The American Academy Free Audio Sessions—Educational Forum
Tax and Insurance Issues upon Transfer of Real Estate to a Trust
Conference Call Part I (42:22)
In this conference call, Steve Hartnett explores the issues faced routinely by all of us, including: Property/Casualty insurance – Liability insurance – Title insurance – Property Tax/Reassessment – Income Tax – Gift and Estate Tax – and more!
Avoiding the Transfer for Value Rule on Sale of Life Insurance to an ILIT:
Conference Call Part I (42:28)
In this conference call, Dennis Sandoval discusses the facts and ruling of PLR 200636086. In addition, he will present an overview of the grantor trust rules and transfer for value rules, as they apply to irrevocable life insurance trusts.
Medicaid Planning: How to Protect the Home
Conference Call Part I (25:22)
Conference Call Part II (21:55)
Conference Call Part III (23:45)
One of the important issues in Medicaid planning is how to protect the home. In this conference call, Steve Hartnett covers five different strategies to protect the home and their relative advantages and disadvantages.
“Without the advice and guidance of AAEPA, my law practice would not be nearly as successful. The resources made available to members of AAEPA are invaluable. The ability to draw on the personal and practical experience of estate planning attorneys across the country coupled with the knowledge and commitment of the education department has allowed me to better assist my clients and their needs. Furthermore, the organized and efficient marketing systems not only helped me to find prospective clients; but also, helped me maintain client relationships. I owe much of the success of my law practice to AAEPA.”Mary F. — California Member