American Academy of Estate Planning Attorneys - Free Audio Sessions - AAEPA

The American Academy Free Audio Sessions—Educational Forum

This free forum features audio sessions with the Academy's premiere educational advisors discussing today's hottest educational topics. Take advantage of your first-class glimpse into our unparalleled education department.

Tax and Insurance Issues upon Transfer of Real Estate to a Trust

Click on the links below to launch Windows Media Player (if installed) and begin listening:

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

Click on the links below to launch Windows Media Player (if installed) and begin listening:

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

Click on the links below to launch Windows Media Player (if installed) and begin listening:

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.