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Pre-Contest Planning

Pre-Contest Planning

“Pre-Contest Planning.” 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. There are many techniques that may discourage challenges to your client’s estate-planning...
What should attorneys have in their Engagement Letters?

What should attorneys have in their Engagement Letters?

“What Should Attorneys have in their Engagement Agreements” that’s the subject on this ACTEC Trust and Estate Podcast. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. ACTEC has just published its 3rd Edition of the Engagement Letters Guide for...