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.