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.
An explanation of beneficiary designations and income tax consequences related to ERISA and qualified plans during divorce.
ACTEC Fellows discuss the importance of creating positive experiences for beneficiaries in your estate plan.
Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.
Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes.
Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue.
Recent tax reform legislation makes divorce a more expensive proposition.
ACTEC Trust & Estate Talk Podcasts
