five Star Counsel Podcast

1
S2 E7. Defining the Five Star Experience 17:30

6M ago17:30

17:30

Now that we've laid the groundwork for building great service, and talked about how to avoid pitfalls, we should really define the scale that we're grading service on. We are, after all, the Five Star Counsel Podcast! So what makes a "Five Star" experience? I'll give some detailed examples of what goes into an exemplary, five star experience for a …

A

ACTEC Trust & Estate Talk

1
Top 10 Recommendations for Planning Retirement Benefits Under the SECURE Act 7:23

6M ago7:23

7:23

Planning for retirement benefits under the SECURE Act is complicated. Hear the top ten recommendations from a trust and estate expert when planning distributions. 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…

A

ACTEC Trust & Estate Talk

1
ACTEC’s Comments on Section 2053 - Proposed Estate Tax Regulations 16:24

6M ago16:24

16:24

ACTEC comments on proposed regulations under IRS Code Section 2053, and the effects on estates seeking to deduct funeral and administrative expenses and loans. 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…

A

ACTEC Trust & Estate Talk

1
ACTEC’s Supreme Court Amicus Brief in Alexandru Bittner v. United States 9:23

6M ago9:23

9:23

Understand the Foreign Bank and Financial Account Report, FBAR, issues under review by the Supreme Court in Bittner v. United States. ACTEC filed an amicus brief in August and SCOTUS is scheduled to hear arguments on November 2. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawye…

F

Five Star Counsel Podcast

1
S2 E6. Avoiding Red Herrings 13:38

6M ago13:38

13:38

Before we dive deeper into what service is, let's take a look at what service ISN'T. I like to classify these distractions, marketing ploys, and wow-factor missteps as Red Herrings. This is something that you give to your client that doesn't actually move the needle for them. Your law firm isn't a procurement agent, so don't buy stuff for clients t…

F

Five Star Counsel Podcast

1
S2 E5. Managing the Forest 14:45

7M ago14:45

14:45

What does it mean to have "your process"? How do you make sure that everyone on your team knows what to do, and when to do it? We're getting in the weeds on how to set up your practice so you know what's happening with all of your clients, at a glance. The reason we're spending the time on this is to make sure that everybody on your team knows wher…

F

Five Star Counsel Podcast

1
Creating Frictionless Payment Experiences w/ Ben Brideaux - Live From Clio Cloud Con 11:15

7M ago11:15

11:15

Five Star Counsel recorded live from Clio Cloud Con 2022 in Nashville, TN! We'll be talking with experts and execs in the legal community about what's next and how it will shape the future of client service. We were joined by Clio's VP of Financial Services, Ben Brideaux to chat about what he sees happening in the payment space around legal service…

F

Five Star Counsel Podcast

1
S2 E4. What's Your Needle? 11:03

7M ago11:03

11:03

Now that we've defined our firm's mission, vision, and values, we need to really hone in on exactly HOW we help our clients and how we measure it. How exactly do we move the needle for our clients and define success? As customers grow more savvy, the legal industry is not immune - potential clients have problems, and they want to know that this exp…

F

Five Star Counsel Podcast

1
The Top 6 Factors Clients Use When Hiring a Firm w/ Nika Kabiri - Live From Clio Cloud Con 21:19

7M ago21:19

21:19

Five Star Counsel recorded live from Clio Cloud Con 2022 in Nashville, TN! We'll be talking with experts and execs in the legal community about what's next and how it will shape the future of client service. We were joined by data guru and Clio's in-house Decision Scientist, Nika Kabiri, who walked us through The Top 6 Factors Clients Use When Hiri…

A

ACTEC Trust & Estate Talk

1
Unconscionability of Premarital Agreements (Pt 2 of 2) 15:26

7M ago15:26

15:26

An estate lawyer explores case disputes of premarital agreements, aka post-nuptial agreements, based on unconscionability under the Uniform Premarital Act. 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 professi…

A

ACTEC Trust & Estate Talk

1
The Corporate Transparency Act - The Clock has Started 14:09

7M ago14:09

14:09

Learn what estate planners need to know about reporting requirements of the Corporate Transparency Act from FinCEN’s final rules issued on September 29, 2022. 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…

F

Five Star Counsel Podcast

1
S2 E3: Your Firm's MISSION 6:11

7M ago6:11

6:11

Your Mission is your guidance for your future clients as to you act for them. This will guide *their* decision to reach out and hire you and your practice. The idea that your firm can do anything really means your firm can do nothing - you won't stand out. You need to know what you do best, and so do employees and clients. It helps you stand out an…

F

Five Star Counsel Podcast

1
Parsing Client Service vs. Experience w/ Jack Newton - Live From Clio Cloud Con 22:22

7M ago22:22

22:22

Five Star Counsel recorded live from Clio Cloud Con 2022 in Nashville, TN! We'll be talking with experts and execs in the legal community about what's next and how it will shape the future of client service. We were very excited to be joined by Clio Co-Founder and CEO Jack Newton for a dive into his latest We define and make distinctions between cl…

A

ACTEC Trust & Estate Talk

1
Unconscionability of Premarital Agreements - Pt 1 of 2 7:33

7M ago7:33

7:33

An estate lawyer explains the Uniform Premarital Act and the limitations of premarital agreements, aka post-nuptial agreements, based on unconscionability. 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 professi…

F

Five Star Counsel Podcast

1
Live From Clio Cloud Con: 2022 Legal Trends Report w/ Joshua Lenon 26:18

7M ago26:18

26:18

Five Star Counsel is live from Clio Cloud Con 2022 in Nashville, TN! We'll be talking with experts and execs in the legal community about what's next and how it will shape the future of client service. We'll start the week by welcoming Joshua Lenon, Lawyer in Residence at Clio, to discuss the 2022 Legal Trends Report. We'll get a deep dive into the…

F

Five Star Counsel Podcast

1
S2 E2: Your Firm's VALUES 12:52

7M ago12:52

12:52

When we think about the three-legged stool that makes up each of our practices, we think about the owners (which is probably you listening to this podcast right now), our employees (the staff who helps us build this), and our clients (the people we are serving) We first talked about our vision, which is what guides us as the owners of the practice …

F

Five Star Counsel Podcast

1
S2 E1: Your Firm's VISION 10:23

7M ago10:23

10:23

The first three modules of the Five Star Bootcamp address three core building blocks for your firm's success - your firm's VISION, VALUES, and MISSION. This episode covers your firm's VISION. Your Vision is guidance for you, the owner. What are you building towards? This will guide your behavior as you build your practice, even if it's just a pract…

Podcasts Worth a Listen

SPONSORED

Estatetaxes Podcasts

Download the App!

Podcasts Worth a Listen

SPONSORED

Quick Reference Guide