2021 Annual Meeting Newsletter
President’s Message
Happy New Year! I hope this New Year finds you as hopeful as I am, now that 2020 is behind us. Despite the challenges we faced in 2020, I am happy to share that with your financial support The ACTEC Foundation has funded several important projects. At our Virtual Fall 2020 Board of Directors meeting, the Board funded an additional two years of support for the valuable and popular Trust and Estate Talk podcasts and the Family Estate Planning Guide videos. >>Continue reading.
Inside this issue:
- Voices of The ACTEC Foundation report
- The ACTEC Spring Derby – “L. Henry Gissel, Jr. Race of the Yearlings”
- In Memoriam Contributions
- Mary Moers Wenig Student Writing Competition
- Planning for a Diverse and Equitable Future
- 2020 Foundation Donors
- How to Contribute
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.