Steve Akers, of Bessemer Trust, has these notes on the ACETC Summer 2014 meeting. As always, many nuggets of estate planning wisdom. Mr Akers’ notes include reflections on interacting with younger (e.g. millennial) clients and professionals (pp. 1-9), how divorce factors into the estate planning process (pp. 10-15), estate planning for blended families (pp. 16-20), handling elderly clients with diminished capacity (pp. 21-25), elder law planning (pp. 25-30), income tax planning (pp. 30-37), and leveraging life insurance to pay estate taxes (pp. 38-46).
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(c) 2014, Stephen M. Johnson, Esq.