Summary of Hot Trust & Estate Topics from 2022 and Early 2023 episode artwork

EPISODE · Apr 11, 2023 · 24 MIN

Summary of Hot Trust & Estate Topics from 2022 and Early 2023

from ACTEC Trust & Estate Talk · host © 2023 The American College of Trust and Estate Counsel

Estate planning experts review recent T&E cases, IRS rulings, SECURE Act 2.0, DAF and CRT cautions, and other recent developments impacting estate planners. 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.

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Summary of Hot Trust & Estate Topics from 2022 and Early 2023

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