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.
Law professor explores legal ethics of representing diminished capacity clients: insights on Model Rule 1.14, conflicts, confidentiality, and protective action.
An explanation the Uniform Law Commission Act covering guardianship, conservatorship, power of attorney, protective arrangements, and guardianship of minors.
What are the ethical legal considerations when representing a family business? Tips on how to avoid conflict and proper estate representation.
Franchisees, dealerships, distributorships, and particularly how third-party interests can impact estate planning for a family business.
Understanding the importance of estate planning documents, shareholder and buy-sell agreements in family and owner-controlled businesses.
Understanding the legal best practices for governance, operation, and management of closely-held and family businesses as discussed by expert.
Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be avoided with proper estate planning.
ACTEC Trust & Estate Talk Podcasts
