Qualified Opportunity Funds and Opportunity Zones “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...
Basic Charitable Giving “Basic Charitable Giving,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Cynda Ottaway, ACTEC Fellow from Oklahoma City. What are the fundamentals of basic charitable giving? To answer that...
Balancing Independence and Vulnerability of Older Adults | Part 3 “Balancing Independence and Vulnerability of Older Adults: What if Granny Wants to Gamble?” is a three-part special: Synopsis: An introduction and overview to lecture. Part 1: Discusses women’s...
Depublication of the Special Needs Trust Case Scott v. McDonald “Depublication of the Special Needs Trust Case, Scott v. McDonald,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Kathy Sherby, ACTEC fellow from St....
Third-Party Created Irrevocable Trusts: Protections and Pitfalls “Third-Party Created Irrevocable Trusts: Protections and Pitfalls,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from...