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
Patagonia Purpose Trusts
The founder of Patagonia clothing transferred $3B of stock to a Purpose Trust. What is a Purpose Trust and how does it meet Patagonia’s corporate objectives?
Tips for Joint Representation of Spouses: Part 2 of 2
Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally.
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.