The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, life insurance LLCs.
A Life Insurance-Funded Redemption Agreement Gone Bad
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ACTEC Trust & Estate Talk Podcasts
Podcast Topics
Expert Insights From Leading T&E Professionals
ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
A Primer on Private Foundations
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
An Introduction to Individual Charitable Deductions
What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert.
Basic Charitable Giving
Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a foreign charity.
Balancing Independence and Vulnerability of Older Adults | Part 3
Learn what lawyers and society can do to protect an older adult’s independence and reduce stereotypes – especially women – from elder financial abuse.
Balancing Independence and Vulnerability of Older Adults | Part 2
Elder financial abuse and who commits it, how we can help protect the autonomy of older adults and understand what the law can do to protect against such abuses.
Balancing Independence and Vulnerability of Older Adults | Part 1
Many women have a longer lifespan than men. How does the differing longevity impact financial management and potential vulnerabilities?
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
