Tuesday, November 23, 2021
Below are some helpful resources from The American College of Trust and Estate Counsel, ACTEC, for estate planners and your clients.
ACTEC Trust and Estate Talk (podcast series for professionals)
An Overview of Tennessee Trust Law - A review of changes to Tennessee trust laws that make the state a desirable trust jurisdiction, streamlined trust statutes, and made it difficult for creditors.
ACTEC Family Estate Planning Guide (video library for the general public)
Estate Tax Returns - This video offers a step-by-step overview of estate tax preparation and filing process, including what clients need to know about the estate tax return, the extension, the exemption, and the IRS timeline for closing.