Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue.
Lessons learned after a court email of an order goes into a law firm’s spam filter. Understand what email management steps law firms should follow.
There are over 2,000 cryptocurrencies! Experts explain what fiduciaries and trust and estate practitioners need to know.
Issues facing the ULC regarding the Uniform Power of Appointment Act and the Uniform Directed Trust Act with an expert on the subject.
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications and state tax developments.
ACTEC Fellow Kevin Matz explains how Qualified Opportunity Funds (QOF) and Opportunity Zones work and some of the intricacies as of March 2019.
Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of the Horton v. Jones case.
ACTEC Fellows discuss best practices of how to introduce a client to a new consultant.
ACTEC Fellows discuss irrevocable trusts historically to present day, recent cases, and what this means for planners, litigators, and trustees.
ACTEC Fellow Justin Miller breaks down how the recent changes in tax reform impact divorce and taxes. Learn about the 5 big changes in tax reform on divorce from an expert in trust and estate law.