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.
Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs.
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.
A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.
ACTEC Trust & Estate Talk Podcasts
