https://www.spreaker.com/podcast/iplan-law-estate-planning--6093787
Mission. The mission of Daniel Van Slyke, Attorney at Law is threefold: (1) to give you and your family peace about your estate; (2) to help keep your estate, business, and family out of court; (3) and to protect your legacy from creditors, predators, and indiscretion. Daniel will take the time to learn about you and your estate, to discuss your goals and concerns, and to carefully craft a plan to help you meet your goals. Daniel also will explain clearly all you need to know so you will understand your plan and how to manage it.

Remote Services. The Firm conducts business remotely. Daniel is an attorney licensed to practice law in California, Texas, and Missouri. Wherever you are in California, Texas, or Missouri, Daniel can prepare or update your estate or business plan from the comfort of your own home, without the need for in-person visits or travel.]]>enBusinessCopyright WCAT Radiohttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d2362a34971e2ad2b58a80c4aa3b561e.jpghttps://www.spreaker.com/podcast/iplan-law-estate-planning--6093787Thu, 09 Jul 2026 20:22:05 +0000WCAT RadioWCAT Radiofeeds@spreaker.comDaniel Van Slyke is an estate planning attorney licensed to practice law in California, Texas, and Missouri. On this channel, he discusses estate and tax planning, special needs planning, business planning, and related topics. Nothing on this channel...
Mission. The mission of Daniel Van Slyke, Attorney at Law is threefold: (1) to give you and your family peace about your estate; (2) to help keep your estate, business, and family out of court; (3) and to protect your legacy from creditors, predators, and indiscretion. Daniel will take the time to learn about you and your estate, to discuss your goals and concerns, and to carefully craft a plan to help you meet your goals. Daniel also will explain clearly all you need to know so you will understand your plan and how to manage it.

Remote Services. The Firm conducts business remotely. Daniel is an attorney licensed to practice law in California, Texas, and Missouri. Wherever you are in California, Texas, or Missouri, Daniel can prepare or update your estate or business plan from the comfort of your own home, without the need for in-person visits or travel.]]>falsea32d3fe8-cd24-5829-978c-4b68ea63cdf9serialhttps://www.spreaker.com/episode/revocable-living-trusts-explained--58722165


]]>https://api.spreaker.com/episode/58722165Sun, 18 Feb 2024 13:36:57 +0000WCAT RadioThe revocable living trust often serves as the foundation of an estate plan. But what is it? This video addresses the definition, advantages, and limitations of a revocable living trust. In addition to other advantages, revocable living trusts enable...


]]>271estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/what-is-a-trust--58722172https://api.spreaker.com/episode/58722172Sun, 18 Feb 2024 13:37:41 +0000WCAT RadioFrom the perspective of estate planning, what is a trust? This video briefly explains the basic concepts of a trust, namely, the trust’s purpose, grantor, funding, beneficiary, beneficial interest, and trustee. This is the foundational video of...403estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/03-federal-trust-planning-taxes--58722174https://api.spreaker.com/episode/58722174Sun, 18 Feb 2024 13:38:27 +0000WCAT RadioThere are four major types of federal tax to consider when planning your estate: income tax, estate tax, gift tax, and generation skipping transfer tax. This presentation briefly introduces five key concepts and terms related to each tax, namely:...284estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/the-impending-deadline-for-the-estate-tax-exemption--58722175https://api.spreaker.com/episode/58722175Sun, 18 Feb 2024 13:38:58 +0000WCAT RadioThis presentation clearly explains the federal estate tax, the estate tax exemption, and the impending deadline of January 1, 2026 for the sunset of high estate tax exemption rates, and what that means for estate planning for high net worth families.273estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/dynasty-trusts--58722179


]]>https://api.spreaker.com/episode/58722179Sun, 18 Feb 2024 13:39:29 +0000WCAT RadioDynasty trusts save large amounts in taxes, protect your inheritance, and preserve your values for generations. This presentation explains the basics of dynasty trusts, how they work to save death taxes, their advantages, and some of their disadvantages.


]]>314estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/how-the-irs-categorizes-trusts--58722178https://api.spreaker.com/episode/58722178Sun, 18 Feb 2024 13:40:03 +0000WCAT RadioHow does the IRS categorize trusts from a tax perspective? The IRS divides trusts into three basic categories: simple trusts, complex trusts, and grantor trusts. Why does the way the IRS categorizes taxes matter? These distinctions can result in...214estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/blind-trusts--58722173https://api.spreaker.com/episode/58722173Sun, 18 Feb 2024 13:40:38 +0000WCAT RadioWhat is a blind trust? Blind trusts are not trusts for people who cannot see, and they are not asset protection trusts. Blind trusts are primarily for politicians and government officials.120estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/why-a-trust-s-location-matters--58722168https://api.spreaker.com/episode/58722168Sun, 18 Feb 2024 13:41:17 +0000WCAT RadioWhy does a trust’s situs or location matter? The location of a trust can have huge consequences on taxes. States impose different income taxes and estate taxes on trusts. Some states allow trusts to exist longer than other states and so make better...315estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/credit-shelter-bypass-trusts-explained--58722180https://api.spreaker.com/episode/58722180Sun, 18 Feb 2024 13:41:51 +0000WCAT RadioThe Credit Shelter Trust goes by many names. A Credit Shelter Trust may be called a Bypass Trust or B Trust, a Unified Credit Shelter Bypass Trust, or a Non-Marital Trust. This type of trust typically appears within the estate plan of a married...597estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/crummey-trusts-explained--58722176https://api.spreaker.com/episode/58722176Sun, 18 Feb 2024 13:42:32 +0000WCAT RadioCrummey Trusts offer an excellent tool for passing on wealth without gift or estate taxes. Grandparents can use Crummey Trusts to pass on wealth with generation skipping transfer taxes (GSTTs). This video discusses the use of Crummey Trusts in Estate...405estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/13-610-000-tax-free-giveaway--58722164https://api.spreaker.com/episode/58722164Sun, 18 Feb 2024 13:43:09 +0000WCAT RadioThe unified tax credit has gone up for 2024 to $13,610,000. This is an incredible opportunity for high-net-worth families to transfer wealth gift tax and estate tax free. Use it or lose it! This unified credit amount will go up again in 2025, but it...55estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/marital-deduction-in-a-nutshell--58722167https://api.spreaker.com/episode/58722167Sun, 18 Feb 2024 13:43:47 +0000WCAT RadioThis short explains the unlimited marital deduction, which allows spouses who are U.S. citizens to transfer any amount of assets to one another in life or at death gift tax and estate tax free.55estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/simplicity-of-planned-charitable-giving--58722163


]]>https://api.spreaker.com/episode/58722163Sun, 18 Feb 2024 13:44:23 +0000WCAT RadioPlanned giving can involve charitable remainder trusts, charitable lead trusts, family foundations, charitable gift annuities, business entities, income tax, capital gains tax, gift tax, estate tax, and more. But at its core, planned giving serves two...


]]>56estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/crat-crut-charitable-remainder-annuity-trusts-charitable-remainder-unitrusts-explained--58722170


]]>https://api.spreaker.com/episode/58722170Sun, 18 Feb 2024 13:45:02 +0000WCAT RadioThis video discusses the two types of charitable remainder trusts widely used for planned charitable giving, namely, the Charitable Remainder Annuity Trust or CRAT and the Charitable Remainder Unitrust or CRUT. Each type can help donors support their...


]]>443estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/charitable-remainder-trusts-explained--58722177https://api.spreaker.com/episode/58722177Sun, 18 Feb 2024 13:45:43 +0000WCAT RadioThis video explains the basic concepts behind Charitable Remainder Trusts or CRTs. Donors or grantors with charitable intentions use CRTs to support their favorite charities. At they same time, they gain immense income tax and capital gains tax...537estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/qtip-trusts-for-spouses-explained--58722171https://api.spreaker.com/episode/58722171Sun, 18 Feb 2024 13:46:16 +0000WCAT RadioMarried couples use Qualified Terminable Interest Property Trusts or QTIP Trusts to avoid estate taxes by using the estate tax exemption and the unlimited marital deduction. QTIP Trusts also provide for the survivor after one spouse passes while...389estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/the-complex-trust-is-pure-scam--58722166https://api.spreaker.com/episode/58722166Sun, 18 Feb 2024 13:46:44 +0000WCAT RadioWatch out for those who promote an irrevocable trust that allegedly avoids federal income tax. Its promoters have called this, among other things, a Complex Trust, a Pure Trust, and a Non-Grantor Irrevocable Complex Discretionary Spendthrift Trust. Be...54estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/private-foundation-build-a-family-legacy-of-charitable-giving--58722169https://api.spreaker.com/episode/58722169Sun, 18 Feb 2024 13:47:28 +0000WCAT RadioWhat is a Private Foundation or Private Family Foundation, and why do so many families seem to have them? This video explores those questions by considering the advantages of Private Foundations, along with some of their downsides as well as the...508estateplanning,iplanlawfalsefullhttps://www.spreaker.com/episode/stop-ghosting-the-deceased--58732161https://api.spreaker.com/episode/58732161Mon, 19 Feb 2024 05:59:16 +0000WCAT RadioIdentity thieves are adept at "ghosting" your deceased love ones by stealing their personal information and using it to perpetrate fraud. Identity thieves use this information, for example, to open new accounts, commit health care fraud, obtain tax...56assetprotection,estateplanning,iplanlawfalsefull