2019 Summer Meeting Newsletter
President’s Message
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
The Ethical Use of Artificial Intelligence in Trust & Estate Law
A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices.
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
A primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations.
The IRS Ruling on Modifying a Grantor Trust
Explore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights.