
Trust Modification: When Flexibility Conflicts With Settlor Intent
Aug 11, 2026 - 13:54
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Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls. The American College of Trust and Estate Counsel , ACTEC, is a professiona...
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices is an episode from ACTEC Trust & Estate Talk by Suzy Shaw. Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect bene...
This episode belongs to ACTEC Trust & Estate Talk.
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Published Jun 30, 2026, 11:10 long, audio available.