2020 Annual Meeting Newsletter
President’s Message
It is with both sadness and pride that I pen my last message as President of The ACTEC Foundation. The last three years have been a wonderful challenge of raising awareness about the work of The ACTEC Foundation, raising money to support that work, and awarding grants to worthy recipients in the Trust and Estate field. Working with the Foundation’s very talented Board and extraordinary staff has been a joy. >> Continue reading.
Inside this issue:
- Biking for The ACTEC Foundation
- Spotlight on Grant Recipient, Danaya Wright
- Lloyd Leva Plaine Distinguished Lecture by Michael Greenwald
- Mary Moers Wenig Writing Contest
- 2019 ACTEC Foundation Doners
- How to Contribute
Latest ACTEC Trust and Estate Talk Podcasts
Estate Planning Strategies in the Pandemic
2020 estate planning strategies including the gift tax annual exclusion, IRS code 2503(e), low interest loans to family, SLATs and CLTs.
Grantor Trusts: Tax Returns, Reporting Requirements and Options
An expert estate planning attorney reviews the options available for reporting the income tax from grantor trusts.
Naming Foreign Persons in Your Estate Planning Documents
Information for estate planners when a will or trust includes a beneficiary who resides abroad including residents of Israel and the UK.