ACTEC Fellows discuss the differences in laws affecting estate planning across states. Topics include the distinctions between community property and common law states, the Uniform Trust Code (UTC), and legal changes.
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.
Important takeaways of what lawyers and estate planners need to know about the Corporate Transparency Act, CTA.
Leaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax planning.
An update on how Kansas, Kentucky and Nebraska have applied Uniform Trust Code, UTC, in 2020 cases.
Learn from ACTEC trust and estate planning experts when attorney client privilege can be waived or except.
Gifts of assets, securities or cash to beneficiaries in community property states can be complicated. Here’s what you need to know.
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
ACTEC Trust & Estate Talk Podcasts
