A T&E expert reviews CCA 202352018’s true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.
Modifying Trusts after CCA 202352018
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ACTEC Trust & Estate Talk Podcasts
Podcast Topics
Expert Insights From Leading T&E Professionals
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.
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
An explanation the Uniform Law Commission Act covering guardianship, conservatorship, power of attorney, protective arrangements, and guardianship of minors.
How to Sell a Law Practice
A discussion about how to comply with state bar rules, value the practice, and steps for selling a law practice.
Ethical Considerations in Representing Clients in Connection With Family Businesses
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
Special Industry Concerns as they Relate to Estate Planning for Family Businesses
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
Owner Control, Operations, and Shareholder Agreements
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.
Best Practices for the Governance, Operation, and Management of a Business Entity
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
