2018 Fall Meeting Newsletter
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
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.