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Estate Planning and Trust Management for a Brave New World | Part 1 of 4

Estate Planning and Trust Management for a Brave New World | Part 1 of 4

Nov 13, 2018 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration

Estate Planning and Trust Management for a Brave New World | Part 1 of 4 “Estate Planning and Trust Management for a Brave New World: It’s All in the Family, What’s A Family?” is a four-part special:Part 1 (this podcast): An introduction and overview to lecture,Part...
Lending in the Probate Context

Lending in the Probate Context

Nov 6, 2018 | ACTEC Trust & Estate Talk Podcasts, T&E Administration

Lending in the Probate Context “Lending in the Probate Context,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. What is probate lending? To answer that...
Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children

Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children

Oct 16, 2018 | ACTEC Trust & Estate Talk Podcasts, Charitable Planning, General Estate Planning, T&E Administration

Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children “Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is...
Data Scraping

Data Scraping

Oct 9, 2018 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, Technology Recommendations

Data Scraping “Data Scraping.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Katherine Ramsey, ACTEC Fellow from Richmond, Virginia. And based on recent headlines, we’ve seen that there’s a high-stakes tug of war currently...
Special Industry Concerns as they Relate to Estate Planning for Family Businesses

Special Industry Concerns as they Relate to Estate Planning for Family Businesses

Sep 11, 2018 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, T&E Administration

Special Industry Concerns as they Relate to Estate Planning for Family Businesses “Special Industry Concerns as They Relate to Estate Planning for Family Businesses.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes Hi, this is Kevin...
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