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
Electronic Wills in Florida
A review of Florida’s Electronic Wills legislation including who’s a qualified custodian of e-wills and what is a vulnerable adult.
New Corporate Transparency Act
“The New Corporate Transparency Act,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Doug Stanley, ACTEC Fellow from St. Louis, Missouri. The Corporate Transparency Act, or CTA, was enacted on January 1st, 2021 as part of the...
The Senate Went Blue, What Should Estate Planners Do?
Leaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax planning.