Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally.
Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.
Legal experts explain common scams against senior citizens, offer tips to avoid scams, and outline steps to take if you are the victim of elder fraud.
Don't get fooled by non-grantor irrevocable complex discretionary spendthrift trust scams. An expert warns about questionable trust structures marketed online.
Guidance for Americans purchasing real property in Canada, including tax traps, LLC and personal ownership considerations, non-resident prohibitions and more.
T&E experts offer their advice to lawyers and professionals when retaining an expert witness or determining if you want to be an expert witness in a court proceeding.
This Sixth Edition of the ACTEC Commentaries continues the tradition of providing guidance on the Model Rules of Professional Conduct particular to estate and trust practitioners.
IN THIS ISSUE: Liens from Deferred Estate Tax on Businesses, Irrevocable Grantor Trusts and Basis Step-Up, Charitable Gifts of Business Interests, and Blog Posts & Upcoming Events
The Board of Regents of ACTEC convened during the College’s 2023 Annual Meeting in New Orleans, LA to consider nominations for a new class of ACTEC Fellows. The College is pleased to announce 23 individuals were elected.
Estate planning experts review recent T&E cases, IRS rulings, SECURE Act 2.0, DAF and CRT cautions, and other recent developments impacting estate planners.