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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...
The Fate of Settlor Intent in the World of Flexibility

The Fate of Settlor Intent in the World of Flexibility

“The Fate of Trust Settlor Intent in the World of Flexibility.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes Welcome to today’s ACTEC Trust and Estate Talk. My name is Travis Hayes, I’m an ACTEC Fellow from Naples,...
Responsible Investing for the Modern Fiduciary

Responsible Investing for the Modern Fiduciary

“Responsible Investing for the Modern Fiduciary,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. How does sustainable and responsible investing intersect with fiduciary...
How to Sell a Law Practice

How to Sell a Law Practice

“How to Sell a Law Practice.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Joe Hodges, ACTEC Fellow from Denver. What are the considerations for selling a law practice? To learn more about this topic, you’ll be hearing today...