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.
ACTEC Fellows David Berek and Raj Malviya discuss the fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.
ACTEC Fellow Professor Kristine Knaplund discusses the unintended consequences of adoption language in multi-generational and dynasty trusts in this ACTEC Trust and Estate Talk podcast.
A sneak peek into ACTEC’s Guide for Agents Acting Under Power of Attorney, which will be released later this year. Learn more about the duties and responsibilities in this podcast.
How does sustainable and responsible investing intersect with fiduciary duty? May a trustee consider environmental, social, and governance, ESG, factors?
What trust and estate attorneys need to know to keep up with the advances in technology, especially in the area of digital assets is discussed by ACTEC Fellow John Rogers.
Beth Shapiro Kaufman breaks down what wealth advisors need to know about the IRS and Treasury’s release of the 2018 Priority Guidance Plan.