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.
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.
A law professor discusses updates in ante-mortem probate, aka pre-mortem probate, exploring benefits, risks, and state procedures in the evolving legal terrain.
Navigating a trustee’s duty to minimize state income taxes entails legal, practical, and moral considerations, ensuring fiduciary obligations are met.
Law professor explores legal ethics of representing diminished capacity clients: insights on Model Rule 1.14, conflicts, confidentiality, and protective action.
Exploring choice of law challenges in trust validity, including issues arising from powers of appointment, with insights from legal experts.
An estate planning expert explains the complexities of US trustees dealing with foreign trust registration, the Corporate Transparency Act, and drafting strategies.
Uniform Directed Trust Act in action. A review of the act enacted in 16 states, the latest on directed trusts from the perspective of trustee, planner, and litigator.
ACTEC Trust & Estate Talk Podcasts
