2021 Fall Newsletter
President’s Message
I am pleased to introduce to you the 7th Class of Dennis I. Belcher Young Leaders. This year’s class includes four outstanding individuals: Brian Balduzzi of Philadelphia, PA; Caitlin Horne of Charlotte, NC; René Morency of Clayton, MO; and Melisa Seyhun of Chicago, IL. The Young Leaders program builds on ABA RPTE’s two-year Young Fellows Program to provide an additional two years of financial support for a diverse group of trust and estate attorneys. >> Continue reading.
In This Issue
- President’s Message
- Success of ACTEC Foundation Funding Series
- Tulane/ACTEC Symposium on Conflict of Laws in Trusts and Estates
- In Memoriam Contributions
- Thank you to 2021 Foundation Donors
Latest ACTEC Trust and Estate Talk Podcasts
Premarital Planning: What to Know and Do Before ‘Going to the Chapel’
Premarital planning for high-net-worth families, including legacy asset protection, property laws, trusts, SLATs, DAPTs, and client preparation.
Trust Modification: When Flexibility Conflicts With Settlor Intent
Learn when an irrevocable trust can be modified, how courts define material purpose, and the legal risks of judicial and non-judicial trust changes.
Liability of Executors and Transferees for Estate Taxes
Can executors be personally liable for unpaid estate taxes? Learn how fiduciaries and transferees can reduce risk and avoid costly mistakes.


