2020 Summer Newsletter
President’s Message
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation. Please make sure you check out his first Message from the President, as well as updates on Donors to the Foundation. Generous donors to The ATCEC Foundation from January 1 through May 5, 2020 are listed. If you’d like to see your name in the Fall 2020 newsletter, why not support one of the jockeys in the inaugural ACTEC Foundation Spring Derby? Seven jockeys are Running for the ACTEC Foundation official Mint Julep Cup, and bragging rights for a year.
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Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
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Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.