ACTEC Foundation 2022 Summer Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, shares updates from the past few months, including the results of the 2022 Spring Derby Fundraiser and the recognition of Foundation-supported productions by the Academy of Interactive and Visual Arts. Read all about it in the 2022 Summer Newsletter!
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Latest ACTEC Trust and Estate Talk Podcasts
Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices
Estate tax apportionment isn’t always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls.
Using AI for Document Review: Getting Started for Trust and Estate Attorneys
Learn how estate planning attorneys can use AI for document review, trust analysis, client intake, and drafting assistance while maintaining professional judgment and confidentiality.
Planning With Directed Trusts
Learn how directed trusts divide trustee responsibilities, the role of trust protectors, and how modern trust design creates flexibility in estate planning while maintaining effective trust administration.