Interacting With Clients and Beneficiaries When Determining Incapacity
ACTEC Trust & Estate Talk · © 2023 The American College of Trust and Estate Counsel
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Show Notes
Exploring complexities in estate planning for incapacitated clients and beneficiaries, client communication, trust administration, and drafting considerations.
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.