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.
Overview of Charitable Remainder Trusts, CRT, including CRAT, CRUT, Split-Interest Trusts and answers to frequently asked questions on the topic.
2019 winners of the annual, legal writing competition to encourage law students to create scholarly works in the area of trusts and estates.
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.
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 creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
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.
Overview of the fundamentals of basic charitable giving including income tax, the estate and gift tax, and donating to a foreign charity.
Understand what estate planning documents are impacted by a divorce from lawyers with expertise in estate planning in this short video.
Learn what lawyers and society can do to protect an older adult’s independence and reduce stereotypes – especially women – from elder financial abuse.
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.
Many women have a longer lifespan than men. How does the differing longevity impact financial management and potential vulnerabilities?
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.
Understand the effect on trusts and how to minimize state income tax following the Supreme Court’s decision in North Carolina v. Kaestner.
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.
A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration.
California Supreme Court depublishes Special Needs Trust Case Scott v. McDonald following Amicus Brief by ACTEC.
Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes.