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!
Latest ACTEC Trust and Estate Talk Podcasts
When to Pursue a Trust Reformation Action, Thoughts in a UTC State
Understand ways to amend an irrevocable trust under the Uniform Trust Code (UTC), including a decanting transaction from a trust and estate expert.
Understanding Funding Agreements
Learn key elements that should be included in funding agreements including five essential recommendations to help them stand up to court scrutiny.
Migrating Clients from Common Law to Community Property States (and Vice-Versa)
Hear guidance for clients moving from a common law to a community property state, how to avoid common mistakes, and differences between community property states.