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
Business Entity Income Tax: Regulatory Rigidity Verses Flexibility
“Business Entity Income Tax: Regulatory Rigidity Versus Flexibility,” that is the subject of today's ACTEC Trust and Estate Talk. Transcript/Show Notes This is Ed Beckwith, ACTEC Fellow from Washington, D.C. For federal income tax purposes, the government regulates...
S Corporation Death Traps
What happens when the principal shareholder of an S corporation dies? Solutions are discussed by estate planning experts.
Levitan v. Rosen Case
Are trusts considered marital property? A review of the Levitan v. Rosen and Pfannenstiehl v. Pfannenstiehl cases offer considerations when drafting of marital property provisions in trust documents.