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.
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
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.
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.
ACTEC Trust & Estate Talk Podcasts
