2019 Annual Meeting Newsletter
President’s Message
Once again I am honored to be writing to you as the President of the ACTEC Foundation. Generous support from ACTEC Fellows like you makes the successful programs described below possible. >> Continue reading.
Inside this issue:
- Communication Success
- Foundation Grant Achievements
- 2019 Mary Moers Wenig Student Writing Competition
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
Independent Contractor vs. Employee: In Tax vs. Labor Law
Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA guidelines.
Inserting Photos in Wills to Clarify Specific Gifts
A law professor outlines using photos in wills to identify specific gifts, possible legal challenges, and best practices for estate planning.
A Life Insurance-Funded Redemption Agreement Gone Bad
The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, life insurance LLCs.