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.
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
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.
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
ACTEC Trust & Estate Talk Podcasts
