Steve Akers, Associate Fiduciary Counsel, Bessemer Trusts, provides the following summary of developments in estate planning over the last several months.
Steve R. Akers, Fiduciary Counsel
July 26, 2011
The ACTEC 2011 Summer Meeting was held June 22-25, 2011 in Atlanta, Georgia. A summary of my observations from the seminars presented at the meeting is attached. (At the request of ACTEC, information from the Committee Meetings is not included.) The topics of the seminars that are summarized are:
Dealing with the Partially Incapacitated Client: How to Prevent Financial Abuse, Undue
Influence and Other Ills of Aging
The Attorney as a Defendant in a Malpractice Action
Anticipating the Mathematics of Planning Gifts Under Current Law -- Using Shelters, the
Impact of Portability, Structuring GRATs and More
Please click here for the summary.
Posted by Brian Spring, Associate Editor, Wealth Strategies Journal.
The ACTEC 2011 Summer Meeting was held June 22-25, 2011 in Atlanta, Georgia. A summary of my observations from the seminars presented at the meeting is attached. (At the request of ACTEC, information from the Committee Meetings is not included.) The topics of the seminars that are summarized are:
Dealing with the Partially Incapacitated Client: How to Prevent Financial Abuse, Undue
Influence and Other Ills of Aging
The Attorney as a Defendant in a Malpractice Action
Anticipating the Mathematics of Planning Gifts Under Current Law -- Using Shelters, the
Impact of Portability, Structuring GRATs and More
Please click here for the summary.
Posted by Brian Spring, Associate Editor, Wealth Strategies Journal.
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