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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Uniform Law, Multi-State Issues & Laws
Podcast Topics
Understand the Similarities and Differences in T&E Between States
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.
Horton v. Jones Case on Electronic Wills
Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of the Horton v. Jones case.
Trust Residency and State Tax Nexus Planning
A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.
The Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act
An explanation the Uniform Law Commission Act covering guardianship, conservatorship, power of attorney, protective arrangements, and guardianship of minors.
Situs and the Resident Trust
We’re talking about issues pertaining to the fiduciary income tax that states impose on trusts.
State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines
There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will.
What Estate Planners Need to Know About the Uniform Voidable Transactions Act
ACTEC Fellows discuss what problems trust and estate counselors need to be aware of with the Uniform Voidable Transactions Act when advising clients.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
