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Experts advise #lottery winners’ critical first steps to take: secure the ticket, consult advisors, stay discreet, manage media, and protect privacy and wealth. #wealthmanagment #lotterwinner #ACTEC actec.org/resource-cente…

A trust and estate professor reviews the history and successes of the Uniform Law Commission, some of the Uniform Trust Code acts and it future. #ULC #estateplanning #ACTEC #ACTECFELLOW actecfoundation.org/podcasts/unifo…

Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. #influencers #SocialMediaInfluencer #contentcreator #ACTEC actecfoundation.org/podcasts/legal…

Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. #Asset #assetprotection #assetmanagement #artcollector #WealthManagement #estateplanning #ACTEC actecfoundation.org/podcasts/taxes…

The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. #corporatelaw #LLCformation #ACTEC #EstatePlanning actecfoundation.org/podcasts/inter…

An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners. #estateplanning #ACTEC actecfoundation.org/podcasts/inter…

Estate planning lawyers discuss steps for incapacity and diminishing-capacity planning, proactively protecting assets and finances, and avoiding guardianship. #dementia #guardianship #EstatePlanning #ACTEC actec.org/resource-cente…

An expert offers a review of recent case law and pronouncements by the IRS that have indicated the need for increased caution in estate and tax planning. #EstatePlanning #EstateLaw #WealthManagement #ACTEC actecfoundation.org/podcasts/estat…

Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. actecfoundation.org/podcasts/fiduc… #ACTEC #EstatePlanning #WealthManagement

Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. #EstatePlanning #RetirementTips #FinancialPlanning #ACTEC actecfoundation.org/podcasts/ira-e…

The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. #estateplanning #ACTEC #TaxLaw #Circular230 actecfoundation.org/podcasts/propo…

actec.org/press-releases… #actec #actecfellows #estateplanning

Ensure your pet’s future with a pet trust! Learn how to set up, fund, and protect your pet’s care with expert estate planning tips. Watch now. actec.org/resource-cente…

An expert offers tips for estate planning attorneys to avoid ethical pitfalls, featuring recent case examples of disciplinary actions and disqualifications. #ACTEC #Estate actecfoundation.org/podcasts/avoid…

An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. #IRAs #RetirementPlanning #EstatePlanning #ACTEC actecfoundation.org/podcasts/quali…

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm’s client experience. #EstatePlanning #ACTEC #customerService actecfoundation.org/podcasts/tech-…

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers. #EstatePlanning #Chapter14 #WealthTransfer #TaxLaw #GiftTax #EstateTax #FinancialPlanning #ACTEC actecfoundation.org/podcasts/irc-c…

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion. #ACTEC #chapter14 #IRS #FamilyOffice actecfoundation.org/podcasts/chapt…

Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14. #EstatePlanning #TaxLaw #IRCChapter14 #ACTEC actecfoundation.org/podcasts/secti…

Learn about burial, cremation, green burial, and human composting options, plus legal and religious considerations for end-of-life planning. #BurialOptions #estateplanning #ACTEC actec.org/resource-cente…