2018 Summer Meeting Newsletter
President’s Message
2018 has been a busy and exciting year for the ACTEC Foundation. In February, we went live with an updated website. The increased visibility for the Foundation and College have been outstanding… >> Read full newsletter.
Latest ACTEC Trust and Estate Talk Podcasts
Estate Planning and Trust Management for a Brave New World | Part 1 of 4
Estate planning and trust management across multigeneration families. How do lower marriage rate and non-traditional families effect financial planning, estate planning, financial services?
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Lending in the Probate Context
What is probate lending and why you should consider including a spendthrift clause in a will is discussed by ACTEC Fellow Professor David Horton.
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The Valuation and Reporting of Cryptocurrency on Income, Gift, and Estate Tax Returns
The valuation of cryptocurrency, IRS guidance on tax planning, and how to prepare for an appraisal are discussed by John Varga of MPI Business Valuation and Advisory.
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