2019 Summer Meeting Newsletter
Welcome to the Summer 2019 ACTEC Foundation newsletter. I am pleased to showcase the refreshed logo of the ACTEC Foundation for the first time in this newsletter. The new logo presents the ACTEC Foundation with additional tools to highlight the value the organization provides to the trust and estate profession and effectively communicate through mobilefriendly platforms. Expanding awareness of the good work of the ACTEC Foundation is one of my goals for the 2019-2020 year, and the refreshed logo combined with the regularly updated content on actecfoundation.org will help us achieve that goal. >> Continue reading.
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.