Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.
What to Do When a Bypass Trust Was Never Funded
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General Estate Planning
Podcast Topics
Guidance on Advising Clients Regarding Taxes, Trusts and Estates, and Recent Legislation
ACTEC Fellows provide essential insights on estate planning, taxation, and recent legislation. Their expert guidance helps estate planners and wealth management advisors navigate complexities, avoid common pitfalls, and more effectively manage their practices.
The Family Office Landscape: Overview of Models, Services, and Options
Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
Private Trust Company Design Considerations for Family Wealth Planning
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Hiring the Next Generation of Trust and Estate Attorneys
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
