A deep dive into IRS Code Section 7872 and how to utilize the code in intrafamily loans and split-dollar loans.
Small business owners need to plan for the transition of their company in their estate plan. Learn about the impact of state laws and how to plan for estate taxes.
An overview of how Charitable LLCs can be used legitimately and possibly abused when pushed too far.
A discussion of charitable gift agreements and the necessary preparation for negotiating and drafting an agreement to protect the client.
All seven jockeys crossed the finish line, each raising a minimum of $2,200, with winner Melissa Willms on OverWillms’d making her way around the track twice!
Discussion is aimed at entertainment industry audience regarding issues related to their assets and rights, such as name/likeness rights and house trusts.
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
All three of these first-time winners have met their fundraising goal of $2,200! Now we need to bring the rest of our jockeys and their horses over the finish line.
Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.
Do we have a winner for the first running of The ACTEC Foundation’s Run for the Spring Derby? The crowd is holding their breath…
Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.
The 2020 ACTEC Foundation Spring Derby is well underway! Jockey Melissa Willms on OverWillms’d is very close to taking the win!
A discussion of The Uniform Law Commission’s new Electronic Wills Act from ACTEC Fellows that chaired the drafting committee.
Learn what changing an irrevocable trust entails, what it means to decant a trust, what courts can do and other pitfalls from trust and estate experts.
And they’re off! The ACTEC Foundation’s Spring Derby has officially opened! Please support your favorite jockey and horse with a donation today.
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation.
An explanation of how Medicare benefits work, especially Medicare Parts A, B, D, disability requirements and the penalties associated with not enrolling on time.
Understanding the pitfalls and tax traps when donating from an IRA to a charity under the SECURE Act. An explanation of how Charitable Remainder Trusts (CRTs) and charitable giving has changed.
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.
Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.
Conduit and accumulation trusts have changed under the SECURE Act. Learn how to mix and match under the new law.
Understanding the SECURE Act’s impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.
The ACTEC Foundation’s first Distinguished Service Award was presented jointly to Judith W. and Howard M. McCue during the 2020 Annual Meeting in March.
Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.