Explore family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
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 family office models, services, and key planning considerations for ultra-high-net-worth families, from single-family offices to MFOs.
Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses.
Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs.
Examining fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners.
Law professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings.
Rapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue.
A discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more.