Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
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.
Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience.
An overview of how wealth planners and T&E practitioners can comply with the proposed anti-money laundering rules of the Corporate Transparency Act.
An overview of proposed regulations to the SECURE Act, and the critical T&E tax court cases of Levin, Smaldino, and Connolly.
Celebrating 200 podcasts, two ACTEC leaders discuss issues and forces shaping the future of the practice and the ability of practitioners to impact lives.
The foundation of the global financial order is set for significant changes as demand for digital assets and cryptocurrencies upsets governments’ reliance on the dollar.
Estate planning and family law attorneys share what to be aware of and some pitfalls when drafting premarital agreements and prenups.
Words of caution for trust fiduciaries, beneficiaries and residents; CA has liberal definitions of who is considered a resident and subjected to tax on trusts.