2018 Annual Meeting Newsletter
President’s Message
Spring is finally in the air, and with warmer weather comes graduation. Law students who are getting ready to graduate could probably use some extra money as they transition to their next step in life. The 2018 Mary Moers Wenig Student Writing Competition is one way law students can earn some extra money. The first place winner will receive $5,000… >> Continue reading.
Inside this issue:
President’s Message
Mary Moers Wenig Student Writing Competition
All College Campaign
2018 Lloyd Leva Plaine Lecture
ACTEC Foundation Website Refresh
ACTEC Trust and Estate Talk
Symposia RFP
How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
What Estate Planners Need to Know About Medicare
An explanation of how Medicare benefits work, especially Medicare Parts A, B, D, disability requirements and the penalties associated with not enrolling on time.
Charitable Planning and the SECURE Act – SECURE Act Special
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.
Planning for Disabled or Chronically-Ill Beneficiaries Under the SECURE Act
The new SECURE Act provides tailored treatment for special needs and disabled beneficiaries. Learn how the SECURE Act impacts these special beneficiary categories.