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The Fate of Settlor Intent in the World of Flexibility

The Fate of Settlor Intent in the World of Flexibility

“The Fate of Trust Settlor Intent in the World of Flexibility.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes Welcome to today’s ACTEC Trust and Estate Talk. My name is Travis Hayes, I’m an ACTEC Fellow from Naples,...
Responsible Investing for the Modern Fiduciary

Responsible Investing for the Modern Fiduciary

“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

Litigation Issues Involving Children in Estate Planning

“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

Funeral Arrangements and Disposition of Human Remains

“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

Situs and the Resident Trust

“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...