The IRS proposed changes to Circular 230—what does it mean for tax professionals? An ACTEC Fellow breaks it down. Stay informed!
The Potential Impact of Proposed Amendments to Circular 230
read more
T&E Administration
Podcast Topics
Experts Provide Best Practice Advice on Trust and Estate Administration
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.
Exempt Status of Retirement Plan Distributions
Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act.
An Analysis of Wyoming Asset Protection Provisions
A review of asset protection code in Wyoming, Wyoming’s Uniform Trust Code, and how it compares to other states.
Creditors’ Rights vs. Trustees’ Protections
Laws governing creditor rights vary from state to state. Understand the differences in trust provisions and corresponding effects against creditor claims.
Estate Planning for Special Purpose Acquisition Company Founders
Insights into Special Purpose Acquisition Company, SPAC, estate planning opportunities for founders, their capital structures, valuation and more.
Lessons From the Tax Court Decision in the Estate of Michael Jackson
Understanding the tax court’s decision in the Estate of Michael Jackson and postmortem right of publicity.
Electronic Wills and Remote Execution
An update on electronic wills, remote witnessing, and notarization legislation in Illinois. The act became law on July 26, 2021.
Search
Subscribe Now
ACTEC Trust & Estate Talk Podcasts
Watch the Estate Planning Essentials video series with ACTEC Fellows providing expert insights.
