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...
“North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax,” 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. Just last week...
“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. Louis. The California Supreme Court issues a rare depublication...
“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 Chicago. There are protections and pitfalls when third parties...
“Lawyers as Trustees,” that’s the subject of today’s ACTEC Trust and Estate Talk.Transcript/Show NotesThis is Susan Snyder, ACTEC Fellow from Chicago. As trust and estate planning lawyers, we are often confronted with client requests that benefit the client by...
