ACTEC Foundation 2024 Annual Meeting Newsletter
President’s Message
At this 2024 Annual Meeting, The ACTEC Foundation’s Board of Directors will continue to focus on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement and Bylaws to ensure that our governing statement and documents best express the purposes for which our Foundation was formed and continues to exist. The Grant Committee and the Planning and Governance Committee have held several joint meetings since the Board’s last meeting in October, and I look forward to continued progress as purposeful discussion continues in Phoenix. Both Committees, as well as the full Board, are committed to forging a path for The Foundation to have the most impactful effect on the future of the trust and estate practice. >> Click on a button below to read more.
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
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.