ACTEC Podcast Now Available: Pre-Contest Planning

Check out ACTEC’s newest podcast on Pre-Contest Planning. 

There are many techniques that may discourage challenges to a client’s estate planning documents, including steps the planner should take or avoid taking to assure that the client’s wishes have a better chance of surviving than the deceased client did. Discussing this topic are ACTEC Fellows Fred Franke of Annapolis, Maryland and Vivian Lee Thoreen of Los Angeles