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General Estate Planning PODCASTS

Fellows of The American College of Trust and Estate Counsel, ACTEC, offer valuable general estate planning recommendations for estate planners and wealth management advisors to avoid pitfalls and run their businesses more effectively.

Estate Planning in 2024

Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs.

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The New Undue Influence

Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings.

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Moving Your Firm to the Cloud

Lawyers share tips for planning and successfully moving your firm’s data and software to a cloud solution. Understand the benefits and risks in this podcast.

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Removal of Trustees

How do you remove a trustee? A review of what to expect, the standard of proof, grounds and the role of equity court determinations.

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