2018 Fall Meeting Newsletter
President’s Message
Welcome to the Fall 2018 ACTEC Foundation newsletter. The Foundation’s Board of Directors and I thank you for your continued support throughout the year. We are pleased to report on several initiatives funded by the ACTEC Foundation. >> 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
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.