2021 Fall Newsletter
President’s Message
I am pleased to introduce to you the 7th Class of Dennis I. Belcher Young Leaders. This year’s class includes four outstanding individuals: Brian Balduzzi of Philadelphia, PA; Caitlin Horne of Charlotte, NC; René Morency of Clayton, MO; and Melisa Seyhun of Chicago, IL. The Young Leaders program builds on ABA RPTE’s two-year Young Fellows Program to provide an additional two years of financial support for a diverse group of trust and estate attorneys. >> Continue reading.
In This Issue
- President’s Message
- Success of ACTEC Foundation Funding Series
- Tulane/ACTEC Symposium on Conflict of Laws in Trusts and Estates
- In Memoriam Contributions
- Thank you to 2021 Foundation Donors
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Latest ACTEC Trust and Estate Talk Podcasts
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
Estate Planning Considerations in Community Property States Relating to Retirement Accounts
Explore how community property laws shape IRAs, 401(k)s, beneficiary designations, and spousal rights in retirement account estate planning.
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
When parents join prenup or divorce planning, ethical risks follow. ACTEC Fellows explore privilege, conflicts, and protecting the attorney-client relationship.
