Explore the One Big Beautiful Bill Act of 2025 (OBBBA)—sweeping tax law changes on estate, gift, and charitable deductions—in Pt. 1 of a series of podcasts.
ACTEC Fellows share their expertise with professionals on trust administration and ongoing estate management. Discover more about best business practices, effective communication with trustees and beneficiaries, and how life changes such as retirement or divorce can impact these areas.
Explore the One Big Beautiful Bill Act of 2025 (OBBBA)—sweeping tax law changes on estate, gift, and charitable deductions—in Pt. 1 of a series of podcasts.
Trusts used for exclusively charitable purposes may be subject to the Private Foundation Rules. Understand how to avoid the tax consequences of IRS section 4947.
An overview of proposed regulations to the SECURE Act, and the critical T&E tax court cases of Levin, Smaldino, and Connolly.
Celebrating 200 podcasts, two ACTEC leaders discuss issues and forces shaping the future of the practice and the ability of practitioners to impact lives.
Estate planning and family law attorneys share what to be aware of and some pitfalls when drafting premarital agreements and prenups.
Words of caution for trust fiduciaries, beneficiaries and residents; CA has liberal definitions of who is considered a resident and subjected to tax on trusts.
ACTEC Law Journal Editor shares insights on the publication process, the contributions of the student editors, and the importance of the journal to T&E law.