A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.
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 by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment.
What can you do when co-trustees disagree? How can you resolve trustee deadlocks? Learn more in this podcast.
ACTEC Fellows explain the impact of judicial notice of facts and judicial notice of law surrounding evidence and litigation of trusts and estates.
The ins and outs of lay witness opinion testimony. A discussion of evidentiary issues surrounding lay people and Federal Rules of Evidence.
Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.
A review of recent asset protection trust court cases – Wacker, Campbell, Cyr and Rensin – and offers the lessons learned from the rulings.
The Tax Cut and Jobs Act had an enormous impact on existing trusts after divorce. Understand the impact and learn about ACTEC’s comments to the government and solutions to consider.