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.
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters.
Balancing independence of retirees, the SECURE Act and other 2020 estate planning hot topics are discussed in this special 100th ACTEC Trust and Estate Talk podcast.
An overview of the new Illinois Trust Code, which is based on the Uniform Trust Code, by a veteran member of the task force.
Understand the effect on trusts and how to minimize state income tax following the Supreme Court’s decision in North Carolina v. Kaestner.
A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration.
A discussion of the Uniform Law Commission’s new Uniform Fiduciary Income and Principal Act, UFIPA, created in July 2018.
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
ACTEC Trust & Estate Talk Podcasts
