A look at Estate of Rowland v. Commissioner and how incomplete estate tax returns can void a portability election and cost estates valuable DSUE.
Loss of the Portability Election: Estate of Rowland v. Commissioner
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General Estate Planning
Podcast Topics
Guidance on Advising Clients Regarding Taxes, Trusts and Estates, and Recent Legislation
ACTEC Fellows provide essential insights on estate planning, taxation, and recent legislation. Their expert guidance helps estate planners and wealth management advisors navigate complexities, avoid common pitfalls, and more effectively manage their practices.
Supporting and Mentoring Female Estate Planning Attorneys
An experienced mentor and estate planning attorney offer tips on work-life balance, mentorship, and supporting women in trust and estate law.
Work-Life Balance: Recommendations for Attorneys
An attorney shares his recommendations for work-life balance and tips for setting boundaries, reducing stress, and setting an example for younger employees.
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP)
International estate planning experts explain ACTEC’s support of electronic apostilles, e-APPs, and the importance of apostilles to the trusts and estates practice.
Top 10 Recommendations for Planning Retirement Benefits under the SECURE Act
Planning for retirement benefits under the SECURE Act is complicated. Hear the top ten recommendations from a trust and estate expert when planning distributions.
ACTEC’s Comments on Section 2053 – Proposed Estate Tax Regulations
ACTEC comments on proposed regulations under IRS Code Section 2053, and the effects on estates seeking to deduct funeral and administrative expenses and loans.
The Corporate Transparency Act: The Clock Has Started
Learn what estate planners need to know about reporting requirements of the Corporate Transparency Act from FinCEN’s final rules issued on September 29, 2022.
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ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
