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.
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.
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.
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
ACTEC Trust & Estate Talk Podcasts
