Blog
2018 Summer Meeting Newsletter
President's Message 2018 has been a busy and exciting year for the ACTEC Foundation. In February, we went live with an updated website. The increased visibility for the Foundation and College have been outstanding... >> Read full newsletter. Latest ACTEC Trust and...
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Powers of Appointment: From Snoozy to Sexy
Powers of appointment keep long-term trusts evergreen, to be responsive to changing family, tax, and economic landscapes and to transform old assets.
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The New Partnership Audit Rules and Why They Are So Important for Estate Planners
New partnership audit rules began in 2018 that have procedural and substantive effects. Learn more from ACTEC Fellows Steve Gorin and James Lee.
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Do You Have All the Tools to Deal with Your Client’s IRA Custodian?
Hear the ins and outs of issues that may arise with client’s IRA custodian from ACTEC Fellow Svetlana Beckman.
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The GoFundMe Revolution
The GoFundMe Revolution: What Happens Once the Money Has Been Raised? Individual fundraising has gone digital and the funds raised are exponentially greater than in the past, however, the legal tax and fiduciary issues facing the money raised remain murky and largely unregulated.
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What’s in Your Creditor Protection Toolbox for Clients?
There are many tools available to planners to help them achieve client creditors’ protection objectives without the need for a self-settled asset protection trust. Hear ACTEC Fellows discuss asset-protection strategies such as Tenancy by the Entirety, asset protection trusts, discretionary trusts, and more.
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