ACTEC Foundation 2022 Summer Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, shares updates from the past few months, including the results of the 2022 Spring Derby Fundraiser and the recognition of Foundation-supported productions by the Academy of Interactive and Visual Arts. Read all about it in the 2022 Summer Newsletter!
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Latest ACTEC Trust and Estate Talk Podcasts
Section 2801 Final Regulations: Tax on Gifts From Expatriates
Learn how Section 2801 final regulations affect gifts and bequests from covered expatriates, including tax rules, trusts, Form 708, and key exceptions.
Reimbursement of Grantor on Trust Income Taxes: When, Why, and How
Learn when grantor trusts can reimburse income taxes, key IRS rules, state law differences, and planning strategies for estate planners.
What to Do When a Bypass Trust Was Never Funded
Learn how to address an unfunded bypass trust after death, including legal theories, tax implications, and practical strategies for estate and trust administration.