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.
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more.
ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning’s critical role in civilization and the importance of diverse perspectives.
Practical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts.
Explore the complexities of settling trust & estate disputes, from representing unrepresented parties to recent legal cases.
Legal recommendations for estate planners handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more.
Estate planners discuss avoiding adult guardianships, assessing capacity, transitioning trustees, and addressing challenges in planning and litigation.
ACTEC Trust & Estate Talk Podcasts
