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Family Office Investment Partnerships

Family Office Investment Partnerships

Family Office Investment Partnerships “Family Office Investment Partnerships,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Jonathan Michael, ACTEC Fellow from Chicago. What are the tax and business planning issues when...
Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners

Estate Planning Considerations for Small Business Owners by ACTEC Fellows Natalie M. Perry and Michaelle D. Rafferty​ Small business owners need to plan for the transition of their company in their estate plan. Michaelle Rafferty and Natalie Perry, estate planning...
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...
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...