The ACTEC Foundation 2020 Fall Meeting Newsletter
President’s Message
In this issue, you will find articles on several Foundation projects, including a recent grant The ACTEC Foundation made to The Commons Law Center. This grant will help provide estate planning services to lower income people in Portland, Oregon.
Inside this issue:
- Tribute to Immediate Past President
- Voices of the ACTEC Foundation
- Sixth class of Dennis I. Belcher Young Leaders
- Mary Moers Wenig Writing Contest & Winners
- The Commons Law Center Grant
- 2020 ACTEC Foundation Donors
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.