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.
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.
An overview of the uses of exculpatory clauses in estate planning, enforceability under state law and advice for litigators.
“Traps Await for Beneficiary-Owned Trusts Under Section 678,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. There are some great planning strategies using beneficiary-owned trusts under Section 678, but if...
ACTEC proposes a major update to a 40-year-old IRS Code 6166 that provides estate tax deferral for family businesses but has aged poorly.
Expert discusses proposed legislation that retroactively takes aim at the tax benefits of QSBS and offers estate planning suggestions to prepare.
Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act.
A review of asset protection code in Wyoming, Wyoming’s Uniform Trust Code, and how it compares to other states.
ACTEC Trust & Estate Talk Podcasts
