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Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Estate Transfer Planning for the Moderate Estate

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Manage episode 264071555 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.

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.

  continue reading

317 episodes

Artwork
iconShare
 
Manage episode 264071555 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.

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.

  continue reading

317 episodes

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