“Business Entity Income Tax: Regulatory Rigidity Versus Flexibility,” that is the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Ed Beckwith, ACTEC Fellow from Washington, D.C. For federal income tax purposes, the government regulates...
What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts.
Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process.
Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.
What is the Life Insurance Transfer for Value Rule and how has it been changed following the Tax Reform Act? An expert on the topic explains what you need to know.
A review of recent asset protection trust court cases – Wacker, Campbell, Cyr and Rensin – and offers the lessons learned from the rulings.
“Self-settled spendthrift trusts,” that's the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. To give us more information on the topic of minimizing the risk of challenge to...
Understand how to plan and manage your digital assets such as photos, email accounts and passwords during life and in your estate documents.
An overview of the new Illinois Trust Code, which is based on the Uniform Trust Code, by a veteran member of the task force.
A review of ACTEC’s report provided to the US government on proposals to tax the deemed realization of gain on gratuitous transfers of appreciated property.
A deep dive into the benefits and concerns of Qualified Opportunity Funds and Opportunity Zones proposed regulations.
Understand the impacts of the SECURE Act and how it may affect non-spouse beneficiaries of retirement accounts.
The ATCEC Foundation was proud to support the Symposium “Wealth Transfer Law in Comparative and International Perspective” through a grant of $20,000.
ACTEC Fellows discuss 5 reasons why you may want to update your Will and Estate Plan, such as after a move or divorce, when your children have grown or have substance abuse problems, or if you own a business.
The Tax Cut and Jobs Act had an enormous impact on existing trusts after divorce. Understand the impact and learn about ACTEC’s comments to the government and solutions to consider.
We are pleased to report on several initiatives funded by the ACTEC Foundation.
How do charitable pledges work for both the donor and charity? Learn the basics in this podcast from trust and estate experts.
An introduction to Individual Donor Advised Funds, the rules and advantages when compared to a private foundation.
What’s the best way to leave assets to minor children? Should children receive equal assets? What’s a Pot Trust? These and other questions are answered by estate planning advisors.
Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams.
ACTEC Fellow Bob Temmerman is riding a bike from Chicago, IL to Philadelphia, PA, to raise awareness and funds for The ACTEC Foundation.
A Charitable Gift Annuity is a simple and cost effective estate planning tool that benefits charities and donors during their lifetime. Learn more from an expert on the subject.
The ACTEC Foundation is pleased to introduce the Class of 2019-2021 class of Dennis I. Belcher Young Leaders.
An overview of Charitable Lead Trusts including CLAT, CLUT, Grantor and Nongrantor Trusts from an estate expert.