Blog
Effect of Recent Tax Reform Legislation on Divorce
“The Effect of Recent Tax Reform Legislation on Divorce.” That's the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Recent tax reform legislation makes divorce a more expensive...
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Trust Residency and State Tax Nexus Planning
A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.
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What is Probate?
ACTEC Fellows discuss “What is Probate? in this informative short video for individuals and families.
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The Unintended Consequences for Dynasty Trusts When Adoptions are not Recognized
A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.
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ACTEC’s Guide for Agents Acting Under Durable Power of Attorney
A sneak peek into ACTEC’s Guide for Agents Acting Under Power of Attorney, which will be released later this year. Learn more about the duties and responsibilities in this podcast.
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Responsible Investing for the Modern Fiduciary
How does sustainable and responsible investing intersect with fiduciary duty? May a trustee consider environmental, social, and governance, ESG, factors?
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