PRX - Pieces for Topic: Senior

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6 results


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How should a trust and estate attorney navigate the ethical and legal dilemma that occurs when a client asks for him or her to serve as a trustee?

  • Added: Jun 19, 2019
  • Length: 17:13
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A discussion of fiduciary income taxation of trusts, trust residency and taxation in light of recent development in Supreme Court and other case law.

  • Added: Feb 14, 2019
  • Length: 12:27
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A discussion of the impact of unintended consequences of adoption language in multi-generational and dynasty trusts.

  • Added: Feb 14, 2019
  • Length: 09:57
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Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial plan...

  • Added: Nov 13, 2018
  • Length: 09:25
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Legal and practical challenges are evolving with the respect of funeral arrangements and disposition of human remains. Listen to issues that may be...

  • Added: Aug 24, 2018
  • Length: 11:09
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As the tradition of the close-knit family generation vanishes in America an epidemic of elder financial abuse is sweeping the country. ACTEC Fellow...

  • Added: Aug 20, 2018
  • Length: 09:04