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
Lessons Learned from the Estate of Lisa Marie Presley
Drama in the Estate of Lisa Marie Presley may be due to the absence of a corporate trustee. Understand the benefits of using an experienced corporate trustee.
Relief for S Corporation Mishaps
Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions.
The Importance of Treating Life Insurance as an Asset and Maximizing Value
Life insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse.