ACTEC Fellows share their expertise with professionals on trust administration and ongoing estate management. Discover more about best business practices, effective communication with trustees and beneficiaries, and how life changes such as retirement or divorce can impact these areas.
Learn how estate planners and fiduciaries can protect and manage art collections, address authenticity and ownership risks, and navigate inheritance, museum donations, and sales.
Explore how family offices use profits interests, the Lender decision, and Sections 162 and 212 to structure compensation and address tax deductibility.
Explore tax planning strategies for QTIP trust assets, including Section 2519, the Anenberg and McDougall decisions, and valuation discounts.
Lawyers serving as trustees face unique ethical, fiduciary and liability considerations. Learn what to consider before accepting the role.
Learn key estate planning considerations before a divorce is final, including wills, beneficiary designations, trust assets, fiduciaries, and asset protection.
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
ACTEC Trust & Estate Talk Podcasts
