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The New Uniform Fiduciary Income and Principal Act

The New Uniform Fiduciary Income and Principal Act

“The New Uniform Fiduciary Income and Principal Act,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. To discuss the new Act, which is one of the new Uniform Acts, you will...
Musings on Contemporary Trust Issues

Musings on Contemporary Trust Issues

“Musings on Contemporary Trust Issues,” that’s the subject of today’s ACTEC Trust and Estate talk.Transcript/Show NotesThis is Doug Stanley, ACTEC Fellow from St. Louis. To discuss these trust issues in 2019 we will be hearing today from Turney Berry, ACTEC...
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,...
Pre-Contest Planning

Pre-Contest Planning

“Pre-Contest Planning.” 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. There are many techniques that may discourage challenges to your client’s estate-planning...