Steve Akers: ACTEC 2015 Fall Meeting Musings – Special Assets (e.g., firearms, aircraft etc), Uniform Acts Re Digital Assets, Decanting, POAs and More

Steve Akers, Senior Fiduciary Counsel, Southwest Region, Bessemer Trust, has made available for download his musings regarding the ACTEC 2015 Fall Meeting.  The summary is as follows:

The 2015 ACTEC Fall Meeting was held in Monterey, California on October 15-18, 2015. A detailed summary of Steve R. Akers observations from the seminars at the meeting is available at the link below.

Seminars at the meeting addressed various issues:
. Developments and planning issues regarding various Uniform Acts:
– Revised Uniform Fiduciary Access to Digital Assets Act
– Uniform Trust Decanting Act
– Uniform Power of Attorney Act
– Uniform Trust Act
. Planning for and administration of special unique assets: Guns, cannabis businesses, aircraft, wine industry businesses, and art
. Planning for and managing estates of licensed professionals

 Click here for the detailed summary.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.