Interacting With Clients and Beneficiaries When Determining Incapacity
ACTEC Trust & Estate Talk
English - December 19, 2023 12:34 - 12 minutes - 29.1 MB - ★★★★★ - 64 ratingsInvesting Business Government estateplanning wealthplanning assetprotection charitabletrusts elderlaw estatetaxes familypartnerships gifttaxes guardianship irrevocabletrusts Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Exploring complexities in estate planning for incapacitated clients and beneficiaries, client communication, trust administration, and drafting considerations.
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. Learn more in this podcast.