“Responsible Investing for the Modern Fiduciary,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. How does sustainable and responsible investing intersect with fiduciary...
“Litigation Issues Involving Children in Estate Planning.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. Most clients who engage in planning want to benefit future generations. Members...
“Funeral Arrangements and Disposition of Human Remains.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes I’m Jeff Jones, and this is Mark Christopher from Ellsworth, Maine and Boston, Massachusetts, respectively. Legal and practical...
“Situs and the Resident Trust.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Doug Stanley, ACTEC Fellow from Saint Louis, Missouri. Should your trust pack up and hit the road? Is a change of situs a must if there are taxes...
“The Digital Will Revolution.” 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. Millennials are known as the disruption generation. Now they are bringing that disruption...
