ACTEC Foundation 2024 Summer Meeting Newsletter
President’s Message
Welcome to the Summer 2024 edition of The ACTEC Foundation Newsletter! I hope that this June finds everyone happy and healthy. I am pleased to report that The ACTEC Foundation is in good financial health with many exciting projects on the horizon. First and foremost, I am happy to report that the 2024 Longest Drive Challenge raised over $44,000! Please read the full story later in the Newsletter.
Also, The ACTEC Foundation-funded Trust and Estate Talk podcast series has reached an important milestone – be sure to read about it in this Newsletter! >> Click on a button below to read more.
Latest ACTEC Trust and Estate Talk Podcasts
Huffman Case Endangers Buy-Sell Agreements
Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family business.
Caution for Divorcing Spouses Who Are Trust Beneficiaries
Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a divorce.
Modifying Trusts after CCA 202352018
A T&E expert reviews CCA 202352018’s true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.