2019 Annual Meeting Newsletter
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
Patagonia Purpose Trusts
The founder of Patagonia clothing transferred $3B of stock to a Purpose Trust. What is a Purpose Trust and how does it meet Patagonia’s corporate objectives?
Tips for Joint Representation of Spouses: Part 2 of 2
Podcast two of joint representation offers four more tips for lawyers and the red flags to watch out for as they ensure both spouses are represented equally.
Tips for Joint Representation of Spouses: Engagement Letters (Pt. 1 of 2)
Four tips practitioners need to keep in mind when providing joint representation to spouses and where to find sample attorney engagement letters.