Our thoughts are with the individuals and communities around the world affected by the coronavirus. As we continue to navigate this evolving global crisis, our central focus remains ensuring the safety, health, and wellbeing of our clients, professional partners, and employees.
In this spirit, we have decided not to meet in person. Instead, we would like to share important updates in the video below, in which Senior Fiduciary Counsel Steve Akers discusses current estate planning developments, including observations from the ACTEC Annual Meeting, the 2020 Heckerling Institute on Estate Planning, and planning observations about the SECURE Act.
Throughout the video, Steve will refer to the Heckerling Musings 2020 and Estate Planning Current Developments book, which we recommend you download prior to watching.
About the Author
Steve R. Akers
Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.