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Hot Topics for Trust and Estate Practitioners

Hot Topics for Trust and Estate Practitioners

“Some Hot Topics for Trust and Estates Practitioners,” that’s the subject of today’s ACTEC Trust and Estate talk.Transcript/Show NotesThis is Susan Snyder, ACTEC Fellow from Chicago. Today you will be hearing from ACTEC Fellow Mickey Davis of Houston, Texas on...
Qualified Opportunity Funds and Opportunity Zones

Qualified Opportunity Funds and Opportunity Zones

“Qualified Opportunity Funds and Opportunity Zones,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. To discuss this interesting topic you will be hearing today from Kevin Matz,...
Horton v. Jones Case on Electronic Wills

Horton v. Jones Case on Electronic Wills

“The Estate of Horton v. Jones,” a recent Michigan case involving an electronic wills. That’s the subject of today’s ACTEC Trust and Estate talk. Transcript/Show Notes This is Birch Douglass, an ACTEC Fellow from Richmond, Virginia. Can a person create a valid...
What is Joint Tenancy and When Should I Use It?

What is Joint Tenancy and When Should I Use It?

by ACTEC Fellows Richard R. Gans and Tami Conetta ACTEC Fellows Richard R. Gans and Tami Conetta of Sarasota, Florida offer professional information and insight regarding the topic of joint tenancy. The discussion answers what does JTWROS stand for, and the advantages...
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...