ACTEC 2024 Fall Meeting Newsletter
President’s Message
I hope everyone has had a pleasant summer! I am settling into a new office, but found time to enjoy the summer as well, and I hope your summer brought a time of rest and renewal as we move into the fall season of change. The Foundation’s Board is looking forward to this season of change.
I anticipate that at our fall meeting, the Board will finalize a new Mission Statement, giving new life to the charitable purpose of the work we do. >> 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.