More podcasts from American College

HS 326 Audio: Planning For Retirement Needs
HS 326 Audio: Planning For Retirement Needs

infrequent

HS 328 Video: Investments
HS 328 Video: Investments

infrequent

HS 376 Audio: Legal and Financial Issues for Special Needs Families
HS 376 Audio: Legal and Financial Issues for Special Needs Families

infrequent

HS 323 Audio: Individual Life Insurance (2015)
HS 323 Audio: Individual Life Insurance (2015)

infrequent

HS 328 Audio: Investments
HS 328 Audio: Investments

infrequent

HS 330 Video: Fundamentals of Estate Planning
HS 330 Video: Fundamentals of Estate Planning

infrequent

HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis
HS 333 Video: Personal Financial Planning: Comprehensive Case Analysis

infrequent

GS 803 Audio: Financial Statement Analysis
GS 803 Audio: Financial Statement Analysis

infrequent

GS 803 Video: Financial Statement Analysis
GS 803 Video: Financial Statement Analysis

infrequent

Search for episodes from HS 334 Audio: Estate Planning Applications (2015) with a specific topic:

Latest episodes from HS 334 Audio: Estate Planning Applications (2015)

10-2 Discuss the implications of community property on the ownership of life insurance.

Play Episode Listen Later Jul 1, 2015 1:24


ownership implications life insurance community property
6-5 Explain how a family life insurance partnership (FLIP) can be used to transfer wealth to the next generation

Play Episode Listen Later Jul 1, 2015 1:59


wealth partnership next generation flip explain life insurance family life
14-3 Understand why the concept of estate liquidity is pertinent in the overall estate planning process

Play Episode Listen Later Jul 1, 2015 5:26


concept estate planning liquidity pertinent
14-1 Procedural Principles of Estate Planning

Play Episode Listen Later Jul 1, 2015 2:50


principles estate planning procedural
14-2 Explain the concept of excessive transfer costs

Play Episode Listen Later Jul 1, 2015 5:07


concept costs explain excessive
14-4 Discuss how patterns of distribution fit into the written estate plan

Play Episode Listen Later Jul 1, 2015 1:31


patterns distribution estate plan
13-4 Explain why nonqualified deferred compensation is such a useful technique

Play Episode Listen Later Jul 1, 2015 3:27


explain technique compensation deferred nonqualified
13-7 Discuss how traditional split-dollar agreements can be structured to avoid inclusion in the insured’s gross estate

Play Episode Listen Later Jul 1, 2015 2:10


inclusion traditional split dollar estate gross agreements structured insured
13-1 Estate Planning Implications of Employee Benefits Overview

Play Episode Listen Later Jul 1, 2015 5:04


implications estate planning employee benefits
13-3 Discuss the opportunities for life insurance in conjunction with re-tirement plans.

Play Episode Listen Later Jul 1, 2015 1:04


opportunities life insurance conjunction
12-9 Explain the concept of the power of appointment as it relates to the estate planning eff ort

Play Episode Listen Later Jul 1, 2015 4:41


concept explain appointments estate planning relates
13-2 Describe the issues concerning the choice of benefi ciary for qualifi ed plans and IRA

Play Episode Listen Later Jul 1, 2015 3:10


describe qualifi
12-8 Describe the tax imposed on generation-skipping transfers

Play Episode Listen Later Jul 1, 2015 4:36


generation describe transfers skipping imposed
13-6 Describe how group term life insurance can avoid inclusion in the insured’s gross estate

Play Episode Listen Later Jul 1, 2015 1:06


inclusion estate gross describe insured term life insurance
12-4 Discuss the subtle differences between the income, gift, and estate tax impact of transfers to trusts

Play Episode Listen Later Jul 1, 2015 3:56


income differences transfers subtle trusts estate tax
13-8 Discuss the advantages of Sec. 162 bonus life insurance plans

Play Episode Listen Later Jul 1, 2015 1:26


advantages life insurance
13-5 Describe how the death-benefit-only plan operates

Play Episode Listen Later Jul 1, 2015 1:09


describe operates death benefit
12-3 Describe the grantor trust rules

Play Episode Listen Later Jul 1, 2015 2:09


trust describe grantor
11-1 Estate Planning for Non-U.S. Citizens Overview

Play Episode Listen Later Jul 1, 2015 6:53


citizens estate planning
12-2 Discuss the federal tax implications of the creation of an irrevocable trust.

Play Episode Listen Later Jul 1, 2015 1:02


tax implications federal tax irrevocable trust
12-7 Understand the tax implications of using an irrevocable living trust

Play Episode Listen Later Jul 1, 2015 1:29


irrevocable tax implications living trusts
12-6 Understand the nontax advantages and disadvantages of using an irrevocable living trust.

Play Episode Listen Later Jul 1, 2015 1:16


disadvantages irrevocable living trusts
9-3 Examine the federal estate gift, and income tax implications of transfers between spouses during marriage and incident to divorce or separation.

Play Episode Listen Later Jul 1, 2015 2:03


marriage divorce federal separation estate incident transfers spouses income taxes tax implications
12-5 Discuss the effect of a reciprocal transfer in trust.

Play Episode Listen Later Jul 1, 2015 0:54


trust reciprocal
12-1 Tax Planning with Trusts

Play Episode Listen Later Jul 1, 2015 2:23


trusts tax planning
10-1 Community Property—Its Implications on Estate Planning

Play Episode Listen Later Jul 1, 2015 1:52


implications estate planning community property
7-6 Describe the requirements for a federal income tax charitable deduction

Play Episode Listen Later Jul 1, 2015 3:15


requirements describe federal income tax charitable deduction
7-8 Discuss the life insurance and other liquidity planning opportunities for charitable giving

Play Episode Listen Later Jul 1, 2015 3:41


opportunities planning life insurance liquidity charitable giving
11-2 Discuss how transfers of life insurance can alleviate the problems of funding a QDOT

Play Episode Listen Later Jul 1, 2015 1:00


funding transfers life insurance alleviate
9-1 Miscellaneous Estate Planning Issues Stemming from the Marital Relationship Overview

Play Episode Listen Later Jul 1, 2015 2:17


relationships estate planning marital miscellaneous stemming
8-4 Describe the distinctions between a CRAT and a CRUT

Play Episode Listen Later Jul 1, 2015 4:12


describe distinctions crat crut
7-3 Discuss the reasons why a donor may be interested in making a con-tribution

Play Episode Listen Later Jul 1, 2015 1:33


donor
8-9 Describe the conservation contributions eligible for tax deductions

Play Episode Listen Later Jul 1, 2015 2:25


conservation describe contributions eligible tax deductions
8-3 Discuss the general guidelines for a charitable remainder trust (CRT)

Play Episode Listen Later Jul 1, 2015 2:27


guidelines charitable remainder trusts
8-8 Describe the use of the charitable lead trust.

Play Episode Listen Later Jul 1, 2015 2:12


trust describe charitable
4-6 Understand why it is difficult to value closely held stock

Play Episode Listen Later Jul 1, 2015 2:06


difficult stock
9-2 Discuss the surviving spouse’s right of election against the will

Play Episode Listen Later Jul 1, 2015 1:23


elections surviving spouse
9-4 Discuss the following:a. the relevance of transfers of life insurance incident to divorceb. the issue of maintenance of life insurance pursuant to a divorce decree or property settlemen

Play Episode Listen Later Jul 1, 2015 1:39


divorce property incident maintenance transfers relevance life insurance decree pursuant
7-5 Describe the requirements for a federal gift tax charitable deduction.

Play Episode Listen Later Jul 1, 2015 0:49


federal requirements describe charitable deduction
8-5 Describe how a contribution of a CRT can be enhanced with life insur-ance through a wealth replacement trust

Play Episode Listen Later Jul 1, 2015 1:57


trust wealth replacement describe contribution enhanced
7-7 Discuss the rules for substantiating and valuing charitable contribu-tions.

Play Episode Listen Later Jul 1, 2015 1:13


valuing charitable contribu
8-6 Discuss the mechanics of a pooled-income fund

Play Episode Listen Later Jul 1, 2015 1:53


mechanics pooled income fund

Claim HS 334 Audio: Estate Planning Applications (2015)

In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

Claim Cancel