Steve R. Akers, of Bessemer Trust, has published his summary of the ACTEC 2020 Annual Meeting Musings. The summary is as follows:
Various seminars at the ACTEC 2020 Annual Meeting are summarized. Topics include: litigation issues, DNA testing effects, SECURE Act, pre-mortem probate, UPMIFA, well-being for planners, unconscious bias, foreign person as trustee, transfer planning, attacks on privacy by collection of personal information, and hot topics. If you would like to read more of this article, please download the PDF via the link above.
Posted by David Brito, Associate Editor, Wealth Strategies Journal..