Estate Planning and Trust Management for a Brave New World
2018 Joseph Trachtman Memorial Lecture
by ACTEC Fellow R. Hugh Magill
"Estate Planning and Trust Management for a Brave New World: It’s All in the Family, What’s A Family?" was a lecture presented to the College by Fellow Hugh Magill during ACTEC’s Annual Meeting in March of 2018. Hugh has given us permission to share his full 90-minute live audio presentation and corresponding slides with the ACTEC Trust and Estate Talk audience.
The presentation covers:
- How changing demographics and multiple generations impact the current world of estate planning and trust management,
- How trusts need to evolve to serve new family dynamics,
- Life expectancy trends and its implications.