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The New Rules of Professional Conduct for Lawyers

The New Rules of Professional Conduct for Lawyers

“The New Rules of Professional Conduct for Lawyers,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Susan Snyder ACTEC fellow from Chicago. Today you will be hearing from Bob Kehr, of Kehr, Schiff & Crane, LLP of...
Lawyers as Trustees

Lawyers as Trustees

“Lawyers as Trustees,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Susan Snyder, ACTEC Fellow from Chicago. As trust and estate planning lawyers, we are often confronted with client requests that benefit the client by...
Lessons Learned Regarding Law Firm’s Email Communication

Lessons Learned Regarding Law Firm’s Email Communication

“Lessons Learned Regarding Law Firm’s Email Communication,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Kathy Sherby, ACTEC Fellow from St. Louis. We’re going to be talking today about what happens when a court email of...
Horton v. Jones Case on Electronic Wills

Horton v. Jones Case on Electronic Wills

“The Estate of Horton v. Jones,” a recent Michigan case involving an electronic wills. That’s the subject of today’s ACTEC Trust and Estate talk. Transcript/Show Notes This is Birch Douglass, an ACTEC Fellow from Richmond, Virginia. Can a person create a valid...
Introducing a Business Consultant to a Client Family

Introducing a Business Consultant to a Client Family

“Introducing a Business Consultant to a Client Family.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Lois Ann Stanton, an ACTEC Fellow, from Austin, Texas. Family businesses sometimes need a business consultant to guide them...