An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults.
Planning for the Young Under SECURE
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T&E Administration
Podcast Topics
Experts Provide Best Practice Advice on Trust and Estate Administration
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.
Attorney-Client Privilege – Waivers and Exceptions
Learn from ACTEC trust and estate planning experts when attorney client privilege can be waived or except.
Litigation Issues in Buying and Selling Art
An expert on art law, Nicholas O’Donnell, offers his tips and questions to avoid litigation when selling or buying fine art.
Litigation Issues in Art Law
Tips that dealers, buyers, and collectors can use to determine their art’s provenance risk exposure.
Estate Planning with Art
Estate planning art expert explains the options art owners have to dispose of their assets – selling, gifting or donating art collections.
How to Protect Inherited Assets from a Beneficiary’s Creditors in the Event of a Divorce
How to help clients structure trusts so that the inheritances to beneficiaries are protected in the event of a divorce.
Treasury and IRS’s Priority Guidance Plan
A recap of the Treasury Department and IRS’s Priority Guidance Plan for the 12 months from July 2020 through June 2021.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
