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.
Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans.
ACTEC comments on proposed regulations under IRS Code Section 2053, and the effects on estates seeking to deduct funeral and administrative expenses and loans.
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.
An estate lawyer explores case disputes of premarital agreements, aka post-nuptial agreements, based on unconscionability under the Uniform Premarital Act.
An estate lawyer explains the Uniform Premarital Act and the limitations of premarital agreements, aka post-nuptial agreements, based on unconscionability.
Understand ways to amend an irrevocable trust under the Uniform Trust Code (UTC), including a decanting transaction from a trust and estate expert.
Learn key elements that should be included in funding agreements including five essential recommendations to help them stand up to court scrutiny.
ACTEC Trust & Estate Talk Podcasts
