Business owners must carefully plan for succession, taxes, and the ever-changing economic landscape. Stay informed about the latest trust and estate developments with ACTEC Fellows.
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportunities.
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investors.
ACTEC Trust & Estate Talk Podcasts
