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The Intersection of Well-Being and Trust Planning

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Manage episode 376190199 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.

T&E practitioners are introducing Well-Being theory into estate planning by encouraging clients to add Well-Being provisions into the drafting process.

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

315 episodes

Artwork
iconShare
 
Manage episode 376190199 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.

T&E practitioners are introducing Well-Being theory into estate planning by encouraging clients to add Well-Being provisions into the drafting process.

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

315 episodes

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