Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
ACTEC Trust and Estate Talk is a podcast series featuring ACTEC Fellows and special guests. All speakers are experts in the trust and estate field. Discover the wide range of topics featured in this series.
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.
Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c).
An attorney discusses the April 23rd, 2024, Federal Trade Commission (FTC) ruling on noncompete agreements and how to advise business owners and clients.
ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth.
The practical implications of ABA Formal Opinion 511, which highlights ethical concerns about requesting advice from colleagues on a client matter.
Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations.