2019 Fall Meeting Newsletter
Welcome to the Fall 2019 ACTEC Foundation newsletter. The rest of the Foundation’s Board of Directors and I thank you for your continued support throughout the year.
I want to publicly thank Foundation Board Member Bob Temmerman, whose heroic Bike Ride Fundraiser for The ACTEC Foundation from Chicago to Philadelphia has already raised almost $12,000 with 100 percent support from members of The ACTEC Foundation’s Board of Directors. Bob’s goal for this ride was not only to celebrate his incredible healing journey after his bike accident three years ago, but to raise funds for, and equally important, awareness of The ACTEC Foundation. By asking for support of at least a penny a mile, which works out to a $10 donation for his 1,000-mile ride, Bob encouraged nine Fellows to make their first donation to The ACTEC Foundation out of 81 Fellows who have supported the Bike Ride thus far. The article on page two of this newsletter will give you more information. If you haven’t already done so, you still have time to support Bob at actecfoundation.org/2019BikeRide! >> Continue reading.
Inside this issue:
- Bob’s Crazy Ride from Chicago to Philadelphia
- New Class of Dennis I. Belcher Young Leaders
- 2019 Mary Moers Wenig Student Writing Competition Winners
- 2019 ACTEC Foundation Donors
- 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.