2017 Fall Meeting Newsletter
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
Understanding the pitfalls and tax traps when donating from an IRA to a charity under the SECURE Act. An explanation of how Charitable Remainder Trusts (CRTs) and charitable giving has changed.
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.