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
Pre-Contest Planning
There are many techniques that may discourage challenges to your client’s estate planning documents, including steps the planner should take/avoid taking to assure client’s wishes are followed.
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9100 Relief: Jumping Through the Hoops When You Learn You have an “Oops!”
9100 Relief for missed or mishandled tax elections is broader, more frequently needed, and thus a lot more useful than many estate planners realize.
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State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines
There are many pitfalls when an estate plan or trust cross state lines. ACTEC Fellows offer things to consider when drafting a will.
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