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The Digital Will Revolution

The Digital Will Revolution

Jul 24, 2018 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration, Technology Recommendations

The Digital Will Revolution “The Digital Will Revolution.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Millennials are known as the disruption generation. Now they...
What’s in Your Creditor Protection Toolbox for Clients?

What’s in Your Creditor Protection Toolbox for Clients?

May 22, 2018 | ACTEC Trust & Estate Talk Podcasts, Business Planning, T&E Administration

What’s in Your Creditor Protection Toolbox for Clients? “What’s in Your Creditor Protection Toolbox for Clients?”  That’s the subject of this ACTEC Trust and Estate Talk podcast. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. There are many...
Privileged Communication in Estate Planning and Advising

Privileged Communication in Estate Planning and Advising

May 1, 2018 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Litigation

Privileged Communication in Estate Planning and Advising “How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged.” That’s the subject on this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC...
The Security of Clients’ Information and What Attorneys Need to Know

The Security of Clients’ Information and What Attorneys Need to Know

Apr 17, 2018 | ACTEC Trust & Estate Talk Podcasts, Technology Recommendations

The Security of Clients’ Information and What Attorneys Need to Know “The Security of Clients’ Information and What Attorneys Need to Know.”  That is the subject of this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC fellow from...
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