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.
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
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.
New partnership audit rules began in 2018 that have procedural and substantive effects. Learn more from ACTEC Fellows Steve Gorin and James Lee.
There are many tools available to planners to help them achieve client creditors’ protection objectives without the need for a self-settled asset protection trust. Hear ACTEC Fellows discuss asset-protection strategies such as Tenancy by the Entirety, asset protection trusts, discretionary trusts, and more.
ACTEC Trust & Estate Talk Podcasts
