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:
PLR 200636086
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.
“In 2003 I decided to implement a life balance decision to schedule my office 4 days per week. I was able to easily accomplish this with the assistance from the Academy systems which allow me to work smarter and not just longer. In addition, a Fellow Academy member also provided personal guidance to me on how he had implemented the same strategy some time ago in his practice. This change was implanted without a hitch and remains today.
For me, my membership in AAEPA is about much more than documents or strategies for providing quality estate planning services. It allows me to do all the things that the top estate planners do while maintaining the quality of life that I have chosen. I will never again feel like the practice of law is swallowing me up whole like Moby Dick!”