Trust and estate litigation may not be avoidable. ACTEC Fellows share recommendations and cautions for legal attorneys on topics such as electronic will pitfalls, client privilege, trustee disputes, and more.
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records.
“Truth, Transparency, and the Right of Privacy” – Part 1 – from Duncan Osborne, a chair of the FATF and past-president of ACTEC.
A discussion of how truth, transparency, and an individual’s right to privacy affect attorney-client privilege and the law.
A discussion of the impact of DNA testing on inheritance, intestacy laws, surrogacy, and use of frozen embryos postmortem.
An explanation of what donors need to consider when making a charitable donation to a nonprofit? What restrictions need to be thought through?
What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique?
A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest.
ACTEC Trust & Estate Talk Podcasts
