Learn about the risks of using gift and estate tax exemption potential anti-abuse regulations that are set to expire in 2025 from guest presenter Katie Lynagh of Milbank in NYC.
The conclusion of the lecture “Truth, Transparency, and the Right of Privacy.” Duncan E. Osborne shares his views on balancing attorney-client privilege and an individual’s right to privacy.
Part 2 of the lecture “Truth, Transparency, and the Right of Privacy.” Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC, shares lessons learned from FATF.
Part 1 of the Annual Trachtman Lecture: “Truth, Transparency, and the Right of Privacy” from Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC.
A discussion of how truth, transparency, and an individual’s right to privacy affect attorney-client privilege and the law
A discussion of the impact of DNA testing on inheritance, intestacy laws, surrogacy, and use of frozen embryos postmortem.
An estate planning expert explains the potential business planning issues when giving a family office an interest in an investment partnership it manages.
An explanation of what donors need to consider when making a charitable donation to a nonprofit? What restrictions need to be thought through?
A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis.
What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique?