Business Planning 3 - American College of Trust and Estate Counsel

Business Planning

Podcast Topics

ACTEC Capital Letters

ACTEC Guidance & Comments

Art & Alternative Assets

Business Planning

Charitable Planning

Diversity, Equity & Inclusivity

Family Law

General Estate Planning

International T&E

IRS / Tax Guidance

Pandemic Related Issues

T&E Administration

T&E Litigation

Technology Recommendations

Uniform Law, Multi-State Issues & Laws

Estate Planning Insights for Business Owners

Business owners must carefully plan for succession, taxes, and the ever-changing economic landscape. Stay informed about the latest trust and estate developments with ACTEC Fellows.

Private Trust Company Design Considerations for Family Wealth Planning

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning.

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3

Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14.

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3

How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.

Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3

Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2

An analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners.

Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2

The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail.

Legal and Tax Considerations When Representing Influencers and Content Creators

Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation.