
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management. 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 advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.
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Section 2801 Final Regulations: Tax on Gifts From Expatriates

Reimbursement of Grantor on Trust Income Taxes: When, Why, and How

What to Do When a Bypass Trust Was Never Funded

Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
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Free forever for up to 3 podcasts. No credit card required.