Voices of The ACTEC Foundation: Young Leaders
The Dennis I. Belcher Young Leaders Program
Toni Ann Kruse and JP Lee, graduates of the Dennis I. Belcher Young Leaders Program and now ACTEC Fellows, share how their participation in the program helped them engage in the trust and estate community, enhance their leadership skills and reach the aim of becoming ACTEC Fellows.
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.