Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.
Should Lawyers Serve as Trustees? What to Consider Before Saying Yes
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Family Law
Podcast Topics
Protect Assets From Divorce, Elder Abuse, and More
Estate planning extends beyond wills and trusts—it also involves critical family law matters such as premarital agreements, divorce, and asset protection. In this series, ACTEC Fellows share their expertise on safeguarding assets and navigating these complex issues.
Divorce and Estate Planning: Key Considerations Before the Divorce Is Final
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
Testamentary and Lifetime Planning for the Married Couple: Creating a Lasting Legacy for Their ‘Love Story’
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.
Designing the Modern Single-Family Office: Classic Structure vs. Profits Interest
Learn how modern single-family offices are structured, including classic and profits interest models, tax efficiency, governance, and investment management.
Modern Family Offices and Private Trust Companies: A Creative Use of Purpose Trusts
Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families.
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.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
