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.
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records.
Tips that dealers, buyers, and collectors can use to determine their art’s provenance risk exposure.
Estate planning art expert explains the options art owners have to dispose of their assets – selling, gifting or donating art collections.
How to help clients structure trusts so that the inheritances to beneficiaries are protected in the event of a divorce.
A recap of the Treasury Department and IRS’s Priority Guidance Plan for the 12 months from July 2020 through June 2021.
An explanation of beneficiary designations and income tax consequences related to ERISA and qualified plans during divorce.
An overview of comments ACTEC submitted to Treasury on 10/5/20 issues regarding proposed regulations under IRS Code Section 1061.
ACTEC Trust & Estate Talk Podcasts
