Episode 109
Estate Transfer Planning for the Moderate Estate
ACTEC Trust & Estate Talk · © 2020 The American College of Trust and Estate Counsel
June 9, 202013m 3s
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Show Notes
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.