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Levitan v. Rosen Case

Levitan v. Rosen Case

Levitan v. Rosen Case “Levitan v. Rosen Case,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Glen Yale, ACTEC Fellow from San Antonio, Texas. Is an interest in a trust marital property in a divorce case? To give...
Update of Asset Protection Trust Litigation

Update of Asset Protection Trust Litigation

Update of Asset Protection Trust Litigation “Update of Asset Protection Trust Litigation,” 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. Over the past...
Qualified Opportunity Funds and Opportunity Zones

Qualified Opportunity Funds and Opportunity Zones

trust and estate “Qualified Opportunity Funds and Opportunity Zones,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. ACTEC filed a comment letter with the Treasury...
5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan

5 Reasons to Update Your Estate Plan by ACTEC Fellows Nancy C. Hughes and Natalie M. Perry Learn when to update a Will or Trust, such as after a move or divorce, when your children grow up or if you have a business. ACTEC Fellows Nancy C. Hughes and Natalie M. Perry...