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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,...
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...