Utilization of Section 7872
A deep dive into IRS Code Section 7872 and how to utilize the code in intrafamily loans and split-dollar loans.
Estate Planning Considerations for Small Business Owners
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.
The Uses and Abuses of Charitable LLCs
An overview of how Charitable LLCs can be used legitimately and possibly abused when pushed too far.
Drafting Charitable Gift Agreements
A discussion of charitable gift agreements and the necessary preparation for negotiating and drafting an agreement to protect the client.
A Successful Run for the Spring Derby
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!
Estate Planning for Entertainment Clients
Discussion is aimed at entertainment industry audience regarding issues related to their assets and rights, such as name/likeness rights and house trusts.
Utilizing Positive Psychology in Your Estate Plan
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
The ACTEC Foundation Run for The Spring Derby Update III
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.
Lending and Estate Planning
Estate planning lending techniques including a Graegin loan, GRAT, IDGT, and life insurance premium financing.
The ACTEC Foundation Run for The Spring Derby Update II
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 Transfer Planning for the Moderate Estate
Estate planning experts discuss the gifting risks for moderate estates that want the flexibility to access assets in the future.
The ACTEC Foundation Run for the Spring Derby Update I
The 2020 ACTEC Foundation Spring Derby is well underway! Jockey Melissa Willms on OverWillms’d is very close to taking the win!
An Update on Electronic Wills Statutes
A discussion of The Uniform Law Commission’s new Electronic Wills Act from ACTEC Fellows that chaired the drafting committee.
Can I Change My Irrevocable Trust?
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.
ACTEC Foundation Spring Derby – And they’re off!
And they’re off! The ACTEC Foundation’s Spring Derby has officially opened! Please support your favorite jockey and horse with a donation today.
2020 Summer Newsletter
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation.
What Estate Planners Need to Know About Medicare
An explanation of how Medicare benefits work, especially Medicare Parts A, B, D, disability requirements and the penalties associated with not enrolling on time.
Charitable Planning and the SECURE Act – SECURE Act Special
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.
Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.
Special Needs Trusts
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.
Designing and Drafting Trusts in Light of the SECURE Act
Conduit and accumulation trusts have changed under the SECURE Act. Learn how to mix and match under the new law.
Planning for Common Scenarios Under the SECURE Act
Understanding the SECURE Act’s impact on common estate planning issues such as naming surviving spouses and adult children as beneficiaries.
The ACTEC Foundation Presents First Distinguished Service Award
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.
Updating Existing Estate Plans Under the SECURE Act
Recommendations for trust and estate attorneys as to what to discuss with clients and next steps following the SECURE Act.