ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records.
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian Ad Litem and other nuances in this podcast.
Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning.
As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellows discuss this complicated topic in this podcast.
We’re talking about issues pertaining to the fiduciary income tax that states impose on trusts.
ACTEC Trust & Estate Talk Podcasts
