The ACTEC Foundation 2021 Summer Meeting Newsletter
2021 is already off to a galloping start for The ACTEC Foundation! Thanks to our five intrepid jockeys and the ACTEC Fellows who spurred them on with their generous contributions, we raised over $36,000 in the 2021 ACTEC Foundation Derby: The L. Henry Gissel, Jr. Race of the Yearlings. >> read more
In This Issue
- President’s Message
- Update: ACTEC Foundation Disaster Preparedness Task Force
- In Memoriam Contributions
- Mary Moers Wenig Writing Competition
- Thank you to 2021 donors
Latest ACTEC Trust and Estate Talk Podcasts
Lessons Learned from the Estate of Lisa Marie Presley
Drama in the Estate of Lisa Marie Presley may be due to the absence of a corporate trustee. Understand the benefits of using an experienced corporate trustee.
Relief for S Corporation Mishaps
Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions.
The Importance of Treating Life Insurance as an Asset and Maximizing Value
Life insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse.