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Pre-Contest Planning

Pre-Contest Planning

Jul 17, 2018 | Podcasts

“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?

Feb 20, 2018 | Podcasts

“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...