Resources for Wealth Planning Professionals

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.