2017 Fall Meeting Newsletter
President’s Message
Welcome, Fellows, to the 2017 ACTEC Fall Meeting in Nashville, Tennessee. The Foundation’s Board of Directors and I thank you for your continued support throughout the year, and look forward to chatting with you at the Foundation’s booth during coffee breaks. I hope you will stop by to hear from me and other members of the Foundation’s Board about the Foundation’s latest initiatives. >> Continue reading.
Inside this issue:
- Wealth Transfer Law Symposium
- Young Leaders Class of 2017 – 2019
- Mary Moers Wenig Winners Announced
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
The Dangers of Deferring Estate Tax
Explore the risks of deferring estate tax, including secret IRS liens, credit implications, and alternatives with insights from ACTEC experts.
Impact of the Connelly v. United States Decision
An estate planning attorney discusses the implications of Connelly v. US, buy-sell agreement, valuation of life insurance proceeds, Section 2703, and more.
A New Decision on Adequate Disclosure of Gifts
Understand the taxpayer victory and tax court decision in Schlapfer v. Comm’r that strict compliance with adequate disclosure regulations may not be necessary.