Actec Trust & Estate Talk

How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Do practicing lawyers have ethical and legal duties with the use of technology in the practice of law? ACTEC Fellows Tom Overbey and Michael Simon discuss protecting client information. Learn how to protect client data and what is your ethical responsibility. Learn more. The American College of Trust and Estate Counsel, ACTEC,  is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George Karibjanian, Dick Nenno, and Daniel Rubin discuss “What Estate Planners Need to Know About the Uniform Voidable Transactions Act.” ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Uniform Voidable Transactions Act, UVTA, UVT, VTA, Uniform Fraudulent Transfers Act

ACTEC Fellows Don Sparks and Amy Kanyuk discuss 20 years of Asset Protection Trust Legislation (APT) in the United States. What do practitioners need to be aware of when moving assets between states? Learn more. ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Ron Aucutt, ACTEC Fellow from Tysons Corner, Virginia shared his perspective in October 2017 of Treasury’s withdrawal of Section 2704 proposed regulations on valuation for transfer tax purposes. There are many valuable insights in this podcast as a revised set of regulations may yet be reproposed as some point by Treasury. Hear analysis of Big Six tax reform plan and effects on individuals and businesses. How will reform impact estate tax? Is timing realistic? Learn more...  ACTEC Trust & Estate Talk offers professionals best practice advice, insights, and commentary on subjects that effect the profession and clients. ACTEC, a professional society of peer elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth planning, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, Rockefeller trusts, marital trusts, asset prote

The American College of Trust and Estate Counsel's Fellows discuss the ins-and-outs of effective professional Engagement Letters. Engagement Letters or Engagement Agreements are an invaluable tool for attorneys and set the stage for the representation and managing a client’s expectations. Please visit ACTEC Foundation to read more about the 3rd Edition of Engagement Letter, created by the ACTEC Professional Conduct Committee.  The document builds on the initial editions by: Updating the forms and checklists to address the latest version of the Model Rules and modern challenges to a lawyer’s ethical responsibilities; Respond to other changes in the law; Provides cross references to the latest edition of the ACTEC Commentaries; Includes checklists and forms that address a variety of engagement scenarios that were not dealt with in the prior Edition; Offers additional drafting options; Includes Word versions of each letter. ACTEC Trust & Estate Talk offers professionals best practice advice, insights, and