Blog
Hot Topics for Trust and Estate Practitioners
A review of 2019 hot topics for trust and estate practitioners including IRS Anti-Clawback and Section 199A regulations, GST Trust modifications and state tax developments.
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How Does a Revocable Trust Avoid Probate?
Understand how a revocable trust helps families avoid probate from experts in the field, ACTEC Fellows Stacy Singer and Jonathan Michael.
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Qualified Opportunity Funds and Opportunity Zones
An explanation of how Qualified Opportunity Funds and Opportunity Zones work and some of the intricacies surrounding them as of March 2019.
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2019 Annual Meeting Newsletter
We are pleased to report on several initiatives funded by the ACTEC Foundation.
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Horton v. Jones Case on Electronic Wills
Can a person create a valid will that is not formally executed as required by state law? Find out more about electronic wills through discussion of the Horton v. Jones case.
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What is Joint Tenancy and When Should I Use It?
ACTEC Fellows offer professional information regarding the joint tenancy including the advantages and disadvantages or holding assets in joint tenancy.
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