Deferred and Flexible Charitable Gift Annuities
Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams.
Bob Temmerman’s Ride for The ACTEC Foundation
ACTEC Fellow Bob Temmerman is riding a bike from Chicago, IL to Philadelphia, PA, to raise awareness and funds for The ACTEC Foundation.
Charitable Gift Annuities
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.
2019-2021 Class of Dennis I. Belcher Young Leaders Program
The ACTEC Foundation is pleased to introduce the Class of 2019-2021 class of Dennis I. Belcher Young Leaders.
A Primer on Charitable Lead Trusts
An overview of Charitable Lead Trusts including CLAT, CLUT, Grantor and Nongrantor Trusts from an estate expert.
Charitable Remainder Trusts (CRT)
Overview of Charitable Remainder Trusts, CRT, including CRAT, CRUT, Split-Interest Trusts and answers to frequently asked questions on the topic.
Mary Moers Wenig 2019 Student Writing Competition Winners
2019 winners of the annual, legal writing competition to encourage law students to create scholarly works in the area of trusts and estates.
An Introduction to Private Foundation Excise Taxes
Complying with regulatory restrictions of private foundations can be confusing. Understand the issues that may arise and how to avoid excise taxes from an expert on the subject.
Choosing an Executor or Trustee
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
A Primer on Private Foundations
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
An Introduction to Individual Charitable Deductions
What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert.
Basic Charitable Giving
Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a foreign charity.
Divorce and Estate Planning
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
Balancing Independence and Vulnerability of Older Adults | Part 3
Learn what lawyers and society can do to protect an older adult’s independence and reduce stereotypes – especially women – from elder financial abuse.
Balancing Independence and Vulnerability of Older Adults | Part 2
Elder financial abuse and who commits it, how we can help protect the autonomy of older adults and understand what the law can do to protect against such abuses.
Balancing Independence and Vulnerability of Older Adults | Part 1
Many women have a longer lifespan than men. How does the differing longevity impact financial management and potential vulnerabilities?
Balancing Independence and Vulnerability of Older Adults | Synopsis
How do attorneys balance an older client’s independence while protecting their assets? Professor Radford offers a synopsis of her 3-part lecture that begins August 6.
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
Understand the effect on trusts and how to minimize state income tax following the Supreme Court’s decision in North Carolina v. Kaestner.
Should I Sign New Estate Planning Documents When I Move to a New State?
When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.
The Uniform Trust Code and the Future of American Trust Law
A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration.
Depublication of the Special Needs Trust Case Scott v. McDonald
California Supreme Court depublishes Special Needs Trust Case Scott v. McDonald following Amicus Brief by ACTEC.
Marriage, Divorce and Asset Protection
Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes.
2019 Summer Meeting Newsletter
2019 Summer Meeting Newsletter with update by the ACTEC Foundation President.
The US-Japan Estate, Inheritance and Gift Tax Treaty
Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.