ACTEC shares concerns about NCBE removal of wills & trusts from the NextGen Bar Exam and the impact on families, businesses, seniors, and generational wealth.
The NextGen Bar Exam Threat to Wills and Trusts
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Charitable Planning
Podcast Topics
Experts Explain Philanthropy Options and Tax Implications
Donating assets to charities and philanthropic organizations can be challenging. ACTEC Fellows explore the tax implications of and options for charitable giving.
Deferred and Flexible Charitable Gift Annuities
Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams.
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.
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.
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.
A Primer on Private Foundations
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
