An estate planning attorney reviews Nancy Colier book, The Power of Off: The Mindful Way to Stay Sane in a Virtual World and offers takeaways for professionals.
The Power of Off: A Book Review
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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.
Data Scraping
Data collection, data scraping, people analytics, UFADA and access to a decedent’s digital assets is the topic of this timely podcast.
Ethical Considerations in Representing Clients in Connection With Family Businesses
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
Special Industry Concerns as they Relate to Estate Planning for Family Businesses
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
Litigation Issues Involving Children in Estate Planning
What happens when the governing trust or estate is embroiled in litigation with beneficiaries that are children or minors? Learn more about Guardian Ad Litem and other nuances in this podcast.
Situs and the Resident Trust
We’re talking about issues pertaining to the fiduciary income tax that states impose on trusts.
The Digital Will Revolution
Digital will, electronic will, e-will… no matter what you call it, practitioners will be confronted with this new type of will in the very near future. Learn more in this podcast.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
