Steve Akers: ACTEC 2019 Annual Meeting Musings

The 2019 ACTEC Annual Meeting was held in La Quinta, California on March 22-24, 2019. Steve Akers has made available for download his observations from various seminars at the meeting.
The topics covered at the meeting included the following:
•Trachtman lecture (by Prof. Mary F. Radford) about a balance between protecting against elder financial abuse while maintaining autonomy as much as possible
•Artificial intelligence impact on practices; Blockchain and cryptocurrency issues
•Basis adjustment planning
•Family conflict
•Modification of trusts; Settlor intent
•Directed trusts; Uniform Trust Act; Uniform Fiduciary Income and Principal Act
•Ethical issues involving negotiations
•Hot topics

Please click here for the summary.

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