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.
Explore ethical considerations, client representation, portability, and marital deduction issues when estate planning for married couples.
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.
Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.
Learn how law firms can recruit, train, and mentor the next generation of trust and estate attorneys to address the growing shortage in the estate planning profession.
ACTEC Trust & Estate Talk Podcasts
