ACTEC Fellows discuss the differences in laws affecting estate planning across states. Topics include the distinctions between community property and common law states, the Uniform Trust Code (UTC), and legal changes.
An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners.
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues.
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future.
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.
An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults.
Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states.
ACTEC Trust & Estate Talk Podcasts
