Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
A Trustee’s Perspective on Trust-Owned Life Insurance
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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.
IRA Estate Planning Ideas to Discuss with Your Clients
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients.
The Uniform Trust Code Turns 25
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future.
Use of Asset Protection Trusts for Estate Tax Planning Purposes
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors.
How Typical Trust Agreement Clauses Can Get Turned Around in the Real World
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.
Combatting Elder Financial Abuse
Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office’s strategy to fight it.
Intersection of Family Law and Trusts and Estates
Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
