The Intersection of Well-Being and Trust Planning

ACTEC Trust & Estate Talk

English - September 05, 2023 19:09 - 8 minutes - 20.1 MB - ★★★★★ - 64 ratings
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T&E practitioners are introducing Well-Being theory into estate planning by encouraging clients to add Well-Being provisions into the drafting process.

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.