202.684.8460

Blog

Situs and the Resident Trust

“Situs and the Resident Trust.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Doug Stanley, ACTEC Fellow from Saint Louis, Missouri. Should your trust pack up and hit the road? Is a change of situs a must if there are taxes...

read more

The Digital Will Revolution

Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near future. Learn more in this podcast.

read more

Pre-Contest Planning

There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take/avoid taking to assure client’s wishes are followed.

read more