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...
Enforcement of Charitable Donation Restrictions “Enforcement of Charitable Donation Restrictions,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. At a recent ACTEC meeting, a panel of...
Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique “Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Stacy Singer, ACTEC Fellow from...
Pending Transfer Tax Legislation in an Election Year “Pending Transfer Tax Legislation in an Election Year,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. We can always...
Estate Planning Strategies in the Pandemic “Estate Planning Strategies in the Pandemic,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. The pandemic has brought estate planning to the...